Viewing Company Brookfield Infrastucture Partners | StockChase
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Brookfield Infrastucture Partners Stock Symbol: BIP.UN-T

Last Price Recorded: $54.9900 on 2017-10-20

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Date Signal Expert Opinion Price
2017-10-16 COMMENT Barry Schwartz

Since this went public it has had something like a 20% compound total return. The whole Brookfield group is such a great well-run business. What they’ve been able to do, which no one else has been able to do, is to have a long-term plan and strike when the iron is hot and acquire distressed assets. Recently did a big equity deal, and assumes they have a lot of deals they are working on. Dividend yield of 4.3%.


Price:
$54.560
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-10-11 COMMENT Christine Poole

Inter Pipeline (IPL-T) or Brookfield Infrastructure Partners (BIP.UN-T)? She would encourage Canadians to look outside of Canada, so Brookfield Infrastructure would probably offer more opportunities. Also, there is not as much exposure to crude oil prices as Inter Pipeline would have.


Price:
$53.760
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2017-09-19 PAST TOP PICK Nick Majendie

(A Top Pick Sept 21/16. Up 28%.) Just did an equity issue because of a huge backlog of projects, about $2.5 billion. If he had to pick one stock to own over the next number of years, it would be this. They increased their dividend over 10% for the last 8 years, and expects they will continue to do that. The #1 infrastructure stock globally. Dividend yield of 4.1%.


Price:
$53.850
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2017-09-13 COMMENT Michael Sprung

There has been a bit of a pullback. The rationale for a pullback is hard to determine. It might be that people are thinking some of their projects are going to be pushed a little further out. He wouldn’t be concerned about the pullback. If playing this for the dividend, infrastructure is a good place to be. On a macro level, he prefers the more diversified asset management company. Dividend yield of about 5%.


Price:
$51.060
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2017-08-02 COMMENT Ryan Modesto

Doesn’t follow this company to closely, but does like the infrastructure space. It’s a good way to diversify your assets on the equity side, and you are still getting a real asset focus. Has no issue with this.


Price:
$51.430
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
Unknown
2017-07-19 TOP PICK Veronika Hirsch

Infrastructure is the buzzword of every western government on the planet. What happens when they financed new infrastructure, they have to sell something. Nobody has a budget for new infrastructure. That is when this company comes in. They are capable of joint venturing with someone and can buy fairly chunky assets. Dividend yield of 4.7%. (Analysts’ price target is $42.)


Price:
$50.160
Subject:
CANADIAN & ALTERNATIVE INVESTING
Bias:
UNKNOWN
Owned:
Yes
2017-06-19 BUY Veeral Khatri

[For a long term hold].  It is a fantastic long term hold.  Their fund managers are some of the smartest guys in the business.  It gives you exposure to a variety of infrastructure assets.  You get a nice 4% dividend yield.  He owns it through BAM.A-T because it is his preferred way to play it.


Price:
$53.950
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2017-06-16 BUY Greg Newman

Has a very strong pipeline and sees it growing at 28% over the next couple of years. Trading below its five-year average. Has a 62% PR. They tend to bump their distribution 5%-10% every year. Good balance sheet. The only thing wrong is that it is still pretty expensive. It doesn’t give too much opportunity to Buy, so trying to buy on a pullback is pretty tough. Just hold your nose and buy it.


Price:
$52.530
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH
Owned:
Unknown
2017-06-15 WATCH Christine Poole

That whole group has done very well and she would expect it to continue.  She is watching the parent company with the idea of entering.


Price:
$52.810
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on NORTH AMERICAN ECONOMY
Owned:
No
2017-06-13 COMMENT Barry Schwartz

Brookfield Asset Management (BAM.A-T) or Brookfield Infrastructure Partners (BIP.UN-T)? He would always choose the parent, because the income flows up.


Price:
$52.840
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-05-23 COMMENT David Burrows

Brookfield Infrastructure (BIP.UN-T) or Bank of Nova Scotia (BNS-T) for better growth? Financials is a group that he has been in favour of for some time, but prefers US to Canadian. If he had to buy one of these 2, he would probably buy this one. It is an interesting collection of assets, but might underperform global markets because of being a more defensive play. As a yield play, it is kind of attractive.


Price:
$54.140
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2017-04-21 PAST TOP PICK Greg Newman

(A Top Pick May 4/16. Up 53%.) He liked this for their solid pipeline of growth, and still models a 20% EPS growth over the next couple of years. Just bumped their distribution by 11%. 67% payout ratio, so the dividend is good. It has reached his target price, so he would not be adding to it.


Price:
$52.130
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2017-04-19 COMMENT Bruce Murray

This is one where you have to trust management. They have done a great job and will continue to do so. Focused heavily on real estate. If interest rates flatten out, the appreciation of real estate probably finally comes to an end, especially in commercial real estate. Probably a decent investment. You get nice dividends and it will gradually grow.


Price:
$51.970
Subject:
LARGE CAP GROWTH & DIVIDENDS
Bias:
UNKNOWN
Owned:
No
2017-04-12 COMMENT Christine Poole

Brookfield Asset (BAM.A-T) or Brookfield Infrastructure (BIP.UN-T)?  Between the 2, her preference would be Brookfield Asset Management. It is much more diversified, plus it has interest in Brookfield Infrastructure. It gives you access to their fund management side, the private equity funds. It is also where senior management executives own their shares. Dividend yield of 4.5%.


Price:
$51.700
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-04-12 COMMENT John O'Connell, CFA

This is a big weight in his fund. It has a great dividend yield. Management has done a fantastic job of investing assets, buying infrastructure assets around the world, and also trimming its portfolio when it is prudent to do so. There are loads of opportunities open to them. Because they are so well respected at what they do, they are finding that they can take on bigger and bigger projects, be the manager of them and find that sovereign wealth funds are actually joining them in these projects.


Price:
$51.700
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 113 entries
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