July's weak jobs report triggered a market sell-off and raised expectations for a September Fed rate cut. However, there were several stocks that did not respond how they should have. I discuss 3 of these stocks in this article and the golden opportunity this provides to investors.
We are entering a volatile era driven by aggressive government growth strategies, short-term debt, and higher inflation tolerance. Investors must adapt accordingly. Stocks are expensive and bonds offer little incentive, so focus on sectors with inflation resilience: industrials, energy, materials, and select REITs. Avoid overpaying for hype; stick to quality names that can weather inflation and cyclical swings to protect and grow wealth in uncertain times.
Brookfield Infrastructure (BIPC -1.56%) (BIP -0.22%) has a straightforward investment strategy. The global infrastructure operator acquires high-quality assets on a value basis, enhances their operations, and, eventually, sells the mature business.
![]() BIP In 2 weeks Announced | Quarterly | $0.43 Per Share |
![]() BIP 2 months ago Paid | Quarterly | $0.43 Per Share |
![]() BIP 5 months ago Paid | Quarterly | $0.43 Per Share |
![]() BIP 8 months ago Paid | Quarterly | $0.41 Per Share |
![]() BIP 11 months ago Paid | Quarterly | $0.41 Per Share |
5 Nov 2025 (In 2 months) Date | | 0.35 Cons. EPS | - EPS |
4 Nov 2025 (In 2 months) Date | | 0.36 Cons. EPS | - EPS |
7 Aug 2025 Date | | 0.31 Cons. EPS | - EPS |
31 Jul 2025 Date | | 0.31 Cons. EPS | - EPS |
30 Jul 2025 Date | | - Cons. EPS | - EPS |
![]() BIP In 2 weeks Announced | Quarterly | $0.43 Per Share |
![]() BIP 2 months ago Paid | Quarterly | $0.43 Per Share |
![]() BIP 5 months ago Paid | Quarterly | $0.43 Per Share |
![]() BIP 8 months ago Paid | Quarterly | $0.41 Per Share |
![]() BIP 11 months ago Paid | Quarterly | $0.41 Per Share |
5 Nov 2025 (In 2 months) Date | | 0.35 Cons. EPS | - EPS |
4 Nov 2025 (In 2 months) Date | | 0.36 Cons. EPS | - EPS |
7 Aug 2025 Date | | 0.31 Cons. EPS | - EPS |
31 Jul 2025 Date | | 0.31 Cons. EPS | - EPS |
30 Jul 2025 Date | | - Cons. EPS | - EPS |
Diversified Utilities Industry | Utilities Sector | Samuel J. B. Pollock CPA CEO | TSX Exchange | BMG162521014 ISIN |
BM Country | 52,000 Employees | 29 Aug 2025 Last Dividend | 13 Jun 2022 Last Split | 22 Jan 2008 IPO Date |
Brookfield Infrastructure Partners L.P. is a globally recognized entity with a diversified portfolio that includes the ownership and operation of essential infrastructure in various key regions globally, including North and South America, Europe, and the Asia Pacific. It encompasses a wide range of services through its utilities, transport, midstream, and data businesses. Incorporated in 2007 and based in Hamilton, Bermuda, the company operates as a crucial subsidiary of Brookfield Corporation, providing essential services across multiple sectors and delivering sustainable infrastructural solutions that drive economic growth and enhance community living standards. Brookfield Infrastructure Partners L.P. is distinguished by its extensive network and its commitment to efficiency, reliability, and innovation in the infrastructure domain.
Brookfield Infrastructure Partners L.P. excels in providing a comprehensive range of utility services that comprise the operation of approximately 2,900 km of electricity transmission lines and 4,200 km of natural gas pipelines. The utilities segment also manages about 8.1 million electricity and natural gas connections and 0.6 million long-term contracted sub-metering services, in addition to offering heating, cooling, and energy solutions. Furthermore, this segment extends services such as gas distribution; water heaters; and heating, ventilation, and air conditioner rental, along with other home services. This delivers a robust framework for secure and continuous energy and utility provision to communities and industries.
This segment highlights the company's role in facilitating global commerce and movement through a significant network that includes roughly 22,000 km of track, 5,500 km of track network, 9,800 km of rail, and 3,300 km of motorways. The transport services by Brookfield Infrastructure are essential in offering transportation, storage, and handling solutions for merchandise goods, commodities, and passengers, underscoring the critical role infrastructure plays in the smooth operation of trade and transit operations worldwide.
The midstream segment features services integral to the natural gas industry, encompassing nearly 15,000 km of natural gas transmission pipelines; 570 billion cubic feet of natural gas storage; 17 natural gas processing plants; and 10,600 km of gas gathering pipelines. Additionally, it has a substantial capacity for polypropylene production, with around 525,000 tonnes. These services are pivotal in meeting the energy needs and maintaining the energy supply chain's reliability and efficiency.
In an age driven by information and technology, Brookfield Infrastructure's data segment plays a vital role, operating approximately 228,000 operational telecom towers and roughly 54,000 kilometers of fiber optic cables. This segment also manages about 1 million fiber-to-the-premise connections, underscoring the critical infrastructure required for data communication and technology deployment. With two semiconductor manufacturing facilities, 70 distributed antenna systems, 135 data centers, and 750 megawatts of critical and approximately 670 megawatts of contracted load capacity, this segment provides essential support for the digital economy and technological innovation.