Group 1 - The market is currently influenced by expectations regarding the impact of the artificial intelligence revolution on the global economy over the coming years and decades [1] - Stocks such as Nvidia have been significantly priced based on these expectations [1] Group 2 - The article does not provide specific financial data or performance metrics related to companies or sectors [2][3]

Core Viewpoint - The energy sector offers opportunities for durable passive income through companies with stable business models that can mitigate commodity price volatility and support growing dividends [1] Company Summaries Enbridge - Enbridge has a 70-year history of paying dividends, marking its 30th consecutive year of increases, with a compound annual growth rate of 9% over the past three decades, including a 3.1% increase this year, yielding 5.9% currently [3][4] - Approximately 98% of Enbridge's earnings come from stable cost-of-service or contracted assets, with a dividend payout ratio of 60% to 70% of stable cash flow, supported by a strong investment-grade balance sheet [4][5] - Enbridge has a multibillion-dollar backlog of secured capital projects focused on lower carbon energy, expecting cash flow per share growth at a 3% compound annual rate through 2026 and around 5% per year thereafter, which will support dividend increases in the 3% to 5% range [5][6] Brookfield Renewable - Brookfield Renewable has achieved a 6% compound annual growth rate in dividends since 2001, with a 5% increase for 14 consecutive years, currently yielding 5.5% [7] - The company generates stable cash flow through long-term power purchase agreements (PPAs) with utilities, with cash flow growth of about 2% to 3% annually, and expects to capture higher market rates as existing PPAs expire [8][9] - Brookfield is developing 200 gigawatts of renewable energy projects, ramping up development capabilities from 7 GW to 10 GW annually by 2027, which should add 4% to 6% to cash flow per share each year [10] - The company has committed $12.5 billion to new businesses last year, with ample liquidity for future investments, and anticipates over 10% annual cash flow per share growth for the next decade, supporting dividend growth in the 5% to 9% range [11][12] Investment Outlook - Both Enbridge and Brookfield Renewable have demonstrated the durability of their dividends, with stable cash flow and conservative financial profiles, positioning them as ideal passive income stocks for long-term investment [13]

Group 1 - Samuel Smith has extensive experience in dividend stock research and investment, having served as lead analyst and Vice President at notable firms [1] - He is a Professional Engineer and Project Management Professional with degrees in Civil Engineering & Mathematics and a Master's in Engineering focused on applied mathematics and machine learning [1] - Samuel leads the High Yield Investor investing group, collaborating with Jussi Askola and Paul R. Drake to balance safety, growth, yield, and value [2] Group 2 - High Yield Investor provides real-money core, retirement, and international portfolios, along with regular trade alerts and educational content [2] - The service includes an active chat room for investors to engage and share insights [2]

Dividend stocks can be terrific investments. The best ones provide investors with passive income and upside potential. That adds up over the long term. Over the last 50 years, dividend stocks have outperformed non-payers by more than 2-to-1, according to data from Hartford Funds and Ned Davis Research. Brookfield Renewable (BEPC 0.04%) (BEP -0.93%), MPLX (MPLX -0.69%), and Waste Management (WM -0.00%) stand out to a few Fool.com contributors as great dividend stocks to buy this month. Here's why they think ...

Brookfield Renewable (BEPC -2.96%) (BEP -4.34%) has become a force in the clean energy sector. The company has built a diversified platform with nearly unmatched scale and expertise across geographies and technologies. That's increasingly making it the partner of choice for companies seeking to secure enough power to meet their future energy needs. The opportunity to supply clean power to corporations has never been greater. Few companies are in as strong a position to capitalize on this trend as Brookfield ...

Core Viewpoint - Brookfield Renewable is demonstrating strong growth beyond being just an income stock, with a record year in funds from operations (FFO) and a consistent increase in distributions [1][3][4] Financial Performance - The company achieved a record FFO of $1.2 billion, or $1.83 per share, with a 10% growth in FFO per share year-over-year [4] - In the fourth quarter, FFO per share grew by 21%, driven by inflation-linked cash flows and organic expansion initiatives [4] - The company has maintained a high-yielding distribution, currently over 5.5%, with a 5% increase marking the 14th consecutive year of growth [1][4] Growth Initiatives - Brookfield developed approximately 7 gigawatts (GW) of new renewable energy capacity last year and committed $12.5 billion in capital to its renewable energy platforms [3][5] - The company is on track to reach an annual run rate of commissioning 10 GW of projects by 2027, supported by a significant development pipeline of 200 GW [9] Strategic Investments - Recent investments include closing deals in Infinium, Orsted's offshore wind farms, and acquiring Neoen, which are expected to drive growth in 2025 [5][7][8] - The investment in Infinium will contribute to results once its Texas production facility is operational, providing growth options in the eFuels market [8] Market Demand - There is increasing demand for clean power from large corporations, highlighted by a record 10.5 GW agreement with Microsoft for renewable development [9] - The outlook for clean power is bolstered by corporate demand and supportive government policies, enhancing Brookfield's position in the market [11][12] Capital Management - The company is actively recycling capital, having sold $2.8 billion in assets at strong returns, which will finance further growth initiatives [10] - Brookfield aims for 10%-plus FFO-per-unit growth going forward, with a strong liquidity position to support development and acquisitions [13] Total Return Potential - Brookfield Renewable is positioned to provide total annualized returns in the mid-teens, supported by a high-yielding dividend expected to grow by 5% to 9% annually [14][15]

It depends on the case, but in most situations, it would be logical to focus on dividends and some form of price appreciation if an income-oriented investor is still in his or her wealth accumulation phase. While price performance should notRoberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liq ...

Year Ended December 31, 2024 CAUTIONARY STATEMENT REGARDING FORWARD-LOOKING STATEMENTS CAUTIONARY STATEMENT REGARDING FORWARD-LOOKING STATEMENTS This Supplemental Information contains forward-looking statements and information, within the meaning of Canadian securities laws and "forward-looking statements" within the meaning of Section 27A of the U.S. Securities Act of 1933, as amended, Section 21E of the U.S. Securities Exchange Act of 1934, as amended, "safe harbor" provisions of the United States Private ...

Since Trump took the victory home in early November 2024, a lot of things have changed in how investors are looking at their asset allocation strategies. For example, the AI ( QQQ ) agenda has become stronger, the conventional energy segment (Roberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the l ...

Just because Wall Street likes a stock doesn't mean it's a great pick. However, it's not a bad idea to at least consider how analysts view a given stock. After all, their opinions are (or at least, should be) based on a thorough review of the underlying businesses for the stock.Sometimes, analysts are highly bullish about stocks that have great long-term prospects. In some cases, they're so optimistic that their price targets reflect expectations of significant near-term gains. Here are three unstoppable st ...