Total Ideas
2
Bullish Ideas
1 (50%)
Bearish Ideas
0 (0%)
Recent Activity
0

"For Canadian investors seeking a unique blend of reliable income, durable growth, and defensive resilience, Brookfield Infrastructure Corporation (BIPC, BIP.UN) presents a compelling decade long opportunity. It’s more than a utility; it’s a global owner of essential assets engineered to profit from major long term trends, including the explosive growth of artificial intelligence (AI)."
For Canadian investors seeking a unique blend of reliable income, durable growth, and defensive resilience, Brookfield Infrastructure Corporation (BIPC, BIP.UN) presents a compelling decade long opportunity. It’s more than a utility; it’s a global owner of essential assets engineered to profit from major long term trends, including the explosive growth of artificial intelligence (AI). BIPC’s foundation is its proven resiliency. Its portfolio of utilities, transportation, midstr
"BIPC: Q2 FFO $0.81 (+9%), data segment +45%. $2.4B asset sales, $1.3B new US investments. 5.5% yield on strong FFO with inflation-fighting infrastructure assets. Data, midstream, utilities performing well. Attractive valuation on FFO basis with $2.4B capital liquidity. Currently 10.5% of portfolio - hold if overweight, buy if new position."
Sentiment