Analyst Comment HOLD
Brookfield Infrastructure Partners(BIP.UN-T)
25/09/2023
He sold recently at a high since it was getting harder to analyze but may buy some back later. It is a long term compounder and regularly increases its dividends, so don't sell at these levels. He likes the pure infrastructure plays rather than companies that buy the assets.
Editor's Note: He thinks the central banks have stopped raising interest rates and that inflation is coming down into the 2 to 3% range. Valuations should then start to recover and he expects a bond rally in the next year or two.,
Energy Infrastructure, Industrials & Utilities
Stephen Takacsy
$42.35
No