Brookfield Infrastructure Partners

BIP.UN-T

TSE:BIP.UN

52.15
3.08 (6.28%)
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 WEAKNESS
BUY WEAKNESS
March 11, 2013

A bit of a conglomerate within a conglomerate, holding rail, coal and ports. Likes their ability to go out and secure long-tail infrastructure projects in a number of geographies in a number of different sectors. Would like to see a pullback to $36-$37 so he could add a little bit more. Pretty much fairly valued at this price.

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A bit of a conglomerate within a conglomerate, holding rail, coal and ports. Likes their ability to go out and secure long-tail infrastructure projects in a number of geographies in a number of different sectors. Would like to see a pullback to $36-$37 so he could add a little bit more. Pretty much fairly valued at this price.

COMMENT
COMMENT
February 22, 2013

Well managed company. Has had a great run.

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Well managed company. Has had a great run.

TOP PICK
TOP PICK
January 29, 2013

Sees strong and very predictable EBITDA growth over the next 3 years. About 85% of it is covered by either regulatory businesses or long-term “take-or-pay” contracts. Thinks the cash flow will grow 50% from 2012-2015. Yield of 4.04%. One-year target of $44.

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Sees strong and very predictable EBITDA growth over the next 3 years. About 85% of it is covered by either regulatory businesses or long-term “take-or-pay” contracts. Thinks the cash flow will grow 50% from 2012-2015. Yield of 4.04%. One-year target of $44.

BUY
BUY
January 14, 2013

Good long-term core holding? This is probably a good one for a long-term holding. He doesn’t own any of the Brookfield group. Part of the reason for this is the lack of transparency because of the movement of all their companies.

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Good long-term core holding? This is probably a good one for a long-term holding. He doesn’t own any of the Brookfield group. Part of the reason for this is the lack of transparency because of the movement of all their companies.

BUY
BUY
December 3, 2012

Are able to accumulate good quality assets. They are an inflation hedge. Every year they raise their prices and pass on to investors. Raise dividend almost every year.

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Are able to accumulate good quality assets. They are an inflation hedge. Every year they raise their prices and pass on to investors. Raise dividend almost every year.

DON'T BUY
DON'T BUY
October 12, 2012

It is topping out. It is interest-rate driven. Yield is about 5%, but it is a scary looking chart. It could be in a head and shoulders pattern. You have to be very careful if you buy it. Get out if it breaks below $33. Next support is about $30.

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It is topping out. It is interest-rate driven. Yield is about 5%, but it is a scary looking chart. It could be in a head and shoulders pattern. You have to be very careful if you buy it. Get out if it breaks below $33. Next support is about $30.

PAST TOP PICK
PAST TOP PICK
October 10, 2012

(A Top Pick Nov 10/11. Up 35.0%.) Likes the entire Brookfield group. Of all the Canadian conglomerates, these guys are the best managers, the best asset pickers and the best asset runners.

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(A Top Pick Nov 10/11. Up 35.0%.) Likes the entire Brookfield group. Of all the Canadian conglomerates, these guys are the best managers, the best asset pickers and the best asset runners.

COMMENT
COMMENT
September 25, 2012

Feels the infrastructure space is a good one. Reasonable income here and conservative growth going forward. He prefers to participate through the parent Brookfield Asset Management (BAM.A-T).

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Feels the infrastructure space is a good one. Reasonable income here and conservative growth going forward. He prefers to participate through the parent Brookfield Asset Management (BAM.A-T).

TOP PICK
TOP PICK
September 17, 2012

Longer term hold if you want a dividend grower. Sees up side 18-24 months of $40-$45. Very good company with infrastructure assets all over the world. Proven management team that has done proven job of growing the business. Will see dividend increase next year.

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Longer term hold if you want a dividend grower. Sees up side 18-24 months of $40-$45. Very good company with infrastructure assets all over the world. Proven management team that has done proven job of growing the business. Will see dividend increase next year.

BUY WEAKNESS
BUY WEAKNESS
August 20, 2012

Fantastic looking chart. Feels it is worth $36-$37, which is the current price. You have to factor in a lot of free cash flow growth. They are generating it but there is a limit to what one company can grow its cash flow by. He would prefer it at $34.

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Fantastic looking chart. Feels it is worth $36-$37, which is the current price. You have to factor in a lot of free cash flow growth. They are generating it but there is a limit to what one company can grow its cash flow by. He would prefer it at $34.

BUY
BUY
August 13, 2012

He owns the parent, Brookfield Asset Management (BAM.A-T), which has been very smart in taking the various pieces and creating pure silos, to allow investors to access each of those business lines. This company has shown a great ability to identify investment targets. Because they have done such a good job, they are able to come to market if they need to raise capital. Very strong payout. 4.2% dividend.

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He owns the parent, Brookfield Asset Management (BAM.A-T), which has been very smart in taking the various pieces and creating pure silos, to allow investors to access each of those business lines. This company has shown a great ability to identify investment targets. Because they have done such a good job, they are able to come to market if they need to raise capital. Very strong payout. 4.2% dividend.

BUY
BUY
August 7, 2012

Just announced a major deal in a major toll road network in Brazil. Huge project of about over 3000 km in roads. Multiyear project. 4.4% dividend.

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Just announced a major deal in a major toll road network in Brazil. Huge project of about over 3000 km in roads. Multiyear project. 4.4% dividend.

COMMENT
COMMENT
July 20, 2012
Likes the story. Yields about 4.6%. Management is doing a very good job and they are highly incentive to make accretive acquisitions. Use a lot of debt so will always be selling new units to fund acquisitions. Trading at 36X earnings which is pretty rich.
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Likes the story. Yields about 4.6%. Management is doing a very good job and they are highly incentive to make accretive acquisitions. Use a lot of debt so will always be selling new units to fund acquisitions. Trading at 36X earnings which is pretty rich.
PAST TOP PICK
PAST TOP PICK
June 29, 2012
(A Top Pick May 18/12. Up 10.72%.) Has a great dividend. Fundamentals behind the company are fantastic.
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(A Top Pick May 18/12. Up 10.72%.) Has a great dividend. Fundamentals behind the company are fantastic.
TOP PICK
TOP PICK
May 18, 2012
(A Top Pick Jan 3/12. Up 55.02%.) Chart shows a strong uptrend that has not been broken. Pays about 4.5% dividend and has a history of increasing dividends. Great fundamentals.
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(A Top Pick Jan 3/12. Up 55.02%.) Chart shows a strong uptrend that has not been broken. Pays about 4.5% dividend and has a history of increasing dividends. Great fundamentals.
PAST TOP PICK
PAST TOP PICK
May 8, 2012
(A Top Pick April 11/11. Up 43.28%.) Just reported another great quarter today. They have timber assets, railroad assets, infrastructure assets in Australia. Doing all the right things.
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(A Top Pick April 11/11. Up 43.28%.) Just reported another great quarter today. They have timber assets, railroad assets, infrastructure assets in Australia. Doing all the right things.
BUY
BUY
March 13, 2012
Not taxed as effectively as a dividend. He likes it but it has done a little bit too well. He would prefer KEY-T at these levels. BIP will continue to march higher.
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Not taxed as effectively as a dividend. He likes it but it has done a little bit too well. He would prefer KEY-T at these levels. BIP will continue to march higher.
TOP PICK
TOP PICK
March 12, 2012
(Top Pick Jan 3/12, Up 9.76%) You cannot argue with this trend. It has certainly been a great stock to hold and a great dividend of over 5%. They just came out with a very strong earnings report. At an all time high. The trend is his friend. It is in very healthy shape.
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(Top Pick Jan 3/12, Up 9.76%) You cannot argue with this trend. It has certainly been a great stock to hold and a great dividend of over 5%. They just came out with a very strong earnings report. At an all time high. The trend is his friend. It is in very healthy shape.
TOP PICK
TOP PICK
January 3, 2012
After we hit next resistance there could be a pull back. Can’t argue with the trend. Probably going to settle back in the next little while. Likes the stock.
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After we hit next resistance there could be a pull back. Can’t argue with the trend. Probably going to settle back in the next little while. Likes the stock.
TOP PICK
TOP PICK
November 10, 2011
Excellent management. Buying toll roads in Chile and railways in Western Australia. Diversified company with a nice high and growing yield.
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Excellent management. Buying toll roads in Chile and railways in Western Australia. Diversified company with a nice high and growing yield.
BUY WEAKNESS
BUY WEAKNESS
May 16, 2011
Owns 3 of the other Brookfield properties, but likes this one. Good assets and good management. If you are a long term holder, Brookfield companies are good places to be. Look for a dip on this one.
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Owns 3 of the other Brookfield properties, but likes this one. Good assets and good management. If you are a long term holder, Brookfield companies are good places to be. Look for a dip on this one.
TOP PICK
TOP PICK
April 11, 2011
Run long life assets such as transmission assets in Chile, coal assets in Australia, railroad assets, etc. Have a lot of projects in the hopper. Expects rising distribution over time. Nice yield of 5.5%. Thinks NAV is closer to the high $20’s. Trading at a 30%-40% discount to REITs. Distribution is not taxed as a dividend tax credit so use it in your RRSP’s, RIF’s or TFSA’s.
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Run long life assets such as transmission assets in Chile, coal assets in Australia, railroad assets, etc. Have a lot of projects in the hopper. Expects rising distribution over time. Nice yield of 5.5%. Thinks NAV is closer to the high $20’s. Trading at a 30%-40% discount to REITs. Distribution is not taxed as a dividend tax credit so use it in your RRSP’s, RIF’s or TFSA’s.
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