TSE:BEP.UN

Brookfield Renewable Partners (BEP.UN.TO)

40.09
+0.13 (0.33%)
as of Sep 25, 2026, 8:00:00 pm Market Open.
732 watching
0
PAST TOP PICK

(Top Pick Dec 22/12, Up 14.45%)

PAST TOP PICK

(Top Pick Oct 25/11, Up 16.47%)

PAST TOP PICK

(A Top Pick Sept 13/11. Up 21.47%.) Got stopped out but this is one he would buy today.

BUY ON WEAKNESS

(Market Call Minute.) Buy it at $30 or better as it offers you greater than a 10% return.

TOP PICK
A defensive name. You get a 5% dividend yield with annual distribution hikes of 3%-5%. Negligible exposure to falling commodity prices if we have a tough economy. Great opportunities for growth. $7 billion company with about $1.3 billion projects currently under production. Brazil has that power grid need every year. US and Canada have aging infrastructure. They also want to be opportunistic in Europe where there is an opportunity to pick up some assets cheaply. Try to buy on a pullback and inch into it gradually.
PAST TOP PICK
(A Top Pick June 30/11. Up 29.9%.) This is one where you not only get income, but you get the growth as well. Has a 10%-15% growth rate with a nice solid, safe dividend.
TOP PICK
The first thing is this has a blue chip parent. Good liquidity. Over 5% yield. It’s backed by power purchase agreements which give you a steady cash flow that average 10 or 20 years. Like a high yielding bond.
TOP PICK
This is a name where you can see rising cash flows as far as the eye can see. They are a 5000 megawatt producer, which is significant in that they operate here and in Brazil and Brazil’s power needs go up by 5000 megawatts per year. In North America, there is an aging infrastructure and there is a tendency to lean towards greener power. 5% dividend which they plan on growing 3%-5% every year.
PAST TOP PICK
(A Top Pick June 30/11. Up 24.09%.) Still likes. Well run. Good yield at 5%. Buy on weakness.
TOP PICK
Likes predictable dividend growers and this one fits in this category. Has $14 billion in assets and is in the top 1 or 2 in the world. Very competitive globally. Should increase the distribution 3%-5% a year. 90% of its cash flow is basically contracted by Brookfield Asset Management (BAM.A-T). 5.1% yield.
PARTIAL BUY
Very high quality holding. On a valuation perspective, it is not cheap but looking at the operating fundamentals and the growth pipeline there is visible growth in the underlying distribution and cash flow stream, so not a bad time to pick away.
DON'T BUY
He owns the parent, Brookfield Asset Management (BAM.A-T) and finds the whole group interesting. There has been good growth in the dividend and will likely be further growth. The one he would prefer would be Brookfield Infrastructure (BIP.UN-T), which should have some very good dividend growth. This would be a safer bet. They had been hurt in the past by their hydro projects.
TOP PICK
They have amalgamated some asset plays. This was mainly a Canadian play. They’ve added a US component as well as a Brazilian component. He is expecting some quite good growth. Respectable dividend of about 5% and underlying growth. Brazil, which is about 15% of the company now, has the ability to add quite a bit of growth.
BUY
Has just started looking at this. Looks pretty good. Expanding and diversifying the structure.
TOP PICK
5000 Megawatts of hydroelectric power production, very predictable business, 24 year contracts with CPI clause. 10% per year cash flow growth and 3-4% distribution growth.
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