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Brookfield Infrastructure LPBIPPAST TOP PICKAug 30, 2023Stock price when the opinion was issued
As of Jun 18, 2026. Market Open.
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.
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.