Brookfield Infrastucture Partners | StockChase
118
Brookfield Infrastucture Partners (BIP.UN-T)

Last Price Recorded: $56.2700 on 2017-11-17

ON STOCKCHASE SINCE Apr 2011

INDUSTRIAL PRODUCTS

Brookfield Infrastucture Partners


Signal Opinion Expert

2017-11-17

BUY
Brookfield Infrastucture Partners (BIP.UN-T)

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 & Associates

Price: $56.270
Owned: Yes

2017-11-14

TOP PICK
Brookfield Infrastucture Partners (BIP.UN-T)

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 Management

Price: $55.740
Owned: Yes

2017-11-07

TOP PICK
Brookfield Infrastucture Partners (BIP.UN-T)

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

Price: $55.270
Owned: Yes

2017-11-02

HOLD
Brookfield Infrastucture Partners (BIP.UN-T)

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 InvMngmnt

Price: $54.070
Owned: No

2017-10-23

WEAK BUY
Brookfield Infrastucture Partners (BIP.UN-T)

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

Price: $54.660
Owned: No

2017-10-16

COMMENT
Brookfield Infrastucture Partners (BIP.UN-T)

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 Management

Price: $54.560
Owned: Yes

2017-10-11

COMMENT
Brookfield Infrastucture Partners (BIP.UN-T)

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 Management

Price: $53.760
Owned: Unknown

2017-09-19

PAST TOP PICK
Brookfield Infrastucture Partners (BIP.UN-T)

(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 Management

Price: $53.850
Owned: Yes

2017-09-13

COMMENT
Brookfield Infrastucture Partners (BIP.UN-T)

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 Management

Price: $51.060
Owned: Unknown

2017-08-02

COMMENT
Brookfield Infrastucture Partners (BIP.UN-T)

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

Price: $51.430
Owned: Unknown

2017-07-19

TOP PICK
Brookfield Infrastucture Partners (BIP.UN-T)

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

Price: $50.160
Owned: Yes

2017-06-19

BUY
Brookfield Infrastucture Partners (BIP.UN-T)

[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

Price: $53.950
Owned: No

2017-06-16

BUY
Brookfield Infrastucture Partners (BIP.UN-T)

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 Management

Price: $52.530
Owned: Unknown

2017-06-15

WATCH
Brookfield Infrastucture Partners (BIP.UN-T)

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 Management

Price: $52.810
Owned: No

2017-06-13

COMMENT
Brookfield Infrastucture Partners (BIP.UN-T)

Brookfield Asset Management (BAM.A-T) or Brookfield Infrastructure Partners (BIP.UN-T)? He would always choose the parent, because the income flows up.

INDUSTRIAL PRODUCTS
Barry Schwartz

CIO & Portfolio Manager, Baskin Wealth Management

Price: $52.840
Owned: Yes

2017-05-23

COMMENT
Brookfield Infrastucture Partners (BIP.UN-T)

Brookfield Infrastructure (BIP.UN-T) or Bank of Nova Scotia (BNS-T) for better growth? Financials is a group that he has been in favour of for some time, but prefers US to Canadian. If he had to buy one of these 2, he would probably buy this one. It is an interesting collection of assets, but might underperform global markets because of being a more defensive play. As a yield play, it is kind of attractive.

INDUSTRIAL PRODUCTS
David Burrows

President & Chief Investment Strategist, Barometer Capital Management

Price: $54.140
Owned: No

2017-04-21

PAST TOP PICK
Brookfield Infrastucture Partners (BIP.UN-T)

(A Top Pick May 4/16. Up 53%.) He liked this for their solid pipeline of growth, and still models a 20% EPS growth over the next couple of years. Just bumped their distribution by 11%. 67% payout ratio, so the dividend is good. It has reached his target price, so he would not be adding to it.

INDUSTRIAL PRODUCTS
Greg Newman

Director & Portfolio Manager, Scotia Wealth Management

Price: $52.130
Owned: Yes

2017-04-19

COMMENT
Brookfield Infrastucture Partners (BIP.UN-T)

This is one where you have to trust management. They have done a great job and will continue to do so. Focused heavily on real estate. If interest rates flatten out, the appreciation of real estate probably finally comes to an end, especially in commercial real estate. Probably a decent investment. You get nice dividends and it will gradually grow.

INDUSTRIAL PRODUCTS
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Group

Price: $51.970
Owned: No

2017-04-12

COMMENT
Brookfield Infrastucture Partners (BIP.UN-T)

Brookfield Asset (BAM.A-T) or Brookfield Infrastructure (BIP.UN-T)?  Between the 2, her preference would be Brookfield Asset Management. It is much more diversified, plus it has interest in Brookfield Infrastructure. It gives you access to their fund management side, the private equity funds. It is also where senior management executives own their shares. Dividend yield of 4.5%.

INDUSTRIAL PRODUCTS
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $51.700
Owned: Unknown

2017-04-12

COMMENT
Brookfield Infrastucture Partners (BIP.UN-T)

This is a big weight in his fund. It has a great dividend yield. Management has done a fantastic job of investing assets, buying infrastructure assets around the world, and also trimming its portfolio when it is prudent to do so. There are loads of opportunities open to them. Because they are so well respected at what they do, they are finding that they can take on bigger and bigger projects, be the manager of them and find that sovereign wealth funds are actually joining them in these projects.

INDUSTRIAL PRODUCTS
John O'Connell, CFA

Chairman and CEO, Davis Rea

Price: $51.700
Owned: Yes

2017-03-31

BUY
Brookfield Infrastucture Partners (BIP.UN-T)

WSP-T vs. BIP.UN-T.  He would buy BIP.UN-T today.  They have a track of record making good acquisitions.   The underlying business of WSP-T is not going to generate business that is as stable.  You will have mid-single digit dividend growth with BIP.UN-T.

INDUSTRIAL PRODUCTS
Andy Nasr

VP & Investment Strategist, Sentry Investments

Price: $51.440
Owned: Unknown

2017-03-30

TOP PICK
Brookfield Infrastucture Partners (BIP.UN-T)

Near an all time high.  She likes it because it can do well in both environments.  We are getting late stages in the cycle.  They can do well in poor economic times or good.  They can monetize their assets.  They will continue to do well no matter what the environment.  (Analysts' target: $38.50).

INDUSTRIAL PRODUCTS
Veronika Hirsch

Chief Investment Officer, Arrow Capital

Price: $51.600
Owned: Yes

2017-03-15

PAST TOP PICK
Brookfield Infrastucture Partners (BIP.UN-T)

(A Top Pick April 20/16. Up 45%.) He still likes this and still believes in the strategy and owns a good amount of it.

INDUSTRIAL PRODUCTS
Stephen Groff

Principal & Portfolio Manager, Cambridge Global Asset Management

Price: $48.660
Owned: Yes

2017-01-18

COMMENT
Brookfield Infrastucture Partners (BIP.UN-T)

A great company. He models 25% AFFO growth this year and next. They are on 4 different continents and have a record backlog. Trading at 14.9X versus its 3-year average of around 16.3X. You could buy this now, but it is a bit of a yield proxy.

INDUSTRIAL PRODUCTS
Greg Newman

Director & Portfolio Manager, Scotia Wealth Management

Price: $46.940
Owned: Unknown

2017-01-11

COMMENT
Brookfield Infrastucture Partners (BIP.UN-T)

Part of the broader Brookfield family publicly traded entities. He has great respect for management. Big infrastructure, a secular growth area. We will see funds directed to this area from both Canada and the US. Feels there is better exposure through the parent, Brookfield Asset Management (BAM.A-T).

INDUSTRIAL PRODUCTS
Brian Madden

Senior VP & Portfolio Manager, Goodreid Investment Council

Price: $45.340
Owned: No

2016-12-21

COMMENT
Brookfield Infrastucture Partners (BIP.UN-T)

He doesn’t own any infrastructure stocks right now, but this one is a very good one. We are going to get some fiscal policy follow through from some of the governments, which has been a way overdue. Expects there will be some spending starting to take place in the US.

INDUSTRIAL PRODUCTS
Rick Stuchberry

Portfolio Manager, Richardson GMP

Price: $44.470
Owned: No

2016-12-21

WAIT
Brookfield Infrastucture Partners (BIP.UN-T)

SNC-Lavalin (SNC-T) or Brookfield Infrastructure (BIP.UN-T)?Infrastructure stocks have been particularly strong lately, and a lot of that has come post the Trump victory and expectations that there is going to be more spending, etc. Things have gone up a little too fast, so he would be a little wary of stepping into these at this point in time. He prefers Aecon (ARE-T) whose valuation seems to be a little better in terms of what he can expect to earn over the next few years.

INDUSTRIAL PRODUCTS
Michael Sprung

President, Sprung Investment Management

Price: $44.470
Owned: No

2016-12-20

PAST TOP PICK
Brookfield Infrastucture Partners (BIP.UN-T)

(A Top Pick Jan 28/16. Up 43%.) They’ve been very active in 2016. Have been buying toll roads, cell towers, as well as cell towers in Brazil. There was an 11% distribution increase in 2016, and probably should expect more in 2017. Pretty much the only infrastructure company you can buy in Canada, with such diversified assets. Not cheap, but there is a moat around that kind of business. The scarcity value of the assets make it attractive. He would look to buy this on pullbacks.

INDUSTRIAL PRODUCTS
Barry Schwartz

CIO & Portfolio Manager, Baskin Wealth Management

Price: $44.450
Owned: Yes

2016-12-05

BUY
Brookfield Infrastucture Partners (BIP.UN-T)

They are very good at what they do.  They put a lot of money to work in Brazil because they found bargains there.  The stock is not as cheap as it was, but they can sustain AFFO. 

INDUSTRIAL PRODUCTS
Stephen Groff

Principal & Portfolio Manager, Cambridge Global Asset Management

Price: $42.480
Owned: Yes

2016-12-02

COMMENT
Brookfield Infrastucture Partners (BIP.UN-T)

A good company, and in a good space. Pays a dividend. Doesn’t think you have anything to worry about.

INDUSTRIAL PRODUCTS
Fabrice Taylor

Publisher, The President's Club Newsletter

Price: $42.510
Owned: Unknown

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