Klaus Vedfelt Many investors, who have not reached their retirement age or are in early retirement years tend to focus not only on extracting attractive yield, but also capturing some element of growth both on the current income and portfolio appreciation front. In theory this makes sense as the longer the time horizon is, the higher the potential to benefit from the compounding magic that would come from consistently growing dividends at, say, ~ 10% each year. In such situation sacrificing initial dividend ...

Brookfield Infrastructure is a wealth-creating and income-producing machine. I buy a lot of dividend stocks. I focus on dividends because they have proven to be powerful wealth creators. Over the past 50 years, dividend payers have outperformed the average stock in the S&P 500 -- their 9.2% average annual total return beats the 7.7% produced by an equal-weighted S&P 500 index. Dividend growers and initiators have done most of the heavy lifting, posting a 10.2% annual return compared to 6.7% for companies wi ...

The stock market is around an all-time high, but that doesn't mean you have to pay up for quality companies. Bargains can be harder to come by when the stock market is up big on the year. But there are plenty of opportunities if you know where to look. Toyota Motor (TM 1.08%), Delta Air Lines (DAL 2.24%), and Brookfield Infrastructure (BIP 0.17%) (BIPC 1.05%) may not be the fastest-growing, flashiest names. But all three companies reward investors with growing payouts and have inexpensive valuations. Here's ...

These companies pay very durable dividends that should keep growing. Generating passive income is a key aspect of my early retirement strategy. I'm working to build up my sources of passive income so that I no longer have the stress of needing to work for money. The primary aspect of my plan is investing in companies that pay above-average dividends that should steadily rise in the decades ahead. Realty Income (O 0.97%), Brookfield Infrastructure (BIPC 4.19%) (BIP 2.02%), and Enbridge (ENB 1.59%) are core p ...

These companies have excellent records of growing shareholder value. Volatility briefly returned to the stock market earlier this month. It was a reminder that sell-offs can happen at any time and without any notice. The speed of the most recent market sell-off and subsequent recovery also showed that it's good to have ready a list of stocks you'd buy during a sell-off so that you can pounce when the opportunity arises. Brookfield Infrastructure (BIPC 0.97%) (BIP 1.45%), Nucor (NUE 0.01%), and NextEra Energ ...

文章核心观点 - 布鲁克菲尔德基础设施(Brookfield Infrastructure)是一家多元化的基础设施运营商,同时提供高股息收益和快速增长 [2][3] - 公司在第二季度的基金运营(FFO)增长10%,显示出强劲的业绩表现 [4] - 公司未来几年预计将继续保持双位数的FFO增长,并计划每年将高股息增加5%-9% [12] - 公司的增长动力来自于收购整合、有机增长以及资产循环再投资等多方面因素 [5][6][7][9][10] - 公司看好未来的并购市场机会,认为有助于推动进一步的增长 [11] 分组1: 业务表现 - 公司第二季度FFO增长10%,主要得益于有机增长和新收购的贡献 [4] - 运输业务FFO增长60%,得益于收购全球互联网物流业务和增持巴西综合铁路物流业务 [5] - 数据业务FFO增长8%,主要由于收购了40个数据中心资产 [6] - 管道和公用事业业务FFO有所下降,主要由于资产循环再投资活动 [7] 分组2: 未来发展 - 公司计划在未来几个季度内出售6项资产,预计将获得约25亿美元的现金 [8] - 公司将利用这些资金投资于更高回报的机会,包括7项跟进收购和1项印度电信塔收购 [9] - 公司的有机扩张项目管线增长15%至77亿美元,包括管道扩张和数据中心建设等 [10] - 公司看好未来并购市场的机会,认为人工智能等领域将带来新的大规模交易机会 [11] - 上述因素支撑了公司未来几年继续实现双位数FFO增长的预期 [12]

财务数据和关键指标变化 - 公司在第二季度实现了强劲的财务和经营业绩,资金来源(FFO)同比增长10%至6.08亿美元 [9] - 公用事业分部FFO同比下降,主要由于资产出售和利息成本上升的影响,但基础业务实现了有机增长 [11][12] - 运输分部FFO大幅增加60%,主要得益于收购全球互联式物流业务和巴西综合铁路物流业务的增量贡献 [13] - 管道分部FFO同比有所增长,主要受益于北美天然气储存业务的强劲需求 [15][16] - 数据分部FFO增长8%,反映了近期收购的贡献 [17] 各条业务线数据和关键指标变化 - 公用事业分部:FFO下降,但基础业务实现有机增长,主要受益于通胀调整和新增资产投放 [11][12] - 运输分部:FFO大幅增加,主要由于全球互联式物流业务和巴西铁路物流业务的强劲表现 [13] - 管道分部:FFO增长,主要受益于北美天然气储存业务的强劲需求 [15][16] - 数据分部:FFO增长,反映了近期收购的贡献 [17] 各个市场数据和关键指标变化 - 公司在亚太、北美和欧洲地区都看到了良好的投资机会 [64] - 美国和欧洲是公司资产出售的最深液的市场 [65] 公司战略和发展方向及行业竞争 - 公司在关注内生增长的同时,也积极进行并购整合,2024年完成或签署了7笔近40亿美元的跟进收购 [27][28] - 公司维持了大量的项目储备,在管道和数据中心领域有大量的在建项目 [29][30] - 公司看好未来M&A市场的活跃,预计下半年将会有更多交易机会 [31][32] - 公司正积极推进资产出售计划,预计将获得25亿美元的出售收益 [33] - 公司看好数字化、减碳和去全球化等大趋势,认为这些将为公司带来大量的增长机会 [35][36] 管理层对经营环境和未来前景的评论 - 宏观环境有所改善,G7国家正在采取货币宽松措施,有利于促进大规模并购活动 [34] - 公司的业务与人工智能等行业趋势高度相关,为公司带来了大量的增长机会 [40][41][42][43] - 公司有能力为科技公司提供大规模的私人资本支持,并有望复制之前与英特尔的交易模式 [44][45][46][47][49] 其他重要信息 - 公司在本季度完成了约50亿美元的非追索性融资,包括优化资本结构、延长债务期限和机会性再融资等 [19][20][21][22][23] - 公司的资产负债表状况良好,未来12个月仅有1%的资产负债到期,公司有19亿美元的公司流动性 [24] 问答环节重要的提问和回答 问题1 **Cherilyn Radbourne 提问** 公司如何利用人工智能在公用事业和管道业务中创造机会 [39] **Sam Pollock 回答** 公司的公用事业和管道业务与人工智能数据中心的建设和运营存在协同,包括提供电力、天然气等基础设施支持 [40][41][42][43] 问题2 **Robert Kwan 提问** 公司是否会将资产出售所得资金全部用于并购,或者会偿还一部分公司债务 [59] **Sam Pollock 回答** 公司会将资产出售所得资金主要用于再投资,偿还与出售相关的公司债务,保持较高的并购能力 [60][61] 问题3 **Devin Dodge 提问** 公司是否会在管道业务领域进行更多并购 [68] **Sam Pollock 回答** 公司认为管道业务是一个非常有吸引力的领域,未来可能会考虑出售旗下成熟的天然气储存业务 [69][71]

Exhibit 99.1 Brookfield Infrastructure Partners L.P. Interim Report Q1 2024 UNAUDITED INTERIM CONDENSED AND CONSOLIDATED FINANCIAL STATEMENTS AS OF MARCH 31, 2024 AND DECEMBER 31, 2023 AND FOR THE THREE-MONTH PERIOD ENDED MARCH 31, 2024 AND 2023 INDEX | --- | --- | |----------------------------------------------------------------------------------------------------------------------------|-------| | | Page | | Unaudited Interim Condensed and Consolidated Statements of Financial Position of Brookfield Infras ...

BROOKFIELD, News, Aug. 01, 2024 (GLOBE NEWSWIRE) -- Brookfield Infrastructure Partners L.P. (Brookfield Infrastructure, BIP, or the Partnership) (NYSE: BIP; TSX: BIP.UN) today announced its results for the second quarter ended June 30, 2024. "We delivered strong second-quarter results driven by robust organic growth and the positive impact of several years of outsized capital deployment," said Sam Pollock, Chief Executive Officer of Brookfield Infrastructure Partners. "The outlook for growth is very favorab ...

I continue to add growing streams of passive income to my portfolio.My primary financial goal is to get into a position where I can retire early. It's not that I don't want to work; I just don't want the pressure of having to earn income to support my family. My strategy is to grow my passive income to the point where it covers my recurring expenses. I make strides toward that goal each month by investing in passive income-generating vehicles. High-yield dividend stocks are a big part of that strategy. Two ...