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Investor Insights

This summary was created by AI, based on 34 opinions in the last 12 months.

The experts have mixed opinions on Brookfield Infrastructure Partners (BIP.UN-T). Some believe that it is a solid long-term hold with attractive yields, unique operating capabilities, and a diverse collection of assets. Others are concerned about the impact of rising interest rates on the company's debt and future cash flows, but still see it as a good entry point for buying. Overall, the stock is seen as a combination of income and growth opportunity with stable cash flows and potential for long-term value.

Consensus
Mixed
Valuation
Fair Value
BUY

Great name to look at, hasn't participated that much in the rally. Offence + defense. Really good organic growth of 7%. Good play on decarbonization. Lots of dry powder, probably used for M&A in second half of year. Trading at 9-10x, growing at 11%. Nice yield of 5.3%, growing.

Energy Infrastructure, Industrials & Utilities
BUY

Utility names have all gone down aggressively, it's the interest-rate sensitivity of it all. One of his go-to names. All are very undervalued, but strong dividend yields, so attractive for people looking for income. 

Likes the global growth profile of BIP.UN and the NA one of FTS.

Energy Infrastructure, Industrials & Utilities
TOP PICK

His pick for income-oriented investors. Wonderful dividend yield. Great company with Brookfield as its sponsor. Diversified platform instead of pure play. Probably best growth profile in its space. Global. Valuation 8x FFO, very low end of the range. Massive opportunity for growth. Yield is 6.2%.

(Analysts’ price target is $51.35)
Energy Infrastructure, Industrials & Utilities
COMMENT
Can a utility like BIP.UN be a growth name, in terms of all the data needed to run AI models?

Yes, but those names are few and far between. BIP.UN would probably have the best growth profile, as it has access to capital across multiple platforms globally. Its counter-cyclicality is attractive. Data exposure is through towers and warehouses. So BIP.UN can win on many fronts, growing in a variety of areas that some of the more localized firms can't.

Energy Infrastructure, Industrials & Utilities
BUY

Likes it. Well-managed and will benefit from lower interest rates. Has owned it in the past. Stable. They lock in profit and control risk. Are now under pressure because of the higher-for-longer sentiment about rates, but he expects cuts to start in June. Pays a safe dividend of 6.4% that keeps growing. Execs own many shares.

Energy Infrastructure, Industrials & Utilities
DON'T BUY

Higher interest rates hard on the business. Debt loads more difficult to service. Also - bond yields are competitive to returns with higher interest rates. Would recommend not buying right now. 

Energy Infrastructure, Industrials & Utilities
TOP PICK

Infrastructure spending will get stronger (ports, bridges). BIP Is like an ETF, given the businesses under its umbrella. The dividend will grow and falling rates will be a tailwind.

(Analysts’ price target is $50.56)
Energy Infrastructure, Industrials & Utilities
HOLD
Interest rates have hurt. Sell?

Hard assets like toll bridges, cell towers. Things that have long-term, stable cashflow streams. An industry that has a more leveraged balance sheet. Underperformed since rise in rates, as future cashflow is discounted at a higher rate, which decreases net present value and is reflected in the stock price. Hold. Solid. Attractive yield. Lower interest rates will be a tailwind.

Energy Infrastructure, Industrials & Utilities
TOP PICK

Inexpensive valuation at 9x FFO. Unique operating capability, because affiliation with BN lets them do counter-cyclical acquisitions. Access to capital for acquisitions last year when times were tough, reap benefits for years to come. A must-hold for both income and growth investors, for a nice total return. Yield is 5.4%.

(Analysts’ price target is $51.75)
Energy Infrastructure, Industrials & Utilities
TOP PICK

It has a big exposure to the utility space but also invests in essential infrastructure businesses. It is geographically diverse and has exposure to natural gas. It focuses on capital recycling - buying undervalued assets and selling them at a premium. She feels that they can continue with this and that there are an infinite number of targets to buy. There is leverage invloved for this but they have access to capital from the Brookfield parent company.           Buy 9  Hold 2  Sell 0

(Analysts’ price target is $52.13)
Energy Infrastructure, Industrials & Utilities
DON'T BUY

He bought this at the bottom of the pandemic, a great time to buy, and was fantastic for him. He sold it last July, because it got too expensive as interest rates rose. Then, the stock plunged 40%. It's trying to bounce back now.

Energy Infrastructure, Industrials & Utilities
BUY

Likes it long term. Unique collection of assets, as investors get exposure to private equity infrastructure through a public company. Yield is around 5%, which is increasing at 5% per year.

Energy Infrastructure, Industrials & Utilities
TOP PICK

Beneficiary of a broadening rally. This name's been held back on liquidity concerns. Expects growth to accelerate Q4. Q3 was in line. Lower interest rates should be a tailwind. Likes the yield that continues to grow, nice 50% payout ratio. Models growth at 11%, trading 10.5x 2025. Downward effects of tax-loss selling should dissipate by mid-January. Yield is 5.1%.

(Analysts’ price target is $50.33)
Energy Infrastructure, Industrials & Utilities
TOP PICK

Company under performance due to liquidity concerns. Expecting income to increase with new projects coming on. Low priced assets will be available for company. If interest rates stabilize, will be good for business. Current dividend yield very safe and attractive. Cash flow continues to grow. Will benefit from strength in economy as recession is avoided. Expecting pop in stock this January. Continues to own in portfolio. 

Energy Infrastructure, Industrials & Utilities
BUY ON WEAKNESS

It's been a painful year, but it's a long-term hold. Infrastructure trends will remain positive. Has solid fundamentals globally and is starting to see a little pick-up in investor tone. He's been adding to this in the last 4 months. Is a positive story 5-10 years.

Energy Infrastructure, Industrials & Utilities
Showing 1 to 15 of 304 entries

Brookfield Infrastructure Partners(BIP.UN-T) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 19

Neutral - Hold Signals / Votes : 4

Bearish - Sell Signals / Votes : 4

Total Signals / Votes : 27

Stockchase rating for Brookfield Infrastructure Partners 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 Partners(BIP.UN-T) Frequently Asked Questions

What is Brookfield Infrastructure Partners stock symbol?

Brookfield Infrastructure Partners is a Canadian stock, trading under the symbol BIP.UN-T on the Toronto Stock Exchange (BIP.UN-CT). It is usually referred to as TSX:BIP.UN or BIP.UN-T

Is Brookfield Infrastructure Partners a buy or a sell?

In the last year, 27 stock analysts published opinions about BIP.UN-T. 19 analysts recommended to BUY the stock. 4 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Brookfield Infrastructure Partners.

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

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

Why is Brookfield Infrastructure Partners 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 Partners worth watching?

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

What is Brookfield Infrastructure Partners stock price?

On 2024-05-29, Brookfield Infrastructure Partners (BIP.UN-T) stock closed at a price of $38.49.