Latest news with #BrookfieldInfrastructurePartners
Yahoo
4 hours ago
- Business
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I'm Betting My Future on This Magnificent Canadian Dividend Giant
Written by Kay Ng at The Motley Fool Canada Let's be clear: betting your entire future on a single stock is unwise. Maintaining proper portfolio diversification is always smart. But if I had to pick a single Canadian dividend stock to anchor my long-term portfolio — one with the durability, income, and growth I can rely on for decades — it would be Brookfield Infrastructure Partners (TSX: Here's why this dividend giant has earned my trust — and a prominent place in my retirement plan. Brookfield Infrastructure Partners isn't your average utility. It owns and operates a globally diversified portfolio of high-quality infrastructure assets across utilities, transport, midstream, and data infrastructure. This diversity allows the company to generate consistent, recession-resistant cash flows across economic cycles. At the time of writing, the stock yields a generous 5.2% based on a unit price of $44.89. Even better, the company keeps its payout ratio around 60-70% of funds from operations (FFO) — a level it's maintained for at least a decade. That means the dividend is not only attractive but sustainable. For long-term investors like me, this income can either cover living expenses or be reinvested to accelerate portfolio growth. Even more compelling is Brookfield Infrastructure Partners's track record of dividend growth. The company has increased its cash distribution for 17 consecutive years, with a five-year compound annual growth rate (CAGR) of 6.1% and a 10-year CAGR of 7.7%. These figures far outpace inflation, preserving and growing purchasing power — an essential ingredient for retirement success. BIP targets 6-9% annual organic FFO growth, driven by inflation indexing, GDP growth, and reinvested capital. Roughly 85% of its FFO is backed by regulated or contracted cash flows, with a weighted average contract duration of nine years. That kind of cash-flow visibility is gold in today's unpredictable markets. The company also has a proven ability to recycle capital — buying underperforming or undervalued assets, optimizing them, and then selling them to reinvest in higher-return opportunities. Management's disciplined approach to acquisitions and value creation has helped it deliver superior returns for long-term investors. Over the past decade, has tripled investor capital, delivering an impressive 11.7% annualized return, far ahead of the 8.5% return from the iShares S&P/TSX Capped Utilities Index ETF, a sector benchmark. That kind of outperformance is hard to ignore — and rare among utility stocks. But investors should also know this isn't a sleepy, low-volatility name like Fortis. Brookfield Infrastructure is a capital-intensive, globally active business with more complex operations. Its share price can swing more widely, especially around large acquisitions, asset sales, or macro shocks. For instance, in the last six months, plunged 23% from around a peak of $48 to a trough of $37 per unit. Those with a strong stomach — and a long-term mindset — were rewarded with a buying opportunity. Even now, with units trading near $45, analysts estimate a 15% discount to fair value. Any dip below $40 represents a compelling entry point, in my view. Brookfield Infrastructure Partners isn't just another utility — it's a magnificent dividend machine backed by global assets, reliable income, and a long-term growth strategy that works. While all investments have underlying risks, its combination of yield, operational resilience, and upside potential makes it the kind of stock I'm willing to bet my future on for durable, growing income. The post I'm Betting My Future on This Magnificent Canadian Dividend Giant appeared first on The Motley Fool Canada. Before you buy stock in Brookfield Infrastructure Partners, consider this: The Motley Fool Stock Advisor Canada analyst team just identified what they believe are the Top Stocks for 2025 and Beyond for investors to buy now… and Brookfield Infrastructure Partners wasn't one of them. The Top Stocks that made the cut could potentially produce monster returns in the coming years. Consider MercadoLibre, which we first recommended on January 8, 2014 ... if you invested $1,000 in the 'eBay of Latin America' at the time of our recommendation, you'd have $24,927.94!* Stock Advisor Canada provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month – one from Canada and one from the U.S. The Stock Advisor Canada service has outperformed the return of S&P/TSX Composite Index by 30 percentage points since 2013*. See the Top Stocks * Returns as of 6/23/25 More reading 10 Stocks Every Canadian Should Own in 2025 [PREMIUM PICKS] Market Volatility Toolkit A Commonsense Cash Back Credit Card We Love Fool contributor Kay Ng has positions in Brookfield Infrastructure Partners. The Motley Fool recommends Brookfield Infrastructure Partners and Fortis. The Motley Fool has a disclosure policy. 2025 Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
30-06-2025
- Business
- Yahoo
3 Stocks I Plan to Hold for the Next 20 Years
Amazon should continue to find new ways to grow. Brookfield Infrastructure Partners offers tremendous diversification. Enbridge is a low-risk stock with a juicy and growing dividend. 10 stocks we like better than Amazon › I like Warren Buffett's statement that his "favorite holding period is forever." However, like Buffett, I don't usually end up holding stocks for as long as I expected to when I bought them. Things change. But I fully intend to hang on to quite a few of the stocks currently in my portfolio for a long time to come. Here are three stocks I plan to hold for the next 20 years. It's hard for me to imagine ever wanting to sell my shares of Amazon (NASDAQ: AMZN). I'm too fascinated by what might happen next with the e-commerce and cloud services giant. I suspect that artificial intelligence (AI) will remain the most important growth driver for Amazon over the next 20 years. AI isn't important just for Amazon Web Services, although the cloud unit should benefit tremendously as more organizations harness the power of the technology. Amazon's e-commerce business should become increasingly profitable as a result of AI, too. I wouldn't be surprised, though, for Amazon to become a much larger player in healthcare than it is today. I could see the company achieving success with its Zoox self-driving-car unit. One thing I'm confident about is that Amazon will continue to find ways to grow. Founder Jeff Bezos' "Day One" mindset and CEO Andy Jassy's "culture of why" should keep the company continually looking out for new growth opportunities. I plan to hold on to my investment in Brookfield Infrastructure Partners (NYSE: BIP) for a different reason. The limited partnership's diversification makes it a stock to own over the long term, in my view. Brookfield Infrastructure Partners' portfolio of assets includes cell towers, data centers, electricity transmission lines, natural gas storage facilities, pipelines, railways, semiconductor manufacturing foundries, toll roads, terminals, and more. Its operations span four continents. I like the stable cash flow that Brookfield Infrastructure Partners generates thanks to these diversified assets. I also like that inflation isn't a major threat to the company. Around 85% of its funds from operations (FFO) are inflation-indexed or protected from inflation by contractual provisions. That leads me to the last reason I intend to own this stock for the next 20 years: its distribution. Brookfield Infrastructure's cash flow enables it to pay juicy distributions. Its distribution yield tops 5%. The LP expects to grow its distribution by 5% to 9% annually. Those distributions will make me want to hold on to Brookfield Infrastructure during my retirement years. Enbridge (NYSE: ENB) offers some similar advantages to Brookfield Infrastructure, in my opinion. Its business is highly resilient and largely resistant to the corrosive impact of inflation. The company is a leader in the midstream energy industry, transporting roughly 30% of the crude oil produced in North America and 20% of all natural gas consumed in the United States. Enbridge's pipeline system, including 18,085 miles of crude oil pipeline and 18,952 miles of natural gas pipeline, is the world's longest and most complex. In addition, Enbridge now ranks as the largest natural gas utility by volume in North America, as a result of key acquisitions completed in 2023. It's also becoming a bigger player in renewable energy, with long-term agreements to provide power to marquee customers including AT&T and Toyota. I'd be lying if I said Enbridge's dividend wasn't a major reason I plan to hold on to the stock. Enbridge's forward dividend yield currently stands at a little over 6%. Even better, the company has increased its dividend for an impressive 30 consecutive years. Enbridge highlights its "low-risk, utility-like business profile" as a top reason for investors to consider its stock. That's the kind of business I want to partially own, especially when I'm retired. Before you buy stock in Amazon, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Amazon wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $713,547!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $966,931!* Now, it's worth noting Stock Advisor's total average return is 1,062% — a market-crushing outperformance compared to 177% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 23, 2025 John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Keith Speights has positions in Amazon, Brookfield Infrastructure Partners, and Enbridge. The Motley Fool has positions in and recommends Amazon and Enbridge. The Motley Fool recommends Brookfield Infrastructure Partners. The Motley Fool has a disclosure policy. 3 Stocks I Plan to Hold for the Next 20 Years was originally published by The Motley Fool
Yahoo
21-06-2025
- Business
- Yahoo
Why Southern, Fidelity National Financial, And Brookfield Infrastructure Are Winners For Passive Income
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Companies with a long history of paying dividends and consistently hiking them remain appealing to income-focused investors. Southern, Fidelity National Financial, and Brookfield Infrastructure Partners have rewarded shareholders for years and recently announced dividend increases. These companies currently offer dividend yields of around 3% to 5%. The Southern Co. (NYSE:SO) is an American electric and gas utility holding company. Southern has increased its dividends every year for the last 24 years. In its most recent dividend hike announcement on April 21, it raised the quarterly payout from $0.72 to $0.74, equal to an annual figure of $2.96 per share. Currently, the dividend yield is 3.28%. Don't Miss: Maker of the $60,000 foldable home has 3 factory buildings, 600+ houses built, and big plans to solve housing — Peter Thiel turned $1,700 into $5 billion—now accredited investors are eyeing this software company with similar breakout potential. Learn how you can Southern's annual revenue as of March 31 stood at $27.85 billion. In its Q1 2025 earnings report on May 1, the company posted revenues of $7.78 billion and EPS of $1.23, both coming in above the consensus estimates. Fidelity National Financial Inc. (NYSE:FNF) provides various insurance products in the U.S. Fidelity National Financial has raised its dividends every year for the last 13 years. In its most recent dividend hike announcement on Nov. 7, the company's board increased the quarterly payout by 4% to $0.50 per share, which is equal to an annual figure of $2 per share. More recently, in its dividend announcement on May 8, the company maintained the payout at the same level. The current dividend yield is 3.62%. The company's annual revenue as of March 31 stood at $12.78 billion. In its Q1 2025 earnings report on May 7, Fidelity posted revenues of $2.73 billion and EPS of $0.78, both coming in below the consensus expectations. Check out this article by Benzinga for Fidelity's price-over-earnings overview. Trending: Warren Buffett once said, "If you don't find a way to make money while you sleep, you will work until you die." Brookfield Infrastructure Partners L.P. (NYSE:BIP) engages in the utilities, transport, midstream, and data businesses. The company has raised its dividends consecutively for the last 16 years. In its most recent dividend hike announcement on Jan. 30, its board increased the quarterly payout by 6% to $0.43 per share, equaling an annual figure of $1.72 per share. More recently, in its dividend announcement on April 30, it maintained the payout at the same level. Currently, the dividend yield on the stock stands at 5.22%. Brookfield Infrastructure Partners' annual revenue as of March 31 stood at $21.24 billion. According to its Q1 2025 earnings report on April 30, the company posted revenues of $5.39 billion, beating consensus estimates, while EPS of $0.04 missed expectations. Southern, Fidelity National Financial, and Brookfield Infrastructure Partners are good choices for investors seeking reliable passive income. Their dividend yields of around 3% to 5% and long history of consistent hikes make them attractive to income-focused investors. Check out this article by Benzinga for three more stocks offering high dividend yields. Read Next: Maximize saving for your retirement and cut down on taxes: . 'Scrolling To UBI' — Deloitte's #1 fastest-growing software company allows users to earn money on their phones. You can Image: Shutterstock This article Why Southern, Fidelity National Financial, And Brookfield Infrastructure Are Winners For Passive Income originally appeared on
Yahoo
13-06-2025
- Business
- Yahoo
Brookfield Infrastructure reportedly acquiring Hotwire for $7 billion
-- Brookfield Infrastructure Partners (TSX:BIP_u) has reached an agreement to purchase internet service provider Hotwire Communications in a deal that values the company at approximately $7 billion, including debt, according to a Reuters report on Friday. The acquisition will see Brookfield take ownership from current holder Blackstone (NYSE:BX), which holds the investment across its Infrastructure Partners and Tactical Opportunities divisions. The report claims that the deal has already been finalized between the parties. The Wall Street Journal was the first to report on this development, as it cited sources familiar with the matter. Related articles Brookfield Infrastructure reportedly acquiring Hotwire for $7 billion Nvidia GTC Paris is 'another bullish proof point' long term - Morgan Stanley Apple stock could catch a short-term bid with cheap valuation: Morgan Stanley Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
30-05-2025
- Business
- Yahoo
Why Is GATX (GATX) Stock Soaring Today
Shares of leasing services company GATX (NYSE:GATX) jumped 10% in the afternoon session after it struck a $4.4 billion deal to buy about 105,000 railcars from Wells Fargo through a new joint venture with Brookfield Infrastructure Partners. The deal is expected to expand GATX's North American railcar fleet, enhancing its market position and diversification. GATX is expected to initially hold 30% ownership, with the option to gain full control over time. The deal is expected to lift earnings slightly in the first full year. Is now the time to buy GATX? Access our full analysis report here, it's free. GATX's shares are not very volatile and have only had 5 moves greater than 5% over the last year. Moves this big are rare for GATX and indicate this news significantly impacted the market's perception of the business. The biggest move we wrote about over the last year was 7 months ago when the stock gained 8% on the news that the company reported a "beat and raise" quarter, with revenue and EPS exceeding analysts' expectations. Looking ahead, the company provided full-year revenue guidance that outperformed Wall Street's estimates and raised its full-year EPS guidance. Notably, demand for railcars remained strong, with North America's fleet utilization at 99.3% and the renewal success rate above 80%. Zooming out, we think this quarter featured some important positives. GATX is up 5.5% since the beginning of the year, and at $160.32 per share, it is trading close to its 52-week high of $167.38 from January 2025. Investors who bought $1,000 worth of GATX's shares 5 years ago would now be looking at an investment worth $2,590. Today's young investors likely haven't read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
