Company Overview - Enbridge (ENB) has shown relatively flat performance since the last analysis, despite a bullish outlook on the company's investment plans, particularly regarding the Mainline [1] - The focus is on analyzing undervalued and disliked companies or industries with strong fundamentals and good cash flows, particularly in sectors like Oil & Gas and consumer goods [1] Investment Strategy - The investment strategy emphasizes long-term value investing while also exploring potential deal arbitrage opportunities, such as those seen with Microsoft/Activision Blizzard and Spirit Airlines/Jetblue [1] - There is a preference for companies that are understandable, avoiding high-tech and certain consumer goods sectors, while expressing skepticism towards cryptocurrencies [1] Community Engagement - The aim is to connect with like-minded investors through platforms like Seeking Alpha, sharing insights and building a collaborative community focused on superior returns and informed decision-making [1]

A U.S. judge on Wednesday blocked Michigan state from enforcing a 2020 order to shut down Enbridge's Line 5 pipeline running beneath a channel linking two of the Great Lakes, a court filing showed. ...

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Core Insights - iREIT+HOYA Capital focuses on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1][2] - The investment strategy emphasizes accumulating defensive stocks over time at attractive valuations, aiming for dependable monthly income and portfolio diversification [2] Investment Strategy - The investment group targets high-yield, dividend growth opportunities across various asset classes, including REITs, ETFs, closed-end funds, preferreds, and dividend champions [2] - Income-focused portfolios are designed to achieve dividend yields of up to 10% [2] Experience and Expertise - The investment group is led by individuals with extensive experience in finance and investment, including over 14 years in the field and an MBA in Finance [2]

Core Insights - Utility stocks had been performing well in 2025 but have recently experienced a pullback, suggesting potential for a rebound in the sector Group 1: Brookfield Infrastructure - Brookfield Infrastructure operates globally with significant assets in utilities, including 3,500 kilometers of natural gas pipelines and 3,100 kilometers of electricity transmission lines [4][6] - The company has a market cap of $6.1 billion, with a current price of $46.33 and a dividend yield of 4.9% [5][6] - Brookfield Infrastructure's funds from operations (FFO) are diversified, with only 5% sensitive to oil and gas market conditions, indicating stability [6] Group 2: Enbridge - Enbridge operates an extensive pipeline network, transporting approximately 30% of North America's crude oil and 20% of the natural gas used in the U.S. [7][8] - The company has a market cap of $104 billion, with a current price of $47.55 and a forward dividend yield of 5.9% [9][10] - Enbridge has a strong track record of dividend increases, having raised its dividend for 30 consecutive years, and has $50 billion in visible growth opportunities through 2030 [11] Group 3: Evergy - Evergy operates in Kansas and Missouri, providing power and has outperformed both the S&P 500 and the utilities sector this year [12][13] - The company has a market cap of $17 billion, with a current price of $73.80 and a dividend yield of 3.8% [14][15] - Evergy is well-positioned for growth due to the construction of new data centers in its service areas, with management anticipating growth opportunities through 2030 and beyond [16]

Core Insights - Enbridge has consistently increased its cash flow and dividends over the past five years, establishing itself as a major player in North America's energy infrastructure sector [1][6] - The company transports approximately 30% of the continent's crude oil and nearly 20% of the natural gas consumed in the U.S., while also being a leading investor in renewable energy [1] Performance Overview - Over the past five years, Enbridge's stock has returned 39.9%, with a total return of 94.4% when including reinvested dividends, outperforming the S&P 500 in total return despite underperforming in stock price alone during the three- and five-year periods [4] - The current dividend yield stands at 5.8%, contributing significantly to the total return for investors [4][6] Growth Drivers - Enbridge has focused on expanding and diversifying its energy infrastructure through substantial investments in organic capital projects across its four core franchises: liquids pipelines, gas transmission, gas distribution, and power [6][7] - The company made a significant acquisition in 2023, purchasing three U.S. natural gas utilities from Dominion for $14 billion, which shifted its earnings mix and expanded its gas distribution platform [7] Earnings and Dividend Growth - Enbridge has achieved low-to-mid single-digit compound annual growth rates in earnings, cash flow per share, and dividends over the past five years, supported by its high-yielding and steadily increasing dividend [7][8] - The company has maintained a dividend growth streak of 31 consecutive years, which has been a key factor in its market-beating total return [7] Investment Strategy - Enbridge's strategy emphasizes steady growth rather than rapid expansion, allowing for consistent earnings growth and dividend increases, which has proven beneficial for investors over the past five years [8]

Core Viewpoint - The article emphasizes the importance of finding reliable high-yield stocks in the energy sector, specifically highlighting Enterprise Products Partners and Enbridge as strong investment choices due to their consistent dividend payments and solid business models [2][9]. Industry Overview - The energy sector is essential for modern life but is characterized by volatility due to fluctuating prices of oil and natural gas [3]. - The sector is divided into three segments: upstream (production), midstream (transportation and storage), and downstream (processing) [5]. - Midstream companies are less affected by commodity price fluctuations, focusing instead on the volume of energy transported [5]. Company Analysis - Enterprise Products Partners (EPD) has a market cap of $70 billion, a dividend yield of 6.71%, and has increased its distribution for 27 consecutive years, making it a reliable choice for conservative investors [8][9]. - Enbridge (ENB) has a market cap of $103 billion, a dividend yield of 5.68%, and has increased its dividend for 30 years, offering a diversified portfolio that includes oil and natural gas pipelines, regulated utilities, and clean energy investments [10][16]. - Both companies have maintained strong balance sheets and have shown resilience during market downturns, with Enterprise's distributable cash flow covering its distribution by 1.7 times [12]. Investment Considerations - While higher yields may attract investors to companies like Energy Transfer, the historical distribution cut in 2020 raises concerns about reliability [7][14]. - The article suggests that lower-yielding but more consistent options like Enterprise and Enbridge provide a better risk-reward ratio for dividend investors [15].

Enbridge Inc. (NYSE:ENB) is included among the 11 Energy Stocks to Buy for a Retirement Portfolio. Enbridge (ENB) Raises its Quarterly Dividend by 2.9% Enbridge Inc. (NYSE:ENB) is a midstream energy operator that focuses on transporting and distributing oil, natural gas, and natural gas liquids. Enbridge Inc. (NYSE:ENB) maintained its track record of being an avid dividend payer as on December 3, the company grew its quarterly dividend by 2.9% to C$0.97 per share, extending its payout growth streak to 3 ...

Core Insights - The article discusses the importance of preparing for retirement and highlights the best energy stocks for retirement portfolios, emphasizing the need for thoughtful investment strategies to ensure financial stability during retirement [2][4][6]. Retirement Preparedness - A study from Vanguard indicates that only 40% of workers aged 61 to 65 are financially aligned with their retirement goals, suggesting a significant portion may face income shortfalls [2][3]. - The median individual in this age group is projected to have a yearly income gap of about $9,000, which is approximately 24% below the required amount to maintain their lifestyle in retirement [3]. Investment Strategies - Dividend-paying stocks are favored by many investors for retirement portfolios due to their historical performance and lower volatility compared to the broader market [4][5]. - The energy sector is noted for its strong commitment to dividends, with an annual underlying dividend growth rate of 3% reported by Janus Henderson, and total dividends paid in 2024 reaching $166.2 billion, up from $118.9 billion in 2018 [5]. Best Energy Stocks - The article outlines a methodology for selecting the best energy stocks, focusing on companies with consistent dividend growth over the past decade, an annual dividend yield exceeding 3%, and stock gains of at least 20% over the same period [8]. - The selection process also considers the number of hedge funds invested in these stocks, as following top hedge fund picks has historically led to market outperformance [9]. Company Highlights - **Enterprise Products Partners L.P. (NYSE:EPD)**: Recognized as a leading North American midstream energy service provider, it has 26 hedge fund holders. Recent analyst updates include a price target increase from $33 to $34 by Morgan Stanley, while JPMorgan downgraded its rating from 'Overweight' to 'Neutral' [10][11][12]. - **Enbridge Inc. (NYSE:ENB)**: This midstream energy operator has 27 hedge fund holders and recently increased its quarterly dividend by 2.9% to C$0.97 per share, marking 31 consecutive years of dividend growth. The company forecasts a distributable cash flow of C$5.70 – C$6.10 per share for FY 2026, reflecting a 4% increase from previous guidance [13][14][15][16][17].

Company Overview - Enbridge Inc. is a highly diversified midstream company with a market capitalization exceeding $100 billion [2] - The company offers an attractive dividend yield of nearly 6% and is investing billions in growth initiatives [2] Investment Strategy - The Value Portfolio focuses on constructing retirement portfolios using a fact-based research strategy that includes thorough analysis of 10Ks, analyst commentary, market reports, and investor presentations [2] - The Retirement Forum provides model portfolios, macroeconomic overviews, in-depth company analyses, and retirement planning information to help maximize capital and income [2]