
TSE:BIP.UN
This summary was created by AI, based on 32 opinions in the last 12 months.
Brookfield Infrastructure Partners (BIP.UN-T) is seen as a strong investment opportunity, particularly for income-focused investors. Analysts highlight the company's robust growth prospects, driven by inflation-linked cash flows and a diverse portfolio that includes infrastructure assets like airports and data centers. Many experts view the current valuation as attractive, trading around 10x cash flow with a yield between 4.5% to over 5.5%, which they consider safe given its payout ratio. Despite some mixed opinions on market performance, the consensus leans positively, suggesting that the stock is a solid choice amidst market volatility. The expected continued infrastructure spending adds a favorable backdrop for BIP's growth trajectory, making it a compelling long-term hold for investors seeking both income and appreciation.
(Past Top Pick Aug. 9, 2018, Down 1%) He likes all Brookfield stocks. This is a good way to play infrastructure despite BIP having ups and downs. A lot of infrastructure plays are simply buying things like airports as opposed to building them. Otherwise, it takes time and involves politics to build an infrastructure project. BIP makes smart investments.
Capital deployment accelerating over next 12 months. A 66% 2019 payout ratio, with 7% annual distribution growth. Making acquisitions. Cashflows are diversified, which provide natural currency hedges. Reasonable balance sheet. One of the best parts of the satellites. Great place to make money over the next 12-24 month. Yield is 4.7%. (Analysts’ price target is $59.30.)