Group 1 - Brookfield Infrastructure Partners (BIP) and Brookfield Infrastructure Corporation (BIPC) have five fixed-income securities that have experienced moderate sell-offs due to increased credit spreads following market fluctuations [1] - The equity market serves as a significant mechanism for wealth creation or destruction over the long term, with daily price fluctuations contributing to this dynamic [1] - Pacifica Yield focuses on long-term wealth creation by targeting undervalued high-growth companies, high-dividend stocks, REITs, and green energy firms [1]

Brookfield Asset Management (BAM -0.15%) has an $88 billion market cap, which isn't huge in the world of finance. But the asset manager has an over 100-year history of successfully investing on behalf of itself and its clients. That kinda success tends to attract investors who want to get in on what Brookfield is doing.And yet, the stock is currently trading down about 12% from its recent highs, working its way back from a decline of more than 25%. What was weighing on this stock, and is it a buy after the ...

Brookfield Asset Management (BAM 1.13%) has grown into one of the world's largest alternative asset managers. It has over $1 trillion in assets under management (AUM) across renewable power and transition, infrastructure, private equity, real estate, and credit. The company sees significant growth ahead over the next several years. Here's a look at where it will be five years from now.Cashing in on the growth in alternativesInvestors have been steadily shifting more of their portfolios into alternative inve ...

Brookfield Renewable Partners (BEP) is scheduled to release first-quarter 2025 results on May 2, before market open. The company delivered an earnings surprise of 50% in the last reported quarter. (See the Zacks Earnings Calendar to stay ahead of market-making news.)Let’s discuss the factors that are likely to be reflected in the upcoming quarterly results.Key Factors That Might Have Impacted BEP's Q1 PerformanceBrookfield Renewable Partners’ first-quarter earnings are expected to have continued to benefit ...

Core Viewpoint - Brookfield Infrastructure Partners (BIP) is expected to report year-over-year growth in revenues and funds from operations (FFO) per share for the first quarter of 2025, with a projected FFO per share of 81 cents, reflecting a 3.9% increase from the previous year [1][8]. Financial Performance - In the last reported quarter, BIP posted an FFO per share of 82 cents, exceeding the Zacks Consensus Estimate of 79 cents, indicating a year-over-year rise in revenues [1][2]. - The Zacks Consensus Estimate for first-quarter total revenues is $5.25 billion, representing a 1.2% increase from the year-ago figure [6]. - The Utilities segment's adjusted EBITDA is estimated at $303.7 million, down from $316 million in the prior-year quarter, while the Transport segment's adjusted EBITDA is projected at $365.9 million, a decline from $401 million [6]. Segment Performance - The Midstream segment's adjusted EBITDA is expected to rise to $280.3 million from $256 million reported in the prior-year quarter, indicating strong performance due to robust customer activity and new contracts [7]. - The Data Operations segment's adjusted EBITDA is projected to increase to $185.3 million from $130 million in the year-ago quarter, benefiting from the growing demand for data center services [7][4]. Strategic Initiatives - Brookfield's strategic focus on data infrastructure, including data centers and telecom towers, positions the company to leverage the ongoing digitalization trend [4]. - The company is likely to continue securing proceeds from asset sales, contributing to its growth initiatives [4]. Market Sentiment - Analysts' confidence in BIP's performance has waned, as the Zacks Consensus Estimate for quarterly FFO per share was revised downward by 3 cents to 81 cents [8][10]. - The current Earnings ESP for BIP is 0.00%, and it holds a Zacks Rank of 4 (Sell), indicating uncertainty regarding a potential surprise in FFO this quarter [10].

Core Insights - The article discusses the investment positions held by analysts in specific companies, indicating a long position in shares of BN and SU, which may suggest confidence in their future performance [1]. Group 1 - Analysts have disclosed beneficial long positions in the shares of BN and SU, either through stock ownership, options, or other derivatives, reflecting a positive outlook on these companies [1]. - The article emphasizes that the opinions expressed are personal and not influenced by compensation from any company mentioned, ensuring an unbiased perspective [1].

Core Viewpoint - Brookfield Asset Management's recent stock dip presents a potential buying opportunity, with a higher dividend yield and lower valuation, while the company is on track for significant earnings and dividend growth in the coming years [1][9]. Financial Performance - Brookfield generated nearly $2.5 billion in fee-related earnings last year, marking a more than 10% increase from 2023 [2]. - The company raised $135 billion from investors last year, including a record $29 billion in Q4, leading to an 18% increase in fee-bearing capital in Q4 and a 17% rise in fee-related earnings during that period [2]. Growth Prospects - The company ended last year with $539 billion of fee-bearing capital and aims to increase its fee-bearing assets under management (AUM) to around $1.1 trillion by 2029 [5]. - Brookfield expects its fee-related earnings to rise at a 17% compound annual rate through the end of the decade, potentially doubling to $5 billion [6]. - Distributable earnings (DE) are projected to grow at an 18% compound annual rate, increasing from almost $2.4 billion last year to $5.1 billion in 2029 [6]. Dividend Policy - Brookfield has increased its dividend by 15%, resulting in a dividend yield of nearly 3.5% at the current share price, which is more than double the S&P 500's yield [4]. - The company plans to pay 95% of its distributable earnings to investors in dividends, positioning it for a 15% annual dividend growth rate over the next several years [6][7]. Valuation and Investment Opportunity - The stock trades at about 35 times its 2024 DE but is expected to grow into its valuation, trading at about 18 times its 2029 DE [8]. - The recent stock price dip below $55 enhances the investment appeal, offering a strong total return potential as the company grows its earnings and dividends at an expected annual rate of 15%+ [9].

Core Viewpoint - Brookfield Asset Management is a strong investment opportunity with a 3.5% dividend yield and a significant history in global infrastructure investing, making it a stock to consider before its earnings report on May 6 [1] Financial Performance - Brookfield Asset Management announced a 15% increase in its dividend, indicating confidence in its financial strength and growth potential [2] - The company has over $1 trillion in assets under management (AUM), with significant allocations across various sectors: $126 billion in renewable power, $202 billion in infrastructure, $145 billion in private equity, $271 billion in real estate, and $317 billion in credit [5][4] Growth Outlook - The company expects to double the scale of its five main businesses between 2024 and 2029, projecting earnings growth from fee-bearing capital of around 17% annually, which will support a 15% annual dividend growth [8] - Brookfield's investment strategy allows it to capitalize on market downturns by acquiring undervalued assets, which has been effective for over a century [6][7] Market Position - Despite a 20% decline from its peak, Brookfield's stock offers a yield of 3.6%, significantly higher than the S&P 500's 1.3% and the average finance company's 1.8% [9] - The current market conditions may present a long-term investment opportunity, as short-term results are unlikely to define the company's overall potential [10]

Group 1 - Danone's Shareholders' Meeting approved all resolutions, including financial statements for the 2024 fiscal year and a dividend of €2.15 per share, representing a 2.4% increase from the previous year [3][4] - The meeting saw a participation of 72.66% of Danone's total outstanding share capital [2] - The Board of Directors renewed the terms of office for key executives, including the CEO and independent directors [4] Group 2 - Danone continues its global Employee Share Subscription Plan, allowing eligible employees to subscribe to new shares at a 30% discount, with participation from around 85% of employees in 48 countries [6] - Danone generated €27.6 billion in sales in 2023 and operates in three health-focused categories: Essential Dairy & Plant-Based products, Waters, and Specialized Nutrition [7] - The company aims for B Corp certification globally by 2025, emphasizing its commitment to sustainability and health [7]

Core Insights - The company reported a strong start to 2025 with a +4.3% like-for-like (LFL) sales growth in Q1, driven by a +1.9% increase in volume/mix and a +2.4% increase in price [3][4] - The health-oriented portfolio has proven relevant in the current uncertain environment, contributing to the resilience of the business [3][4] - The company confirmed its 2025 guidance, expecting LFL sales growth between +3% and +5%, with recurring operating income anticipated to grow faster than sales [4][13] Sales Performance by Geography - In Europe, Q1 2025 LFL sales increased by +2.0%, supported by a +1.9% growth in volume/mix, with positive momentum for six consecutive quarters [6] - North America saw LFL sales growth of +3.7%, led by High Protein products, while Medical Nutrition also performed strongly [7] - China, North Asia & Oceania experienced significant growth with LFL sales up +9.9%, driven by strong demand in Specialized Nutrition and Waters [8] - Latin America reported LFL sales growth of +9.0%, primarily due to price increases, despite a decline in volume/mix [9] - The Rest of the World achieved LFL sales growth of +3.3%, with notable performance in Africa and Specialized Nutrition [10] Sales Performance by Category - The total sales for the company in Q1 2025 reached €6,844 million, with EDP (Essential Dairy Products) sales declining by -2.7% while Specialized Nutrition grew by +5.7% [4][11] - Waters category sales increased by +2.2%, benefiting from strong brand performances ahead of the summer season [6][11] Recent Developments - The company completed a share buyback of 2.7 million shares for a total of €192 million to offset dilution from capital increases [14][15] - A successful bond issuance of €800 million with an 8-year maturity and a 3.438% coupon was completed, reflecting strong investor confidence in the company's business model [15]