Yikes man! You can't evaluate all companies (especially those with heavy depreciation and amortization like BIP) on P/E metrics. BIP and BEP (sister company with renewable energy generation which you should have used as a comparable) are limited partnerships that act similarly to MLP's and can't be valued on "earnings per share" metrics. I haven't run the numbers but I assume those 2 stocks that I mentioned (and only 2 utilities I own) vastly outperformed the others mentioned in this video. If you would like some help with a new video and an understanding of how to evaluate utilities, REIT's, and LP's, send me a PM and I can help you out. I've was background watching some of your REIT videos for ideas too, I can help with many of those too.
Wow, great content, I like these comparisons very much. The only thing I miss would be a view on the balance sheet regarding goodwill and ability to pay back debt. Nevertheless, thanks for the great value!
Yikes man! You can't evaluate all companies (especially those with heavy depreciation and amortization like BIP) on P/E metrics. BIP and BEP (sister company with renewable energy generation which you should have used as a comparable) are limited partnerships that act similarly to MLP's and can't be valued on "earnings per share" metrics. I haven't run the numbers but I assume those 2 stocks that I mentioned (and only 2 utilities I own) vastly outperformed the others mentioned in this video. If you would like some help with a new video and an understanding of how to evaluate utilities, REIT's, and LP's, send me a PM and I can help you out. I've was background watching some of your REIT videos for ideas too, I can help with many of those too.
View CommentWow, great content, I like these comparisons very much. The only thing I miss would be a view on the balance sheet regarding goodwill and ability to pay back debt. Nevertheless, thanks for the great value!
View CommentJust discovered your channel today its awesome!
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