However, there are still several very attractive opportunities. In fact, one of these infrastructure businesses has completely missed the recovery, and another one that I will discuss in Infrastructure stocks ( UTF ) have largely rallied recently due to the Fed's pivot to rate cuts. If you want full access to our market-crushing Portfolio and all our current Top Picks, feel free to join us for a 2-week free trial at High Yield Investor. We are the fastest-growing and best-rated stock-picking service on Seek ...

Brookfield Renewable has increasing visibility into its ability to grow rapidly in the future. Brookfield Renewable (BEP 1.49%) (BEPC 0.98%) has been a fantastic growth stock over the years. The leading global producer of renewable energy has delivered 12% compound annual growth in funds from operations (FFO) per share since 2016. Its rapidly increasing earnings have helped power 6% compound annual dividend increases over the last two decades. The renewable energy company has highly visible growth prospects ...

The Federal Reserve recently cut interest rates due to the fact that inflation has moderated to the point where economists believe it is well on its way toward achieving the Fed's target rate of 2%. At the same time, unemployment As the best-rated high-yield investor community on Seeking Alpha, boasting 1,500+ members and a perfect 5/5 rating from 150+ reviews, we pride ourselves on providing unparalleled value and support. But act fast! Our membership rates are set to increase on the 1st of October. Seize ...

Brookfield Renewable has tremendous visibility into its future growth prospects. There's no sure thing in investing. However, Brookfield Renewable (BEPC 2.37%) (BEP 1.22%) is about as can't-miss as they come. The leading global renewable energy producer has tremendous visibility into its ability to grow rapidly over the next decade. Add in its high-yielding and steadily rising dividend, and the company seems like a lock to produce an above-average total return over the next 10 years. That makes it a great s ...

Industry Overview - The world is expected to double its electricity-generating capacity in the next 20 years to meet rising demand from electric vehicles and data centers while replacing about half of the current capacity due to age and carbon emissions [2] - This scenario indicates a significant increase in power generation capacity, with renewable energy likely leading the growth [2] Company Analysis: Brookfield Renewable - Brookfield Renewable is a major global producer of renewable energy, operating 34 gigawatts (GW) of capacity, sufficient to power over 25 million homes [4] - The company benefits from stable cash flow through long-term, fixed-rate power purchase agreements, currently yielding over 4.5% in dividends [5] - Brookfield Renewable anticipates a 5% to 9% annual growth in dividends, driven by organic growth and acquisitions, projecting over 10% growth in funds from operations (FFO) per share through 2028 [6] - The company has a pipeline of 230 GW in future renewable energy projects, with 65 GW in advanced stages, aiming to develop about 10 GW annually [7] - Brookfield is enhancing growth prospects by acquiring Neoen, a European renewable energy company with 8 GW of operating projects and 20 GW in advanced development [8] Company Analysis: Clearway Energy - Clearway Energy is a leading clean power producer in the U.S., with 9 GW of renewable energy and natural gas capacity, generating predictable cash flow and offering a dividend yield of 5.5% [9] - The company expects to grow its dividend payout by 5% to 8% annually through 2026, supported by a capital recycling strategy that reinvests proceeds from thermal assets into renewable energy [10] - Clearway Energy is acquiring operating projects to enable further capacity growth, providing visibility into cash flow per share growth [11] - The company is recontracting its natural gas capacity at favorable rates, which could support dividend growth, and has the financial capacity to continue acquiring renewable energy projects [12] Investment Potential - The increasing global demand for renewable energy aligns with the strategies of Brookfield Renewable and Clearway Energy, positioning them for robust earnings growth and healthy dividend increases [13]

Brookfield Renewable's capital recycling strategy enhances its ability to grow. Acquisitions are a core aspect of Brookfield Renewable's (BEPC 0.79%) (BEP 1.39%) growth strategy. The company's ability to make accretive deals has helped give it the power to increase its dividend. It has done a magnificent job over the years, growing its payout at a 6% compound annual rate during the past 20 years. However, buying assets is only one aspect of Brookfield's strategy. It also routinely sells investments to recyc ...

Core Viewpoint - The Federal Reserve's recent interest rate cuts and new monetary policy easing cycle necessitate a shift in investor preferences towards growth, income, and market capitalization growth in their portfolios [1] Group 1: Investment Opportunities - Knight-Swift Transportation Holdings Inc. (NYSE: KNX), PotlatchDeltic Co. (NASDAQ: PCH), and Brookfield Renewable Partners (NYSE: BEP) are identified as potential investment picks due to their favorable market capitalizations and growth forecasts [2][3] - All three companies have market capitalizations below $10 billion, positioning them as middle caps with potential to grow into large caps, alongside offering sufficient dividend income to mitigate inflation effects [3] Group 2: Knight-Swift Transportation Holdings Inc. (KNX) - Knight-Swift's stock is currently priced at $52.11 with a dividend yield of 1.23% and a P/E ratio of 77.78, with a price target of $57.14 indicating an 18.8% potential upside [4][5] - The company is projected to achieve earnings per share (EPS) growth of 108%, increasing from $0.24 to $0.50 in the next year [7] - Analysts at Barclays Bank predict a new 52-week high for Knight-Swift, reflecting bullish momentum in the trucking industry as demand increases with lower interest rates [6] Group 3: PotlatchDeltic Co. (PCH) - PotlatchDeltic's stock is currently priced at $45.79 with a dividend yield of 3.93% and a P/E ratio of 80.33, with a price target of $47.67 suggesting a 12% upside [7][8] - The company is expected to see EPS growth of over 100%, with forecasts indicating an increase to $0.30 in the next 12 months [9] - As a REIT, PotlatchDeltic offers an attractive dividend yield of 3.95%, which could grow as profits increase [10] Group 4: Brookfield Renewable Partners (BEP) - Brookfield Renewable Partners' stock is currently priced at $26.76 with a dividend yield of 5.31% and a price target of $31.80, indicating a 17% upside [10][12] - The company has seen a significant increase in trading volume, suggesting heightened market interest, and is projected to achieve EPS growth of up to 113% [11] - The attractive dividend yield of 5.3% reflects the company's undervaluation and confidence in future growth [12]

Core Viewpoint - Brookfield Renewable is positioned to generate substantial total returns in the coming years, supported by a strong dividend growth history and robust operational fundamentals [1][12]. Company Overview - Brookfield Renewable operates one of the largest publicly traded renewable energy platforms globally, with a capacity to produce 34 gigawatts (GW) of power from hydro, wind, solar, and other sustainable energy sources [3]. - The company has a diverse portfolio that includes biofuel production, recycling, carbon capture, and nuclear services, generating stable cash flow backed by long-term contracts [3]. Financial Performance - The company has a strong track record of dividend payments, with a 6% compound annual growth rate over the last 20 years and a consistent increase of at least 5% for 13 consecutive years [1][2]. - Brookfield Renewable expects its funds from operations (FFO) per share to grow by 10% or more annually through at least 2028, enabling it to raise dividends by 5% to 9% annually [2][12]. - The company paid out less than 75% of its stable cash flow in dividends during the first half of the year, providing a solid cushion for continued expansion [4]. Growth Drivers - Inflation-indexed contracts account for 70% of Brookfield's revenue, ensuring stable and rising cash flow, with an expected annual increase of 2% to 3% due to inflation [4]. - Additional growth is anticipated from margin enhancement activities, contributing an extra 2% to 4% to FFO per share each year without capital investment [6]. - Brookfield plans to invest $7 billion to $8 billion over the next five years in high-return development projects and acquisitions, with a pipeline of 200 GW in various stages of development [7]. Strategic Initiatives - The company signed a significant agreement to develop 10.5 GW of projects for Microsoft, marking the largest corporate power purchase agreement to date [8]. - Brookfield is also pursuing accretive acquisitions, including a majority stake in Neoen, which will add 8 GW of operating and under-construction assets and a pipeline of 20 GW [9]. - Recent investments in South Korea and expansion in India are expected to drive FFO growth above 10% annually [10]. Long-term Outlook - Brookfield Renewable anticipates a robust growth trajectory over the next two decades, driven by increasing demand for electricity from data centers and electric vehicles [11]. - The company expects to achieve an average annualized total return of 15% or more, supported by its strong dividend yield and growth potential [12].

Now could be a great time to scoop up three stocks trading way below their previous peaks. With the major stock market indices up near all-time highs, finding stocks that pay satisfying dividend yields isn't nearly as easy as it used to be. Before you give up, though, consider Brookfield Renewable Partners (BEP -0.27%), Royalty Pharma (RPRX 0.62%), and Bristol Myers Squibb (BMY 1.85%). Since 2020, these three dividend payers have increased their quarterly payouts between 22.7% and 40% higher. Despite the in ...

Looking for high-yield stocks? Get to know Enterprise Products Partners, Brookfield Renewable, and Portland General Electric. The S&P 500 index is offering a teeny-tiny dividend yield of just 1.2% today. In comparison to that, Portland General Electric's (POR 2.23%) 4.1% yield looks huge. Brookfield Renewable Partners' (BEP -0.27%) 5.8% is even more impressive. And Enterprise Product Partners' (EPD 0.75%) 7.2% is downright massive! All of these yields are also above average compared to the industries in whi ...