Brookfield Infrastructure Partners

BIP.UN-T

TSE:BIP.UN

56.30
0.51 (0.91%)
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
DON'T BUY
DON'T BUY
February 14, 2019
BIP.UN-T vs. BPY-T. He prefers BPY-T. BIP.UN-T is too expensive for him. A good yield but a big payout. It is not where he would look in the REIT-like space. BPY-T is undervalued. It is a growth by acquisition strategy.
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BIP.UN-T vs. BPY-T. He prefers BPY-T. BIP.UN-T is too expensive for him. A good yield but a big payout. It is not where he would look in the REIT-like space. BPY-T is undervalued. It is a growth by acquisition strategy.
HOLD
HOLD
February 13, 2019
She likes how they make smart acquisitions and know when to sell out for good profits. It has an attractive yield. She owns the parent company as it gives exposure to infrastructure and renewables, allowing for more growth opportunities. This asset offers an investor the best opportunity for income between the two.
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She likes how they make smart acquisitions and know when to sell out for good profits. It has an attractive yield. She owns the parent company as it gives exposure to infrastructure and renewables, allowing for more growth opportunities. This asset offers an investor the best opportunity for income between the two.
PAST TOP PICK
PAST TOP PICK
February 12, 2019
(A Top Pick Feb 14/18, Up 9%) Great dividend. Good allocators of capital.
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(A Top Pick Feb 14/18, Up 9%) Great dividend. Good allocators of capital.
TOP PICK
TOP PICK
February 12, 2019
Good allocators of capital, going into distressed projects, fixing them up then selling them. Sold a Chilean asset for a 17% return. Strong $1-billion backlog. Dividend is paid in US dollars, which he likes. Assets around the world, so diversified. Smart managers. A defensive play. (Analysts’ price target is $59.31)
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Good allocators of capital, going into distressed projects, fixing them up then selling them. Sold a Chilean asset for a 17% return. Strong $1-billion backlog. Dividend is paid in US dollars, which he likes. Assets around the world, so diversified. Smart managers. A defensive play. (Analysts’ price target is $59.31)
BUY WEAKNESS
BUY WEAKNESS
January 21, 2019
The Brookfield group is very well managed. They got slaughtered and then came back up again. They are viable and if you can buy them at the right price you could add into them for yield. Do your homework on the yield and how it is taxed.
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The Brookfield group is very well managed. They got slaughtered and then came back up again. They are viable and if you can buy them at the right price you could add into them for yield. Do your homework on the yield and how it is taxed.
TOP PICK
TOP PICK
January 18, 2019
On a tear deploying capital in India with toll roads and Canadian midstream (buying Enercare). 5% yield that will grow 5-9%. Their debt is fixed. Curency is hedged. Both growth and defence. (Analysts’ price target is $59.47)
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On a tear deploying capital in India with toll roads and Canadian midstream (buying Enercare). 5% yield that will grow 5-9%. Their debt is fixed. Curency is hedged. Both growth and defence. (Analysts’ price target is $59.47)
DON'T BUY
DON'T BUY
January 17, 2019
BIP.UN or TCL.A? Hard to compare infrastructure to packaging. Doesn't have a problem with infrastructure, but the dividend doesn't grow the way he'd like, and the dividend is actually a combination of capital and interest. He owns BAM.A in TFSAs. Instead of TCL.A, he owns CCL Industries because they have greater free cash flow and dividend growth, a safer and less volatile investment over time. He goes for quality companies rather than chasing yield.
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BIP.UN or TCL.A? Hard to compare infrastructure to packaging. Doesn't have a problem with infrastructure, but the dividend doesn't grow the way he'd like, and the dividend is actually a combination of capital and interest. He owns BAM.A in TFSAs. Instead of TCL.A, he owns CCL Industries because they have greater free cash flow and dividend growth, a safer and less volatile investment over time. He goes for quality companies rather than chasing yield.
TOP PICK
TOP PICK
December 19, 2018
Good place to seek shelter from the storm. All in he is modeling 19% AFFO growth. 90% of their debts are fixed. Nice distribution with a safe payout ratio. Visible AFFO growth. (Analysts’ price target is $59.01)
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Good place to seek shelter from the storm. All in he is modeling 19% AFFO growth. 90% of their debts are fixed. Nice distribution with a safe payout ratio. Visible AFFO growth. (Analysts’ price target is $59.01)
HOLD
HOLD
December 10, 2018
These guys have lots of debt on the books. There is a factor there. It is a 7.5% dividend but nothing yields a safe 7.5% dividend. There were analyst updates today and they like it, but he does to think that is something to hang your hat on. (Analysts’ price target is $22.50)
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These guys have lots of debt on the books. There is a factor there. It is a 7.5% dividend but nothing yields a safe 7.5% dividend. There were analyst updates today and they like it, but he does to think that is something to hang your hat on. (Analysts’ price target is $22.50)
PAST TOP PICK
PAST TOP PICK
November 20, 2018
(A Top Pick Feb 14/18, Up 6%) Good holding for a long term investor. Pipeline company for water, infrastructure, toll roads. They tend to buy low, make it better, sell it, and redeploy the money. Yield is 4.5%, and yield is valuable in uncertain markets.
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(A Top Pick Feb 14/18, Up 6%) Good holding for a long term investor. Pipeline company for water, infrastructure, toll roads. They tend to buy low, make it better, sell it, and redeploy the money. Yield is 4.5%, and yield is valuable in uncertain markets.
TOP PICK
TOP PICK
October 31, 2018
Has a sustainable distribution. Every investment they've ever made they've seen a 20% return on those assets. They're into global infrastructure. Just bought Enercare which they may use to get more growth in North America. He prefers the parent company, but this is for income. (Analysts’ price target is $60.15)
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Has a sustainable distribution. Every investment they've ever made they've seen a 20% return on those assets. They're into global infrastructure. Just bought Enercare which they may use to get more growth in North America. He prefers the parent company, but this is for income. (Analysts’ price target is $60.15)
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.

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