Brookfield Infrastructure Partners

BIP.UN-T

TSE:BIP.UN

73.50
0.16 (0.22%)
Brookfield Infrastructure Partners L.P. is a publicly traded limited partnership with corporate headquarters in Toronto, Canada, that engages in the acquisition and management of infrastructure assets on a global basis.
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Analysis and Opinions about BIP.UN-T

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
February 5, 2020
(A Top Pick Feb 12/19, Up 41%) They have held this for a long time. The fundamentals remain positive. It has water, toll roads, cell phone data and others. They partner with others, improve the business by contracting its use and then sell off their interest. It creates cash flow and good returns.
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(A Top Pick Feb 12/19, Up 41%) They have held this for a long time. The fundamentals remain positive. It has water, toll roads, cell phone data and others. They partner with others, improve the business by contracting its use and then sell off their interest. It creates cash flow and good returns.
TOP PICK
TOP PICK
February 5, 2020
70% of their cash flow is from take or pay contracts. It does not matter what the economy is doing. A great defensive quality. Yield 3.71% (Analysts’ price target is $72.06)
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70% of their cash flow is from take or pay contracts. It does not matter what the economy is doing. A great defensive quality. Yield 3.71% (Analysts’ price target is $72.06)
BUY
BUY
January 28, 2020
Brookfield is a good steward of capital. great stock. This holds long-life assets with big moats and demand lots of capital to build (thus hard to replicate). They grow their dividend. He's long owned this, happy to, but he ensures that infrastructure stocks he holds score high in ESG (sustainable stocks). BIP does.
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Brookfield is a good steward of capital. great stock. This holds long-life assets with big moats and demand lots of capital to build (thus hard to replicate). They grow their dividend. He's long owned this, happy to, but he ensures that infrastructure stocks he holds score high in ESG (sustainable stocks). BIP does.
PAST TOP PICK
PAST TOP PICK
January 28, 2020
(A Top Pick Mar 06/19, Up 37%) They go around the world making strategic infrastructure assets, currently targeting India like water treatment facilities. They go to countries that other countries can't, with their strategic relationships and can write a big cheque--they can finance big assets. They take debt to finance the asset and put the debt on the asset, a non-recourse, something he really likes, because if something were to happen at the asset level, the recourse from the bondholders is down to the asset and not back to the company. Strong managers.
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(A Top Pick Mar 06/19, Up 37%) They go around the world making strategic infrastructure assets, currently targeting India like water treatment facilities. They go to countries that other countries can't, with their strategic relationships and can write a big cheque--they can finance big assets. They take debt to finance the asset and put the debt on the asset, a non-recourse, something he really likes, because if something were to happen at the asset level, the recourse from the bondholders is down to the asset and not back to the company. Strong managers.
TOP PICK
TOP PICK
January 27, 2020
They manage $26 billion of global assets, from energy and utilities to transports. They have an excellent track record of growth. 94% of cash flow is regulated. The breakout above $60 was good. Today it went up during a strong sell-off. (Analysts’ price target is $72.21)
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They manage $26 billion of global assets, from energy and utilities to transports. They have an excellent track record of growth. 94% of cash flow is regulated. The breakout above $60 was good. Today it went up during a strong sell-off. (Analysts’ price target is $72.21)
DON'T BUY
DON'T BUY
January 10, 2020
He is not a fan of Brookfield in general. Simply avoid it.
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He is not a fan of Brookfield in general. Simply avoid it.
PAST TOP PICK
PAST TOP PICK
January 10, 2020
(A Top Pick Jan 18/19, Up 31%) This plays offence and defence, and was well-priced at the time. Still growing AFFO at 15% compounded annually. Despite great growth, still reasonable at 15x price to AFFO. You can still own this.
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(A Top Pick Jan 18/19, Up 31%) This plays offence and defence, and was well-priced at the time. Still growing AFFO at 15% compounded annually. Despite great growth, still reasonable at 15x price to AFFO. You can still own this.
PARTIAL BUY
PARTIAL BUY
January 8, 2020
Overall, he has great admiration for all the Brookfield spin offs. He prefers holding the parent. For longer term investors, this would be a good time to add to a position. He does not own it, but will be watching it.
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Overall, he has great admiration for all the Brookfield spin offs. He prefers holding the parent. For longer term investors, this would be a good time to add to a position. He does not own it, but will be watching it.
BUY
BUY
January 3, 2020
Brookfield has done well in general. This would be a good entry into a infrastructure company. Good diversification. He would be a buyer.
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Brookfield has done well in general. This would be a good entry into a infrastructure company. Good diversification. He would be a buyer.
PAST TOP PICK
PAST TOP PICK
December 11, 2019
(A Top Pick Dec 19/18, Up 52%) This stock is still seeing earnings grow by 15% annually. It is still priced reasonably. They have solid 9% organic sales growth. He would wait for a pullback to add to a position.
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(A Top Pick Dec 19/18, Up 52%) This stock is still seeing earnings grow by 15% annually. It is still priced reasonably. They have solid 9% organic sales growth. He would wait for a pullback to add to a position.
BUY
BUY
December 9, 2019

BIP.UN vs. WSP They're different businesses. WSP is a consolidation play on the engineering side and have done a great job growing and consolidating that space. But he prefers BIP, though he expects WSP to continue to do well. BIP is more stable.

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BIP.UN vs. WSP They're different businesses. WSP is a consolidation play on the engineering side and have done a great job growing and consolidating that space. But he prefers BIP, though he expects WSP to continue to do well. BIP is more stable.

TOP PICK
TOP PICK
November 22, 2019
4% yield with 14% dividend growth per year. It’s a safe stock with good infrastructure projects. A good growth potential over the next 5 years that is well diversified.
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4% yield with 14% dividend growth per year. It’s a safe stock with good infrastructure projects. A good growth potential over the next 5 years that is well diversified.
BUY
BUY
November 15, 2019
Brookfield property is where you want to go for the dividend. BIP.UN is more for growth. The dividend from the property side is quite safe and he would recommend it. Both are good company stocks. He likes the group in general.
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Brookfield property is where you want to go for the dividend. BIP.UN is more for growth. The dividend from the property side is quite safe and he would recommend it. Both are good company stocks. He likes the group in general.
PAST TOP PICK
PAST TOP PICK
November 7, 2019
(A Top Pick Nov 20/18, Up 35%) Continues to like it. Steady as she goes. Tried and true formula of redeploy capital, earn a nice return, sell the asset at a good return. Like a pipeline company for everything. Good dividend, capital appreciation.
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(A Top Pick Nov 20/18, Up 35%) Continues to like it. Steady as she goes. Tried and true formula of redeploy capital, earn a nice return, sell the asset at a good return. Like a pipeline company for everything. Good dividend, capital appreciation.
BUY
BUY
November 1, 2019

Infrastructure and utility play can be offence and defence in these climate. You'll probably get growth even in an economic slowdown with names like this, and Algonquin.

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Infrastructure and utility play can be offence and defence in these climate. You'll probably get growth even in an economic slowdown with names like this, and Algonquin.

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