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Investor Insights

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

Brookfield Infrastructure Partners (BIP.UN-T) is a global company with a diverse portfolio of essential infrastructure businesses, including toll bridges, cell towers, data centres, and utilities. Analysts highlight its long-term stability and attractive yield. The company has been impacted by rising interest rates, but is expected to benefit from lower interest rates in the future. Despite concerns about debt and cost overruns, experts view BIP.UN as a compelling long-term hold, with strong fundamentals and growth opportunities in the infrastructure space.

Consensus
Hold
Valuation
Fair Value
Similar
BN-T, BBU.UN
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
BUY

The parent, Brookfield, is buying back these shares, a good move. He owns both. They own various assets, but data centres offer the most sizzle. Shares are very depressed, pays a 5.7% yield well above the historic 5%, and trades at 8x funds flow from operation (12% historically). Are another victim of high interest rates. A recent short-seller report didn't hurt, but he read that and refutes it. Overall, still likes BIP.

Energy Infrastructure, Industrials & Utilities
DON'T BUY

A lot more debt and uncertainty, so you'll get a lot more volatility. Complicated structures. Instead, look to pipeline names for a higher dividend and maybe some rebound in capital appreciation.

Energy Infrastructure, Industrials & Utilities
BUY

It has pulled back with rising interest rates. It has a good yield and is now at an attractive price to start buying. Alternative assets will still be in demand. It is well managed and buys assets globally. The tail wind will  be dropping interest rates at some point.

Energy Infrastructure, Industrials & Utilities
DON'T BUY

Rising interest rates have negative impact on business. Number of projects involved in, have had cost overruns. Would prefer Brookfield parent. 

Energy Infrastructure, Industrials & Utilities
BUY

Two really well-run companies. 

BN is the parent company for all the subsidiaries. A wonderful compounder. Negative sentiment around real estate holdings, which are high quality and global. Capital allocation opportunities will benefit shareholders. Loves it, he'd buy right here.

For BIP.UN, a wonderful income opportunity. You get growth and income. He'd be a buyer of this one, too. Valuation discount to BN. 

Energy Infrastructure, Industrials & Utilities
COMMENT

Half the infrastructure stocks is that they run up a few years ago when investors felt that governments would offer incentives to build renewables. Expectations were high, not wrong, but these things take a long time. Prefers BN-T for its discount to NAV.

Energy Infrastructure, Industrials & Utilities
BUY

Share price hit hard by rising interest rates & bond yields. Believes company is a good long term investment. Assets valuable as hard to replicate. Good time to buy given share price. 

Energy Infrastructure, Industrials & Utilities
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Brookfield Infrastructure Partners(BIP.UN-T) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 22

Neutral - Hold Signals / Votes : 4

Bearish - Sell Signals / Votes : 4

Total Signals / Votes : 30

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, 30 stock analysts published opinions about BIP.UN-T. 22 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?

30 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 2024-03-27, Brookfield Infrastructure Partners (BIP.UN-T) stock closed at a price of $40.7.