Rebecca TeltscherBrookfield Infrastructure PartnersBIP.UN.TOBUY ON WEAKNESSAug 06, 2026

Global. Some diversification. Strong growth profile and dividend profile. Trades at roughly 10x FFO. Dividend well-covered, ~50% payout ratio. Good for infrastructure. Growth + income. Prefers it to SJ.

Big fan. One-stop diversified infrastructure play. Big growth driver is data -- cell towers, fibre, data centres -- now ~36% of FFO, but growing at a faster clip than other divisions. Simplifying structure, eligible for index inclusion, price may pop. 6-9%  internal growth (he sees 9-12% for next couple of years). Trades at only 10x FFO. 

Definitely buy at this level, looking at north of 25% total return. Increased interest rates will cause price volatility. Yield is ~5%.

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.

BN is the more compelling buy at this time.

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.

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.

There 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.