Brookfield Infrastructure Partners L.P. Stock News

Brookfield Infrastructure Partners offers a resilient, high-yield investment, well-protected against macro risks like recession and geopolitical turmoil due to essential, fee-based assets. Recent results show strong underlying business growth, with funds from operations up 5% and double-digit growth in key segments when adjusted for currency and divestment effects. Despite a 15% share price inc...

Brookfield Infrastructure generates stable, inflation-linked cash flows from essential assets like toll roads, utilities, pipelines, and data centers across five continents. The company pays a reliable 5.2% dividend, with a conservative 55% payout ratio and a long-term target of 5–9% annual distribution growth. Recent capital recycling, such as the sale of its Australian terminal at 18x EBITDA,...

Brookfield Infrastructure Partners offers a diversified, recession-resilient portfolio with stable cash flows and strong long-term growth prospects, especially in data and AI infrastructure. The company boasts a solid dividend yield of 5.2%, consistent dividend growth, and a sustainable payout ratio, making it attractive for income-focused investors. Despite recent earnings volatility, BIP's wi...

Building a low-stress retirement income stream requires a diversified portfolio of durable, defensive, and dividend-growing stocks or funds. I share two approaches to achieving a low-stress dividend growth portfolio that yields 5-9%. I detail which of the two approaches is my favorite, as well as some of my top big dividend growth picks for retirees right now.

Retiring on passive income from high-yield stocks reduces sequence of returns risk and provides reliable, inflation-beating income for retirement. I share my three top picks for retiring with high-yield stocks. I also share some honorable mentions.

This year has been a bit more volatile than most of us had probably hoped. Wars that we thought might end soon are flaring back up.

The current environment is uniquely challenging, with uncertainty persisting and no clear catalyst for a recovery. Growth is richly priced, and, in my view, an unattractive space. This makes value and income investor areas relatively more interesting.

Infrastructure investing offers durable cash flows and strong dividend growth potential, making it attractive amid rising institutional interest and AI-driven capital spending. However, there are major macro risks hanging over the sector. We discuss how we are selecting infrastructure stocks to mitigate this risk.