RE:Top Pick TOP PICK
Brookfield Infrastructure Partners(BIP.UN-T)
05/02/2024
It has a big exposure to the utility space but also invests in essential infrastructure businesses. It is geographically diverse and has exposure to natural gas. It focuses on capital recycling - buying undervalued assets and selling them at a premium. She feels that they can continue with this and that there are an infinite number of targets to buy. There is leverage invloved for this but they have access to capital from the Brookfield parent company. Buy 9 Hold 2 Sell 0
(Analysts’ price target is $52.13)
Energy Infrastructure, Industrials & Utilities
Rebecca Teltscher
$42.000
Owned