Brookfield Infrastructure LP (BIP-N)

Not really affected by tariffs. In the private equity area. Probably the fastest-growing part of the business. Will continue to be quite a hot area. He prefers BN.

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.

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. 

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

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+%.

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. 

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. 

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. 

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. 

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. 

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

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.

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

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.