Brookfield Renewable Partners (BEP.UN.TO)

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.

Buying yield stocks is a great strategy. Utilities are behaving really well. It is in the utility-like group and the dividend is really attractive. He thinks the yield is sustainable.

6.6% divided, which is not at risk. They are shutting down carbon emitting plants sooner than earlier planned. It is a toll business and as such they have some interest rate sensitivity, but it is a good entry point here.

One of the largest renewable energy players in the world. It has a good yield. They are pretty good at making reasonable acquisitions. They should outpace the general economy.

(A Top Pick April 30/14. Up 24.04%.) The outlook for this company is absolutely excellent. They have a 5%-9% distribution growth target. 5% is fully achievable organically. If electricity prices improve over the next few years and if they do some M&A, he thinks the chances of getting up to a 9% annual increase are fairly good. Price of the stock has come down quite a bit from its peak.

Because of the sector this is in, it is probably within a couple of weeks of finding a good entry point. The long-term chart looks okay and looks like it is dropping into the range where you might want to consider buying it. You won’t find better managers than Brookfield.

Doesn’t own a lot of infrastructure, but does own the parent of this company which he thinks looks quite good. This one has basically been trading sideways through the course of this year. The revenue side and the earnings side have been a little bit spotty. There are probably better places to look.

Suggest a renewable energy play? We are moving in a direction where these things are going to be much more valuable.

Sold his holdings. Had looked at it as a yield situation and reduced some of his yield situations. In his yield holdings, he wants some growth. Feels this one is more affected by the bond market then by the stock market. Very well-run company. So many of these dividend stocks have moved up so high that, on a valuation basis, you are really pressed. You can hold them for the yield, but there is a risk factor if the bonds do what he thinks they might do in the next little while. Feels it is fully priced.

Brookfield Renewable series Preferred ‘F’. Rating agencies say it is not rated as high. This is a rate reset. It will start paying you less of a dividend shortly.

These are hybrid companies as far seasonality goes, so it is not quite the same. However, you would find it typically performing well at this time of year. Technically, it is doing quite well. This is one that you want to continue to hold right through to the springtime.