Long-Term Potential Seen in Cognex, Estée Lauder, and Brookfield Infrastructure Despite Near-Term Headwinds

Cognex is a good long-term investment despite near-term headwinds in its end markets like consumer electronics and automotive.

Estée Lauder has a diverse brand portfolio and is targeting growth through airports and international travel.

Brookfield Infrastructure has a diversified portfolio of assets like data centers and toll roads that provide steady cash flows.

Brookfield Infrastructure pays an attractive 4.3% dividend yield and is targeting 5-9% annual distribution growth.

Analysts see upside potential in Brookfield Infrastructure with a price target about 50% above current levels.