Bruce Berkowitz’s Fairholme Capital Management reported an equity portfolio of approximately $1.2–1.3 billion in the latest quarter, continuing its hallmark approach: a highly concentrated, value-oriented portfolio focused on a small number of deeply researched positions. The portfolio remains dominated by a few core holdings — most notably real estate development, energy infrastructure, and financials — reflecting Berkowitz’s long-standing willingness to run substantial single-name exposure when conviction ...

Core Insights - The article emphasizes the importance of generating passive income through investments in dividend stocks, highlighting specific companies that provide stable cash flows and consistent dividend growth. Group 1: Brookfield Infrastructure - Brookfield Infrastructure owns a diversified portfolio of infrastructure businesses, including pipelines, toll roads, electricity transmission lines, and data centers, generating $2.6 billion in cash flow last year, with a dividend yield of 3.6% [3][4]. - The company has increased its dividend by 6%, marking its 17th consecutive year of dividend hikes, with expectations for continued income growth [4]. - Brookfield is investing heavily in expanding its infrastructure portfolio, including data centers and semiconductor foundries, and expects over 10% annual cash flow per share growth, supporting 5% to 9% annual dividend growth [5]. Group 2: Enterprise Products Partners - Enterprise Products Partners is a leading U.S. energy midstream company that operates pipelines and processing plants, offering a current yield of 6.2% and has increased its payment by 2.8% over the past year, extending its growth streak to 27 consecutive years [6]. - The company completed $6 billion in major expansion projects in the second half of last year, which will drive earnings growth in 2026, and plans to invest at least $2.5 billion into expansion projects this year [7]. - These expansion projects are expected to provide incremental cash flow sources, supporting continued distribution increases through the end of next year [7].

Key Takeaways Enterprise Products trades at 11.20x EV/EBITDA, below the industry average of 11.27x.EPD's 50,000-mile network and inflation-linked contracts support stable cash flows.Enterprise Products offers a 6.21% yield but carries higher debt and trails industry yield.Enterprise Products Partners LP (EPD) is trading at a trailing 12-month EV/EBITDA multiple of 11.20x, which is lower than the broader industry average of 11.27x. Enbridge Inc. (ENB) and Kinder Morgan Inc. (KMI) , two other midstream majors ...

Core Insights - High Yield Investor is celebrating its fifth anniversary by offering a 30-day money-back guarantee, encouraging new memberships and promoting its Top Picks for 2026 [1] - The investment strategy focuses on building a diversified portfolio of high-yielding, high-quality businesses with strong balance sheets and sustainable yields, aimed at generating passive income for retirement [1] Company Background - Samuel Smith, the lead analyst and Vice President, has extensive experience in dividend stock research and holds advanced degrees in engineering and mathematics [1] - The High Yield Investor team includes Samuel Smith, Jussi Askola, and Paul R. Drake, who work together to balance safety, growth, yield, and value in their investment approach [1] Service Offerings - High Yield Investor provides various portfolios including core, retirement, and international options, along with regular trade alerts and educational content [1] - The service features an active chat room for investors to engage and share insights [1]

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Investment Strategy - The focus is on creating a stable flow of retirement income through a unique strategy developed by the founder's father, which has proven effective over time [5][6] - The investment approach includes three income portfolios with risk levels ranging from 5% to 12%, and two growth portfolios aimed at capital gains [6][7] - The strategy emphasizes capital preservation, aiming to maintain a majority of funds in dependable stocks with yields of 5% to 7% as retirement approaches [7][11] Portfolio Management - The growth side of the portfolio is gradually reduced over time, with a small percentage retained for potential high returns, exemplified by Tesla's significant growth [8] - In the previous year, the strategy successfully harvested approximately $173,000 in profits from stocks like Nvidia, which were then redeployed into income-generating assets [10] - The approach includes taking profits from high-performing stocks and reallocating them to maintain a balanced income stream [10][19] Market Insights - The energy sector was identified as a major loser in the previous year, but has since rebounded, with stocks like ExxonMobil and Chevron showing significant gains [13][15] - The current market is characterized by high volatility, with the Fed's hawkish statements and upcoming economic data being critical factors to watch [32][34] - Concerns about employment weakening due to AI advancements are noted, with the upcoming employment report expected to be significant for market direction [34] Tax Considerations - Tax loss harvesting is a strategy employed to offset gains with losses, influencing stock movements at the beginning of the year [52][53] - The earnings season has shown a trend where stocks reporting good earnings are still experiencing sell-offs, indicating a cautious market environment [55] Long-term Perspective - Emphasis is placed on maintaining a long-term investment perspective amidst market noise and volatility, with a focus on high-conviction holdings [37][63] - Historical market recoveries are highlighted as a reassurance for investors during downturns, encouraging patience and strategic decision-making [60][62]

Key Takeaways Enterprise Products returns about $62B to investors through distributions and buybacks since its IPO.EPD has $4.8B of major projects under construction, with some set for service by 2026.EPD plans up to $2.9B in growth capex for 2026 and $2.5B for 2027, and $580M in maintenance for 2026.Enterprise Products Partners L.P. (EPD) generates revenues by transporting crude oil, natural gas, NGLs, refined products and petrochemicals across its extensive asset base. The partnership derives stable, fee- ...

If you are looking for a dividend-paying energy stock to add to your portfolio in 2026, you can go in two broad directions. You can focus on an energy company with material exposure to oil and gas prices, like Chevron (NYSE: CVX), or you can try to avoid commodity risk by buying a midstream business like Enterprise Products Partners (NYSE: EPD). Here's how to decide. Enterprise wins on yield Enterprise Products Partners has an impressive 6.2% yield, backed by 27 consecutive annual distribution increases ...

To celebrate High Yield Investor turning five, we’re offering a 30-day money-back guarantee . Now is the perfect time to join. We are releasing our Top Picks for 2026 , and with the guarantee, you have everything to gain and nothing to lose.Many high-yield investment products do not offer much in the way of growth, which means that when you invest in them, sure, the income is high and hopefully durable, but the purchasing power of that income gets eroded over time due to inflation.Samuel Smith has a diverse ...

For most people, bonds are viewed as the safe income play, but right now, with inflation hovering around 2.7% in December 2025 and the average bond rate hovering somewhere in the mid 3% range according to the U.S. ...