Douglas KeeBrookfield Infrastructure LPBIPCOMMENTDec 18, 2018

Direct infrastructure assets. Inflation linked income. Counter cyclical business. Would be good for the long term investor. Seeing ~8% growth. Will continue to own shares. 

Owns shares in company. Hard time with rising interest rates. Current share price a good place to buy. Assets hard to replicate. Attractive growth targets. Will continue to own. Great for long term investors. 

In the old days, their 5% dividend could protect you, but not now.

Loves the infrastructure space, long-lived assets. Recycles capital extremely well, particularly into data centres. Still one of the largest positions in his US dividend portfolio. Higher rates have impacted the multiple, so a good time to buy. He's adding.

Owns shares for the dividend yield.
Strong dividend yield.
Stable assets. 
Legacy assets hard to build. 

Current share price presenting good buying opportunity.
Last quarter performed very well.
Dividend distributions growing strong.
Current share price presenting good buying opportunity.
Inflation linked dividend. 

They own Brookfield Infrastructure. The infrastructure stock has better valuation than the renewable energy fund. Brookfield renewable also faces too much money going into the sector.