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

WAIT

An incredible wave of money went into the renewables about a year ago. Relatively expensive on underlying cash generation at 15-20x cashflow. Not cheap yet. Very good asset managers, so it trades at a premium.

DON'T BUY

He prefers owning BAM'A or even Brookfield Infrastructure. BEP.UN has had a harder time getting recognized by the market. The stock is not expensive, but sells at a slight premium to these other two Brookfield stocks.

TOP PICK

Last year was great, now stock's weak. Long-term, you'd be happy to own it. BAM gives them access to capital and geographic sourcing. Acquisition just this morning. Assets are Canadian hydro-electric, which are dependable and long-term. Good entry point for a great company with a global reach. Yield is 3.72%. (Analysts’ price target is $51.64)

WAIT

He likes it long-term but uncertainty short-term about earnings. Utility like. At some point it is going to be a mature industry paying big dividends. Not there yet. Right now because of broader market concerns, need to be cautious.

BUY ON WEAKNESS

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The sector has risen sharply in 2020. The downside reaction in 2021 was probably overdone. In a risk off market, the stable cash flow in the sector would be attractive. A solid company with growing dividends. Good for income and some growth.Good recovery potential from current levels. Unlock Premium - Try 5i Free

COMMENT

BEPC Big fans and owners of the parent company, BAM. Created the "C" corporation to eliminate tax filing headaches for investors; it trades corporation units instead of partnership units. Exactly the same company, so should trade at the same price, give or take.

BUY

He likes renewables; demand for energy will continue. Renewables have treaded water for at least a year, but he expects more energy demand next year and these companies will be renegotiating contracts with clients. 2022 should be good for them.

BUY

The whole sector has a good run 12 months ago on Biden's election, but valuations were above historical levels. They have since pulled back, while higher interest rates to come have impacted. She bought this because they're very global and use a diverse range of energy generation (wind, solar).

COMMENT

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Higher interest rates will certainly hurt the stock as it has a fairly big debt load. It is also a dividend stock, which can see weakness with a quick rise in interest rates. It depends on the rate of interest rate hikes. Unlock Premium - Try 5i Free

BUY

For income. Yield is somewhat lower, with valuation somewhat higher, than other renewables, because of strong organic growth prospects ahead of them. Likes it here. Renewables went on a tear, and they've all been giving up gains. Secular growth story, one of the best in the sector.

BUY

Likes the renewable space. The growth will be there. Higher interest rates will impact them. Solid, core holding. You'll do fine over the long term.

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. It is hard to say whether a rise in interest rates will impact the stock price or if it is already priced in. It largely depends on the speed of rate rises and if it goes up faster than anticipated. Inflation news will also affect it. Unlock Premium - Try 5i Free

WEAK BUY

The renewable sector has been neutral all year. It is partly because some of the earnings were lower than estimated due to wind not blowing in the some offshore areas in Europe. Legacy energy has been so strong that funds have moved out of renewable back into legacy energy stocks. Softening energy prices would move more funds back into renewable. He likes this one. It is the most expensive one, however. He has a higher weighting of the cheaper peers in his funds.

BUY

He owns BAM'A, the parent, instead, so has indirect exposure to BEP. Renewable energy got a sharp bump when Biden won the election late-2020 and into early 2021. Then, those stocks faded until the current pullback is now buyable. BEP is very good at operating solar, hydro and thermal energy. It also pays over a 3% dividend yield, and the target is to grow that over 5% annually. Stable and enjoying secular tailwinds. Now is a good entry point.

BUY ON WEAKNESS

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Likes the prospects but a quick jump to prior highs is not expected. Seasonality and investor sentiment has since cooled. At current levels, it is attractive, especially with the decent dividend. Unlock Premium - Try 5i Free

Showing 91 to 105 of 264 entries

Most Recent Experts

Rob Sechan, Managing Partner, New Edge Capital

New Edge Capital

Kevin Simpson

Capital Wealth Planning

Stephen Weiss, Founder, Short Hills Capital Partners

Short Hills Capital Partners

Bruce Campbell (2)

Stone Castle Investment Management Inc.

Brendan Caldwell

Caldwell Securities

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

Brookfield Renewable Partners (BEP.UN.TO)