new 52 week trading high this AM for 2 of my Mag 5 - $ala.to, $56.7. & $ppl.to, $69 . #LPG $NGL #oott #LNG As an aside, yesterday when #Spx500, #NDX tanked, all the names in my Mag 5 were green. The aforementioned, $imo.to $bipc.to $tou.to. Big sector rotation underway?? #com #cdnpoli

Once the #SpaceX, #Anthropic & #OpenAI IPO's are out the door-or just before, I'm backing up the truck on a new entry to my Mag 5 names-- $imo.to $ppl.to $tou.to $Bipc.to $ala.to. Mag 5 will become Mag 6. #com #cdnpoli #Iran #oil

New 52 wk high for one of my Mag 5-- $ala.to, $55/share. #LPG $NGL $tou.to $imo.to $ppl.to $BIPC.to #com #cdnpoli #LNG #oil

$BIPC.TO 23% from the recent adds. Sleepy Infra co's that pay nice (sustainable) dividends often make for strong buying opportunities on those bigger (usually unjustified) pullbacks. Infra is a good place to be in my view for the next several years. #EnergyInfrastructure

We're getting there.. #NaturalGas This was expected, but great to see. $CPX.TO $TOU.TO $TPZ.TO $TA $BIPC.TO

The last few I bought have been: $IFC.TO $IAG.TO $BIPC.TO And a small cap I don't want to reveal just yet because I'm trying to buy more and it is illiquid

$BIPC.TO 15% from the adds, add the 5.2x% dividend = > 20% total annual return should the stock stay flat here. $TOU.TO report earnings in < 2 hours. #Investing

In 2025, @markjcarney was selected by @liberal_party & tasked with continuing the managed decline of #cdnecon in favour of private equity (PE) dominance--the de facto distressed sale of CDN assets: IE: CDN real estate./ports/airport infrastructure. 👇 Carney's current de growth fiscal & economic policies—compounded by high inflation & stagnant productivity have placed many CDN industrial, real estate & infrastructure assets in a position of artificial distress. $BIPC.to/Brookfield Infrastructure Corp, Brookfield Corp will own a few of these assets soon. Carney’s "Canada Strong" investment frameworks are designed to funnel public-sector projects & struggling private assets into the portfolios of entities like Brookfield & or Brookfield subsidiaries. Instead of the Canadian public benefiting from national infrastructure, these assets are being privatized by a small circle of global corps that Carney has deeeeeeeeep ties to. Carney's rhetoric surrounding Canada's "weakness" & the need for "unprecedented private investment" is a calculated narrative. By portraying Canada as incapable of funding its own economic growth through pro economic growth tax & regulatory policies, the door is opened for private corporations to step in as saviours. Net result is a sophisticated "distressed sale" of the country's future. I've seen this kind of fu*kery more than a few times when I worked in capital markets for a large global investment bank. Ultimately, Carney's orchestration will lead to a hollowing out of the Canadian economy. When essential industries (energy, housing, tech) are owned by PE co's vs managed via a true sovereign wealth fund with transparent, effective public oversight, Canada loses its ability to set its own economic destiny. Little wonder Trump love Carney. We'll be easy pickings for US(Corps) soon enough. With his contrived BS 'majority' gov't,' in place there's little in the way to stop Carney's Brookfield / $bn.to stock & stock options from exploding in value. For what it's worth, I backed up the truck to buy $BIPC.TO on the 11% sell off in it's share price this past week. I like BIPC even more with the prospects of owning CDN airports. Like a utility, it should spin off nice income in perpetuity barring another Covid debacle or oil at $200/boe & interest rates at 10 %. Also, I mean, if you can't beat these Un CDN SOB's....... #com #cdnpoli @CPC_HQ @conservative_BC @acoyne @VassyKapelos @ctvqp @rupasubramanya @robertfife @globeandmail #bcpoli #vanpoli #vanRE @BubleQe @AssetTraveller

$BIPun $BIPC.to $BIP $BIPC - Solid Q1/26 and hat tip to the Europeans who sold me shares at their close (1130am EST) today. Reminder that ~85% of BIP's cash flows are regulated and/or contractual, ~70% are indexed to local inflation, ~70% have no volume/price sensitivity, and ~80% are generated in/hedged to USD (which I personally like). Today's valuation is historically attractive on a 10 yr multiple basis, but MOST importantly for me, it is the countercyclicality mindset of their mgmt team that I want. Example - Recall BIP took private Inter Pipelines $IPL.to (beating $PPL.to) in 2021, when the world hated these world-scale assets. Oil sands pipelines, NGL / frac plants, mktg storage & Heartland Complex, North America’s only single-site PDH/PP producer - think plastics for everything. Since buying IPL EBITDA has risen ~40% to C$1.546B in FY25 and FFO to $1.059B. Again, just one asset within a global portfolio of contracted, inflation protected HARD assets the world needs. cheers

New position - $BIPC $BIPC.TO just added today. Down 11%, why not.

Thinking of purchasing $BIPC.TO - Should I add this to my portfolio?

Today's adds: 🥥 $BIPC.TO / @Brookfield 🥥 $TOU.TO / @TourmalineOil Today's trims: 🍏 $ARX.TO / @arcresources

Today's buys $ric.to, $bipc.to $gib.a Sells..none

Gentle reminder that the following dividends hit your accounts tonight, accessible for use tomorrow AM! $TOU.TO $TPZ.TO $RGSI.TO $PPL.TO $KEY.TO $BAM.TO $BIPC.TO & more... #Dividends

This weeks adds: ☑️ $BIPC.TO / Brookfield Infrastructure (Corp). ☑️ $CEI.V / Coelecanth Energy. #Investing

Never make it easy to see which “Brookfield” company is buying.. No doubt with the Brookfield ecosystem, “all” have a hand in the pie somewhere though. I’ve been buying $BAM.TO & $BIPC.TO lately. #TeamBruce

Essential services with growing dividends.. companies you depend on everyday. Whether you like it or not. $fts.to, $bepc.to $bipc.to $enb.to, $trp.to, $ppl.to $t.to, qbt.to, $bce.to $l.to, emp.to, $mru.to

I'll bite. Initiated a starter position in $BIPC.TO (Corp not .UN). ✔️6-7% annual #Dividend CAGR. ✔️Participation in many of the right places I want to capital parked for the coming yrs. I expect to see many AI/Data Centre & Utils (power deals) to come. #EnergyInfrastructure

Je n'ai aucun remords à avoir des titres de guerre comme $LMT, $RTX, $KTOS ou des titres énergétiques comme $XOM, $CNQ.TO, $TOU.TO mais Brookfield c'est non. ( $BN.TO, $BAM.TO, $BIPC.TO ) Il faut savoir tracer une ligne ! 😎

As promised. I think Brookfield Infrastructure fits that bill. $BIPC.TO) A great boring company to own. If you want, you can read more about it below. Whats your pick? Brookfield Infrastructure: The Compelling Growing Dividend, GARP and SWAN company. open.substack.com/pub/btsx20…