Brookfield Infrastructure: This Is A Fat Pitch (Archive)

This 5-Minute Pitch was originally published on Seeking Alpha before the launch of the Hunting Alphas website. It is shared here to showcase my previous work and track record. New 5-Minute Pitches published on this site will not be disseminated anywhere else.

Elevator Pitch

• Brookfield Infrastructure Partners has a very strong pipeline to fuel AFFO growth, driven by an explosion in data center related demand.
• Valuations are attractive as the company trades below decadal averages for its 1-yr fwd P/AFFO multiples.
• Technical analysis of BIP vs. the S&P 500 suggests a bullish V-shaped reversal in the making, implying alpha potential ahead vs. the S&P 500.
• The market has spoken loud and clear that it does not believe in the recent 78-page short report as the market has bottomed since then, there has been no spike in short interest and none of Wall St has a sell rating on the stock.
• I defer to the market's intelligence in the analysis of the short report as I practically believe it is highly unlikely that I would be able to come to a different conclusion refuting the market's disbelief in the short report. Instead, risk is managed via prudent position sizing.

Read the full article here.