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
October 24, 2018

He owns the holding company instead. A great company, well managed. BIP is not meant to be a capital appreciator and will trade within the $25 range. But own this for a stable, tax-advanted cash flow through its safe, sustainable dividend of 5%.

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He owns the holding company instead. A great company, well managed. BIP is not meant to be a capital appreciator and will trade within the $25 range. But own this for a stable, tax-advanted cash flow through its safe, sustainable dividend of 5%.

PAST TOP PICK
PAST TOP PICK
October 16, 2018

(Past Top Pick Aug. 9, 2018, Down 1%) He likes all Brookfield stocks. This is a good way to play infrastructure despite BIP having ups and downs. A lot of infrastructure plays are simply buying things like airports as opposed to building them. Otherwise, it takes time and involves politics to build an infrastructure project. BIP makes smart investments.

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(Past Top Pick Aug. 9, 2018, Down 1%) He likes all Brookfield stocks. This is a good way to play infrastructure despite BIP having ups and downs. A lot of infrastructure plays are simply buying things like airports as opposed to building them. Otherwise, it takes time and involves politics to build an infrastructure project. BIP makes smart investments.

TOP PICK
TOP PICK
September 28, 2018

Capital deployment accelerating over next 12 months. A 66% 2019 payout ratio, with 7% annual distribution growth. Making acquisitions. Cashflows are diversified, which provide natural currency hedges. Reasonable balance sheet. One of the best parts of the satellites. Great place to make money over the next 12-24 month. Yield is 4.7%. (Analysts’ price target is $59.30.)

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Capital deployment accelerating over next 12 months. A 66% 2019 payout ratio, with 7% annual distribution growth. Making acquisitions. Cashflows are diversified, which provide natural currency hedges. Reasonable balance sheet. One of the best parts of the satellites. Great place to make money over the next 12-24 month. Yield is 4.7%. (Analysts’ price target is $59.30.)

PAST TOP PICK
PAST TOP PICK
September 27, 2018

(A Top Pick July 19/17 - Up 4%.) Far more sensitive to interest rates. Still like it. Thinks infrastructure is going to be emphasize over the next decades. Well managed.

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(A Top Pick July 19/17 - Up 4%.) Far more sensitive to interest rates. Still like it. Thinks infrastructure is going to be emphasize over the next decades. Well managed.

TOP PICK
TOP PICK
September 26, 2018

The company just purchased Enercare – another holding he had doubled his holding in. This company represent regulated cash flow, good dividend growth and yield with good long term assets. Yield 5%. (Analysts’ price target is $59.38)

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The company just purchased Enercare – another holding he had doubled his holding in. This company represent regulated cash flow, good dividend growth and yield with good long term assets. Yield 5%. (Analysts’ price target is $59.38)

DON'T BUY
DON'T BUY
September 17, 2018

You have the option on Enercare to take the cash or a tracking stock on Brookfield. He prefers cash and then one should buy into BIP.UN-T if you want to, later. He doesn't recommend BIP.UN-T because it is expensive and missed on recent quarters. It comes down to a tax situation.

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You have the option on Enercare to take the cash or a tracking stock on Brookfield. He prefers cash and then one should buy into BIP.UN-T if you want to, later. He doesn't recommend BIP.UN-T because it is expensive and missed on recent quarters. It comes down to a tax situation.

HOLD
HOLD
September 17, 2018

Been slumping lately, but a great company with a fine track record. The emerging markets, where their investments are, are pressuring this stock. The Enercare purchase is good. Stick with it.

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Been slumping lately, but a great company with a fine track record. The emerging markets, where their investments are, are pressuring this stock. The Enercare purchase is good. Stick with it.

COMMENT
COMMENT
September 11, 2018

This offers international exposure to infrastructure assets. Brookfield buys the assets and offers a high yield that arises out of the income stream that it receives from them..

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This offers international exposure to infrastructure assets. Brookfield buys the assets and offers a high yield that arises out of the income stream that it receives from them..

TOP PICK
TOP PICK
August 27, 2018

They are buying toll roads and water pipelines. Long life cycles. Provide income back to the overall company. It is a US$ dividend. (Analysts’ target: $59.29).

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They are buying toll roads and water pipelines. Long life cycles. Provide income back to the overall company. It is a US$ dividend. (Analysts’ target: $59.29).

DON'T BUY
DON'T BUY
August 23, 2018

Anything with Brookfield has a premium attached to it. They have executed well. He prefers the asset management side of it because it is global but does not own either.

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Anything with Brookfield has a premium attached to it. They have executed well. He prefers the asset management side of it because it is global but does not own either.

TOP PICK
TOP PICK
August 9, 2018

Growing the company, acquiring a lot of good things for the long haul. Good time to buy because it is going sideways. Would bet on Brookfield family of companies against Berkshire Hathaway over the next 10 years. Yield is 4.6%. (Analysts’ price target is $59.62.)

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Growing the company, acquiring a lot of good things for the long haul. Good time to buy because it is going sideways. Would bet on Brookfield family of companies against Berkshire Hathaway over the next 10 years. Yield is 4.6%. (Analysts’ price target is $59.62.)

COMMENT
COMMENT
July 12, 2018

Have to give a lot of credit to the whole Brookfield Group. They have been very good at opportunistically buying infrastructure assets. For long term capital appreciation, the parent company is better.

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Have to give a lot of credit to the whole Brookfield Group. They have been very good at opportunistically buying infrastructure assets. For long term capital appreciation, the parent company is better.

TOP PICK
TOP PICK
May 31, 2018

Pays a 5% dividend in US. They own infrastructure assets in UK and Australia and other parts of the world. Toll roads, processing facilities. They do a good job at harvesting their assets and buying cheap assets. Good hold for the long haul. (Analysts’ price target is $58.21)

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Pays a 5% dividend in US. They own infrastructure assets in UK and Australia and other parts of the world. Toll roads, processing facilities. They do a good job at harvesting their assets and buying cheap assets. Good hold for the long haul. (Analysts’ price target is $58.21)

HOLD
HOLD
May 30, 2018

If you are in it for the long term, this is a well management company. They have good diversification in several markets. A good buy trading at a fair valuation at the moment. He has a small exposure to it and will continue to hold it.

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If you are in it for the long term, this is a well management company. They have good diversification in several markets. A good buy trading at a fair valuation at the moment. He has a small exposure to it and will continue to hold it.

BUY
BUY
May 25, 2018

He likes the company and what they do. The concept is good and Management team quite capable. He believes the infrastructure side is going to do well.

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He likes the company and what they do. The concept is good and Management team quite capable. He believes the infrastructure side is going to do well.

DON'T BUY
DON'T BUY
May 18, 2018

Interest sensitivity is playing against the name. Summer is the time to buy into this stock but the technical don’t look good. He would stay away from it.

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Interest sensitivity is playing against the name. Summer is the time to buy into this stock but the technical don’t look good. He would stay away from it.

COMMENT
COMMENT
May 17, 2018

Their yield will always be compared to the risk-free rate of return as it goes up. You may want to reduce exposure. He prefers BAM.A-T because it is more diversified and have a stronger balance sheet. They raise money, deploy it and then move to exit. They are now in the acquisition phase. You may need to have a lot of patience. BAM.A-T is less interest sensitive.

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Their yield will always be compared to the risk-free rate of return as it goes up. You may want to reduce exposure. He prefers BAM.A-T because it is more diversified and have a stronger balance sheet. They raise money, deploy it and then move to exit. They are now in the acquisition phase. You may need to have a lot of patience. BAM.A-T is less interest sensitive.

BUY
BUY
April 16, 2018

They are approaching fair valuation. They are well positioned globally. He has not quite made up his mind to pull the trigger.

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They are approaching fair valuation. They are well positioned globally. He has not quite made up his mind to pull the trigger.

COMMENT
COMMENT
March 7, 2018

Decent yield. Dividend will rise. Not your typical infrastructure company--they make roads and ports all outside Canada. It got overvalued, and are getting hurt with rising interest rates.

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Decent yield. Dividend will rise. Not your typical infrastructure company--they make roads and ports all outside Canada. It got overvalued, and are getting hurt with rising interest rates.

PAST TOP PICK
PAST TOP PICK
February 28, 2018

(A Top Pick March 30/17, Up 5%) Still likes it. It came off recently because of a dividend cut because another company in the same space also cut their dividend. Perhaps they did this out of sympathy, but certainly didn't reflect their own business. It's a yield stock which have all come down recently.

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(A Top Pick March 30/17, Up 5%) Still likes it. It came off recently because of a dividend cut because another company in the same space also cut their dividend. Perhaps they did this out of sympathy, but certainly didn't reflect their own business. It's a yield stock which have all come down recently.

TOP PICK
TOP PICK
February 14, 2018

Their business model is investing in assets, building it, then selling it. Just increased their dividend. A global company with assets in Brazil and Asia, like a pipeline with many assets within it. A defensive, long-term stock. (Analysts' price target is $58.79.)

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Their business model is investing in assets, building it, then selling it. Just increased their dividend. A global company with assets in Brazil and Asia, like a pipeline with many assets within it. A defensive, long-term stock. (Analysts' price target is $58.79.)

COMMENT
COMMENT
February 8, 2018

Sensitive to interest rates. Big projects with a lot of debts associated to them become less attractive when rates go up. Probably one of Canada’s best ran companies. He wouldn’t bet against it.

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Sensitive to interest rates. Big projects with a lot of debts associated to them become less attractive when rates go up. Probably one of Canada’s best ran companies. He wouldn’t bet against it.

COMMENT
COMMENT
December 27, 2017

Really appreciate the way they go about their business. They own great returns and have been great capital allocators. They typically find great opportunities when they find distressed sellers or unique assets to buy. Sold out their holding in the last month or so given the valuation they’ve seen. As had a great run and doubled in the last number of years. (Analysts’ price target $46.64.)

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Really appreciate the way they go about their business. They own great returns and have been great capital allocators. They typically find great opportunities when they find distressed sellers or unique assets to buy. Sold out their holding in the last month or so given the valuation they’ve seen. As had a great run and doubled in the last number of years. (Analysts’ price target $46.64.)

COMMENT
COMMENT
December 20, 2017

Brookfield does a great job of buying and selling things, and actively managing an infrastructure portfolio. He likes it. Right now, this is slightly expensive, based on its cash flows. Prefers Brookfield Business Partners (BBU.UN-T), a pure private equity group with a $2 billion market cap.

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Brookfield does a great job of buying and selling things, and actively managing an infrastructure portfolio. He likes it. Right now, this is slightly expensive, based on its cash flows. Prefers Brookfield Business Partners (BBU.UN-T), a pure private equity group with a $2 billion market cap.

COMMENT
COMMENT
December 11, 2017

A very solid investment. They’ve done a great job.

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A very solid investment. They’ve done a great job.

BUY
BUY
November 17, 2017

Which Brookfield subsidiary would you recommend for a 4-5 year hold? If you like dividends while waiting, this is one he would recommend.

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Which Brookfield subsidiary would you recommend for a 4-5 year hold? If you like dividends while waiting, this is one he would recommend.

TOP PICK
TOP PICK
November 14, 2017

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.)

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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.)

TOP PICK
TOP PICK
November 7, 2017

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.)

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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.)

HOLD
HOLD
November 2, 2017

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.

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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.

WEAK BUY
WEAK BUY
October 23, 2017

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.

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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.

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