Brookfield Renewable Partners (BEP.UN.TO)

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.

Although he cut back on his REITs last fall, he is now adding back because some of the yields are quite nice. However, he is still cautious on the sector. Likes this one and is adding to his holdings. Have great properties globally. Dividend yield of 6.13%.

This is a product that has some advantage. Has been performing quite well over the last little while. A little bit too thin a trader for his company, but he likes what they are doing. It’s a stock that will continue to attract attention. This is an area that will show opportunities, and it is reasonably conservative. Not a bad investment.

This has a number of assets in renewable energy. Utilities in renewable energy are doing quite well right now. Although he doesn’t own this, it is one he would have no problem owning. Dividend yield of 6.3%.

Revenue growth should be pretty decent over the next few years. It is possible it will break $42 to new highs.

This one is a difficult call to make. The fair market value is at or below where it is trading. The balance sheet strength is not what he would like to see. He would not be drawn to this one and he would not recommend it. It does not have the supportive earnings he would like to see.