We've got a sweet deal on one of my favorite AI dividends (a 7.9% monthly dividend). And it's not just because of last week's stock market drop—though that does help.
The Cohen & Steers Infrastructure Fund now trades at an attractive 6.5% discount to NAV, arguably the widest in recent times. UTF's diversified infrastructure exposure, leverage, and 7.6% forward yield position it strongly to benefit from secular growth trends in utilities, energy, and AI data centers. Despite recent volatility and dilution concerns, UTF's uptrend remains intact, with dip-buyers already returning and the risk/reward profile turning increasingly bullish.
We contrarians live for the “one-off” shots at extra income (or gains!) our favorite AI dividend plays throw our way.
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Cohen & Steers Infrastructure Fund, Inc. is a distinctive closed-end management investment company with a focused vision on the long-term investment opportunities presented by global infrastructure securities. The fund is dedicated to generating a high level of total return for its investors, with a particular emphasis on income. It achieves this by investing in a diversified portfolio that spans across several key sectors that are critical to the functioning and growth of the global economy. These sectors include utilities, transportation, energy pipelines, and communication networks, each playing an indispensable role in providing essential services to society. The fund's strategic investments in these areas are designed to benefit from the stable and long-term growth and income potential that infrastructure assets uniquely hold. Managed by the seasoned professionals at Cohen & Steers, the fund not only offers an effective avenue for direct exposure to infrastructure but also leverages its expertise to support ongoing income generation through dividends from its investments, adding value particularly in times of market volatility. Cohen & Steers Infrastructure Fund, Inc. stands as a key component of the Cohen & Steers' broader suite of investment offerings, underlining the company's commitment to enabling investors to strategically engage with the infrastructure sector, a pivotal driver of economic development and technological advancement.
The Cohen & Steers Infrastructure Fund, Inc. provides investors with a unique opportunity to invest in the infrastructure sector through a diversified portfolio of infrastructure companies. It specifically targets the following sectors:
With a strategic emphasis on income generation, diversification across both developed and emerging markets, and the mitigation of country-specific risks, the Cohen & Steers Infrastructure Fund, Inc. offers a comprehensive approach to infrastructure investment. Its focus on sectors that are fundamental to the global economy not only supports stable, long-term growth potential but also provides investors with a strategic pathway to engage with vital economic and technological advancements.