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GAAP Net Income: $1.3 billion for Q3 2026.Distributable Earnings: $1.7 billion, or $1.32 per common share.Dividend: $1.12 per share declared, payable to holders
A rare bipartisan warning from top U.S. officials could signal a massive catalyst for overlooked high-yield dividend stocks as America races to catch China. Their concerns highlight how AI's biggest bottleneck provides a huge investment opportunity. I reveal some of my top picks to capitalize on this opportunity as well as some of the risks to keep in mind.
Higher rates have created winners and losers across income strategies. Classic dividend growth investing faces new headwinds. Pairing value with predictable growth may offer a better risk-reward balance.
Brookfield Infrastructure Partners L.P. has dipped from its 52-week high as surging Treasury yields push its dividend yield to a negative spread over the U.S. 10-year Treasury rate. The firm saw year-over-year FFO per unit growth of 10% in the second quarter and is trading at a 10.5x multiple to this metric annualized. I rate BIP as a Hold, reflecting continued volatility with U.S. Treasuries and ongoing inflationary geopolitical uncertainty.
BROOKFIELD, NEWS, Oct. 14, 2026 (GLOBE NEWSWIRE) -- Brookfield Infrastructure Partners L.P. (“BIP”) (NYSE: BIP; TSX: BIP.UN) today announced that BIP unitholders voted overwhelmingly in favor of the resolutions approving the proposed corporate structure simplification (the “Simplification”) at a special meeting held virtually earlier today (the “Unitholders' Meeting”). Completion of BIP's conversion into a Canadian corporation is not conditional on approval by shareholders of Brookfield Infrastructure Corporation (“BIPC”) (TSX, NYSE: BIPC) and, subject to receipt of the final order of the Supreme Court of British Columbia approving the Simplification, is expected to occur before the end of 2026.
Brookfield Infrastructure Partners L.P. Limited Partnership Units (BIP) Shareholder/Analyst Call Prepared Remarks Transcript
The AI boom could transform the global economy. However, a massive, overlooked problem threatens to undermine the investment returns of some of the market's most popular stocks. I believe there is a much safer way to profit from the AI boom, and detail why I think that leading AI stocks may underperform moving forward.
Votes received to date have been strongly in support Meeting has been adjourned to October 29, 2026 Shareholders with questions or who require assistance voting should contact BIPC's proxy solicitation agent, Laurel Hill Advisory Group, by calling 1-877-452-7184 (toll-free within North America) or 1-416-304-0211 (outside of North America), texting "INFO" to either number, or by emailing assistance@laurelhill.