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Brookfield Infrastructure Partners

  • A Winning Combination: 5 High-Yield Stocks with Robust Dividend Growth

    By Meena Krishnamsetty - June 11, 2013 | Tickers: BTI, BIP, LMT, OHI, TAL

    Historical references show that stocks boasting a combination of high yield and robust dividend growth can outperform the overall market as well as their low yield and low dividend growth peers. These stocks generally reflect healthy earnings growth or cash flow generation that can support high yields and increasing dividend streams; discover another potential market-beating strategy here.

    Below is a closer look at five dividend equities with dividend yields above more »

  • 3 Unique Threats This Asset Manager Must Navigate

    By Matthew DiLallo - December 7, 2012 | Tickers: BAM, BIP, GGP, SPG, BX

    While many asset managers work to build an empire of assets under management, one firm is more focused on the management of its assets.  With a proud history of more than 100 years of owning and operating assets, Brookfield Asset Management (NYSE: BAM) is not your average asset manager. This global alternative asset manager has built its business to its present size of over $150 billion under management.

    These assets more »

  • Steady Results Despite a Wobbly Economy

    By Matthew DiLallo - November 16, 2012 | Tickers: BAM, BIP, PCL, RYN, WY

    Global infrastructure owner Brookfield Infrastructure Partners (NYSE: BIP) reported earnings just after the elections in the US.  The company has insulated itself from much of the volatility in the global economy through their operations structure.  More than 80% of their cash flow is generated from either regulated businesses or through long-term contracts.  This insulation from the whims of the global economy has enabled the company to invest heavily over the more »

  • Dividends You Can Count On

    By Chris Hodge - November 14, 2012 | Tickers: BIP, SID, TNH, TWO

    I'm a confirmed, bona fide, life-long dividend junkie, and you might be on too. But one of the harshest lessons I learned in the panic of 2008 was that sometimes dividends can fail -- and sometimes the very companies that pay the dividends can self-destruct in an insanely short period of time. Billions of dollars of wealth (a tiny part of it mine) and untold millions in beautiful dividend income more »

  • Death! Gold! Excitement! Calm Down and Get Boring if You Want to Get Rich

    By Jason Hall - October 30, 2012 | Tickers: BRK-B, BIP, GLD, SBUX, WM | Editor's Choice

    Death! Long-term Investing is Dead!

    Jake Zamansky, contributor to Forbes, recently wrote, describing long-term buy-and-hold investors: 

    "Such investors are sitting ducks for the new breed of “high frequency” traders, the nefarious “dark pools” and Wall Street firms who use retail investors as dumping grounds for their dubious products and shares."

    Once upon a time, it was the norm to buy and hold shares for years, even decades.  In the 1960s more »

  • Will These Five Stocks Love Me Back?

    By Matthew DiLallo - October 12, 2012 | Tickers: AAPL, BIP, EPD, INTC, LINE

    Stock trading televangelist Jim Cramer is known for quipping that “stocks are only pieces of paper and are not worthy of any affection.”  While I get what he’s trying to say, I think you’ll probably agree with me that stocks are more than pieces of paper.  They represent ownership in tangible businesses that make real products and own physical assets. 

    Over time we begin to favor certain businesses more »

  • These Five Stocks Aren’t Messing Around

    By Matthew DiLallo - September 18, 2012 | Tickers: AAPL, ARCO, BIP, F, MPW

    Have you noticed how sensitive stocks can be?  They can move up or down wildly based on the contents of a press release.  All too often what’s in that press release doesn’t contain enough information relating to the true value being created or destroyed by the company’s management. 

    What typically happens is that the information didn’t jive with the perceptions of market traders who reacted instead more »

  • Infrastructure: Steady Growth Ahead

    By Gerelyn Terzo - September 5, 2012 | Tickers: BBY, BIP, CG, DB, GWR, KFN

    The world is in need of a major infrastructure overhaul from Latin America to Australia and places in between. Trillions upon trillions of dollars need to be dedicated to upgrades and new projects to adequately sustain growing populations and aging structures. Infrastructure is a long-term investment opportunity and the companies, investors and banks that are actively pursuing infra opportunities already are going to experience the benefits for decades to come more »

  • This Global Shipping Giant Delivers

    By Matthew DiLallo - August 9, 2012 | Tickers: BRK-B, BIP, CMRE, DAC, FDX, SSW

    The business of moving goods from point A to point B is critical to global trade. Investors can do very well investing in one of the many links of the value chain.  We all know that Warren Buffett’s Berkshire Hathaway (NYSE: BRK-B) has chosen railroads as his value creator.  Personally, I’m a big fan of port and toll road infrastructure owner Brookfield Infrastructure (NYSE: BIP).

    Before you can more »

  • Brookfield’s Big Haul

    By Matthew DiLallo - August 6, 2012 | Tickers: BAM, BIP, PCL

    Usually when a company announces that it is about to undertake a myriad of strategic initiatives it more often than not means that the current approach just isn’t getting the job done.  Further, when they announce they are raising capital to pursue these strategic initiatives, it is done at a discount to the current share price because they need to money to shore up their capital base.  That is more »

  • Just a BIP on the Radar

    By Peter Horn - August 2, 2012 | Tickers: BAM, BIP, BPO, GGP

    Brookfield Infrastructure Partners LP (NYSE: BIP) is a name that shows up on a lot of radar screens.  With a robust 4.4% current yield and a history of dividend increases, why not?  Over the last year, shares have also marched steadily upward from the mid-20s to the low-30s. 

    Dividend growth is the name of the game for Brookfield, and a lot of investors like what they see.  Despite the more »

  • A Real Estate Spin-Off to Watch

    By Matthew DiLallo - July 25, 2012 | Tickers: BAM, BIP, BPO, GGP, RSE

    Traditionally Real Estate Investment Trusts (REITs) have always been the easiest way for individual investors to gain access to this asset class which paid fairly decent dividends.  Most REITs are concentrated on one niche within real estate and for the most part are concentrated on only owning real estate domestically.  That is about to change in a big way.

    At some point during the second half of this year Brookfield more »

  • Can These Stocks Lockup Some Profits for Your Portfolio?

    By Matthew DiLallo - July 24, 2012 | Tickers: BPI, BIP, CXW, LRN, GEO

    In a really fascinating read, “100 Mind-Blowing Facts About the Economy” one fact really bothered me. Fact number seventy-five said that, “America is home to less than 5% of the world's population, but nearly a quarter of its prisoners.”  Are we really that bad over here or is it just unsafe to go overseas?

    A few months ago I’d read that the leading private prison company, Corrections Corp more »

  • How Berkshire Hathaway Got Bigger by Getting Better (Part Five)

    By Matthew DiLallo - July 10, 2012 | Tickers: BRK-B, BP, BAM, BIP, LINE

    In the fourth part of an ongoing saga loosely based on a story inspired by Chick-fil-A founder Truett Cathy I went through the seventh principle from Warren Buffett’s “Owner’s Manual” for Berkshire Hathaway (NYSE: BRK-B) shareholders. If you haven’t heard the story yet, back in the 1980’s when a Boston Chicken (now Boston Market) had just finished raising capital to expand; the management at Chick-fil-A spent more »

  • Dividends Drive Returns

    By Matthew DiLallo - July 5, 2012 | Tickers: ATVI, BIP, LOW, MAKO, MPW

    It’s now been a month since I began a paper trading portfolio called the “No Drip, No Mess” Portfolio which details my personal investing philosophy of writing options to buy dividend-paying stocks and then using the income to buy tomorrow’s next great growth story. It was a great month for stocks as the major indexes were all up around 4% with a bulk of those gains being solidified more »

  • Why Strategy Matters

    By Matthew DiLallo - June 26, 2012 | Tickers: BHP, BAM, BIP, LINE, SSW

    Over the past week and a half I’ve been taking the opportunity to add some global exposure to my  paper trading portfolio called the “No Drip, No Mess” Portfolio.  Given the stormy seas of Grexits and Spanics that investors have been navigating, along with a rumored slowdown in China and a fiscal cliff here in the US makes any investment decision feels risky.  Yet, we are looking out over more »

  • Why I’m Buying this Great Resources Play

    By Matthew DiLallo - June 26, 2012 | Tickers: BIP, PCL, PCH, RYN, WY

    If you’ve followed me for any length of time, today’s trade for the “No Drip, No Mess” Portfolio should come as no surprise.  There are few companies that I’ve written more about because despite the boringness of their business, the management team is an excellent case study on how to manage a public company for the benefit of shareholders.  Not only are they the largest private landowner more »

  • Why I’m Buying this Global Infrastructure Play

    By Matthew DiLallo - June 18, 2012 | Tickers: BHP, BAM, BIP, RIO

    Fresh on the heels of writing puts to try and buy global mining powerhouse BHP Billiton (NYSE: BHP) at a fantastic price, today we are buying a company that provides some of the critical infrastructure companies such as BHP need. 

    Publicly traded partnership (PTP) Brookfield Infrastructure Partners (NYSE: BIP) is a unique company, as they own critically irreplaceable assets across the globe.  While they do benefit from economic growth, in more »

  • Three Ways to Play Australia's Booming Economy

    By Daniel Ferry - June 8, 2012 | Tickers: BHP, BIP, GWR, RIO, WBK | Editor's Choice

    A new report this week demonstrated the continued strength of the Australian economic boom, but it can be difficult for American investors to get a piece of the action. I've put together some strategies for investors to take advantage of Australian growth through companies that report to the SEC and are listed on American exchanges.

  • Value Investor Martin Whitman’s Stock Picks

    By Meena Krishnamsetty - June 1, 2012 | Tickers: BAM, BIP, FCE-A, PKX

    Third Avenue Management’s Martin Whitman is a well-known value investor with five funds under the Third Avenue flag. This quarter, the focus seems to have been on real estate with a couple attractive opportunities in that space comprising top holdings. Below are his top three holdings.

    Posco (NYSE: PKX) With weakness in the Korean won and domestic price hikes, PKX appears well-positioned to beat Q2 consensus estimates of W840 more »

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