Brookfield Renewable Partners (BEP.UN.TO)…

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

BUY

Is well on to new highs because they had been adding lots of new Hydro facilities. If you believe in renewable, hydro is the one renewable, which virtually works the entire time unless water levels are low. Reasonable yield at 5%.

TOP PICK

Today they announced Brookfield Asset Management would combine its renewable power assets with those of BRC to form a larger entity going forward. He is a big proponent of yield investing. He wants yield with inflation protection. Was already an interesting business.1600 Megawatts of production across a broad variety of holdings. After the merger there will 5000 megawatts of operating capacity across 180 different facilities across Canada, US and Brazil. Yield will rise to $1.35 from $1.30. Will grow distributable cash 10% per year and distribution 3-4% per year. Contracts for an average of 24 years.

PAST TOP PICK

(A Top Pick Aug 9/10. Up 10.69%.)

PAST TOP PICK

(Top Pick Jul 23/10, Up 19.80 Total Return) Independent power producer. They have the best land and ‘they aren’t making any more rivers’. Steady, yield, very little variability in cash flows. This is a prudent way to go. 20-25 year contracts.

TOP PICK

Clean power company, basically hydro and wind. Big yield of 5.6% and is relatively safe. Below $22 is a great entry point.

BUY

Likes electric power generation, which is the core of their holdings.

PAST TOP PICK

(Top Pick Dec 29/09, Up 14.67)

TOP PICK

6.132% bond due Nov 30/16. Have one of the biggest energy assets. Pre-sell 70% of what they produce. Well run. BBB security, which is in investment grade.

TOP PICK

Market cares about yield and predictability now and this one is about 90% hydroelectric power. Long life assets. Payout ratio is about 70%. Doesn't expect them to be taxable until about 2015. 6.1% yield.

TOP PICK

A conservative play as the macro backdrop is not encouraging right now. Predominantly hydro-assets. Yielding over 6% with modest upside growth from this. Probably average 10% total return over the course of a year.

TOP PICK

5.84% Bond maturing Nov 5/36. Good management and they are in a very good space. Likes renewable power area. Most of their contracts are fixed and fairly long-term.

BUY ON WEAKNESS

Long life assets in Hydro/electrical water driven with about 11% in wind power. Trading at about 9.5X on a price to cash flow basis. To maintain distributions after they convert. Buy below $19.50.

TOP PICK

6.132% bond maturing Nov 30/16. Likes the 5 to 10-year area of the yield curve so comfortable holding it until maturity. Good yield of just under 6%. BBB grade. In the right space of renewable energy. If he gets 100 basis points of tightening in the spread compression he would likely Sell.

TOP PICK

6.132% maturing Nov 30/16. Likes the company. 2.5% over Canada’s and are rated BBB. Undervalued.

BUY ON WEAKNESS

High quality name. Has always traded at a very high premium. Has corrected with the broader market and getting back to a more reasonable valuation. Hydro assets are very long life, predictable, longer-term assets. Wouldn't rush into buying at this time.

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Brookfield Renewable Partners (BEP.UN.TO)