Brookfield Infrastucture Partners | StockChase
119
Brookfield Infrastucture Partners (BIP.UN-T)

Last Price Recorded: $57.1500 on 2017-12-15

ON STOCKCHASE SINCE Apr 2011

INDUSTRIAL PRODUCTS
119
Brookfield Infrastucture Partners (BIP.UN-T)

Last Price Recorded: $57.1500 on 2017-12-15

ON STOCKCHASE SINCE Apr 2011

INDUSTRIAL PRODUCTS

Brookfield Infrastucture Partners


Signal Opinion Expert
COMMENT

A very solid investment. They’ve done a great job.

INDUSTRIAL PRODUCTS

A very solid investment. They’ve done a great job.

INDUSTRIAL PRODUCTS
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Gr...

PricePrice
$56.400
Owned Owned
No

BUY

Which Brookfield subsidiary would you recommend for a 4-5 year hold? If you like dividends while waiting, this is one he would recommend.

INDUSTRIAL PRODUCTS

Which Brookfield subsidiary would you recommend for a 4-5 year hold? If you like dividends while waiting, this is one he would recommend.

INDUSTRIAL PRODUCTS
Michael Smedley

Exec VP & Chief Investment Officer, Morgan Meighan & Ass...

PricePrice
$56.270
Owned Owned
Yes

TOP PICK

Of all the Brookfield spinoffs, this has been one of the best. It has all kinds of infrastructures such as utilities, timber, transportation, energy, communications, water. Funds from Operations is growing at 20% per year. This is the kind of stock everybody should own. Dividend yield of 4%. (Analysts’ price target is $47.)

INDUSTRIAL PRODUCTS

Of all the Brookfield spinoffs, this has been one of the best. It has all kinds of infrastructures such as utilities, timber, transportation, energy, communications, water. Funds from Operations is growing at 20% per year. This is the kind of stock everybody should own. Dividend yield of 4%. (Analysts’ price target is $47.)

INDUSTRIAL PRODUCTS
David Baskin

President, Baskin Wealth Manage...

PricePrice
$55.740
Owned Owned
Yes

TOP PICK

We have aging infrastructure globally, and a lot of governments will probably have to sell existing assets to be able to finance new assets. That puts attractive assets into the pool. This is one of the few companies with access to a lot of capital. The company has expanded geographically and have acquired expertise, so their assets now are much more broadly located, such as in Asia and India. She likes the geographic mix for a Canadian company. (Analysts' price target is $47.)

INDUSTRIAL PRODUCTS

We have aging infrastructure globally, and a lot of governments will probably have to sell existing assets to be able to finance new assets. That puts attractive assets into the pool. This is one of the few companies with access to a lot of capital. The company has expanded geographically and have acquired expertise, so their assets now are much more broadly located, such as in Asia and India. She likes the geographic mix for a Canadian company. (Analysts' price target is $47.)

INDUSTRIAL PRODUCTS
Veronika Hirsch

Chief Investment Officer, Arrow Capital...

PricePrice
$55.270
Owned Owned
Yes

HOLD

A good broad way to play infrastructure.  He owns some of the preferreds (K) but it is different that holding the coming.  He prefers one of his Top Picks today.  Hold if you own it.

INDUSTRIAL PRODUCTS

A good broad way to play infrastructure.  He owns some of the preferreds (K) but it is different that holding the coming.  He prefers one of his Top Picks today.  Hold if you own it.

INDUSTRIAL PRODUCTS
Bruce Campbell (1)

President, Campbell and Lee Inv...

PricePrice
$54.070
Owned Owned
No

WEAK BUY

It is a well managed group of companies but he is not in this sector.  He would look for 10% total return to go into the sector.  This one is very well managed and he does not have anything against the companies but is not participating in the sector.

INDUSTRIAL PRODUCTS

It is a well managed group of companies but he is not in this sector.  He would look for 10% total return to go into the sector.  This one is very well managed and he does not have anything against the companies but is not participating in the sector.

INDUSTRIAL PRODUCTS
Rick Stuchberry

Portfolio Manager, Richardson GMP...

PricePrice
$54.660
Owned Owned
No

COMMENT

Since this went public it has had something like a 20% compound total return. The whole Brookfield group is such a great well-run business. What they’ve been able to do, which no one else has been able to do, is to have a long-term plan and strike when the iron is hot and acquire distressed assets. Recently did a big equity deal, and assumes they have a lot of deals they are working on. Dividend yield of 4.3%.

INDUSTRIAL PRODUCTS

Since this went public it has had something like a 20% compound total return. The whole Brookfield group is such a great well-run business. What they’ve been able to do, which no one else has been able to do, is to have a long-term plan and strike when the iron is hot and acquire distressed assets. Recently did a big equity deal, and assumes they have a lot of deals they are working on. Dividend yield of 4.3%.

INDUSTRIAL PRODUCTS
Barry Schwartz

CIO & Portfolio Manager, Baskin Wealth Manage...

PricePrice
$54.560
Owned Owned
Yes

COMMENT

Inter Pipeline (IPL-T) or Brookfield Infrastructure Partners (BIP.UN-T)? She would encourage Canadians to look outside of Canada, so Brookfield Infrastructure would probably offer more opportunities. Also, there is not as much exposure to crude oil prices as Inter Pipeline would have.

INDUSTRIAL PRODUCTS

Inter Pipeline (IPL-T) or Brookfield Infrastructure Partners (BIP.UN-T)? She would encourage Canadians to look outside of Canada, so Brookfield Infrastructure would probably offer more opportunities. Also, there is not as much exposure to crude oil prices as Inter Pipeline would have.

INDUSTRIAL PRODUCTS
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$53.760
Owned Owned
Unknown

PAST TOP PICK

(A Top Pick Sept 21/16. Up 28%.) Just did an equity issue because of a huge backlog of projects, about $2.5 billion. If he had to pick one stock to own over the next number of years, it would be this. They increased their dividend over 10% for the last 8 years, and expects they will continue to do that. The #1 infrastructure stock globally. Dividend yield of 4.1%.

INDUSTRIAL PRODUCTS

(A Top Pick Sept 21/16. Up 28%.) Just did an equity issue because of a huge backlog of projects, about $2.5 billion. If he had to pick one stock to own over the next number of years, it would be this. They increased their dividend over 10% for the last 8 years, and expects they will continue to do that. The #1 infrastructure stock globally. Dividend yield of 4.1%.

INDUSTRIAL PRODUCTS
Nick Majendie

Director & Senior Portfolio Manager, Scotia Wealth Manage...

PricePrice
$53.850
Owned Owned
Yes

COMMENT

There has been a bit of a pullback. The rationale for a pullback is hard to determine. It might be that people are thinking some of their projects are going to be pushed a little further out. He wouldn’t be concerned about the pullback. If playing this for the dividend, infrastructure is a good place to be. On a macro level, he prefers the more diversified asset management company. Dividend yield of about 5%.

INDUSTRIAL PRODUCTS

There has been a bit of a pullback. The rationale for a pullback is hard to determine. It might be that people are thinking some of their projects are going to be pushed a little further out. He wouldn’t be concerned about the pullback. If playing this for the dividend, infrastructure is a good place to be. On a macro level, he prefers the more diversified asset management company. Dividend yield of about 5%.

INDUSTRIAL PRODUCTS
Michael Sprung

President, Sprung Investment Ma...

PricePrice
$51.060
Owned Owned
Unknown

COMMENT

Doesn’t follow this company to closely, but does like the infrastructure space. It’s a good way to diversify your assets on the equity side, and you are still getting a real asset focus. Has no issue with this.

INDUSTRIAL PRODUCTS

Doesn’t follow this company to closely, but does like the infrastructure space. It’s a good way to diversify your assets on the equity side, and you are still getting a real asset focus. Has no issue with this.

INDUSTRIAL PRODUCTS
Ryan Modesto

Managing Partner, 5i Research...

PricePrice
$51.430
Owned Owned
Unknown

TOP PICK

Infrastructure is the buzzword of every western government on the planet. What happens when they financed new infrastructure, they have to sell something. Nobody has a budget for new infrastructure. That is when this company comes in. They are capable of joint venturing with someone and can buy fairly chunky assets. Dividend yield of 4.7%. (Analysts’ price target is $42.)

INDUSTRIAL PRODUCTS

Infrastructure is the buzzword of every western government on the planet. What happens when they financed new infrastructure, they have to sell something. Nobody has a budget for new infrastructure. That is when this company comes in. They are capable of joint venturing with someone and can buy fairly chunky assets. Dividend yield of 4.7%. (Analysts’ price target is $42.)

INDUSTRIAL PRODUCTS
Veronika Hirsch

Chief Investment Officer, Arrow Capital...

PricePrice
$50.160
Owned Owned
Yes

BUY

[For a long term hold].  It is a fantastic long term hold.  Their fund managers are some of the smartest guys in the business.  It gives you exposure to a variety of infrastructure assets.  You get a nice 4% dividend yield.  He owns it through BAM.A-T because it is his preferred way to play it.

INDUSTRIAL PRODUCTS

[For a long term hold].  It is a fantastic long term hold.  Their fund managers are some of the smartest guys in the business.  It gives you exposure to a variety of infrastructure assets.  You get a nice 4% dividend yield.  He owns it through BAM.A-T because it is his preferred way to play it.

INDUSTRIAL PRODUCTS
Veeral Khatri

Partner and Portfolio Manager, JC Clark...

PricePrice
$53.950
Owned Owned
No

BUY

Has a very strong pipeline and sees it growing at 28% over the next couple of years. Trading below its five-year average. Has a 62% PR. They tend to bump their distribution 5%-10% every year. Good balance sheet. The only thing wrong is that it is still pretty expensive. It doesn’t give too much opportunity to Buy, so trying to buy on a pullback is pretty tough. Just hold your nose and buy it.

INDUSTRIAL PRODUCTS

Has a very strong pipeline and sees it growing at 28% over the next couple of years. Trading below its five-year average. Has a 62% PR. They tend to bump their distribution 5%-10% every year. Good balance sheet. The only thing wrong is that it is still pretty expensive. It doesn’t give too much opportunity to Buy, so trying to buy on a pullback is pretty tough. Just hold your nose and buy it.

INDUSTRIAL PRODUCTS
Greg Newman

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$52.530
Owned Owned
Unknown

WATCH

That whole group has done very well and she would expect it to continue.  She is watching the parent company with the idea of entering.

INDUSTRIAL PRODUCTS

That whole group has done very well and she would expect it to continue.  She is watching the parent company with the idea of entering.

INDUSTRIAL PRODUCTS
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$52.810
Owned Owned
No

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