Brookfield Infrastructure is capitalizing on the decarbonization, digitalization, and deglobalization megatrends.
Realty Income sits at the intersection of two multitrillion-dollar market opportunities.
Main Street Capital is cashing in on a multitrillion-dollar market overlooked by banks.
10 stocks we like better than Realty Income ›
I carefully select stocks to add to my portfolio each month, using the cash I receive from dividend payments and the added funds I deposit into my account. Here are the five stocks I’m most excited about buying these days.
Brookfield Infrastructure (NYSE: BIPC)(NYSE: BIP) is a global infrastructure operator with a diverse portfolio of utility, energy midstream, transportation, and data infrastructure businesses. These assets generate stable and growing cash flow, backed by government-regulated rate structures and long-term inflation-linked contracts.
Image source: Getty Images.
The company pays 60% to 70% of its stable cash flow as dividends (current yield: 4.4%), retaining the rest for growth projects. Brookfield also acquires new infrastructure assets to enhance its growth, focusing on opportunities benefiting from the decarbonization, deglobalization, and digitalization megatrends.
Brookfield expects to grow its per-share funds from operations (FFO) by more than 10% annually in the coming years. That easily supports its plan to increase its dividend at a 5% to 9% annual rate. This combination of growth and income could fuel robust returns for investors like me.
EQT (NYSE: EQT) is a leading natural gas producer with a premier position in the low-cost Appalachian region (Pennsylvania, Ohio, and West Virginia). It also has an integrated midstream business that helps further reduce costs while providing greater access to higher-value gas markets. EQT’s large-scale and low-cost operations enable it to produce higher and more durable cash flow compared to its peers.
The gas producer’s differentiated strategy puts it in a strong position to capitalize on the coming surge in U.S….
..
