Review of Badger Infrastructure Solutions

DEC 10, 2024 - BDGI is an industrial niche operator that focuses on growing the business organically through internal reinvestment. BDGI grew its dividend consistently over the years, and on average, it has grown its dividends by around 5% annualized over the last ten years. BDGI is a moderate-growth company with an increasing return on equity in recent years. The valuation today is quite attractive, which leaves room for some upside potential if the company continues to improve its return on capital profile

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Q: Friday’s meeting between Mark Carney and the Premiers promises to lead to increased spending and capital to build infrastructure related to natural resources, alternative energy and technology. There seems to be a vibe consistent with Brookfield visions and foci. Carney may in fact be a catalyst to moving the Canadian economy out of the current malaise. Skepticism is warranted but are there any specific stocks that we should consider in light of what could develop rather quickly?

Read Answer Asked by John on March 25, 2025

Q: I would appreciate your comments on above US equities. Which one is your favorite?
Are there any Canadian equivalents?
Thank you!

Read Answer Asked by ALBERT on October 07, 2024

Q: I hold a 2% position of BDGI in a non registered account and considering it has had a decent run lately and reached 5i price target would it be a good trade to sell and buy into BIPC and or BEPC. I already have about a 2% position in BIPC and 1% in BIPC and collectively have about 9.4% position in the Brookfield group of companies (BAM -2.15%, BN - 4.3% BIPC -2% and BEPC -1%). I am thinking that lower interest rates would be favourable and the dividends are a good bonus. Your insight would greatly appreciated.
Francisco

Read Answer Asked by Francisco on March 25, 2024