Brookfield Infrastructure Partners

BIP.UN-T

TSE:BIP.UN

50.30
1.85 (3.55%)
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
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.

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