Brookfield Infrastructure Partners

BIP.UN-T

TSE:BIP.UN

68.59
0.03 (0.04%)
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.
More at Wikipedia

Analysis and Opinions about BIP.UN-T

Signal
Opinion
Expert
COMMENT
COMMENT
June 21, 2016

Sold half his position recently. A good company. He is a bit hesitant on their allocation of projects. They had a big allocation towards Brazil, and doesn’t see that economy performing well. Pays a good dividend in US$s.

Sold half his position recently. A good company. He is a bit hesitant on their allocation of projects. They had a big allocation towards Brazil, and doesn’t see that economy performing well. Pays a good dividend in US$s.

Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$56.830
Owned
Yes
COMMENT
COMMENT
May 18, 2016

Great company. They are deriving growth all over the planet. They will deploy capital in places where things are bad and capital is fleeing. That is how they get assets at a discount to fair value, and how they generate growth. The assets they buy often come with long-term contracts providing stable and growing cash flows. Also, have organic growth investment opportunities. Currently they are interested in Brazil, where the economy is pretty bad. 5.2% dividend yield.

Great company. They are deriving growth all over the planet. They will deploy capital in places where things are bad and capital is fleeing. That is how they get assets at a discount to fair value, and how they generate growth. The assets they buy often come with long-term contracts providing stable and growing cash flows. Also, have organic growth investment opportunities. Currently they are interested in Brazil, where the economy is pretty bad. 5.2% dividend yield.

Steve Belisle
Senior Portfolio Manager & Managing Director, Manulife Asset Management
Price
$56.400
Owned
Yes
TOP PICK
TOP PICK
May 4, 2016

It has a 13% growth rate. If they buy the Australian asset, he sees it as being 8% accretive. He thinks the dividend will continue to grow.

It has a 13% growth rate. If they buy the Australian asset, he sees it as being 8% accretive. He thinks the dividend will continue to grow.

Greg Newman
Director & Portfolio Manager, Scotia Wealth Management
Price
$53.390
Owned
Yes
BUY
BUY
April 21, 2016

The name is synonymous with high quality. It makes sense in an overall portfolio. He has found better places to find growth. He targeted other yield plays such as ENB-T. He would be a buyer otherwise. The yield is safe.

The name is synonymous with high quality. It makes sense in an overall portfolio. He has found better places to find growth. He targeted other yield plays such as ENB-T. He would be a buyer otherwise. The yield is safe.

Kash Pashootan
CEO & Chief Investment Officer, First Avenue Investment Counsel
Price
$53.200
Owned
Unknown
TOP PICK
TOP PICK
April 20, 2016

This as a very opportunistic capital allocator. Instead of thinking of the actual assets, it is important to think of the people behind the assets. The management team is very good and rock solid, going around the world finding the best place to make money. They find areas of distress. Trading at a reasonable multiple of FFO, and more importantly they can take significant amounts of liquidity and deploy it into distressed parts of the market. Today one of them is the US energy sector and Brazil. Dividend yield of 5.9%.

This as a very opportunistic capital allocator. Instead of thinking of the actual assets, it is important to think of the people behind the assets. The management team is very good and rock solid, going around the world finding the best place to make money. They find areas of distress. Trading at a reasonable multiple of FFO, and more importantly they can take significant amounts of liquidity and deploy it into distressed parts of the market. Today one of them is the US energy sector and Brazil. Dividend yield of 5.9%.

Stephen Groff
Principal & Portfolio Manager, Cambridge Global Asset Management
Price
$53.010
Owned
Yes
BUY
BUY
February 9, 2016

Likes the name and you are getting an attractive dividend. Very well diversified. They own everything from toll roads to terminals. Almost exactly the kind of name you want to own in a low interest rate environment, when you are seeing money flow into defensive sectors. Very defensive name. Dividend yield of 4.6%.

Likes the name and you are getting an attractive dividend. Very well diversified. They own everything from toll roads to terminals. Almost exactly the kind of name you want to own in a low interest rate environment, when you are seeing money flow into defensive sectors. Very defensive name. Dividend yield of 4.6%.

Andy Nasr
VP & Investment Strategist, Sentry Investments
Price
$49.120
Owned
Yes
COMMENT
COMMENT
February 2, 2016

Owns this in his income portfolio, but not in his growth portfolio. This stock has not broken its long-term trend line. In the near term it probably has some support at around current levels. Feels the dividend is sustainable and is solid. If you are an income, long-term investor, you could probably own this and is probably an OK time to buy it right now. It is probably going to move sideways for the time being.

Owns this in his income portfolio, but not in his growth portfolio. This stock has not broken its long-term trend line. In the near term it probably has some support at around current levels. Feels the dividend is sustainable and is solid. If you are an income, long-term investor, you could probably own this and is probably an OK time to buy it right now. It is probably going to move sideways for the time being.

Keith Richards
Portfolio Manager, ValueTrend Wealth Management
Price
$48.970
Owned
Yes
TOP PICK
TOP PICK
January 28, 2016

(His top picks are dividend growers.) One of the publicly traded spinoffs of Brookfield Asset Management (BAM.A-T). This is a good way for retail investors to get exposure to infrastructure assets. Dividend yield of 5.73%.

(His top picks are dividend growers.) One of the publicly traded spinoffs of Brookfield Asset Management (BAM.A-T). This is a good way for retail investors to get exposure to infrastructure assets. Dividend yield of 5.73%.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$49.140
Owned
Yes
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.

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.

Greg Newman
Director & Portfolio Manager, Scotia Wealth Management
Price
$46.220
Owned
Unknown
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.

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.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$46.540
Owned
No
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.

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.

Kash Pashootan
CEO & Chief Investment Officer, First Avenue Investment Counsel
Price
$48.350
Owned
No
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.

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.

Andrew Hamlin
VP & Portfolio Manager, Aston Hill Financial
Price
$52.000
Owned
Unknown
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.

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.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$53.740
Owned
No
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.

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.

John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$53.350
Owned
No
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.

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.

Gajan Kulasingam
VP & Senior Portfolio Manager, Sentry Investments
Price
$57.670
Owned
Yes
Showing 121 to 135 of 190 entries