Brookfield Infrastructure Partners

BIP.UN-T

TSE:BIP.UN

56.70
0.85 (1.52%)
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

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Opinion
Expert
COMMENT
COMMENT
January 21, 2016

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.

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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.

COMMENT
COMMENT
January 20, 2016

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.

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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.

PARTIAL BUY
PARTIAL BUY
January 11, 2016

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.

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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.

BUY
BUY
December 11, 2015

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.

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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.

COMMENT
COMMENT
October 28, 2015

He is a massive fan of the Brookfield group of companies. There are a whole bunch of different entities, so he just prefers the parent company Brookfield Asset Management (BAM.A-T) and let all the benefits accrue. This has been a great investment.

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He is a massive fan of the Brookfield group of companies. There are a whole bunch of different entities, so he just prefers the parent company Brookfield Asset Management (BAM.A-T) and let all the benefits accrue. This has been a great investment.

BUY
BUY
May 6, 2015

In a rising rate environment, a yield vehicle tends to underperform, because you can get risk free money cheaper than you could before. Overall he feels the Brookfield family of funds and investments is fantastic.

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In a rising rate environment, a yield vehicle tends to underperform, because you can get risk free money cheaper than you could before. Overall he feels the Brookfield family of funds and investments is fantastic.

HOLD
HOLD
March 31, 2015

One of the more unique businesses within his portfolios. Their business strategy is to buy undervalued assets that are sometimes in trouble. They like to recapitalize it, restructure it, grow the business and then sell it and recycle the capital. A very difficult business model to replicate. The 5% distribution model is solid. It has been tough for them to do deals, which is why the stock has held back a little. Recently went into France and expanded into a tower telecom. He is comfortable holding this, but wouldn’t be adding to it.

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One of the more unique businesses within his portfolios. Their business strategy is to buy undervalued assets that are sometimes in trouble. They like to recapitalize it, restructure it, grow the business and then sell it and recycle the capital. A very difficult business model to replicate. The 5% distribution model is solid. It has been tough for them to do deals, which is why the stock has held back a little. Recently went into France and expanded into a tower telecom. He is comfortable holding this, but wouldn’t be adding to it.

COMMENT
COMMENT
February 3, 2015

He has very little visibility to understand how to think about earnings. A well-run company. He doesn’t understand the economics for holding this company for a longer period of time. The products that infrastructure companies tend to be in are very, very levered with high amounts of debt. (See comments under KKR-N.)

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He has very little visibility to understand how to think about earnings. A well-run company. He doesn’t understand the economics for holding this company for a longer period of time. The products that infrastructure companies tend to be in are very, very levered with high amounts of debt. (See comments under KKR-N.)

COMMENT
COMMENT
January 23, 2015

Likes that this a global play. Just added some telco assets in Europe. Likes the way the company is run. They are very good at acquiring assets. If you are looking to diversify out of pipelines and utilities and into infrastructure, this is a good one.

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Likes that this a global play. Just added some telco assets in Europe. Likes the way the company is run. They are very good at acquiring assets. If you are looking to diversify out of pipelines and utilities and into infrastructure, this is a good one.

BUY
BUY
December 31, 2014

Stock vs. Stock. BAM.A-T vs. BIP.UN-T. BAM.A-T is the parent. They are very bright guys at BAM.A-T. They have opportunities to grow quicker than the parent. They are both good companies each with a good dividend yield.

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Stock vs. Stock. BAM.A-T vs. BIP.UN-T. BAM.A-T is the parent. They are very bright guys at BAM.A-T. They have opportunities to grow quicker than the parent. They are both good companies each with a good dividend yield.

BUY
BUY
December 15, 2014

Likes it. Very high quality business, run by an exceptional management team. They buy cheap depressed businesses and turn them around to sell at a profit. Recent acquisition of telecom towers in France will fit well. The dividend could grow at 10% for a total 15% yield. They do well when the markets are in turmoil because they buy distressed businesses.

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Likes it. Very high quality business, run by an exceptional management team. They buy cheap depressed businesses and turn them around to sell at a profit. Recent acquisition of telecom towers in France will fit well. The dividend could grow at 10% for a total 15% yield. They do well when the markets are in turmoil because they buy distressed businesses.

COMMENT
COMMENT
November 7, 2014

Sold most of his holdings recently. A good dividend stock. The chart shows the stock is moving sideways. He is a big believer in money flow, which is basically price movement X volume. It appears that big money has been moving out of the stock for the last 6 months or so, which could be a warning sign. The days of growth are probably behind it.

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Sold most of his holdings recently. A good dividend stock. The chart shows the stock is moving sideways. He is a big believer in money flow, which is basically price movement X volume. It appears that big money has been moving out of the stock for the last 6 months or so, which could be a warning sign. The days of growth are probably behind it.

PAST TOP PICK
PAST TOP PICK
September 26, 2014

(Top Pick Sep 26/13, Up 15.43%) It had a down turn recently. It has a high barrier to entry and pays a good yield.

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(Top Pick Sep 26/13, Up 15.43%) It had a down turn recently. It has a high barrier to entry and pays a good yield.

BUY
BUY
September 4, 2014

This is a steady stock. Well diversified and good management. He likes infrastructure stocks. A good solid hold for the next 2-3 years.

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This is a steady stock. Well diversified and good management. He likes infrastructure stocks. A good solid hold for the next 2-3 years.

WEAK BUY
WEAK BUY
July 24, 2014

You should see 8-10% total return. It is not a cheap stock, but you could put it away in the portfolio.

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You should see 8-10% total return. It is not a cheap stock, but you could put it away in the portfolio.

WATCH
WATCH
July 2, 2014

There has been a lot of activity in the last 6 months, and he thinks this is approaching their valuation. Would put this on a radar screen before entering any position. 4.7% dividend yield.

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There has been a lot of activity in the last 6 months, and he thinks this is approaching their valuation. Would put this on a radar screen before entering any position. 4.7% dividend yield.

PAST TOP PICK
PAST TOP PICK
May 27, 2014

(A Top Pick April 16/14. Up 5.17%.) Every time this stock dips down to its trend line, it is time to Buy.

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(A Top Pick April 16/14. Up 5.17%.) Every time this stock dips down to its trend line, it is time to Buy.

PAST TOP PICK
PAST TOP PICK
April 15, 2014

(A Top Pick March 11/14. Up 5.53%.) This has a nice dividend. Every time it gets down to the trend line, you Buy. Has a great profile fundamentally and technically.

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(A Top Pick March 11/14. Up 5.53%.) This has a nice dividend. Every time it gets down to the trend line, you Buy. Has a great profile fundamentally and technically.

TOP PICK
TOP PICK
April 15, 2014

This is one where if it breaks down to its trend line, you can buy it. Great management. Infrastructure itself can be a reasonably defensive play. They have a history of raising their dividends. Low beta stock. Yield of 4.93%.

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This is one where if it breaks down to its trend line, you can buy it. Great management. Infrastructure itself can be a reasonably defensive play. They have a history of raising their dividends. Low beta stock. Yield of 4.93%.

PAST TOP PICK
PAST TOP PICK
March 27, 2014

(Top Pick May 13’13Up 18.43%) An interest sensitive stock that would do well. Good visibility that distribution will increase 5-10% a year.

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(Top Pick May 13’13Up 18.43%) An interest sensitive stock that would do well. Good visibility that distribution will increase 5-10% a year.

TOP PICK
TOP PICK
March 11, 2014

He likes this stock, and likes to recommend it everytime it pulls back a bit. Great company, well managed, all the Brookfield divisions are well managed. It pays dividends which involves infrastructure, so it's a pretty stable business.

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He likes this stock, and likes to recommend it everytime it pulls back a bit. Great company, well managed, all the Brookfield divisions are well managed. It pays dividends which involves infrastructure, so it's a pretty stable business.

PAST TOP PICK
PAST TOP PICK
January 28, 2014

(A Top Pick Dec 18/13. Up 3.9%.) Anytime this pulls back to its trend line, you should Buy. Has great fundamentals. Pays a decent dividend.

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(A Top Pick Dec 18/13. Up 3.9%.) Anytime this pulls back to its trend line, you should Buy. Has great fundamentals. Pays a decent dividend.

HOLD
HOLD
January 6, 2014

An incredibly well run global business with a solid dividend and dividend growth going forward. He is not interested in dividend plays at this point in the interest-rate cycle. Dividend growth will probably be slow for this company.

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An incredibly well run global business with a solid dividend and dividend growth going forward. He is not interested in dividend plays at this point in the interest-rate cycle. Dividend growth will probably be slow for this company.

BUY
BUY
December 20, 2013

(Market Call Minute.) Really likes this.

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(Market Call Minute.) Really likes this.

TOP PICK
TOP PICK
December 18, 2013

You want to buy this stock every time it pulls back. Story is great. They have great earnings and a couple of analysts upgraded it. It is right at the trend line.

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You want to buy this stock every time it pulls back. Story is great. They have great earnings and a couple of analysts upgraded it. It is right at the trend line.

PAST TOP PICK
PAST TOP PICK
November 12, 2013

(A Top Pick Jan 29/13. 15.65%.) Continues to like this very much. Should have cash flow growth of high single digits to double digits over the next 3 years. They could be on the point of a big acquisition of the Vale port and railway in Brazil. This will give a big boost to cash flow over time. Still a Buy.

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(A Top Pick Jan 29/13. 15.65%.) Continues to like this very much. Should have cash flow growth of high single digits to double digits over the next 3 years. They could be on the point of a big acquisition of the Vale port and railway in Brazil. This will give a big boost to cash flow over time. Still a Buy.

BUY
BUY
October 28, 2013

An excellent way to get global exposure. You have toll roads in Brazil, power in North America, etc. It may be due for a slight pause if interest rates are going to rise. However, what the emerging world needs is new infrastructure. 4.3% dividend yield.

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An excellent way to get global exposure. You have toll roads in Brazil, power in North America, etc. It may be due for a slight pause if interest rates are going to rise. However, what the emerging world needs is new infrastructure. 4.3% dividend yield.

TOP PICK
TOP PICK
September 26, 2013

Keen on global infrastructure sector. Well managed, great second quarter. A company that manufactures and builds airports and railway stations. Buy sea ports and mining infrastructure. He is big on this area and thinks there is nothing but growth coming.

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Keen on global infrastructure sector. Well managed, great second quarter. A company that manufactures and builds airports and railway stations. Buy sea ports and mining infrastructure. He is big on this area and thinks there is nothing but growth coming.

DON'T BUY
DON'T BUY
September 17, 2013

Well managed company. Have a large dominant footprint, defensible market share and good core assets. However, you have to be careful as you have to examine the amount of leverage that is in the vehicle itself, and how much leverage they are putting on deals. Also, it trades in sympathy with things like Brazilian equity markets. In a rising interest rate environment, he would be cautious on this one.

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Well managed company. Have a large dominant footprint, defensible market share and good core assets. However, you have to be careful as you have to examine the amount of leverage that is in the vehicle itself, and how much leverage they are putting on deals. Also, it trades in sympathy with things like Brazilian equity markets. In a rising interest rate environment, he would be cautious on this one.

PAST TOP PICK
PAST TOP PICK
August 30, 2013

(Top Pick Sep 17/12, Up 15.54% total return) Great infrastructure fund holding. Management will continue to do a good job growing the portfolio. Good track record of identifying assets that will be accretive. Expects 10+% increases in cash flow and dividend increases also. The parent company is very complicated so he goes with this one.

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(Top Pick Sep 17/12, Up 15.54% total return) Great infrastructure fund holding. Management will continue to do a good job growing the portfolio. Good track record of identifying assets that will be accretive. Expects 10+% increases in cash flow and dividend increases also. The parent company is very complicated so he goes with this one.

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