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

Last Price Recorded: $55.3200 on 2017-11-24

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

2016-11-28

COMMENT
Brookfield Infrastucture Partners (BIP.UN-T)

Just announced a $750 million equity offering, that is $1 below market price. Normally a new offering can seem to be dilutive, and you see a drop. That may be seen as a very early sign that they are able to raise such a large equity offering. A good infrastructure stock and an area you want to be in.

INDUSTRIAL PRODUCTS
John Stephenson

President & CEO, Stephenson & Company Capital Management

Price: $44.250
Owned: Unknown

2016-11-23

COMMENT
Brookfield Infrastucture Partners (BIP.UN-T)

He was debating making this a Top Pick. A name he really likes because it is very globally diversified. Prior to the election outcome, he really liked the infrastructure sector as he felt that more and more institutions would be allocating capital to the infrastructure sector globally. This is a good way for investors to participate in infrastructure. Very stable yield with very good potential for mid-single digit cash flow and dividend growth.

INDUSTRIAL PRODUCTS
Andy Nasr

VP & Investment Strategist, Sentry Investments

Price: $44.760
Owned: Yes

2016-11-17

HOLD
Brookfield Infrastucture Partners (BIP.UN-T)

It has come down due to bond yields.  He thinks it is a knee jerk reaction. It has exposure to Brazil who have been in the dog house for a couple of years.  There is some risk there, but seems to be under a new political regime.  He thinks the company is safe.  4.8% dividend yield.

INDUSTRIAL PRODUCTS
Zachary Curry

Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.

Price: $43.360
Owned: Yes

2016-11-10

WAIT
Brookfield Infrastucture Partners (BIP.UN-T)

This has had a great run. It is a nice, diversifying investment in terms of what they own. They do international infrastructure, so we are talking of almost pension-like fund toll roads in Brazil, hydroelectric projects globally. It has had a pretty good run, so he would wait to see interest rates, where there could be a pullback in all these types of names.

INDUSTRIAL PRODUCTS
Ryan Bushell

V. P. & Portfolio Manager, Leon Frazer and Associates

Price: $43.810
Owned: Yes

2016-11-03

BUY
Brookfield Infrastucture Partners (BIP.UN-T)

This has gone straight up and has really had no dips. Every year they raise the distribution. Currently it is trading at a premium valuation. It is the only infrastructure play that you can buy in Canada that gets you similar assets like a Teachers pension plan, etc. They have pricing power, so every year they raise the prices to their customers. They are very smart in using their balance sheet. If a long-term investor, this would be a core holding in your portfolio.

INDUSTRIAL PRODUCTS
Barry Schwartz

CIO & Portfolio Manager, Baskin Wealth Management

Price: $44.400
Owned: Yes

2016-10-31

BUY
Brookfield Infrastucture Partners (BIP.UN-T)

If you are looking for a steady yield this one is okay.  He normally goes to the parent (BAM.A-T) because then he does not have to figure out which one to own at the time.  Each one moves slightly differently at different times of the cycle.

INDUSTRIAL PRODUCTS
John Kim

Portfolio Manager, Aston Hill Financial

Price: $44.560
Owned: Unknown

2016-10-26

BUY
Brookfield Infrastucture Partners (BIP.UN-T)

(Market Call Minute.) For a long-term hold, this would be a great time to enter.

INDUSTRIAL PRODUCTS
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investment Management Inc.

Price: $45.750
Owned: Yes

2016-10-13

COMMENT
Brookfield Infrastucture Partners (BIP.UN-T)

Everybody loves infrastructure right now, and this one was there before pretty much anybody else. They are very, very good at it. He likes this.

INDUSTRIAL PRODUCTS
David Baskin

President, Baskin Wealth Management

Price: $44.740
Owned: Yes

2016-09-27

BUY
Brookfield Infrastucture Partners (BIP.UN-T)

He likes the Brookfield group. They are terrific managers and have great assets. They like growth. Own them all and spread your risks.

INDUSTRIAL PRODUCTS
Michael Decter

President & CEO, Lawrence Decter Investment Counsel

Price: $44.850
Owned: Yes

2016-09-23

BUY
Brookfield Infrastucture Partners (BIP.UN-T)

Payout ratio is around 60%-70%. They want to raise their distributions 11%-13% annually. Just upped the dividend by 3.5%. He is modelling that they can grow their AFFO 18% compounded annually. The only bad thing is that you have to pay up for this. Right now it is trading at around 14X 2016 earnings versus a 5-year average of around 13.8.

INDUSTRIAL PRODUCTS
Greg Newman

Director & Portfolio Manager, Scotia Wealth Management

Price: $45.520
Owned: Unknown

2016-09-21

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

This fits in with his infrastructure theme. If you want to buy a global infrastructure company, this is the “go to” name. His dividend growth target is 7%-9% a year. FFO growth and cash flow growth of 12%-15% a year for the next few years.

INDUSTRIAL PRODUCTS
Nick Majendie

Director & Senior Portfolio Manager, Scotia Wealth Management

Price: $43.920
Owned: Yes

2016-09-16

BUY on WEAKNESS
Brookfield Infrastucture Partners (BIP.UN-T)

The chart looks fine. This had been hanging around its highs, which is a bullish sign. Buyers are persistent and Sellers are not aggressive. As a result, there was a break out this year. Based on the range of the breakout, there should be at least another $10-$12 to the upside, taking you to $40-$50. Be patient and buy on retracement.

INDUSTRIAL PRODUCTS
William Chin

Portfolio manager, Caldwell Investment Management

Price: $43.490
Owned: Unknown

2016-09-15

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

He has the parent.  They have very, very good assets.  It is a good story.  If we ever do get inflation then this will be a very solid name to hold. 

INDUSTRIAL PRODUCTS
Daniel Lloyd

Portfolio Manager, Forge First Asset Management

Price: $43.230
Owned: No

2016-09-14

COMMENT
Brookfield Infrastucture Partners (BIP.UN-T)

He likes the Brookfield group. A well run company. This is going to be good in the future. We have to get some fiscal policy to try to match the monetary policy. Hopefully after the US election we will see some of that.

INDUSTRIAL PRODUCTS
Rick Stuchberry

Portfolio Manager, Richardson GMP

Price: $62.800
Owned: No

2016-09-13

BUY
Brookfield Infrastucture Partners (BIP.UN-T)

Infrastructure is quite attractive currently. This is one you could tuck away, and he wouldn’t mind owning it.

INDUSTRIAL PRODUCTS
David Burrows

President & Chief Investment Strategist, Barometer Capital Management

Price: $61.700
Owned: Unknown

2016-09-07

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

(A Top Pick April 20/16. Up 22.07%.) They have done a good job. Part of the thesis is that they are going to be very opportunistic in finding places around the world to invest money in. Has a lot of respect for management.

INDUSTRIAL PRODUCTS
Stephen Groff

Principal & Portfolio Manager, Cambridge Global Asset Management

Price: $63.280
Owned: Yes

2016-09-02

COMMENT
Brookfield Infrastucture Partners (BIP.UN-T)

A lot of utility-like companies are expensive, which is the knock against it. Trading at 24X EBITDA. Has a pretty levered balance sheet. Brookfield entities typically grow through acquisition and have lots of vehicles to do that. Dividend yield of 4.9%. Too expensive for him.

INDUSTRIAL PRODUCTS
Jason Mann

CIO & Co-Founder, Edgehill Patners

Price: $63.300
Owned: No

2016-07-27

COMMENT
Brookfield Infrastucture Partners (BIP.UN-T)

(Market Call Minute.) This is a fantastic collection of assets. It has a weird payout if you own outside of an RSP. Prefers and owns Brookfield Asset Management (BAM-N).

INDUSTRIAL PRODUCTS
Bill Harris, CFA

Portfolio Manager, Avenue Investment Management

Price: $60.240
Owned: No

2016-06-21

COMMENT
Brookfield Infrastucture Partners (BIP.UN-T)

Sold half his position recently. A good company. He is a bit hesitant on their allocation of projects. They had a big allocation towards Brazil, and doesn’t see that economy performing well. Pays a good dividend in US$s.

INDUSTRIAL PRODUCTS
Zachary Curry

Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.

Price: $56.830
Owned: Yes

2016-05-18

COMMENT
Brookfield Infrastucture Partners (BIP.UN-T)

Great company. They are deriving growth all over the planet. They will deploy capital in places where things are bad and capital is fleeing. That is how they get assets at a discount to fair value, and how they generate growth. The assets they buy often come with long-term contracts providing stable and growing cash flows. Also, have organic growth investment opportunities. Currently they are interested in Brazil, where the economy is pretty bad. 5.2% dividend yield.

INDUSTRIAL PRODUCTS
Steve Belisle

Senior Portfolio Manager & Managing Director, Manulife Asset Management

Price: $56.400
Owned: Yes

2016-05-04

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

It has a 13% growth rate.  If they buy the Australian asset, he sees it as being 8% accretive.  He thinks the dividend will continue to grow.

INDUSTRIAL PRODUCTS
Greg Newman

Director & Portfolio Manager, Scotia Wealth Management

Price: $53.390
Owned: Yes

2016-04-21

BUY
Brookfield Infrastucture Partners (BIP.UN-T)

The name is synonymous with high quality.  It makes sense in an overall portfolio.  He has found better places to find growth.  He targeted other yield plays such as ENB-T.  He would be a buyer otherwise.  The yield is safe.

INDUSTRIAL PRODUCTS
Kash Pashootan

Sr. VP & Portfolio Manager, First Avenue Advisory, Raymond James

Price: $53.200
Owned: Unknown

2016-04-20

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

This as a very opportunistic capital allocator. Instead of thinking of the actual assets, it is important to think of the people behind the assets. The management team is very good and rock solid, going around the world finding the best place to make money. They find areas of distress. Trading at a reasonable multiple of FFO, and more importantly they can take significant amounts of liquidity and deploy it into distressed parts of the market. Today one of them is the US energy sector and Brazil. Dividend yield of 5.9%.

INDUSTRIAL PRODUCTS
Stephen Groff

Principal & Portfolio Manager, Cambridge Global Asset Management

Price: $53.010
Owned: Yes

2016-02-09

BUY
Brookfield Infrastucture Partners (BIP.UN-T)

Likes the name and you are getting an attractive dividend. Very well diversified. They own everything from toll roads to terminals. Almost exactly the kind of name you want to own in a low interest rate environment, when you are seeing money flow into defensive sectors. Very defensive name. Dividend yield of 4.6%.

INDUSTRIAL PRODUCTS
Andy Nasr

VP & Investment Strategist, Sentry Investments

Price: $49.120
Owned: Yes

2016-02-02

COMMENT
Brookfield Infrastucture Partners (BIP.UN-T)

Owns this in his income portfolio, but not in his growth portfolio. This stock has not broken its long-term trend line. In the near term it probably has some support at around current levels. Feels the dividend is sustainable and is solid. If you are an income, long-term investor, you could probably own this and is probably an OK time to buy it right now. It is probably going to move sideways for the time being.

INDUSTRIAL PRODUCTS
Keith Richards

Portfolio Manager, ValueTrend Wealth Management

Price: $48.970
Owned: Yes

2016-01-28

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

(His top picks are dividend growers.) One of the publicly traded spinoffs of Brookfield Asset Management (BAM.A-T). This is a good way for retail investors to get exposure to infrastructure assets. Dividend yield of 5.73%.

INDUSTRIAL PRODUCTS
Barry Schwartz

CIO & Portfolio Manager, Baskin Wealth Management

Price: $49.140
Owned: Yes

2016-01-21

COMMENT
Brookfield Infrastucture Partners (BIP.UN-T)

As long as we are not in a waterfall, this is a good name. He is seeing 13% from funds operation growth over the next couple of years, from a pending Australian acquisition, growth in Brazil and toll roads in India. One of the problems is that it reports in US$ and only about 25% of their business is in the US, but 75% of their FFO (funds from operations) is hedged over the next 18-25 months to the US$. Has a good dividend which is growing. The kind of a name he would be nibbling on when he feels that the macro is a little more settled.

INDUSTRIAL PRODUCTS
Greg Newman

Director & Portfolio Manager, Scotia Wealth Management

Price: $46.220
Owned: Unknown

2016-01-20

COMMENT
Brookfield Infrastucture Partners (BIP.UN-T)

He wouldn’t be a buyer, because he doesn’t buy stocks over $10. However, he can see why people would buy it. It is a good company. Debt load is high which he doesn’t like. Infrastructure right now is very hot and the government is going to put a lot of money into it. A well-managed company.

INDUSTRIAL PRODUCTS
Benj Gallander

President, Contra the Heard Investment Letter

Price: $46.540
Owned: No

2016-01-11

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

Infrastructure is an important part of the portfolio, but don’t bet the farm on it.  It is sensitive to interest rates.  Take a partial position and wait for a pullback.

INDUSTRIAL PRODUCTS
Kash Pashootan

Sr. VP & Portfolio Manager, First Avenue Advisory, Raymond James

Price: $48.350
Owned: No

2015-12-11

BUY
Brookfield Infrastucture Partners (BIP.UN-T)

A good, long term hold for an income investor that is also looking for growth. This company is looking to buy long life assets with a very long time horizon.

INDUSTRIAL PRODUCTS
Andrew Hamlin

VP & Portfolio Manager, Aston Hill Financial

Price: $52.000
Owned: Unknown

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