Analyst Recommendation BUY
Brookfield Infrastructure Partners(BIP.UN-T)
04/06/2024
BEP.UN vs. BIP.UN
BIP is more sensitive to interest rates, and will constrained when rates rose. Also, they pay a dividend which was competing with high rates. As rates decline, this will benefit BIP and encourage more building projects. In contrast, BEP is a tougher go, because the transition to renewables will take longer than many expect. But BEP is best in class and its managers are fantastic. BEP's use of AI (with Microsoft) will benefit the stock, but we're ahead of ourselves.
Energy Infrastructure, Industrials & Utilities
Zachary Curry
$39.310
Owned