Mike PhilbrickiShares Global Infrastructure E.T.F.IGFHOLDApr 03, 2023

We reiterate IGF, holding 110 utility, pipeline, road and airport management companies worldwide as a TOP PICK.  Infrastructure is less flashy than AI memory chips, say analysts, but it benefits from a multi-decade spending cycle driven by grid modernization, reshoring, and energy transition — trends that don't disappear when sentiment shifts.  We also like that dividend growth has averaged 14% annually over the past five years.  We recommend trailing up the stop (from $60) to $64, looking to achieve $79 -- upside potential of 18%.  Yield 2.8%

Inflation, global energy infrastructure and even AI data center interest make IGF a TOP PICK candidate.  It holds 110 electric, natural gas, pipeline, road and airport management companies worldwide.  It offers a good yield that has seen the dividend grow by 15% annually over the past five years.  We recommend setting a stop-loss at $60, looking to achieve $80 — upside potential of 18%.  Yield 2.9%