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]

After a brief rebound, the Nasdaq Composite (NASDAQINDEX: ^IXIC) has dipped back into correction territory on new tariffs and trade tension fears. Investors looking to filter out the noise may want to consider stocks and exchange-traded funds (ETFs) that pay dividends. For starters, management is implementing a clear and purposeful turnaround plan. It starts with returning the business to its roots by focusing on the in-store shopping experience. It's bringing back "Tar-ZHAY" magic by making it a destinatio ...

These solid dividend stocks yielding up to 6.3% should be a solid addition to your portfolio right now. The recent volatility in the S&P 500 compels me to reshare one of my core investing beliefs: Dividend stocks aren't just for income investors. Regardless of the investing strategy you follow, you can't go wrong owning some dividend-paying stocks that can earn you a steady stream of income even during volatile times. Over time, stocks that pay regular dividends and grow their payouts consistently often als ...

Jonathan Weber holds an engineering degree and has been active in the stock market and as a freelance analyst for many years. He has been sharing his research on Seeking Alpha since 2014. Jonathan's primary focus is on value and income stocks but he covers growth occasionally. Analyst's Disclosure: I/we have a beneficial long position in the shares of BIPC either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensa ...

Core Viewpoint - Brookfield Infrastructure has demonstrated consistent dividend growth, achieving a 9% compound annual growth rate over 16 years, with a current yield of 4.9% [1] Group 1: Dividend Growth and Strategy - The company has successfully increased its dividend for 16 consecutive years, supported by organic investments and strategic acquisitions [1][2] - A smart capital recycling strategy allows Brookfield to cash in on mature businesses, providing funds for new, higher-return investments [2][3] Group 2: Investment Strategy and Performance - Brookfield's strategy involves acquiring high-quality infrastructure assets, enhancing them, and recycling capital to fund new opportunities, targeting an internal rate of return (IRR) of 12% to 15% [3] - The successful exit from the Natural Gas Pipeline Company (NGPL) exemplifies this strategy, generating over $1.7 billion in total proceeds and an 18% IRR since the 2015 recapitalization [4][7] Group 3: Recent Transactions and Future Outlook - The company is monetizing its global data center portfolio, recently selling a 30% interest for approximately $90 million, with plans for further sales [8][9] - Brookfield has secured $700 million in proceeds from asset sales this year, aiming for $5 billion to $6 billion in total asset monetization over the next two years [9] - The company has a backlog of about $8 billion in organic capital projects and an additional $4 billion under development, positioning it for continued growth [10] Group 4: Growth Projections - Brookfield expects to achieve 6% to 9% annual growth in funds from operations (FFO) per share, with potential to exceed 10% by recycling capital into higher-return opportunities [11] - The company aims to maintain dividend growth within a target range of 5% to 9%, with total returns projected in the mid-teens [11]