BIP Stock Recent News

I love investing in dividend stocks. However, I have to be honest about the headwinds facing them right now. I share three reasons to avoid dividend stocks in H2 2025.

BROOKFIELD, NEWS, June 30, 2025 (GLOBE NEWSWIRE) -- Brookfield Infrastructure Partners will hold its second quarter 2025 conference call and webcast on Thursday, July 31, 2025 at 9:00 a.m. (ET).

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.

Momentum investing is tempting, but value investing in overlooked sectors offers superior long-term returns if you remain disciplined and patient. We share why we think the market may be about to get turned upside down. We also share some of our top picks of the moment.

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 increase since my last buy call, BIP remains attractively valued at just 10x FFO, with room for multiple expansion.

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, demonstrates disciplined execution and strong return on invested capital.

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 wide economic moat is underpinned by long-term contracts and high barriers to entry in its core infrastructure segments.

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.