Brookfield Infrastructure Partners

BIP.UN-T

TSE:BIP.UN

52.88
2.58 (5.13%)
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.
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Analysis and Opinions about BIP.UN-T

Signal
Opinion
Expert
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.
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.
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.

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.
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.

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)
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.
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.
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.
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.
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.
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.
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.
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.

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