Another Recommendation BUY
Brookfield Infrastructure LP(BIP-N)
01/08/2024
Q2 reported today, 10% increase in FFO.
Really strong organic growth. Very strong investment pipeline. Lots of M&A optionality. Lots of opportunities in data and de-carbonization. Good job this year with capital recycling. Q1 was in line. Not expensive at 8x. He models about 11% AFFO growth. Benefits from the great rotation upon us. Yield of 5+%.
Mngmnt / Diversified
Greg Newman
US$31.080
Unknown