Brookfield Infrastructure Partners

BIP.UN-T

TSE:BIP.UN

67.04
0.22 (0.33%)
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
BUY WEAKNESS
BUY WEAKNESS
January 8, 2021
A big fan of Brookfield in general. You get a collection of utility like assets that gives you an added level of diversification. Capital allocation and management team is good too. The valuation must be looked at carefully. He is willing to pay up to 14x forward funds for operations but it is a little expensive right now. An excellent example of a defensive company that will grow regardless of the economic environment. Invest when there is a pullback.
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A big fan of Brookfield in general. You get a collection of utility like assets that gives you an added level of diversification. Capital allocation and management team is good too. The valuation must be looked at carefully. He is willing to pay up to 14x forward funds for operations but it is a little expensive right now. An excellent example of a defensive company that will grow regardless of the economic environment. Invest when there is a pullback.
BUY
BUY
January 7, 2021
Restructuring was a successful bid to attract more US investors. Long-term prospects are good. Infrastructure has a huge deficit in the developed world. Governments fund that gap with public-private deals. Brookfield is a leading player in that asset class. Great company. Comfortable buying here.
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Restructuring was a successful bid to attract more US investors. Long-term prospects are good. Infrastructure has a huge deficit in the developed world. Governments fund that gap with public-private deals. Brookfield is a leading player in that asset class. Great company. Comfortable buying here.
BUY
BUY
December 22, 2020

BAM vs BIP The Brookfield companies are complex. BIP is exposed to the large-office property market. Companies are reducing their footprint here, so he's less bullish in this sector. However, he expects massive private investment as governments sell infrastructure to pay down debt, so private companies like this can take advantage. He'd favour BIP for this reason.

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BAM vs BIP The Brookfield companies are complex. BIP is exposed to the large-office property market. Companies are reducing their footprint here, so he's less bullish in this sector. However, he expects massive private investment as governments sell infrastructure to pay down debt, so private companies like this can take advantage. He'd favour BIP for this reason.

PAST TOP PICK
PAST TOP PICK
December 10, 2020
(A Top Pick Oct 04/19, Up 18%) Happy with it. Toll roads, seaports, airports, railroads. Very good at managing these assets and a huge amount of money to play that game.
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(A Top Pick Oct 04/19, Up 18%) Happy with it. Toll roads, seaports, airports, railroads. Very good at managing these assets and a huge amount of money to play that game.
WATCH
WATCH
December 4, 2020
Overall, utilities tend to be inversely related to interest rates. Valuations are high when interest rates are low. The dependable revenues and dividends make it interest rate sensitive. More and more infrastructure projects will be outsourced. They have the ability to participate in that. An excellent company that is well-managed.
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Overall, utilities tend to be inversely related to interest rates. Valuations are high when interest rates are low. The dependable revenues and dividends make it interest rate sensitive. More and more infrastructure projects will be outsourced. They have the ability to participate in that. An excellent company that is well-managed.
PAST TOP PICK
PAST TOP PICK
October 1, 2020
(A Top Pick Jun 05/19, Up 32%) A strong and well-managed company with good dividends. They have been very good at capital recycling with their assets. They generate good income on the side.
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(A Top Pick Jun 05/19, Up 32%) A strong and well-managed company with good dividends. They have been very good at capital recycling with their assets. They generate good income on the side.
TOP PICK
TOP PICK
October 1, 2020
it is a good grower, with 75% of their contracts are take-or-pay inflation linked with 11 years as the average term. The 4-5% yield is positive. A source of stability and income. (Analysts’ price target is $64.92)
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it is a good grower, with 75% of their contracts are take-or-pay inflation linked with 11 years as the average term. The 4-5% yield is positive. A source of stability and income. (Analysts’ price target is $64.92)
BUY WEAKNESS
BUY WEAKNESS
September 25, 2020
They are one of the most sophisticated private investors in the world. It is a little expensive right now. The dividend yield is around 4% which is better than bonds. You would want to look at it when the whole market shows weakness.
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They are one of the most sophisticated private investors in the world. It is a little expensive right now. The dividend yield is around 4% which is better than bonds. You would want to look at it when the whole market shows weakness.
PAST TOP PICK
PAST TOP PICK
September 9, 2020
(A Top Pick Oct 04/19, Up 7%) Has great assets like toll roads, airports, railways, seaports. Low interest rates mean that pension plans and lifecos have to buy into these types of assets to lock in long-term yields to meet obligations.
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(A Top Pick Oct 04/19, Up 7%) Has great assets like toll roads, airports, railways, seaports. Low interest rates mean that pension plans and lifecos have to buy into these types of assets to lock in long-term yields to meet obligations.
BUY
BUY
September 8, 2020
Altagas He owned it years ago when they had just did a big acquisition in the U.S. which inspired concerns over leverage. All this hit the stock. It has since bounced back with great hydro and infrastructure assets. Pays a good, consistent yield. But he prefers Brookfield Infrastructure because it has more global assets that are run by fine managers. He prefers Brookfield.
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Altagas He owned it years ago when they had just did a big acquisition in the U.S. which inspired concerns over leverage. All this hit the stock. It has since bounced back with great hydro and infrastructure assets. Pays a good, consistent yield. But he prefers Brookfield Infrastructure because it has more global assets that are run by fine managers. He prefers Brookfield.
TOP PICK
TOP PICK
August 17, 2020
They just beat Q2 as governments pay down debt and sell assets that BIP can pick up. US midstream and data infrastucture continue to be BIP's focus. All their businesses should benefit from ongoing reopenings. Trades cheaply and he expects earnings to grow 18%. Pays a 4.5% yield that they grow 5-10% each year. It's a play on recovery and will do fine under President Biden. (Analysts’ price target is $62.83)
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They just beat Q2 as governments pay down debt and sell assets that BIP can pick up. US midstream and data infrastucture continue to be BIP's focus. All their businesses should benefit from ongoing reopenings. Trades cheaply and he expects earnings to grow 18%. Pays a 4.5% yield that they grow 5-10% each year. It's a play on recovery and will do fine under President Biden. (Analysts’ price target is $62.83)
COMMENT
COMMENT
July 3, 2020

Tax differences? For a Canadian investor, there really is not much difference between BIP.UN and BIPC. US investors face different issues regarding limited partnerships. It was a strategy by Brookfield to increase liquidity and it is why BIPC trades at a premium to BIP.UN -- it was also added to the Russell Index. If you are a Canadian investor, stay with BIP.UN as it has a higher yield.

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Tax differences? For a Canadian investor, there really is not much difference between BIP.UN and BIPC. US investors face different issues regarding limited partnerships. It was a strategy by Brookfield to increase liquidity and it is why BIPC trades at a premium to BIP.UN -- it was also added to the Russell Index. If you are a Canadian investor, stay with BIP.UN as it has a higher yield.

TOP PICK
TOP PICK
June 12, 2020
A defense hold. They are being hit in some toll road assets and in Latin America, but he views these are temporary issues. He sees 2020 earnings down about 8%. In the meantime they will be looking for opportunities and have over $4 billion of liquidity. They have very limited short-term debt that will need to rolled over. A safe dividend with a good payout ratio. It trades at 12 times 2021 earnings -- very attractive. Yield 4.83% (Analysts’ price target is $64.84)
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A defense hold. They are being hit in some toll road assets and in Latin America, but he views these are temporary issues. He sees 2020 earnings down about 8%. In the meantime they will be looking for opportunities and have over $4 billion of liquidity. They have very limited short-term debt that will need to rolled over. A safe dividend with a good payout ratio. It trades at 12 times 2021 earnings -- very attractive. Yield 4.83% (Analysts’ price target is $64.84)
BUY
BUY
May 26, 2020

BAM vs. BIP For income, buy BIP; for capital appreciation, BAM. Both are well-run. BAM is the parent company and is one of the biggest asset managers in the world. BAM is solid and will be hunting for properties in this pullback; they are skilled investors. It's trading at a discount to NAV which means some downside protection It's a little difficult to understand all of BAM's moving parts and its reliance on various financing vehicles. (BPY is struggling, but will be a drag on BAM.) BIP and BAM will be fine long-term.

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BAM vs. BIP For income, buy BIP; for capital appreciation, BAM. Both are well-run. BAM is the parent company and is one of the biggest asset managers in the world. BAM is solid and will be hunting for properties in this pullback; they are skilled investors. It's trading at a discount to NAV which means some downside protection It's a little difficult to understand all of BAM's moving parts and its reliance on various financing vehicles. (BPY is struggling, but will be a drag on BAM.) BIP and BAM will be fine long-term.

TOP PICK
TOP PICK
May 25, 2020
It is a rotational play within the Brookfield space away from traditional office properties. There is an immediate need and we are going into a US election in November. (Analysts’ price target is $65.39)
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It is a rotational play within the Brookfield space away from traditional office properties. There is an immediate need and we are going into a US election in November. (Analysts’ price target is $65.39)
Showing 1 to 15 of 225 entries

Brookfield Infrastructure Partners(BIP.UN-T) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 20

Neutral - Hold Signals / Votes : 1

Bearish - Sell Signals / Votes : 2

Total Signals / Votes : 23

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, 23 stock analysts published opinions about BIP.UN-T. 20 analysts recommended to BUY the stock. 2 analysts recommended to SELL the stock. The latest stock analyst recommendation is BUY on WEAKNESS. 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 Chris Blumas on 2021-01-08. 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?

23 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 2021-01-26, Brookfield Infrastructure Partners (BIP.UN-T) stock closed at a price of $67.04.