Core Viewpoint - Investors are increasingly seeking growth stocks that demonstrate above-average growth potential, with Brookfield Infrastructure Partners (BIP) identified as a strong candidate due to its favorable growth metrics and Zacks Rank [2][11]. Earnings Growth - Brookfield Infrastructure has a historical EPS growth rate of 9.3%, with projected EPS growth of 10.4% for the current year, significantly outperforming the industry average of 2.5% [5]. Cash Flow Growth - The company exhibits a year-over-year cash flow growth of 27.2%, far exceeding the industry average of 0.4%. Over the past 3-5 years, its annualized cash flow growth rate has been 23.1%, compared to the industry average of 2.2% [6][7]. Earnings Estimate Revisions - There has been a positive trend in earnings estimate revisions for Brookfield Infrastructure, with the Zacks Consensus Estimate for the current year increasing by 1.2% over the past month [9]. Overall Positioning - With a Zacks Rank of 2 and a Growth Score of B, Brookfield Infrastructure is well-positioned for potential outperformance, making it an attractive option for growth investors [11].

Group 1 - The concept of doubling investment is appealing and carries positive emotional utility, although it may not be a formal investment objective [1] - Simon Property Group, Inc. (SPG) is mentioned as an investment held by an individual with extensive experience in financial management and corporate financing [1] - The individual has contributed to the institutionalization of the REIT framework in Latvia, aiming to enhance liquidity in pan-Baltic capital markets [1] Group 2 - The individual has developed national SOE financing guidelines and frameworks to channel private capital into affordable housing [1] - The individual holds a CFA Charter and an ESG investing certificate, indicating a strong background in finance and sustainable investing [1] - The individual has experience in thought-leadership activities to support the development of capital markets in the Baltic region [1]

Core Viewpoint - The article discusses the potential of investing tax refunds in high-yield dividend stocks, highlighting three standout picks: Enterprise Products Partners, Clearway Energy, and Brookfield Infrastructure [2]. Group 1: Enterprise Products Partners - Enterprise Products Partners operates in the midstream segment of the energy sector, which is less volatile compared to upstream and downstream segments, focusing on energy demand rather than commodity prices [3]. - The company has a strong track record with 26 consecutive annual distribution increases, supported by an investment-grade-rated balance sheet and a payout ratio of 55% against adjusted cash flow from operations [4]. - Future growth in distributions is expected to be modest, primarily driven by fee increases and capital investments, with growth likely in the low- to mid-single-digit percentage range [5]. Group 2: Clearway Energy - Clearway Energy owns a significant clean power generation portfolio, generating stable cash flows through long-term, fixed-rate power purchase agreements, with a current dividend yield of 6.5% [6]. - The management aims to grow the dividend by approximately 6.8% this year and 6.5% in 2026, supported by a pipeline of investment opportunities in renewable energy [7][8]. - Clearway has visibility into growth beyond 2027, with new investments and agreements expected to drive dividend growth within a target range of 5% to 8% annually [8][9]. Group 3: Brookfield Infrastructure - Brookfield Infrastructure has consistently increased its dividend since 2008, achieving a compound annual growth rate of 9%, with current yields of 5% for limited partnership shares and 4% for corporate shares [10]. - The company invests in stable cash flow-generating assets such as utilities and gas pipelines, which allows for reliable dividend payments [11]. - Brookfield Infrastructure has grown its funds from operations (FFO) by 8% and plans to sell assets worth $5 billion to $6 billion, aiming for a 10% growth in FFO per unit and at least a 5% annual dividend increase [12][13].

Inflation Data and Market Impact - The Consumer Price Index (CPI) rose by 0.5% month over month and 3% year over year, exceeding expectations of 0.3% and 2.9% respectively, and above the Federal Reserve's target of around 2% [1] - The Producer Price Index (PPI) also increased by 0.4%, higher than the anticipated 0.3% [1][2] Companies Benefiting from Inflation - W. P. Carey (WPC) and Brookfield Infrastructure (BIPC) are positioned to benefit from inflation due to their business models that allow for faster cash flow growth [3] - W. P. Carey has 51% of its leases linked to CPI, enabling rent growth during inflationary periods, with same-store rent growth above 2.6% last year [5][7] - Brookfield Infrastructure derives about 70% of its funds from operations (FFO) from assets indexed to inflation, estimating an annual FFO per share growth of 3% to 4% due to inflation [9][11] W. P. Carey Specifics - W. P. Carey focuses on properties with long-term net leases that include rent escalators, insulating it from inflation impacts [4] - The company has shifted its investment strategy to properties with inflation-linked rents, including a $191 million investment in a 19-property industrial and warehouse portfolio [6] - The REIT's strategy positions it for above-average rent growth and potential dividend increases, currently yielding 6.1% [7] Brookfield Infrastructure Specifics - Brookfield Infrastructure operates across various sectors, with 85% of its FFO coming from contracted or regulated assets, benefiting from stable cash flows [8] - The company achieved 7% organic FFO growth last year, driven by inflation and strong tariff increases in its transportation portfolio [10] - Management anticipates over 10% annual FFO per share growth, supporting 5% to 9% annual dividend increases, with a current yield of over 4% [11] Conclusion - Both W. P. Carey and Brookfield Infrastructure are well-positioned to capitalize on elevated inflation rates, with their business models supporting growth in cash flows and dividends [12]

I own more than 100 stocks. I want to spread my risk around. I also like to take more of a basket approach by investing in several stocks that should benefit from a particular theme rather than a singular stock. I don't want to be right on the thesis but wrong on the company to capitalize on my view. I typically buy shares of several companies each month as cash flows into my portfolio. However, if I could only buy one stock, it would be Brookfield Infrastructure (BIPC -1.62%) (BIP -1.02%). That's because t ...

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Core Viewpoint - Growth investors seek stocks with above-average financial growth, but identifying such stocks can be challenging due to inherent volatility and risks [1] Group 1: Growth Stock Identification - The Zacks Growth Style Score system aids in identifying promising growth stocks by analyzing real growth prospects beyond traditional metrics [2] - Brookfield Infrastructure Partners (BIP) is currently highlighted as a recommended stock with a favorable Growth Score and a top Zacks Rank [2] Group 2: Earnings Growth - Earnings growth is crucial for investors, with double-digit growth being particularly desirable as it indicates strong future prospects [4] - Brookfield Infrastructure has a historical EPS growth rate of 9.3%, with projected EPS growth of 10.4% this year, significantly outperforming the industry average of 3.1% [5] Group 3: Cash Flow Growth - Higher-than-average cash flow growth is essential for growth-oriented companies, allowing them to expand without relying on external funding [6] - Brookfield Infrastructure's year-over-year cash flow growth stands at 27.2%, compared to an industry average of -2.4% [6] - The company's annualized cash flow growth rate over the past 3-5 years is 22.9%, while the industry average is only 1.6% [7] Group 4: Earnings Estimate Revisions - Trends in earnings estimate revisions are important, with positive revisions indicating potential stock price increases [8] - Brookfield Infrastructure has seen a 3.2% increase in current-year earnings estimates over the past month [8] Group 5: Overall Assessment - Brookfield Infrastructure has achieved a Growth Score of B and a Zacks Rank 2, reflecting positive earnings estimate revisions and indicating potential for outperformance [10]

Brookfield Infrastructure (BIPC -0.71%) (BIP -2.26%) has been a steady grower over the years. The diversified global infrastructure giant has capitalized on several growth catalysts, including inflation-linked rate increases, volume growth as the global economy expands, capital projects, and accretive acquisitions. These drivers have given it the fuel to increase its high-yielding dividend, which currently stands at over 4%, for 16 straight years, including by 6% for 2025. The company is in a better positio ...

Brookfield Infrastructure (BIPC -0.71%) (BIP -2.26%) recently closed the books on 2024 by reporting its fourth-quarter and full-year financial results. The leading global infrastructure operator posted strong results, which it expects will continue. That gave it the confidence to increase its high-yielding dividend (currently 4%) by another 6%, representing its 16th straight year of dividend growth. Here's a look at what fueled its growth last year and what's ahead for the infrastructure stock.Another solid ...

FOURTH QUARTER AND FULL YEAR, DECEMBER 31, 2024 Cautionary Statement Regarding Forward-Looking Statements Factors that could cause actual results of Brookfield Infrastructure to differ materially from those contemplated or implied by the statements in this presentation include general economic and market conditions in the jurisdictions in which we operate (including that management's expectations may differ from actual economic and market trends), regulatory developments and changes in inflation rates in th ...