Brookfield Infrastructure: Don't Miss This Great Long-Term Buying Opportunity

Manuel Paul Dipold
2.39K Followers

Summary

  • In recent weeks, Brookfield Infrastructure Partners L.P. shares have fallen sharply for no apparent reason.
  • The valuation and dividend yield is now at a two-year low and back at an attractive level.
  • Cash flows are well diversified and inflation-protected. Brookfield exposure to rising interest rates is very limited.
  • Don't miss this great long-term buying opportunity in Brookfield.

Trucks driving through a countryside landscape at sunset

Marcus Lindstrom

Investment Thesis

In the last month, Brookfield Infrastructure Partners L.P. (NYSE:BIP, BIPC) has plummeted 20%, although there has been no news worth mentioning, apart from the things priced into all stocks, such as rising interest rates and recession worries. In

This article was written by

2.39K Followers
My focus is on a total return style with long and short positions (10-30% short positions). My main expertise is the current technological and geopolitical shift with the amazing investment opportunities they offer. Therefore, I always try to find stocks or whole sectors with favorable risk-reward structures. My long investment style is a core-satellite strategy: The core consists of large caps and/or ETFs. The satellites around this core are small caps, potential 10-baggers, and undervalued stocks. In short selling, I focus on overvalued stocks that will fall back down sooner or later. My name is Manuel Paul Dipold. Born in Germany but lived 8 years in Asia. I am myself an entrepreneur and have many entrepreneur friends. I am not a professional investor but it´s a hobby I love. So I know Europe and Asia very well and seek undervalued or high-growth stocks - always with valuation, geopolitical and social shifts in mind.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of BIP.UN:CA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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