If you are looking for dividends that keep flowing no matter what the energy market brings, these two stocks are right for you. There are two very big trends going on in the world when it comes to energy, but they might not be what you are expecting: The first is that the global population is growing. The second is that lower-income countries are moving up the socioeconomic ladder. These two trends are what you really need to understand when looking at the clean energy transition that's also happening right ...

Group 1: D.R. Horton - D.R. Horton is the largest U.S. homebuilder by volume, operating in 121 markets across 33 states [3] - Proposed policies by Kamala Harris aim to construct 3 million new homes over four years and provide $25,000 to first-time homebuyers, which would likely boost D.R. Horton's revenue [4] - A survey indicates that 70% of economists believe Harris' policies could lead to lower inflation, resulting in lower interest rates beneficial for D.R. Horton [5] - The U.S. housing shortage presents a long-term opportunity for D.R. Horton, regardless of election outcomes [6] Group 2: Brookfield Renewable - Brookfield Renewable is positioned to benefit from Democratic support for renewable energy, with plans to cut red tape for clean energy projects [7] - The company is one of the largest producers of clean energy, with an operating capacity of around 37 gigawatts, which has doubled since 2020 [9] - Renewable power is the lowest-cost energy alternative, and demand for electricity is rapidly increasing, particularly due to the growth of data centers [10] Group 3: UnitedHealth Group - UnitedHealth Group stands to benefit from proposed permanent tax credits for health insurance under the Affordable Care Act and accelerated Medicare drug price negotiations [11] - The company enrolled 10.2 million people in Medicare Part D plans last year, indicating its significant presence in the health insurance market [12] - An aging population is expected to drive growth for UnitedHealth Group, with a projected increase in Medicare enrollees by 2030 [13]

Two Brookfield entities are making changes to avoid additional costs. Brookfield Renewable (BEP 0.74%) (BEPC 1.32%) and Brookfield Infrastructure (BIP 1.61%) (BIPC 0.56%) have done a magnificent job providing their investors with lucrative and growing streams of income over the years. The affiliates of Canadian investment company Brookfield have increased their payouts annually for more than a decade. Meanwhile, each entity offers a high dividend yield -- around 5.5% for Brookfield Renewable and 4.8% for Br ...

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]

Core Viewpoint - Brookfield Renewable's capital recycling strategy significantly enhances its growth potential, allowing for accretive acquisitions and consistent dividend increases over the years [1][2]. Group 1: Capital Recycling Strategy - Acquisitions are central to Brookfield Renewable's growth strategy, with a historical dividend growth rate of 6% compounded annually over the past 20 years [1]. - The company routinely sells investments to recycle capital into higher-return opportunities, which has positively impacted its growth rate [2]. - In the first half of the year, Brookfield executed over $400 million in asset sales, netting $250 million, and achieving a profit of two times its invested capital [3]. Group 2: Recent Transactions - Brookfield Renewable sold a 25% stake in First Hydro Company to CDPQ, a strategic move to cash in on its minority interest in a key UK electricity generation and storage company [4]. - The company also sold Saeta to Masdar for $1.4 billion, part of its asset rotation strategy to fund new growth initiatives [5]. - These transactions are expected to contribute to Brookfield's goal of generating approximately $3 billion in total proceeds this year, with $1.3 billion net to Brookfield [6]. Group 3: New Acquisitions - Brookfield, along with its parent and an institutional partner, plans to acquire a majority stake in French renewable power company Neoen at a valuation of $6.7 billion, with an expected investment of about $540 million [7]. - Neoen operates in fast-growing renewable markets, enhancing Brookfield's position to support corporate power buyers, including a significant power purchase agreement with Microsoft [8]. - The company also acquired Leap Green in India for $200 million, expanding its renewable energy operations in the region [9]. - Additionally, Brookfield made its first investment in South Korea, agreeing to invest up to $500 million in Hanmaeum Energy [10]. Group 4: Growth Projections - Brookfield Renewable anticipates organic growth drivers will lead to 7% to 12% annual funds from operations (FFO) per share growth through 2028 [12]. - The capital recycling strategy is expected to drive FFO growth above 10% annually, supporting a plan to increase dividends by 5% to 9% annually, resulting in potential total returns in the mid-teens [12].

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]