Every decade or so, dark clouds will fill the economic skies, and they will briefly rain gold. When downpours of that sort occur, it is imperative that we rush outdoors carrying washtubs, not teaspoons. And that we willJoin Now to Access Our Top Picks for April 2025!Your timing is perfect! We’ve just released our latest top investment picks, and by joining today, you’ll gain immediate access to these exciting opportunities.We invest thousands of hours and over $100,000 annually into researching the most pro ...

Nvidia (NVDA -4.36%) has been one of the early beneficiaries of the artificial intelligence (AI) megatrend. The company's semiconductors provide the computing power AI needs to thrive. That's driven up Nvidia's profit and its valuation. While Nvidia's stock has fallen more than 30% from its recent peak over concerns about Deepseek and tariffs, it's still expensive at nearly 35 times earnings. That's much higher than the S&P 500, which trades at about 21 times earnings. The good news for more value-conscious ...

Whether it's through stocks, bonds, ETFs, or other types of securities, all investors love seeing their portfolios score big returns. But for income investors, generating consistent cash flow from each of your liquid investments is your primary focus.While cash flow can come from bond interest or interest from other types of investments, income investors hone in on dividends. A dividend is the distribution of a company's earnings paid out to shareholders; it's often viewed by its dividend yield, a metric th ...

The stock market has slumped sharply this year due to concerns that tariffs could cause a recession. One positive from the sell-off is that lower stock prices cause dividend yields to rise. Because of that, investors can lock in dividend yields of 5% or more on some high-quality companies right now. That positions them to collect durable passive income streams even if there is an economic downturn. Here are five safe dividend stocks to buy right now for resilient dividend income. Dominion Energy Dominion En ...

Market Overview - The stock market has experienced significant volatility, with the S&P 500 briefly entering bear market territory due to heavy tariffs imposed by the Trump administration, but a subsequent 90-day pause in tariffs led to a substantial market rally [1][2] Company Analysis Enterprise Products Partners (EPD) - Enterprise Products Partners has a strong track record with 26 consecutive annual distribution increases and a current distribution yield of 6.9%, making it an attractive investment [4][6] - The company benefits from stable cash flows due to its midstream energy infrastructure, which is essential for energy demand, and its distributable cash flow covered its distribution by 1.7x in 2024 [5][6] - Enterprise's investment-grade balance sheet and $7.6 billion in capital investment projects position it well for continued distribution growth [6] NextEra Energy (NEE) - NextEra Energy operates one of the largest electric utilities in the U.S., generating stable cash flow supported by regulated rates and consistent electricity demand [7][8] - The company has a history of increasing dividends for over 30 years and aims for a 10% annual increase through at least 2026, with a current yield of nearly 3.5% [8][9] - NextEra expects adjusted earnings per share to grow at a rate of 6% to 8% annually through 2027, driven by investments in renewable energy [9][10] Brookfield Infrastructure (BIPC) - Brookfield Infrastructure has increased its dividend for 16 consecutive years, supported by growing cash flows, with a compound annual growth rate (CAGR) of 9% for dividends from 2009 to 2024 [12][13] - Approximately 85% of Brookfield's funds from operations (FFO) are regulated or contracted, providing steady cash flows regardless of economic conditions [14] - The company targets annual dividend growth of 5% to 9% and has a current yield of 4.9% for shares and 6.2% for partnership units, making it a strong candidate for investors seeking stability [16]

Brookfield Infrastructure Partners (BIP) shares rallied 8.8% in the last trading session to close at $29.36. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 4.4% loss over the past four weeks.The increased investor optimism in the stock can be attributed to President Donald Trump’s recent announcement to put a 90-day pause on the reciprocal tariff for most countries.This operator of utility, transportation an ...

I've been strategically building my cash position over the past couple of years as the market has roared higher. I wanted to have a cushion in case there was a crash. That turned out to be a very wise decision. My cash position has helped mute some of the impact of the recent major sell-off while providing me with capital to go on the offensive. I plan to deploy some of my cash position this week to capitalize on the recent market volatility caused by the Trump administration's "reciprocal tariff" policy. H ...

Core Viewpoint - Brookfield Infrastructure and its institutional partners have acquired Colonial Enterprises for $9 billion, which owns the Colonial Pipeline, a significant asset that generates stable cash flow from Texas to the U.S. East Coast [1][2]. Group 1: Acquisition Details - The Colonial Pipeline spans 5,500 miles and transports 100 million gallons of fuel daily, including gasoline, jet fuel, diesel, and heating oil, essential for the Eastern Seaboard economy [2]. - Brookfield Infrastructure plans to invest approximately $500 million of equity into the acquisition, representing about 15% of the total equity commitment, with the remainder funded by institutional partners [3]. - The acquisition is from a consortium that includes Shell, KKR, Koch Industries, and CDPQ [3]. Group 2: Financing and Capital Recycling - The investment is financed through capital recycling initiatives, including the recent sale of Brookfield's remaining 25% interest in the Natural Gas Pipeline Company, generating over $900 million in proceeds over the past 18 months [4]. - Brookfield aims to raise nearly $900 million from capital recycling initiatives this year, targeting $5 billion to $6 billion in asset sales over the next two years to fund new opportunities [5]. Group 3: Growth Strategy - The company has a robust pipeline of early-stage capital deployment opportunities, with a large backlog of organic capital projects, including U.S. semiconductor manufacturing and global data center developments [6]. - Brookfield expects organic growth catalysts to drive 6% to 9% annual growth in funds from operations (FFO) per share, while accretive acquisitions could boost FFO per-share growth above 10% per year [6]. Group 4: Dividend Growth - The increasing cash flow from the acquisition will support Brookfield's target to raise its high-yielding dividend by 5% to 6% annually, having already increased it by 6% earlier this year [7][8]. - The company has a history of raising its dividend for 16 consecutive years, indicating a strong commitment to returning value to shareholders [7].

Core Insights - Brookfield Infrastructure Partners L.P. and its institutional partners have agreed to acquire Colonial Enterprises, including the Colonial Pipeline, for an enterprise value of approximately $9 billion, representing 9x EBITDA [1][2] - The Colonial Pipeline is the largest refined products system in the U.S., covering about 5,500 miles from Texas to New York, and has a strong performance history with high utilization [1] - The equity investment from Brookfield Infrastructure is expected to be $500 million, accounting for about 15% of the total equity investment, funded through capital recycling initiatives [2] Company Overview - Brookfield Infrastructure is a global infrastructure company that owns and operates long-life assets in utilities, transport, midstream, and data sectors across the Americas, Asia Pacific, and Europe [3] - The company focuses on assets with contracted and regulated revenues that provide predictable and stable cash flows [3] - Brookfield Infrastructure is part of Brookfield Asset Management, which manages over $1 trillion in assets [4]

Core Insights - Brookfield Infrastructure Partners will hold its first quarter 2025 conference call and webcast on April 30, 2025, at 9:00 a.m. (ET) [1] - Results will be released on the same day before 7:00 a.m. (ET) and will be available on the company's website [1] Company Overview - Brookfield Infrastructure is a leading global infrastructure company that owns and operates high-quality, long-life assets in utilities, transport, midstream, and data sectors across the Americas, Asia Pacific, and Europe [2] - The company focuses on assets with contracted and regulated revenues that generate predictable and stable cash flows [2] - Investors can access its portfolio through Brookfield Infrastructure Partners L.P. (NYSE: BIP; TSX: BIP.UN) or Brookfield Infrastructure Corporation (NYSE, TSX: BIPC) [2] Parent Company Information - Brookfield Infrastructure is the flagship listed infrastructure company of Brookfield Asset Management, which is a global alternative asset manager headquartered in New York with over $1 trillion of assets under management [3]