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Investor Insights

This summary was created by AI, based on 5 opinions in the last 12 months.

Experts have a mixed view on Brookfield Infrastructure LP (BIP-N). Some believe that the company's inclusion of data centres and phone towers presents a promising growth opportunity, especially with Mark Carney leading their energy transition fund. Others point out the challenges of rising interest rates but still find the current share price attractive for investors looking for long-term growth. Overall, the company's diverse infrastructure assets and ability to recycle capital into high-growth areas like data centres are seen as strengths, despite some concerns about the impact of higher rates on the stock's valuation.

Consensus
Mixed
Valuation
Fair Value
BUY

Likes it. Well-managed and will benefit from lower interest rates. Has owned it in the past. Stable. They lock in profit and control risk. Are now under pressure because of the higher-for-longer sentiment about rates, but he expects cuts to start in June. Pays a safe dividend of 6.4% that keeps growing. Execs own many shares.

mngmnt / diversified
BUY

Excellent business with strong array of assets. Would continue owning shares in company. Not expecting interest rates to affect business too much. Parent company able to fund any projects that are required. Good for long term investors. 

mngmnt / diversified
BUY

BIP takes a broader view of infrastructure to include data centres and phone towers which are rapidly growing. Mark Carney is leading their energy transition fund, which is a massive opportunity for BIP. He owns many Brookfield companies. 

mngmnt / diversified
PAST TOP PICK
(A Top Pick Oct 20/22, Down 14%)

Direct infrastructure assets. Inflation linked income. Counter cyclical business. Would be good for the long term investor. Seeing ~8% growth. Will continue to own shares. 

mngmnt / diversified
BUY

Owns shares in company. Hard time with rising interest rates. Current share price a good place to buy. Assets hard to replicate. Attractive growth targets. Will continue to own. Great for long term investors. 

mngmnt / diversified
DON'T BUY

In the old days, their 5% dividend could protect you, but not now.

mngmnt / diversified
PAST TOP PICK
(A Top Pick Oct 05/22, Down 8%)

Loves the infrastructure space, long-lived assets. Recycles capital extremely well, particularly into data centres. Still one of the largest positions in his US dividend portfolio. Higher rates have impacted the multiple, so a good time to buy. He's adding.

mngmnt / diversified
BUY

Owns shares for the dividend yield.
Strong dividend yield.
Stable assets. 
Legacy assets hard to build. 

mngmnt / diversified
BUY

Current share price presenting good buying opportunity.
Last quarter performed very well.
Dividend distributions growing strong.
Current share price presenting good buying opportunity.
Inflation linked dividend. 

mngmnt / diversified
BUY
Excellent company with strong balance sheet. Over time will be a good investment. Depends on tax reasons whether you want to own LP company (sometimes tax benefits).
mngmnt / diversified
TOP PICK
So many tailwinds. If you're driving through a recession, you want this management team driving that car. Mission-critical assets, with a lot of inflation protection built in. Cashflow grows during times like this. Dividend growing. Yield is 3.98%. (Analysts’ price target is $44.71)
mngmnt / diversified
BUY ON WEAKNESS
Company setup to access USA fund flows. Believes is a good way to be exposed to infrastructure. Company has been effective in M&A. Revenues are robust in inflationary times. Likes company and would recommend buying.
mngmnt / diversified
COMMENT

They own Brookfield Infrastructure. The infrastructure stock has better valuation than the renewable energy fund. Brookfield renewable also faces too much money going into the sector.

mngmnt / diversified
BUY
The group as a whole have done well. There’s a few stocks that have done well, but there has been some profit taking recently. This security will bounce back up. The infrastructure sector continues to grow. A good long term investment with growth potential.
mngmnt / diversified
COMMENT
It is run by some really bright people. It is a global infrastructure company. It might find its way into his fund. They have been very astute acquirers of assets.
mngmnt / diversified
Showing 1 to 15 of 36 entries

Brookfield Infrastructure LP(BIP-N) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 6

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 1

Total Signals / Votes : 7

Stockchase rating for Brookfield Infrastructure LP is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Brookfield Infrastructure LP(BIP-N) Frequently Asked Questions

What is Brookfield Infrastructure LP stock symbol?

Brookfield Infrastructure LP is a American stock, trading under the symbol BIP-N on the New York Stock Exchange (BIP). It is usually referred to as NYSE:BIP or BIP-N

Is Brookfield Infrastructure LP a buy or a sell?

In the last year, 7 stock analysts published opinions about BIP-N. 6 analysts recommended to BUY the stock. 1 analyst recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Brookfield Infrastructure LP.

Is Brookfield Infrastructure LP a good investment or a top pick?

Brookfield Infrastructure LP was recommended as a Top Pick by on . Read the latest stock experts ratings for Brookfield Infrastructure LP.

Why is Brookfield Infrastructure LP stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Brookfield Infrastructure LP worth watching?

7 stock analysts on Stockchase covered Brookfield Infrastructure LP In the last year. It is a trending stock that is worth watching.

What is Brookfield Infrastructure LP stock price?

On 2024-04-19, Brookfield Infrastructure LP (BIP-N) stock closed at a price of $27.01.