Brookfield Infrastructure Partners (BIP.UN.TO)

(Top Pick May 13’13Up 18.43%) An interest sensitive stock that would do well. Good visibility that distribution will increase 5-10% a year.

He likes this stock, and likes to recommend it everytime it pulls back a bit. Great company, well managed, all the Brookfield divisions are well managed. It pays dividends which involves infrastructure, so it's a pretty stable business.

(A Top Pick Dec 18/13. Up 3.9%.) Anytime this pulls back to its trend line, you should Buy. Has great fundamentals. Pays a decent dividend.

An incredibly well run global business with a solid dividend and dividend growth going forward. He is not interested in dividend plays at this point in the interest-rate cycle. Dividend growth will probably be slow for this company.

(Market Call Minute.) Really likes this.

You want to buy this stock every time it pulls back. Story is great. They have great earnings and a couple of analysts upgraded it. It is right at the trend line.

(A Top Pick Jan 29/13. 15.65%.) Continues to like this very much. Should have cash flow growth of high single digits to double digits over the next 3 years. They could be on the point of a big acquisition of the Vale port and railway in Brazil. This will give a big boost to cash flow over time. Still a Buy.

An excellent way to get global exposure. You have toll roads in Brazil, power in North America, etc. It may be due for a slight pause if interest rates are going to rise. However, what the emerging world needs is new infrastructure. 4.3% dividend yield.

Keen on global infrastructure sector. Well managed, great second quarter. A company that manufactures and builds airports and railway stations. Buy sea ports and mining infrastructure. He is big on this area and thinks there is nothing but growth coming.

Well managed company. Have a large dominant footprint, defensible market share and good core assets. However, you have to be careful as you have to examine the amount of leverage that is in the vehicle itself, and how much leverage they are putting on deals. Also, it trades in sympathy with things like Brazilian equity markets. In a rising interest rate environment, he would be cautious on this one.

(Top Pick Sep 17/12, Up 15.54% total return) Great infrastructure fund holding. Management will continue to do a good job growing the portfolio. Good track record of identifying assets that will be accretive. Expects 10+% increases in cash flow and dividend increases also. The parent company is very complicated so he goes with this one.

Global utility/infrastructure name. Have assets in North America, South America, Europe and Asia. Also, into rail, storage and an Australian terminal. He sees them taking assets out of low single digit ROE investments and putting them into mid-teen ROE assets. Has delivered a 20% compound annual return over the last 5 years and grown its distribution by over 7% a year for the last 3 years. 4.67% yield.

(Market Call Minute.) Infrastructure is something that he likes as a long-term play. This one has done a great job.

(A Top Pick Jan 29/13. Up 5.9%.) 4.6% dividend.

Top quality, hard asset infrastructure. Ports and rail lines in Australia and North America. A good play if GDP grows or inflation comes into play. A core holding for the long term. Contract revenues. Dividends will grow over time.