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Investor Insights

This summary was created by AI, based on 7 opinions in the last 12 months.

Brookfield Infrastructure LP (BIP-N) is highly regarded by experts for its exceptional operator in the infrastructure space and good defensive qualities with excellent quarterly results and strong organic growth. The company has a very strong pipeline of projects and a safe dividend, making it a good long-term investment. It also benefits from a global suite of assets and corporate sponsors with deep pockets, making it a safe hold for non-taxable investors. The company has a broad view of infrastructure, including rapidly growing areas like data centers and phone towers, and is well-positioned for the energy transition fund.

Consensus
Buy
Valuation
Fair Value
BUY ON WEAKNESS

Likes it. About 10-12% upside analysts' 12-month price targets. Definitely buy it on dips. Brookfield is an exceptional operator in the infrastructure space, a name you want to own. Rate-sensitive, headwinds if rates go up. If Fed is stuck between lowering and raising rates, this is a range-trader.

Up at $45, where it peaked in 2022, he doesn't see the risk/return. Not really a growth play.

mngmnt / diversified
TOP PICK

Good defensive name. Excellent quarterly results. Very strong organic growth of ~7%. Very good earnings growth expected. A lot of good assets with strong balance sheet. Also has good pipeline of good projects ahead. Dividend very safe with healthy payout ratio. Share price is fair at this time - good time to buy and hold for the long term. 

mngmnt / diversified
TOP PICK

It is in their income portfolio. Data Centre future projects are up 15% a year and it has been successful at raising capital over the long term. The infrastructure business is a big growth area for them and lower interest rates are good for accelerating this type of project. The long term target ROC is 12 to 15% but lately it has been exceeding that with a 15 to 18% ROC. Pays a 5.5% dividend.         Buy 10  Hold 2  Sell 0

(Analysts’ price target is $38.08)
mngmnt / diversified
BUY
Q2 reported today, 10% increase in FFO.

Really strong organic growth. Very strong investment pipeline. Lots of M&A optionality. Lots of opportunities in data and de-carbonization. Good job this year with capital recycling. Q1 was in line. Not expensive at 8x. He models about 11% AFFO growth. Benefits from the great rotation upon us. Yield of 5+%.

mngmnt / diversified
BUY

Excellent company with very strong assets. Global suite of assets also very strong. Very deep pockets with corporate sponsors. Assets very hard to replicate. Would recommend as a long term hold. Safe dividend that is good for long term holders. Particularity good for non-taxable investors. 

mngmnt / diversified
BUY

Excellent business with strong array of assets. Would continue owning shares in company. Not expecting interest rates to affect business too much. Parent company able to fund any projects that are required. Good for long term investors. 

mngmnt / diversified
BUY

BIP takes a broader view of infrastructure to include data centres and phone towers which are rapidly growing. Mark Carney is leading their energy transition fund, which is a massive opportunity for BIP. He owns many Brookfield companies. 

mngmnt / diversified
PAST TOP PICK
(A Top Pick Oct 20/22, Down 14%)

Direct infrastructure assets. Inflation linked income. Counter cyclical business. Would be good for the long term investor. Seeing ~8% growth. Will continue to own shares. 

mngmnt / diversified
BUY

Owns shares in company. Hard time with rising interest rates. Current share price a good place to buy. Assets hard to replicate. Attractive growth targets. Will continue to own. Great for long term investors. 

mngmnt / diversified
DON'T BUY

In the old days, their 5% dividend could protect you, but not now.

mngmnt / diversified
PAST TOP PICK
(A Top Pick Oct 05/22, Down 8%)

Loves the infrastructure space, long-lived assets. Recycles capital extremely well, particularly into data centres. Still one of the largest positions in his US dividend portfolio. Higher rates have impacted the multiple, so a good time to buy. He's adding.

mngmnt / diversified
BUY

Owns shares for the dividend yield.
Strong dividend yield.
Stable assets. 
Legacy assets hard to build. 

mngmnt / diversified
BUY

Current share price presenting good buying opportunity.
Last quarter performed very well.
Dividend distributions growing strong.
Current share price presenting good buying opportunity.
Inflation linked dividend. 

mngmnt / diversified
BUY
Excellent company with strong balance sheet. Over time will be a good investment. Depends on tax reasons whether you want to own LP company (sometimes tax benefits).
mngmnt / diversified
TOP PICK
So many tailwinds. If you're driving through a recession, you want this management team driving that car. Mission-critical assets, with a lot of inflation protection built in. Cashflow grows during times like this. Dividend growing. Yield is 3.98%. (Analysts’ price target is $44.71)
mngmnt / diversified
Showing 1 to 15 of 40 entries

Brookfield Infrastructure LP(BIP-N) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 5

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 5

Stockchase rating for Brookfield Infrastructure LP is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Brookfield Infrastructure LP(BIP-N) Frequently Asked Questions

What is Brookfield Infrastructure LP stock symbol?

Brookfield Infrastructure LP is a American stock, trading under the symbol BIP-N on the New York Stock Exchange (BIP). It is usually referred to as NYSE:BIP or BIP-N

Is Brookfield Infrastructure LP a buy or a sell?

In the last year, 5 stock analysts published opinions about BIP-N. 5 analysts recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Brookfield Infrastructure LP.

Is Brookfield Infrastructure LP a good investment or a top pick?

Brookfield Infrastructure LP was recommended as a Top Pick by on . Read the latest stock experts ratings for Brookfield Infrastructure LP.

Why is Brookfield Infrastructure LP stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Brookfield Infrastructure LP worth watching?

5 stock analysts on Stockchase covered Brookfield Infrastructure LP In the last year. It is a trending stock that is worth watching.

What is Brookfield Infrastructure LP stock price?

On 2024-12-13, Brookfield Infrastructure LP (BIP-N) stock closed at a price of $32.72.