Brookfield Renewable Energy (BEP.UN-T)

Bell weather in renewable sector.
Strong cash flow generating ability.
Will be a good long term hold (5-10 years).
Strong dividend that grows every year

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research.

Reported revenue of $1.2B, up 9.6% and ahead of estimates ($1.03B). 
EBITDA was $461M, up 7% and short of estimates ($499M). 
The distribution was boosted 5.5%. 
Per unit cash flow rose to 35c from 33c. 
The year was a record and it has significant capital for expansion and multiple growth projects in the works. Unlock Premium - Try 5i Free

Uninspiring year. Did get Westinghouse, a transformative and nuclear acquisition. Excited about the nuclear space. Buying at current levels.

You have to evaluate each company separately. He owns BEP.UN and BIP.UN, as he finds those the most attractive long term. With those two, you tap into the Brookfield global, private equity expertise, with a focus on renewables and infrastructure. You have to analyze the risk/reward and see what's right for you. 

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Solid cash flow and earnings growth. In a fast-growing competitive sector. Strong backing of parent company. Improved margins and valuations stable. Unlock Premium - Try 5i Free