Brookfield Infrastructure Partners (NYSE:BIP)

We have a lot of infrastructure need's and a lot of need for new job's. This is another no brainer.

Brookfield infrastructure spin-off that pays a solid dividend.

Low P/E ratio - heavy owned assets.

Juicy dividend and low valuation, cheap plus who doesn't need energy

If I could only own one stock, this would be it. It is listed as a utility but is so much more. While relatively new it pays dividends of approximately 5% on top of it's tremendous growth performance.

it's hard to replicate ports and energy grids, so that limits competition. what they do is essential to keeping the world going. and the dividend is a beautiful thing.

Check out my thumbs-up CAPScall here:
http://www.fool.com/investing/general/2012/01/11/fear-2012-youre-not-alone.aspx

bermuda based company that did well for one of my favs.

The best run company for global infrastructure

This is simply one of my favorite stocks. I own this in real life and plan on holding it for the LONG term. BIP has huge pricing power because they own assets that are difficult or impossible to replace. In addition, they own assets all over the world, so you get geographic diversification on top of industry diversification (ports, timberland, coal, railroads, toll roads, etc.). Throw in a low P/E, a dividend yielding 5%, and a commitment by management to increase the dividend 3-7% per year, and you have a great investment.

But, the real kicker is that BIP is able to leverage their parent, Brookfield Asset Management, to pick up additional assets on the cheap. With governments around the world looking to privatize some assets in order to reduce their massive debt loads, BIP can grow through acquisitions for the foreseeable future.

12/12

Buying partially for the dividend and largely out of curiosity.

Solid combination of holdings.

Good dividend paying mid cap with room to grow and priced right.

Picking some of this up today

Brookfield Infrastructure Partners globally manages long-life assets in the fields of utilities, timber, transport and energy. They were spun off from their parent company, Brookfield Asset Managers (Nasdaq: BAM), in 2008 to focus on management of infrastructure operations. Since the spin-off, they have been expanding and acquiring energy, shipping, pipeline and utility companies around the world. This global footprint of contractual income (46%-N.A., 31%-Aus, 12%-EUR, 11%-S.A) has provided a broad base from which they have been able to resist many of the dips and dives of regional markets. As a Master Limited Partnership (MLP), BIP's parent company, BAM, retains 41% of the ownership and acts as the general manager of the partnership.

Brookfield Infrastructure Partners has been expanding their infrastructure platform through disciplined acquisitions of electricity & natural gas transmissions and distributions, ports, railroads, airports, timber and other social and industrial infrastructures (such as hospitals and coal handling facilities). They have been able to maintain such an aggressive growth strategy due to their relationship with Brookfield Asset Management who is flush with cash, has vast experience with global mergers and acquisitions and can raise the capital necessary to help a struggling holding become profitable again.

While the growth potential of this young MLP is exciting in and of itself, their attractive distribution policy is the icing on the cake. Their general partner plans to distribute 60%-70% of their funds from operations to unitholders and they're targeting 3%-7% annual distribution growth. So far, they've made good on their promise, increasing their quarterly distribution from $.265 to $.275 in q1 2010 and then to $.31 in q1 2011 and once more in q3 2011 to $.35.

The numbers on this stock represent solid business fundamentals and intelligent management. Trading near it's 52 week high tells me that the August dip did little to pull this stock down, which gives it long term strength, in my book. Great dividends in the current economy makes me give this stock an A+. I expect it will take a breather soon, and even pull back slightly, before testing new highs.

low pe, great dividend, solid business model, times are uncertain and this utility will out perform, has been very steady this year

HG