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Brookfield Infrastucture Partners

Stock Symbol: BIP.UN-T

Last Price Recorded: 39.2500 on 2013-05-24 01:15:01

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Date Signal Expert Opinion Price
2013-05-13 TOP PICK Andy Nasr

Consistantly increased their dividend. Good managment.  Just made some additional acquisitions which will go right to the bottom line.

 Price:
$38.150
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2013-04-26 BUY Jaime Carrasco

Likes the 4.5% yield and likes what they are doing. They are more on the infrastructure side, but they are working globally. Have been doing some work in Latin America.

 Price:
$39.000
Subject:
ENERGY, MATERIALS, UTILITIES & REITS
Bias:
BULLISH on GOLD
Owned:
Yes
2013-04-23 PAST TOP PICK Nick Majendie

(A Top Pick Jan 29/13. Up 5.79%.) Continues to like this. Had a 15% distribution increase in January and he is looking for further increases over the next 3 years. 85% of their cash flow is basically covered by Take or Pay contracts.

 Price:
$39.130
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2013-03-11 BUY on WEAKNESS Dennis Mitchell, CFA

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.

 Price:
$40.280
Subject:
REITs, UTILITIES & INFRASTRUCTURE
Bias:
UNKNOWN
Owned:
Yes
2013-02-22 COMMENT Jaime Carrasco

Well managed company. Has had a great run.

 Price:
$40.460
Subject:
RESOURCE
Bias:
BULLISH on GOLD
Owned:
Yes
2013-01-29 TOP PICK Nick Majendie

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.

 Price:
$37.250
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2013-01-14 BUY Douglas Kee

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.

 Price:
$36.070
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
No
2012-12-03 BUY Barry Schwartz

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. 

 Price:
$33.980
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2012-10-12 DON'T BUY Jeff Parent B. Eng. FCSI

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.

 Price:
$33.410
Subject:
TECHNICAL ANALYSIS
Bias:
BULL on ENERGY
Owned:
Unknown
2012-10-10 PAST TOP PICK David Baskin

(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.

 Price:
$33.880
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2012-09-25 COMMENT Jeff Black

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).

 Price:
$34.800
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BEARISH
Owned:
No
2012-09-17 TOP PICK Andy Nasr

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.

 Price:
$33.740
Subject:
CANADIAN DIVIDEND & REITS
Bias:
BULLISH on NATURAL GAS
Owned:
Yes
2012-08-20 BUY on WEAKNESS Dennis Mitchell, CFA

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.

 Price:
$36.260
Subject:
REITs, UTILITIES & INFRASTRUCTURE
Bias:
OPTIMISTIC
Owned:
Unknown
2012-08-13 BUY David Burrows

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.

 Price:
$35.350
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2012-08-07 BUY David Baskin

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.

 Price:
$34.960
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
Showing 1 to 15 of 25 entries
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