Brookfield Infrastructure Partners (BIP.UN.TO)

Always undervalued. Trades at 11x price to AFFO, growing 11%. Generous distribution, which they boost by 5% every year. He'd buy at these levels.

Owns no Brookfield names, not enthralled by the pieces. If he were to own any of the names, it would be this one -- better potential growth long-term, and is more of a traditional operating company.

(Note the short timeframe.)  Its assets are the backbone that keep the global economy moving forward. Predictable income and strong downside prediction amidst current market uncertainty. Should continue to do well. Expanded data centre platform. Record asset sales for capital recycling.

Dividend increased ~6% for 17th consecutive year. Sees ~15% price upside from here.

He likes this and the parent company, BN-T, which is one of the best equity shops on the planet. Infrastucture investing is a good way to get yield into your portfolio. He slightly prefers BIP because of private equity risks in private equity, like KKR and Apollo.

This is today's pick in an income name for viewers. Really attractively priced, but gives you a bit of growth along with your income. Similar valuation to other income names, but growth profile is significantly better. One of the best growth profiles of the names he follows. Trades right around 10x cashflow. 

Global. With the infrastructure buildout coming in Canada, will likely position itself in pipelines or midstream energy. Also has a data centre component. Has 4 key segments, and should be able to attract business in almost all of them. Yield is 5.11%.

Assets include everything you'd want -- toll roads, exposure to data centres, nat gas and nat gas infrastructure, cell phone towers, global diversification. He'd absolutely buy today. Yield is 4.97%, growing at 5% a year.

Note that this stock is under the ".UN" structure, which gives you almost 1/3 more yield than the corporate units. No-brainer to put in your TFSA or RRSP so you don't have to worry about the extra tax reporting.

His price target is $41 USD, so about 14% north of where we are today; combine that with 5% distribution growth, and there's your return. Bit of softness last quarter in midstream and transfers, but Q3 was solid in data and utilities. 

Great growth pipeline, including acquisitions. Inflation-linked revenues as far as the eye can see. Reasonable 10x PE for 2027 and 15% growth. Nice dividend, which grows, and 91% payout ratio. Right now, one of his favourites in the Brookfield stable for risk/reward.

Lots of growth ahead. Diversified assets, which are also diversified geographically. Really good job of recycling capital (buy low-valuation assets, sell at premium). Good valuation right now. Yield is 5%.

Her firm looks at valuation and prices, but doesn't do price targets. When you plan to own something for 5-10 years, trying to figure out what the price will be in the next 6 months is a useless exercise.

A clean story with strong visibility in the space.

They have done everything right but the stock has been flat. However they are paying him to wait. The last quarter was in line and there is strong organic growth. Revenue is inflation linked. Trades at 10X earnings and has 14% growth along with distribution growth. Yield is 5%.

Likes that BN continues to source deals for them to do. Well run. Lots of infrastructure opportunities to support both energy and data centres.

Best to put in a registered account if you can. (There's a chance in the future that the Brookfield structure gets harmonized, this stock should pop, and a registered account will protect any upside.) It'll also protect the higher yield along the way.

Thesis still intact. Most of the return for this past year was the dividend, and that's why you want to own it. Still very inexpensive. One to own for the future.

Great area to be in. Executed on everything, but not everything in the stock market always goes up the way you want. Last 12 months has seen a lot of success buying assets at good prices and monetizing old assets. Trades at 10x AFFO, same as last year. Growing at 17% for 2025-2027.

Upside + safety + good valuation + nice dividend + going up 5-10% each year = a TSX stock to put your $$ in.

There has been a pullback so this is good entry point. Business is good and the last quarter beat expectations. It is constantly putting money to work. The stock yields 5.5%. It is a steady compounder and she sees good upside potential.        Buy 8  Hold 3  Sell 0

He owns this and BN-T as a compounder, and BIP-UN for income. Trades below 8x cash flow and pays a great, safe dividend of 5.67%. You get income and some growth.