Darren SissonsBrookfield Infrastructure PartnersBIP.UN.TODON'T BUYMay 08, 2026

Essential 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.

For 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.

Geared 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.

You 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%.

It 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.

Exceptional value for an income name. Trading ~10x FFO, well-covered and reasonable dividend, really strong growth profile.

It failed to break out since March 2026, so he sold it.

Likes 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%.

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.

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.

Huge run over last 2 years in infrastructure stocks due to pretty flat interest rates. Brookfield is an exceptional global manager. Great high-quality, long-term business. Yield is ~4%.

Right now, he sees more upside in energy infrastructure.

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.

Seems to trade off on private equity concerns, though there's no direct exposure. Continues to put $$ in at these levels. Oil and nat gas egress stories are still intact.

Growth has sold off and the market is running to income names. In Canada, income names he likes are Rogers and Brookfield Infrastructure.