Post by
retiredcf on Jul 08, 2024 5:49am
Good Answer
Would you sell Brookfield Infrastructure? If yes, is there a name you would replace it with?
We would not sell BIP.UN. We think it is a very strong income name that also has growth potential due to its diverse asset mix. Its asset profile spans more than just energy including transportation and communication, so the growth potential is higher than a pure-play company in the industry. (5iResearch)
Comment by
Zipolitemexico on Jul 10, 2024 4:04pm
I am surprised they didn't mention datacenters. This is a great backdoor AI play.
Comment by
Zipolitemexico on Jul 11, 2024 8:53pm
Institutional investors are getting their risk appetite back! They are starting to snap up super deals like BIP.UN and BEP.UN.!!