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Markets sink, pre-tariffsMost Anticipated Earnings: IAG-T, BDT-T and more Canadian Companies Reporting Earnings this Week (Nov 04-08)Gold and crypto shine, stocks mixedThis summary was created by AI, based on 16 opinions in the last 12 months.
Brookfield Renewable Energy Partners (BEP.UN) is widely regarded as a strong manager in the renewable energy space, with significant contracts with major companies like Microsoft. The overall sentiment is positive, with many experts praising its diversified energy portfolio that includes not only wind and solar, but also hydroelectric power, positioning it well to benefit from long-term green trends. Despite recent volatility due to interest rate fluctuations, analysts see stable dividend growth and safe returns for investors. The company’s recent performance highlighted a growing revenue and funds from operations, indicating healthy demand, particularly from corporate customers, despite slight misses on earnings estimates. The consensus is that as interest rates decline, BEP.UN stands to benefit in a sector expected to grow alongside rising energy needs globally.
A very hot sector right now. Tech companies building data centres are entering long-term contracts for power. This technology is still relatively new; nothing online yet in NA, only 1 in China and 1 in Russia. At least 5-10 years before production comes on.
BEP.UN has Westinghouse, which services the nuclear industry. That's her exposure. Stocks have had such a huge run, a lot of expectations are built in, so this is not the time to chase.
Likes the Westinghouse acquisition. Its hydro assets are long life with low operating costs. Likes MSFT deal. Tech companies are building data centres, and the #1 thing they need is consistent and stable power. Her bet is not centred on AI, it's focused on data. Population growth plays into need for power as well. Yield is 5.7%.
(Analysts’ price target is $40.54)BEP.UN reported funds from operations of 51c, growing by 9% from the year prior, but just missing estimates of 52c. Revenue came in at $1.48B, increasing 22.9% year-over-year, but falling just shy of estimates of $1.49B. The company deployed or committed $8.6B of capital ($970 million net to Brookfield Renewable) across multiple investments globally. BEP.UN secured contracts to deliver an incremental 2,700-gigawatt hours per year of generation, of which ~90% of development was with corporate customers. Distribution was unchanged. Not a bad quarter from BEP.UN as FFO and revenue saw decent growth, despite coming up just short of estimates. We like to see the increased demand from corporate customers and think this can be a growth catalyst in the future.
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We are comfortable starting a position now. The stock was initially up big to start May following earnings and the Microsoft partnership. It has since pulled back, but we think there are long-term trends that make renewables attractive, and BEP.UN specifically has a large portfolio of assets to capitalize here. Rates starting to come down will also be key for the stock due to how much debt it has.
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In addition to owning BN, she owns this one directly for exposure to the renewable space. Likes its scale and global presence. In hydro, solar, wind. Did well under Biden, then higher rates hurt, stock's now trying to move up.
True that Trump's not as friendly to renewables. But it's a long-term, secular trend that not's going to stop.
An AI component from the MSFT deal, encouraging. She's owned it for a long time for exposure to the renewable sector, a secular trend. Interest rates have dampened things down, as debt servicing costs increase and cashflow gets discounted at a higher rate. Rates going down would be a tailwind.
Global. Funding for projects comes from the Brookfield group. Active asset recycling -- buy cheap, develop it to maturity, sell it for cash, redeploy that cash. Yield is 5.49%.
Brookfield Renewable Energy is a Canadian stock, trading under the symbol BEP.UN-T on the Toronto Stock Exchange (BEP.UN-CT). It is usually referred to as TSX:BEP.UN or BEP.UN-T
In the last year, 4 stock analysts published opinions about BEP.UN-T. 2 analysts recommended to BUY the stock. 1 analyst recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Brookfield Renewable Energy.
Brookfield Renewable Energy was recommended as a Top Pick by on . Read the latest stock experts ratings for Brookfield Renewable Energy.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
4 stock analysts on Stockchase covered Brookfield Renewable Energy In the last year. It is a trending stock that is worth watching.
On 2025-04-17, Brookfield Renewable Energy (BEP.UN-T) stock closed at a price of $29.83.
Brookfield is a very good manger and BEP contracts are with Microsoft. BEP is not only wind and solar power, but also hydro. They grow their dividend 5% per year. He is averaging down.