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Brookfield Infrastructure Partners

BIP.UN-T

TSE:BIP.UN

68.94
0.44 (0.64%)
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.
More at Wikipedia

Analysis and Opinions about BIP.UN-T

Signal
Opinion
Expert
Chart
BUY
BUY
July 14, 2021

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Has a very successful record of acquisitions. If they get IPL, it will be net positive. It makes sense to buy in tranches. Outlook for future gains remains solid and the company pays a good dividend. Unlock Premium - Try 5i Free

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Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Has a very successful record of acquisitions. If they get IPL, it will be net positive. It makes sense to buy in tranches. Outlook for future gains remains solid and the company pays a good dividend. Unlock Premium - Try 5i Free

PAST TOP PICK
PAST TOP PICK
July 9, 2021
(A Top Pick Jul 09/21, Up 30%) Was in the portfolio before the pandemic. Has pieced back into it since. Added to the name due to the infrastructure spending.
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(A Top Pick Jul 09/21, Up 30%) Was in the portfolio before the pandemic. Has pieced back into it since. Added to the name due to the infrastructure spending.
Andrew Pyle
Price
$69.800
Owned
Yes
BUY
BUY
June 16, 2021
Likes it. Attractive distribution of just under 4%. Invests in hard assets that provide long, sustainable cashflow growth. Global, across various sectors. Buy cheap assets, build up cashflows, sell at a higher price, repeat.
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Likes it. Attractive distribution of just under 4%. Invests in hard assets that provide long, sustainable cashflow growth. Global, across various sectors. Buy cheap assets, build up cashflows, sell at a higher price, repeat.
Christine Poole
Price
$66.490
Owned
Yes
PAST TOP PICK
PAST TOP PICK
May 21, 2021
(A Top Pick Jun 12/20, Up 23%) Bought it at the time because it was offensive and defensive. Also a reopening play. Would buy again. Trades at 15x Price to AFO. Earnings dialled back their growth rate, but it is a great time to reload and buy more.
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(A Top Pick Jun 12/20, Up 23%) Bought it at the time because it was offensive and defensive. Also a reopening play. Would buy again. Trades at 15x Price to AFO. Earnings dialled back their growth rate, but it is a great time to reload and buy more.
Greg Newman
Price
$64.850
Owned
Yes
PARTIAL BUY
PARTIAL BUY
May 10, 2021

ARE-T vs. BIP.UN-T. He is happy with both. In terms of catalysts, ARE-T looks to be the more undervalued of the two. He thinks things will get more positive for it after the pandemic. It is a smaller company and could move farther. BIP.UN-T bought cell phone towers in India and are trying to take over IPL-T. He would average in to either one.

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ARE-T vs. BIP.UN-T. He is happy with both. In terms of catalysts, ARE-T looks to be the more undervalued of the two. He thinks things will get more positive for it after the pandemic. It is a smaller company and could move farther. BIP.UN-T bought cell phone towers in India and are trying to take over IPL-T. He would average in to either one.

Ryan Bushell
Price
$64.740
Owned
Yes
BUY
BUY
April 1, 2021

May boost offer for IPL. Great capital allocators. Tailwinds are strong for BAM and BIP (for taxable accounts).

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May boost offer for IPL. Great capital allocators. Tailwinds are strong for BAM and BIP (for taxable accounts).

Barry Schwartz
Price
$68.160
Owned
Yes
BUY
BUY
March 23, 2021
Likes it and is positive infrastructure now, especially in Canada. BIP is one of the best in this class. They have offices all over the world to source deals. It's a leading private equity firm; he likes how they attract and invest capital. They will likely grow their dividend indefinitely. Fine to buy long term.
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Likes it and is positive infrastructure now, especially in Canada. BIP is one of the best in this class. They have offices all over the world to source deals. It's a leading private equity firm; he likes how they attract and invest capital. They will likely grow their dividend indefinitely. Fine to buy long term.
Ryan Bushell
Price
$66.670
Owned
Yes
BUY
BUY
February 4, 2021

BIP.UN vs. BAM Strong earnings. Sale of Enwave gave them a healthy profit. BAM is also a great company to invest in, especially as it's trading at a discount to NAV. But with BAM, you get exposure to BPY, BEP, and the rest of the suite. BIP is more of an operational manager. If you want more diversity, BAM gives you that. Having both in your portfolio gives you full exposure to the infrastructure asset class.

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BIP.UN vs. BAM Strong earnings. Sale of Enwave gave them a healthy profit. BAM is also a great company to invest in, especially as it's trading at a discount to NAV. But with BAM, you get exposure to BPY, BEP, and the rest of the suite. BIP is more of an operational manager. If you want more diversity, BAM gives you that. Having both in your portfolio gives you full exposure to the infrastructure asset class.

Varun Anand
Price
$69.930
Owned
Yes
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.
Chris Blumas
Price
$63.825
Owned
No
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.
Brian Madden
Price
$62.700
Owned
Yes
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.

Lorne Steinberg
Price
$64.140
Owned
Unknown
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.
David Baskin
Price
$66.300
Owned
Yes
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.
Michael Sprung
Price
$65.660
Owned
Unknown
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.
Zachary Curry
Price
$63.490
Owned
Yes
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)
Zachary Curry
Price
$63.490
Owned
Yes
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.
Ryan Bushell
Price
$61.760
Owned
Yes
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.
David Baskin
Price
$59.200
Owned
Yes
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.
Bryden Teich
Price
$59.280
Owned
Yes
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)
Greg Newman
Price
$58.940
Owned
Yes
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.

Varun Anand
Price
$55.790
Owned
Unknown
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)
Greg Newman
Price
$54.340
Owned
Yes
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.

John O'Connell, CFA
Price
$54.750
Owned
Unknown
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)
Andrew Pyle
Price
$54.750
Owned
Yes
HOLD
HOLD
May 14, 2020
Good, long life assets. He sees no reason to sell it. It is acting very well.
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Good, long life assets. He sees no reason to sell it. It is acting very well.
David Burrows
Price
$54.860
Owned
Unknown
BUY
BUY
May 4, 2020
Those guys are very creative financially. They tried to create a structure to change it to an actual corporation. The partnership units cause all sorts of tax problems. He has no idea why there is a price differential between this and the parent. He is comfortable holding it here.
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Those guys are very creative financially. They tried to create a structure to change it to an actual corporation. The partnership units cause all sorts of tax problems. He has no idea why there is a price differential between this and the parent. He is comfortable holding it here.
Barry Schwartz
Price
$54.080
Owned
Yes
COMMENT
COMMENT
May 1, 2020

BPY.UN into BIP.UN? They do not own either Brookfield holdings. He has a favourable view on all the Brookfield entities and prefers to hold BIP.UN over BPY.UN as the former holds a lot of retail space. There is a huge infrastructure shortage around the world, so BIP.UN is well positioned for this opportunity.

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BPY.UN into BIP.UN? They do not own either Brookfield holdings. He has a favourable view on all the Brookfield entities and prefers to hold BIP.UN over BPY.UN as the former holds a lot of retail space. There is a huge infrastructure shortage around the world, so BIP.UN is well positioned for this opportunity.

Brian Madden
Price
$54.760
Owned
_N/A
TOP PICK
TOP PICK
April 22, 2020
He bought in during the drop in March. There is a lot of good value in infrastructure. They have the ability to look globally, where the best opportunities emerge. A good time to buy. Yield 5.37% (Analysts’ price target is $66.56)
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He bought in during the drop in March. There is a lot of good value in infrastructure. They have the ability to look globally, where the best opportunities emerge. A good time to buy. Yield 5.37% (Analysts’ price target is $66.56)
Bryden Teich
Price
$52.680
Owned
Yes
DON'T BUY
DON'T BUY
April 21, 2020
BIPC vs. BIP.UN He's avoiding all Brookfield infrastructure stocks. All infrastructure stocks have been caught off-guard by the pandemic. So infrastructure is no longer safe and the future is unknown. He expects infrastructure spending will fall which will reduce dividends in the future.
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BIPC vs. BIP.UN He's avoiding all Brookfield infrastructure stocks. All infrastructure stocks have been caught off-guard by the pandemic. So infrastructure is no longer safe and the future is unknown. He expects infrastructure spending will fall which will reduce dividends in the future.
PAST TOP PICK
PAST TOP PICK
April 16, 2020
(A Top Pick Jun 04/19, Up 6%) They tried to get a common share spin out for those that don’t like limited partnerships. They run this really well and he likes that they take positions in infrastructure projects of less than 100% usually and in projects that need a little help. They develop the project and then sell it off. He continues to hold it.
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(A Top Pick Jun 04/19, Up 6%) They tried to get a common share spin out for those that don’t like limited partnerships. They run this really well and he likes that they take positions in infrastructure projects of less than 100% usually and in projects that need a little help. They develop the project and then sell it off. He continues to hold it.
Zachary Curry
Price
$52.640
Owned
Yes
PAST TOP PICK
PAST TOP PICK
April 15, 2020
(A Top Pick May 02/19, Up 13%) In late March they distributed 10% into BIPC to bring in institutional investors. This was meant to be a conservative holding as they have toll roads and ports. You can continue to hold it. This will provide steady yields going forward.
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(A Top Pick May 02/19, Up 13%) In late March they distributed 10% into BIPC to bring in institutional investors. This was meant to be a conservative holding as they have toll roads and ports. You can continue to hold it. This will provide steady yields going forward.
Greg Newman
Price
$55.350
Owned
Yes
COMMENT
COMMENT
April 6, 2020
BIPC-T vs. BIP.UN-T. Some institutions could not hold the .UN version in their portfolios. They can hold the new version, which started trading in March. They are exchangeable on a 1:1 basis but may have different tax implications.
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BIPC-T vs. BIP.UN-T. Some institutions could not hold the .UN version in their portfolios. They can hold the new version, which started trading in March. They are exchangeable on a 1:1 basis but may have different tax implications.
Ryan Bushell
Price
$50.300
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
March 11, 2020
(A Top Pick Feb 21/19, Up 19%) Good name for offense and defense. He'd look to buy back at these levels or a bit lower. Almost recession-proof. PEG is still very compelling.
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(A Top Pick Feb 21/19, Up 19%) Good name for offense and defense. He'd look to buy back at these levels or a bit lower. Almost recession-proof. PEG is still very compelling.
Greg Newman
Price
$64.270
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
February 28, 2020
A lot of money has flowed into infrastructure around the world and they have been a great player in the space. This includes ports, railways and terminals. They have benefited from money flowing into Environment, Security and Government projects. It is at a high valuation right now, so he would look to buy at lower levels. Yield 4.27%
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A lot of money has flowed into infrastructure around the world and they have been a great player in the space. This includes ports, railways and terminals. They have benefited from money flowing into Environment, Security and Government projects. It is at a high valuation right now, so he would look to buy at lower levels. Yield 4.27%
Bryden Teich
Price
$69.780
Owned
Unknown
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.
Zachary Curry
Price
$72.370
Owned
Yes
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)
Zachary Curry
Price
$72.370
Owned
Yes
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.
Robert Lauzon
Price
$71.410
Owned
Yes
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.
Andrew Pink
Price
$71.410
Owned
Yes
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.
Greg Newman
Price
$64.990
Owned
Yes
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.
Michael Sprung
Price
$65.270
Owned
No
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.
Greg Newman
Price
$68.590
Owned
Yes
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.

James Telfser
Price
$69.180
Owned
Yes
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.
David Cockfield
Price
$67.700
Owned
Unknown
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.
Zachary Curry
Price
$65.500
Owned
Yes
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.

Greg Newman
Price
$66.000
Owned
Yes
BUY
BUY
October 23, 2019
Generates cash flow outside Canada. Steady dividends. Fine managers. Likes all the Brookfield stocks.
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Generates cash flow outside Canada. Steady dividends. Fine managers. Likes all the Brookfield stocks.
Jaime Carrasco
Price
$0.000
Owned
Yes
COMMENT
COMMENT
October 17, 2019
It is run by some really bright people. It is a global infrastructure company. It might find its way into his fund. They have been very astute acquirers of assets.
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It is run by some really bright people. It is a global infrastructure company. It might find its way into his fund. They have been very astute acquirers of assets.
BUY
BUY
October 9, 2019

Pays a good yield. They invest in hard assets like toll bridges and are global. They're defensive which are doing well these days. She owns more of the Brookfield parent, but you can buy this for yield and start a position now.

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Pays a good yield. They invest in hard assets like toll bridges and are global. They're defensive which are doing well these days. She owns more of the Brookfield parent, but you can buy this for yield and start a position now.

Christine Poole
Price
$65.270
Owned
Yes
TOP PICK
TOP PICK
October 4, 2019
He likes the yield. They own good long lasting assets, like railroads, toll roads, harbours and cell phone towers. He likes how they are changing it to a regular corporation from an LP -- making it eligible for the dividend tax credit. He does not think the market has clued into this yet. Yield 4.16% (Analysts’ price target is $67.44)
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He likes the yield. They own good long lasting assets, like railroads, toll roads, harbours and cell phone towers. He likes how they are changing it to a regular corporation from an LP -- making it eligible for the dividend tax credit. He does not think the market has clued into this yet. Yield 4.16% (Analysts’ price target is $67.44)
David Baskin
Price
$64.490
Owned
Yes
BUY
BUY
October 4, 2019
He likes the Brookfield group. He sees the infrastructure portfolio, especially with pension funds investing in it. They have a ready market, resources to vet projects, bring it online and to sell to pension funds. Infrastructure is not tied to the market so it's a good area. He doesn't think it's too late to get in since rates will probably remain low.
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He likes the Brookfield group. He sees the infrastructure portfolio, especially with pension funds investing in it. They have a ready market, resources to vet projects, bring it online and to sell to pension funds. Infrastructure is not tied to the market so it's a good area. He doesn't think it's too late to get in since rates will probably remain low.
David Cockfield
Price
$64.490
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
September 27, 2019
One of the enormous successes. Infrastructure is one of those asset classes that isn't affected by the market and they have long term assets that pay good returns. They have a fair amount of pricing power. Might want to take some profits, especially if we see slowdown.
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One of the enormous successes. Infrastructure is one of those asset classes that isn't affected by the market and they have long term assets that pay good returns. They have a fair amount of pricing power. Might want to take some profits, especially if we see slowdown.
Gavin Graham
Price
$64.960
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
September 19, 2019
(A Top Pick Sep 26/18, Up 28%) He inherited it from Enercare. He started purchasing the shares in September. They have a unique group of assets. You can't replicate the assets on the infrastructure side. It is pretty rich but you can’t beat it. Buy it on weakness. We have seen a flock back to these infrastructure assets this year.
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(A Top Pick Sep 26/18, Up 28%) He inherited it from Enercare. He started purchasing the shares in September. They have a unique group of assets. You can't replicate the assets on the infrastructure side. It is pretty rich but you can’t beat it. Buy it on weakness. We have seen a flock back to these infrastructure assets this year.
Ryan Bushell
Price
$62.900
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 5, 2019
(A Top Pick Oct 31/18, Up 35%) Continues to buy. They buy one of a kind, unique assets that have price escalators and inflation protection. Over 4% yield. Beware that tax paperwork is a bit of a nightmare at the end of the year, but it's worth it.
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(A Top Pick Oct 31/18, Up 35%) Continues to buy. They buy one of a kind, unique assets that have price escalators and inflation protection. Over 4% yield. Beware that tax paperwork is a bit of a nightmare at the end of the year, but it's worth it.
Barry Schwartz
Price
$63.430
Owned
Yes
BUY
BUY
August 27, 2019
A big holding of his and he really likes it. This does very well during low interest rates. Loves the managers. They have big pipeline of projects with a big growth opportunity in India. Careful though if interest rates rise.
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A big holding of his and he really likes it. This does very well during low interest rates. Loves the managers. They have big pipeline of projects with a big growth opportunity in India. Careful though if interest rates rise.
Andrew Pink
Price
$62.180
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 14, 2019
(A Top Pick Sep 28/18, Up 18%) Governments need to invest in infrastructure. You can play offence and defence with this. They just beat their Q2. They can grow their AFFO by 16%. Good business model.
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(A Top Pick Sep 28/18, Up 18%) Governments need to invest in infrastructure. You can play offence and defence with this. They just beat their Q2. They can grow their AFFO by 16%. Good business model.
Greg Newman
Price
$58.890
Owned
Yes
COMMENT
COMMENT
August 8, 2019
Balance sheet moving sideways. Trading above its FMV, so not a lot of oomph in the stock. Could get to $62, but that's it. Decent, but not great, dividend and balance sheet.
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Balance sheet moving sideways. Trading above its FMV, so not a lot of oomph in the stock. Could get to $62, but that's it. Decent, but not great, dividend and balance sheet.
Ross Healy
Price
$58.350
Owned
Unknown
BUY
BUY
July 22, 2019

The 4.7% dividend yield is safe and management is smart, but he prefers the parent, BAM, or BBU. All Brookfield stocks are very well run. They just bought an asset of ALA-T. They have a lot of cash and their dividend is safe.

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The 4.7% dividend yield is safe and management is smart, but he prefers the parent, BAM, or BBU. All Brookfield stocks are very well run. They just bought an asset of ALA-T. They have a lot of cash and their dividend is safe.

Gerard Ferguson
Price
$57.550
Owned
Unknown
Showing 1 to 60 of 233 entries

Brookfield Infrastructure Partners(BIP.UN-T) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 16

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 16

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, 16 stock analysts published opinions about BIP.UN-T. 16 analysts recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is BUY. 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 Stockchase Insights on 2021-07-14. 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?

16 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 2021-07-23, Brookfield Infrastructure Partners (BIP.UN-T) stock closed at a price of $68.94.