Core Insights - The S&P 500's dividend yield is currently at 1.1%, nearing an all-time low, leading to fewer stocks offering attractive income streams. However, companies like Delek Logistics Partners, Hess Midstream, and Plains All American Pipeline provide yields up to 9% and have recently increased their payouts [1]. Delek Logistics Partners - Delek Logistics Partners declared a quarterly distribution payment of $1.125 per unit, reflecting a 0.4% increase from the previous quarter, extending its distribution growth streak to 52 consecutive quarters and raising its yield to 9% [2]. - The company generated enough cash to cover its distribution payment by over 1.3 times last year, allowing for reinvestment in expansion projects and maintaining financial flexibility [3]. - Delek's market cap is $2.7 billion, with a gross margin of 22.31% and a dividend yield of 8.86%. Recent investments include the completion of the Libby 2 gas processing plant and the acquisition of Gravity Water [5]. Hess Midstream - Hess Midstream announced a quarterly cash distribution payment of $0.7641 per share, a 1.2% increase from the prior quarter, resulting in a yield of 8.2%. The company has increased its dividend by 65% since 2021 [6]. - The company has 100% fee-based minimum-volume contracts, providing stability in cash flow through 2028, and expects to increase its dividend by at least 5% annually during this period while generating about $1 billion in excess free cash flow [9]. - Hess Midstream's market cap is $4.7 billion, with a gross margin of 63.94% and a dividend yield of 8.07% [7]. Plains All American Pipeline - Plains All American Pipeline announced a quarterly distribution payment of $0.4175 per unit, a 10% increase from the previous level, resulting in a yield of 8.5%. The company has grown its payout at a 21% compound annual rate over the last four years [10]. - The company is selling its Canadian natural gas liquids business for $3.8 billion, which will enhance its financial position and allow for reinvestment into its oil pipeline operations [12]. - Plains has the financial flexibility to invest in organic expansion projects and acquisitions, which will help grow its cash flow and continue increasing its high-yielding distribution [13]. Investment Opportunities - The energy midstream sector, represented by Delek Logistics Partners, Hess Midstream, and Plains All American Pipeline, offers attractive passive income investment opportunities with yields between 8% and 9%, and all three companies have a history of regularly raising their payments [14].

Core Viewpoint - The S&P 500's dividend yield is at a record low of 1.1%, indicating limited attractive dividend opportunities, yet there are still stocks yielding over 4% worth considering for dividend income this November [2]. Group 1: Chevron - Chevron currently offers a dividend yield of 4.4% and has increased its dividend for 38 consecutive years, marking the second-longest streak in the industry [3]. - The company benefits from one of the lowest upstream breakeven levels in the industry at approximately $30 per barrel this year and maintains a strong balance sheet with low leverage [4]. - Recent growth capital projects and the acquisition of Hess are expected to significantly boost Chevron's free cash flow next year, supporting continued dividend growth into the 2030s [5]. Group 2: Enbridge - Enbridge provides a dividend yield of 5.8% and has raised its payout for 30 consecutive years, supported by stable cash flows from cost-of-service agreements and long-term contracts [6]. - The company has a multi-billion-dollar backlog of secured expansion projects expected to drive 3% compound annual cash flow per share growth through next year, increasing to 5% annually thereafter [7]. Group 3: Invitation Homes - Invitation Homes has a dividend yield of 4.1% and has consistently increased its dividend every year since its IPO in 2017 [8].

Core Insights - Alberta Premier Danielle Smith is negotiating with the federal government regarding a new oil pipeline project aimed at exporting crude oil to Asian markets [1][2] - The proposed pipeline could transport up to 1 million barrels of crude oil daily to the British Columbia coast [2] - The federal government has established the Major Projects Office to expedite the development of strategic projects, including the proposed pipeline [3][4] Group 1: Project Development - Alberta plans to engage with Indigenous communities and develop a formal application for the pipeline project, emphasizing its national significance [3][5] - The province will conduct pre-front-end engineering and design work to outline the pipeline's path, size, and cost estimates [5] - Alberta's government is allocating US$10 million (C$14 million) to support early planning and development of a credible proposal for federal consideration [6] Group 2: Government Cooperation - Prime Minister Mark Carney highlighted the potential for Alberta and the federal government to collaborate in making Canada an energy superpower [2] - Discussions between Smith and Carney included energy opportunities, although specific details were not disclosed [2]

Core Insights - Dividend growth stocks significantly outperform other dividend stocks, with dividend growers and initiators yielding 10.2% returns compared to 6.8% for those with no change and (0.9%) for cutters and eliminators [1] Group 1: Brookfield Renewable - Brookfield Renewable has consistently increased its dividend by at least 5% annually since its public listing in 2011, resulting in an annualized total return of 11.2% for investors [2] - The current dividend yield is 5.3%, supported by long-term contracts that index rates to inflation, which are expected to boost funds from operations (FFO) per share by 2% to 3% annually [3] - Organic growth drivers are projected to enhance FFO per share by 8% to 13% each year, allowing for a long-term dividend growth of 5% to 9% annually, potentially leading to double-digit total annualized returns [4] Group 2: Enbridge - Enbridge has a strong dividend history, having paid dividends for over 70 years and increased its payout at a 9% compound annual rate over the past 30 years, resulting in over 11% annualized total returns [5] - The current dividend yield is 6%, with stable cash flow generated from long-term contracts and government-regulated rate structures, allowing for a payout of 60% to 70% of cash flow [6] - Enbridge has a significant backlog of capital projects that are expected to grow cash flow per share by 3% annually through next year and at a 5% annual pace thereafter, supporting similar annual dividend growth [7][8]