Brookfield Infrastructure Partners, L.P. (BIP) 3Q12 Report

On November 7, 2012 Brookfield Infrastructure Partners, L.P. reported net income per unit of $0.35 and Funds from Operations (FFO) of $0.58 per unit slightly higher than Wall Street estimates of $0.55. The company is shifting gears from its Australian organic growth focus, adjusting to the cooling of growth in Asia, to an acquisition focus […]

Brookfield Asset Management (BAM) Reports 3Q12 Results

Brookfield Asset Management (BAM) reported 3Q12 results on November 9, 2012. The company had solid operating performance with a 17% increase in Funds from Operations (FFO), good total returns, and increasing intrinsic value. Especially encouraging is managements continued progress in adding a large number of high quality assets that will generate increasing returns to shareholders […]

Brookfield Asset Management (BAM) Reports 2Q12 Results

With headlines; “Brookfield Asset Management Q2 Profit Plunges, Misses View” one would think BAM had a terrible quarter.  Hardly, it was actually a very good quarter for investors. By nature BAM’s asset management business earnings will fluctuate from quarter to quarter. Profits did fall but temporarily so.  Offsetting these fluctuations BAM  completed a record number of […]

Brookfield Infrastructure LLP (BIP) Reports 2Q12

Brookfield Infrastructure announced results for the 2Q12 on 8/8/12. It was a busy quarter with solid results. But first, on 7/30/12 BIP pre-announced a number of significant strategic initiatives that will meaningfully expand the transportation and utility businesses. These are opportunities created to a large extent from the environment in Europe. The New Strategic Initiatives […]

Brookfield Infrastructure LLP (BIP) Reports 1Q12

Brookfield Infrastructure (BIP) today announced results for the 1Q12.  No surprises here; good solid performance with Australian railroad expansion underway and on schedule. We’ll see most of $150 million cash flow increase over the next four quarters. For income investors; the railroad cash flow increase itself over the upcoming year is about $.81/unit assuming all else […]

Brookfield Asset Management Reports 4Q11

Brookfield Asset Management reported impressive financial and operational performance during 2011. They are well positioned to increase cash flow further and generate increase value through both organic expansion and new initiatives. Our investment thesis remains intact. Some specifics: BAM’s estimated intrinsic value of the business increased to $40.99/share year end 2011 from $37.93/ share the […]

Brookfield Infrastructure (BIP) Reports Solid Performance

Brookfield Infrastructure Partners L.P (BIP) (a spinoff of Brookfield Asset Management BAM) reported earnings today. It was a solid performance. You may recall BAM owns 30% of BIP and this performance should have a positive impact on BAM’s earnings to be released on 2/17/2012. BIP Profile (per filings): Brookfield Infrastructure owns and operates high quality, […]