Brookfield Renewable Partners (BEP.UN.TO)

Hold?This is more of a yield play, so it doesn’t have the gyrations such as energy. It is more of a utility play. Yield of 4.42%. When you look at the seasonal chart for yield play such as this, it is really just a 45° line higher. It doesn’t show the seasonal fluctuations that was in some of the other sectors. His database shows that the optimal time to hold this is from Dec 7 to March 7 giving it 6.13% above the bench mark. Has been positive in 14 of the past 17 years. Technically, it is coming down to test the 200-day moving average and bouncing off of that level, which implies the long-term momentum is intact, and that it will continue to chart higher highs and higher lows. Pick this up more towards the December timeframe.

We are never going back to coal. Everyone has moved off it, despite what Mr. Trump happens to say about it. If it gets back down to the $39 area he might be tempted to play it, however.

This just hit an all-time high, and technically it is in an upward trend. It is also outperforming the TSE Composite and momentum is on the upside. Went above its 20-day moving average recently. As long as the technicals remain positive, you can stick with the stock. You may want to consider using a stoploss.

He prefers Brookfield Asset Management (BAM-N), effectively the parent of all these Brookfield pieces. Brookfield Renewable has done a very good job and is well run. The dividend is safe.

He likes this. His focus is on dividend and growth, so the dividend yield is fine. It has been growing fairly nicely. Dividend yield of 6.2%.

He believes in this company. A really, really good company. A low return business. Also, it is undervalued, and can go a lot higher. They recently made some pretty big investments. A lot of this company is Hydro. Has a nice dividend yield which is very sustainable.

The dividend yield is good. All these Brookfield companies have the ability to get involved in certain types of projects and are very good at it. When they get involved in projects, you have to look at what they are paying for them and what the return expectations are. Feels these infrastructure plays are going to do well over the next little while, and these types of companies have the ability to get involved and generate some great returns. He prefers Brookfield asset management (BAM.A-T).

He would be more inclined to sell this and buy Brookfield Asset Management (BAM.A-T), because with a yield play you are going to be competing against higher rates. The attractiveness of a yield play declines when rates are rising. Thinks you can get a better return somewhere else.

(A Top Pick Sept 8/16. Down 3.92%.) He still likes this, as nothing has changed with the company. A little uptick in interest rates is not going to hurt this company.

It is very stable. Pretty much everyone can own them. Return on capital is 5-6% year in and year out. One of the biggest pure play renewables in the world. It has a 5.5% dividend yield which has been growing.

Doesn’t see anything wrong with this. They have had some problems with hydrology, but he finds those things work themselves out over quarters. He likes the stock and has held it for a long time.

He loves the renewable space. One of the few long-term bull markets that he can truly see at this stage. As long as the sun shines and the water flows and the wind keeps blowing, these companies can generate cash flow. Cheap financing is allowing them to make a good margin. This one is a good story.

A good business in the Brookfield group. They just bought another chunk of Hydro assets and did an equity issue. A good company.

A very well-run business. They run a lot of different types of renewable power whether it is Hydro, wind or solar. A nice dividend payer. Has been doing a lot of acquisitions. A long-term dividend play. Dividend yield of 6.2%. A good name to own.

It is a good long term energy investment.