Opinions Stephen Takacsy, B. Eng, MBA
Brookfield Infrastructure PartnersBIP.UN.TOBUYApr 29, 2025
Stephen Takacsy, B. Eng, MBAStock price when the opinion was issued
As of Sep 23, 2026. Market Open.
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There is a big Investment Summit going on in Toronto today and tomorrow. Brookfield Infrastructure will be a part of it since it is a big supplier of capital. It has already made a big investment in Western Canada and has a good international portfolio. Pays a 5% dividend. It is one of his favourite holdings and he is adding.
Ryan BushellEssential assets + income + long-term growth. Still likes, still owns. Owns the infrastructure that the economy runs on. Higher rates and debt remain a potential risk. Sees 23% upside from here.
Brianne GardnerFor income-focused investors, and that thesis still remains very strong. Very low valuation, great growth prospects, well-covered dividend. Continue to hold, or even buy more today.
Chris BlumasGeared to take advantage of growth in energy, infrastructure, power demand, and government spending. Diversified geographically. Energy infrastructure assets, but also data centres, toll roads, and airports. Really good management. Well funded. Yield is 4.4%, continues to grow.
Rebecca TeltscherYou get paid to wait. Steady compounder. $1.7B in new projects. Inflation-linked cashflows. AFFO growth of 11%, trades at 10.5x. Good one to own amidst all the cross-currents of markets today. A "when" story, not "if". Yield is 4.81%; very safe payout ratio of 56%.
(Analysts’ price target is $60.27)
Greg NewmanIt could break out of current levels. They hold a good portfolio. They will likely combine Brookfield and Brookfield Wealth Solutions and combine the infrastructure units which will increase flows.
(Analysts’ price target is $60.27)Ryan BushellExceptional value for an income name. Trading ~10x FFO, well-covered and reasonable dividend, really strong growth profile.
Chris BlumasLikes push higher on the chart in a new uptrend -- looks poised to challenge and break out to new all-time highs (and that's very bullish). Will play a big part in the very bullish Build Out Canada thesis, big tailwind. Chart looks awesome. Yield is 4.72%.
(Analysts’ price target is $60.06)
Are excellent at recycling capital. Are a utility, but they have one of the most diversified suite of assets, geographically, with business in airports and data centres. Pays a solid 5% dividend.
(Analysts’ price target is $60.08)Rebecca TeltscherThere will be an infrastructure spend, and in fact there's an infrastructure deficit (just drive around the streets of Toronto). Likes the category. Yield is almost 5%.
Why not just pick the parent? It's much more diversified, and you'd get the benefit of all its subsidiaries.
He's selling it. The stock is breaking down. In March, it showed signs of low, retracing a support level, but the chart shows lower lows and lower highs.
Keith Richards
If you have any withholding tax in a cash (taxable) account, because the structure is set up not in Canada, you should be able to claim it back on your tax return. So it's better to have in a taxable account than in a TFSA or RRSP, where you can't claim it back.
He owns BN instead.
A solid company. He sold it at the high, when it was getting pricey. The preferreds give you a good dividend yield. A rock solid company. Preferreds will pay reliably, but won't give much upside. A safe investment.