- Brookfield Infrastructure Partners L.P. (BIP.UN)
- Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
Q: Hi 5i,
Back on Oct 17-20, a few questions were asked about the waterfall in stock price of BIP, but there was only comments with regard to dividend stability and a few big sellers like BMO and Morgan Stanley. Yesterday (Oct 28th) a short report, by Keith Dalrymple, was discussed by Seeking Alpha (found under BIPC:US). Alpha wasn't too impressed and here are their conclusions:
"I held BIP for more than 10 years until I sold everything upon reading and thinking over the report.
Even though his report specifically targeted BIP, all Brookfield companies will be affected if the report is only partially true. In the world of alternative asset managers, reputation means a lot and it is questioned by the report."
Can I please have your opinion. Thx.
Back on Oct 17-20, a few questions were asked about the waterfall in stock price of BIP, but there was only comments with regard to dividend stability and a few big sellers like BMO and Morgan Stanley. Yesterday (Oct 28th) a short report, by Keith Dalrymple, was discussed by Seeking Alpha (found under BIPC:US). Alpha wasn't too impressed and here are their conclusions:
"I held BIP for more than 10 years until I sold everything upon reading and thinking over the report.
Even though his report specifically targeted BIP, all Brookfield companies will be affected if the report is only partially true. In the world of alternative asset managers, reputation means a lot and it is questioned by the report."
Can I please have your opinion. Thx.