IFRA: Infrastructure Investors Might Be Getting Lazy

Oct. 20, 2022 7:23 AM ETiShares U.S. Infrastructure ETF (IFRA)IFRA
Valkyrie Trading Society
Investing Group Leader

Summary

  • IFRA is a pretty safe equity play by being invested in a lot of super core regulated utilities and other assets that should be pretty strong.
  • There is some cyclicality in the IFRA materials exposure with ownership of some steelmakers.
  • The bigger issue is valuation, where structurally there's too much competition for infra deals, and it could become a more complicated market over the next 10 years.
  • Looking for a helping hand in the market? Members of The Value Lab get exclusive ideas and guidance to navigate any climate. Learn More »

Water rushes through hydroelectric dam

AscentXmedia

The iShares U.S. Infrastructure ETF (BATS:IFRA) is a pretty broad ETF with some super core, core and core plus investments in mostly utilities, but also in infrastructural heavy industry and renewables. The exposures are pretty good, and the ETF has been

Thanks to our global coverage we've ramped up our global macro commentary on our marketplace service here on Seeking Alpha, The Value Lab. We focus on long-only value ideas, where we try to find international mispriced equities and target a portfolio yield of about 4%. We've done really well for ourselves over the last 5 years, but it took getting our hands dirty in international markets. If you are a value-investor, serious about protecting your wealth, us at the Value Lab might be of inspiration. Give our no-strings-attached free trial a try to see if it's for you.

This article was written by

Valkyrie Trading Society
5.2K Followers

The Valkyrie Trading Society is a team of analysts sharing high conviction and obscure developed market ideas that are downside limited and likely to generate non-correlated and outsized returns in the context of the current economic environment and forces. They are long-only investors.

They lead the investing group The Value Lab where they offer members a portfolio with real time updates, chat to answer questions 24/7, regular global market news reports, feedback on member stock ideas, new trades monthly, quarterly earnings write-ups, and daily macro opinions.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. 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.

Recommended For You

About IFRA ETF

SymbolLast Price% Chg
Expense Ratio
Div Frequency
Div Rate
Yield
Assets (AUM)
Compare to Peers

More on IFRA

Related Stocks

SymbolLast Price% Chg
IFRA
--
Compare

Trending Analysis

Trending News