He is a contributing author for the investing group Cash Flow Club where along with Darren McCammon, they focus on company cash flows and their access to capital. Core features include: access to the leader’s personal income portfolio targeting 6%+ yield, community chat, the “Best Opportunities” List, coverage of energy midstream, commercial mREITs, BDCs, and shipping sectors,, and transparency on performance. Learn More .Jonathan Weber holds an engineering degree and has been active in the stock market and ...

Core Insights - Companies with a strong history of dividend payments and increases are attractive to income-focused investors, with Brookfield Infrastructure, Delek Logistics, and VICI Properties recently announcing dividend hikes and offering yields up to nearly 10% [1] Brookfield Infrastructure Partners - Brookfield Infrastructure Partners LP operates in utilities, transport, midstream, and data sectors [2] - The company has increased its dividends for 16 consecutive years, with a recent quarterly payout raised by 6% to $0.43 per share, translating to an annual payout of $1.72 per share [3] - As of June 30, the annual revenue was $21.54 billion, with Q2 2025 revenues reported at $5.43 billion, exceeding consensus estimates, although the loss per share of $0.03 missed expectations [4] Delek Logistics Partners - Delek Logistics Partners LP focuses on logistics and marketing assets for crude oil and refined products in the U.S. [4] - The company has raised its dividends for 12 consecutive years, with the latest quarterly payout increased from $1.11 to $1.115 per share, equating to an annual figure of $4.46 per share [5] - Annual revenue as of June 30 was $920.21 million, with Q2 2025 revenues of $246.35 million and EPS of $0.83, both below expectations [5] VICI Properties - VICI Properties Inc. is a real estate investment trust specializing in casino and entertainment properties [6] - The company has raised its dividends for seven consecutive years, with the latest quarterly payout increased by 4% to $0.45 per share, resulting in an annual figure of $1.80 per share [7] - The current dividend yield for VICI Properties stands at 5.60% [7]

Core Insights - Investing in dividend stocks is generally a wise decision, particularly in companies that consistently increase their dividends, as they have historically outperformed non-dividend stocks by more than two-to-one over the long term [1] Group 1: Brookfield Infrastructure - Brookfield Infrastructure has increased its dividend for 16 consecutive years, with a compound annual growth rate of 9%, currently yielding 4.2% [4][6] - Approximately 85% of Brookfield's funds from operations (FFO) are derived from long-term contracts or government-regulated rate structures, with 60% to 70% of stable cash flow paid out as dividends [5] - The company anticipates FFO per share growth of 6% to 9% annually, with acquisitions expected to drive growth exceeding 10% annually, supporting dividend increases of 5% to 9% per year [6] Group 2: PepsiCo - PepsiCo has increased its dividend for 53 consecutive years, qualifying as a Dividend King, with a compound annual growth rate of 7.5% over the past 15 years, currently yielding 4% [7] - The company aims for organic revenue growth of 4% to 6% per year and core earnings-per-share growth in the high single digits, supported by investments in product innovation and capacity expansions [8] - PepsiCo is transitioning its portfolio to healthier options through strategic acquisitions, which should facilitate continued dividend increases [9] Group 3: VICI Properties - VICI Properties has delivered eight consecutive annual dividend increases, with a compound annual growth rate of 6.6%, currently yielding 5.7% [10] - The REIT's long-term triple net leases provide stable rental income, with an increasing percentage of leases linked to inflation, expected to rise from 42% this year to 90% by 2035 [11] - By paying out about 75% of stable cash flow in dividends, VICI retains capital for further investments, including significant funding for new developments, which should support ongoing dividend growth [12] Group 4: Investment Recommendation - Brookfield Infrastructure, PepsiCo, and VICI Properties exhibit resilient cash flows and ongoing expansion initiatives, making them strong candidates for reliable and steadily growing dividends [13]

Core Viewpoint - Brookfield Infrastructure Partners L.P. has announced the issuance of $700 million in medium-term notes to support general corporate purposes, including debt repayment [1][2]. Group 1: Notes Issuance Details - The issuance consists of $375 million Series 15 Notes due January 6, 2031, with an interest rate of 3.700% per annum, and $325 million Series 16 Notes due September 24, 2035, with an interest rate of 4.526% per annum [1][2]. - The net proceeds from the sale of the notes will be managed by Brookfield Infrastructure Finance ULC, which is responsible for the payment of principal and interest [1][2]. Group 2: Offering Process - The notes will be issued under a base shelf prospectus dated January 23, 2025, with a related prospectus supplement and pricing supplements dated September 22, 2025 [2]. - The expected closing date for the issuance is around September 24, 2025, subject to customary closing conditions [2]. Group 3: Underwriting Syndicate - The offering is being facilitated by a syndicate of agents led by BMO Capital Markets, CIBC Capital Markets, Scotiabank, National Bank Financial Markets, RBC Capital Markets, and TD Securities [3]. Group 4: Company Overview - Brookfield Infrastructure is a global infrastructure company that operates high-quality, long-life assets in sectors such as utilities, transport, midstream, and data across the Americas, Asia Pacific, and Europe [5][6]. - The company focuses on assets with contracted and regulated revenues that generate predictable and stable cash flows [5].

Recently, I started covering Brookfield Corporation ( BN ), and since the company has a very solid track record, as does its asset manager BAM , its ETFs piqued my curiosity. This time, I'm going to take a deep dive into Brookfield InfrastructureEquity Research Analyst with a broad career in the financial market, covered both Brazilian and global stocks. As a value investor, my analysis is primarily fundamental, focusing on identifying undervalued stocks with growth potential. Feel free to reach out for col ...

Core Investment Opportunities - Elite dividend stocks can provide consistent cash payments to investors over time [1] - Energy Transfer and Brookfield Infrastructure are highlighted as two high-yield stocks [1] Energy Transfer - Energy Transfer operates approximately 140,000 miles of pipelines, transporting natural gas, crude oil, and refined products across the U.S. [4] - The company is building an LNG export facility in Louisiana to meet the increasing demand for liquefied natural gas in Europe, driven by the war in Ukraine [5] - Energy Transfer is positioned to benefit from the onshoring trend, as tariffs are expected to bring manufacturing back to the U.S. [6] - As a master limited partnership (MLP), Energy Transfer offers a 7.5% yield and plans to increase cash distributions by 3% to 5% annually [7] Brookfield Infrastructure - Brookfield Infrastructure operates across four segments: utilities, transport, midstream, and data, generating cash flows from various assets [10] - The company has a strong track record of growing funds from operations (FFO) by 14% annually since 2009 [11] - Brookfield expects cash distributions to grow by 5% to 9% annually, benefiting from trends such as AI, onshoring, and cleaner energy sources [10][12] - Lower interest rates could further enhance Brookfield's profitability by reducing financing costs [12]

Group 1 - Brookfield Infrastructure Partners L.P. (NYSE:BIP) is recognized as one of the best electric utility stocks to buy, with Jefferies resuming coverage and issuing a "Buy" rating with a price target of $35 [1][2] - The company has a diverse global presence across Transport, Utilities, Midstream, and Data sectors, which enhances its investment appeal [1][3] - In Q2 2025, Brookfield Infrastructure reported a net income of $69 million, a significant increase from $8 million in the previous year, driven by strong operational performance and capital recycling activities [2] Group 2 - The company executed three major acquisitions in Q2 2025 and achieved substantial proceeds from asset sales, showcasing its effective capital recycling strategy [2] - Brookfield Infrastructure's ability to acquire high-quality assets and monetize mature investments at attractive returns distinguishes its platform and supports a growing pipeline of opportunities [2]

Group 1: Archrock (AROC) - Archrock is an energy infrastructure company focused on midstream natural gas compression, with a recent dividend of 21 cents per share for Q2, marking an 11% increase from Q1, resulting in an annualized yield of 3.3% [3][4] - Mizuho analyst Gabriel Moreen has reiterated a buy rating on Archrock, raising the price target from $31 to $32, while TipRanks' AI Analyst has an "outperform" rating with a target of $27 [4][6] - Moreen highlighted Archrock's strong balance sheet flexibility, allowing for capital returns and dividend expansion, with projected dividend per share growth of 20%, 12%, and 10% for fiscal years 2025, 2026, and 2027 respectively [5][6] Group 2: Brookfield Infrastructure Partners (BIP) - Brookfield Infrastructure Partners declared a quarterly distribution of 43 cents per unit, reflecting a 6% year-over-year increase, offering a dividend yield of 5.6% [8][10] - Jefferies analyst Sam Burwell resumed coverage with a buy rating and a price target of $35, noting significant acquisitions that have strengthened BIP's midstream, transport, and data businesses [10][11] - Burwell expects BIP's funds from operations (FFO) to grow at a nearly 9% compound annual growth rate (CAGR) and solid distribution growth at about 6.5% CAGR through 2027 [13] Group 3: Permian Resources (PR) - Permian Resources, an independent oil and natural gas company, declared a base dividend of 15 cents per share for Q3 2025, resulting in an annualized yield of 4.3% [15][16] - Goldman Sachs analyst Neil Mehta reaffirmed a buy rating with a price forecast of $17, highlighting operational ramp-up and new agreements to enhance cash flow [16][17] - Mehta emphasized PR's focus on cost optimization and strategic investments, projecting incremental free cash flow of over $50 million in 2026 compared to 2024 [17][18]

Core Insights - The current income value proposition of BIP remains strong, indicating a positive outlook for the company [1] Group 1 - The analyst has consistently maintained a bullish stance on BIP, suggesting confidence in its financial performance [1] - The analyst has a beneficial long position in BIPC shares, indicating personal investment interest [2] - The analyst's background includes over a decade of experience in financial management and contributions to the development of capital markets in Latvia [1]

Group 1: Investment Opportunities - Investing in high-yielding dividend stocks can generate a reliable income stream that steadily rises each year [1] - A $1,000 investment in three selected high-yielding dividend stocks can yield over $60 in annual passive income [1] Group 2: Energy Transfer - Energy Transfer is a major energy midstream company with 90% of its cash flow backed by fee-based agreements [3] - The company is investing $5 billion into growth capital projects this year, supported by a strong balance sheet and a low leverage ratio [4] - Energy Transfer aims to increase its distribution by 3% to 5% annually, having raised its distribution every quarter since the pandemic [5] Group 3: Brookfield Infrastructure - Brookfield Infrastructure operates globally with 85% of its cash flow backed by long-term contracts or government-regulated rate structures [6] - The company targets a dividend payout of 60% to 70% of its stable cash flow, aiming for over 10% annual growth in funds from operations [7] - Brookfield has increased its dividend for 16 consecutive years and aims for 5% to 9% annual dividend growth [7] Group 4: W.P. Carey - W.P. Carey is a REIT focused on high-quality, operationally critical real estate with long-term net leases that provide stable rental income [8] - The REIT pays out 70% to 75% of its rental income in dividends and plans to invest $1.4 billion to $1.8 billion in new properties this year [9] - W.P. Carey aims to grow its dividend in line with its adjusted funds from operations, having raised its payment every quarter since late 2023 [10] Group 5: Summary of High-Quality Dividend Stocks - Energy Transfer, Brookfield Infrastructure, and W.P. Carey are high-quality dividend stocks with stable cash flows and financial flexibility to grow operations and dividends [11]