Brookfield Infrastucture Partners | StockChase
118
Brookfield Infrastucture Partners (BIP.UN-T)

Last Price Recorded: $56.2700 on 2017-11-17

ON STOCKCHASE SINCE Apr 2011

INDUSTRIAL PRODUCTS

Brookfield Infrastucture Partners


Signal Opinion Expert

2016-06-21

COMMENT
Brookfield Infrastucture Partners (BIP.UN-T)

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.

INDUSTRIAL PRODUCTS
Zachary Curry

Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.

Price: $56.830
Owned: Yes

2016-11-17

HOLD
Brookfield Infrastucture Partners (BIP.UN-T)

It has come down due to bond yields.  He thinks it is a knee jerk reaction. It has exposure to Brazil who have been in the dog house for a couple of years.  There is some risk there, but seems to be under a new political regime.  He thinks the company is safe.  4.8% dividend yield.

INDUSTRIAL PRODUCTS
Zachary Curry

Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.

Price: $43.360
Owned: Yes

2016-09-16

BUY on WEAKNESS
Brookfield Infrastucture Partners (BIP.UN-T)

The chart looks fine. This had been hanging around its highs, which is a bullish sign. Buyers are persistent and Sellers are not aggressive. As a result, there was a break out this year. Based on the range of the breakout, there should be at least another $10-$12 to the upside, taking you to $40-$50. Be patient and buy on retracement.

INDUSTRIAL PRODUCTS
William Chin

Portfolio manager, Caldwell Investment Management

Price: $43.490
Owned: Unknown

2017-03-30

TOP PICK
Brookfield Infrastucture Partners (BIP.UN-T)

Near an all time high.  She likes it because it can do well in both environments.  We are getting late stages in the cycle.  They can do well in poor economic times or good.  They can monetize their assets.  They will continue to do well no matter what the environment.  (Analysts' target: $38.50).

INDUSTRIAL PRODUCTS
Veronika Hirsch

Chief Investment Officer, Arrow Capital

Price: $51.600
Owned: Yes

2017-07-19

TOP PICK
Brookfield Infrastucture Partners (BIP.UN-T)

Infrastructure is the buzzword of every western government on the planet. What happens when they financed new infrastructure, they have to sell something. Nobody has a budget for new infrastructure. That is when this company comes in. They are capable of joint venturing with someone and can buy fairly chunky assets. Dividend yield of 4.7%. (Analysts’ price target is $42.)

INDUSTRIAL PRODUCTS
Veronika Hirsch

Chief Investment Officer, Arrow Capital

Price: $50.160
Owned: Yes

2017-11-07

TOP PICK
Brookfield Infrastucture Partners (BIP.UN-T)

We have aging infrastructure globally, and a lot of governments will probably have to sell existing assets to be able to finance new assets. That puts attractive assets into the pool. This is one of the few companies with access to a lot of capital. The company has expanded geographically and have acquired expertise, so their assets now are much more broadly located, such as in Asia and India. She likes the geographic mix for a Canadian company. (Analysts' price target is $47.)

INDUSTRIAL PRODUCTS
Veronika Hirsch

Chief Investment Officer, Arrow Capital

Price: $55.270
Owned: Yes

2017-06-19

BUY
Brookfield Infrastucture Partners (BIP.UN-T)

[For a long term hold].  It is a fantastic long term hold.  Their fund managers are some of the smartest guys in the business.  It gives you exposure to a variety of infrastructure assets.  You get a nice 4% dividend yield.  He owns it through BAM.A-T because it is his preferred way to play it.

INDUSTRIAL PRODUCTS
Veeral Khatri

Partner and Portfolio Manager, JC Clark

Price: $53.950
Owned: No

2016-05-18

COMMENT
Brookfield Infrastucture Partners (BIP.UN-T)

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.

INDUSTRIAL PRODUCTS
Steve Belisle

Senior Portfolio Manager & Managing Director, Manulife Asset Management

Price: $56.400
Owned: Yes

2016-04-20

TOP PICK
Brookfield Infrastucture Partners (BIP.UN-T)

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%.

INDUSTRIAL PRODUCTS
Stephen Groff

Principal & Portfolio Manager, Cambridge Global Asset Management

Price: $53.010
Owned: Yes

2016-09-07

PAST TOP PICK
Brookfield Infrastucture Partners (BIP.UN-T)

(A Top Pick April 20/16. Up 22.07%.) They have done a good job. Part of the thesis is that they are going to be very opportunistic in finding places around the world to invest money in. Has a lot of respect for management.

INDUSTRIAL PRODUCTS
Stephen Groff

Principal & Portfolio Manager, Cambridge Global Asset Management

Price: $63.280
Owned: Yes

2016-12-05

BUY
Brookfield Infrastucture Partners (BIP.UN-T)

They are very good at what they do.  They put a lot of money to work in Brazil because they found bargains there.  The stock is not as cheap as it was, but they can sustain AFFO. 

INDUSTRIAL PRODUCTS
Stephen Groff

Principal & Portfolio Manager, Cambridge Global Asset Management

Price: $42.480
Owned: Yes

2017-03-15

PAST TOP PICK
Brookfield Infrastucture Partners (BIP.UN-T)

(A Top Pick April 20/16. Up 45%.) He still likes this and still believes in the strategy and owns a good amount of it.

INDUSTRIAL PRODUCTS
Stephen Groff

Principal & Portfolio Manager, Cambridge Global Asset Management

Price: $48.660
Owned: Yes

2017-08-02

COMMENT
Brookfield Infrastucture Partners (BIP.UN-T)

Doesn’t follow this company to closely, but does like the infrastructure space. It’s a good way to diversify your assets on the equity side, and you are still getting a real asset focus. Has no issue with this.

INDUSTRIAL PRODUCTS
Ryan Modesto

Managing Partner, 5i Research

Price: $51.430
Owned: Unknown

2016-11-10

WAIT
Brookfield Infrastucture Partners (BIP.UN-T)

This has had a great run. It is a nice, diversifying investment in terms of what they own. They do international infrastructure, so we are talking of almost pension-like fund toll roads in Brazil, hydroelectric projects globally. It has had a pretty good run, so he would wait to see interest rates, where there could be a pullback in all these types of names.

INDUSTRIAL PRODUCTS
Ryan Bushell

V. P. & Portfolio Manager, Leon Frazer and Associates

Price: $43.810
Owned: Yes

2016-09-14

COMMENT
Brookfield Infrastucture Partners (BIP.UN-T)

He likes the Brookfield group. A well run company. This is going to be good in the future. We have to get some fiscal policy to try to match the monetary policy. Hopefully after the US election we will see some of that.

INDUSTRIAL PRODUCTS
Rick Stuchberry

Portfolio Manager, Richardson GMP

Price: $62.800
Owned: No

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