UnThreaded | Threaded | Whole Thread (8) | Ignore Thread Prev | Next
Author: nondogmatic One star, 50 posts Old School Fool CAPS All Star Global Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 207  
Subject: Re: BIP in for some more changes Date: 7/31/2012 11:41 PM
Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Recommendations: 0
Ultimatespinach,

I hear you. And now that I think about it, there's a lot to like about your point of view on this. The key question is whether an investor thinks that BIP management can continue to do acquisitions that provide a greater return than the dilution that we know is coming. And where those acquisitions are will be dictated by opportunity more than, say, a regional strategy.

On the other hand, once BIP has an established presence in a particular industry and in a particular region, it ought to be much easier to add on more infrastructure, if and when it becomes available at a reasonable price. Both the toll road in Chile and the energy infrastructure in the UK seem could be in this category.

J
Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Print the post  
UnThreaded | Threaded | Whole Thread (8) | Ignore Thread Prev | Next

Announcements

Foolanthropy 2014!
By working with young, first-time moms, Nurse-Family Partnership is able to truly change lives – for generations to come.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Post of the Day:
Macro Economics

Economic Implications of Cuba
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
Community Home
Speak Your Mind, Start Your Blog, Rate Your Stocks

Community Team Fools - who are those TMF's?
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and "#1 Media Company to Work For" (BusinessInsider 2011)! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.
Advertisement