Brookfield Renewable Energy | StockChase
101
Brookfield Renewable Energy (BEP.UN-T)

Last Price Recorded: $44.2400 on 2017-12-15

ON STOCKCHASE SINCE Nov 2000

Utilities
101
Brookfield Renewable Energy (BEP.UN-T)

Last Price Recorded: $44.2400 on 2017-12-15

ON STOCKCHASE SINCE Nov 2000


Brookfield Renewable Energy


Signal Opinion Expert
HOLD

This stock never gets cheap. He expects them to grow their cash flow 6%-11% annually from contract inflation and margin expansion and development. They want to grow their dividend 5% annually. The only thing is, it is very expensive, trading at a 5.9% 2018 pre-cash yield.

Utilities

This stock never gets cheap. He expects them to grow their cash flow 6%-11% annually from contract inflation and margin expansion and development. They want to grow their dividend 5% annually. The only thing is, it is very expensive, trading at a 5.9% 2018 pre-cash yield.

Utilities
Greg Newman

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$44.240
Owned Owned
Unknown

WAIT

There has been heightened interest in renewable energy. Chart shows a pattern of consolidation through 2016, and now there is one for 2017 as well. We are close to the top of the channel, so if it breaks above that level that is a positive sign. Wait for this to break above the current level of around $45.

Utilities

There has been heightened interest in renewable energy. Chart shows a pattern of consolidation through 2016, and now there is one for 2017 as well. We are close to the top of the channel, so if it breaks above that level that is a positive sign. Wait for this to break above the current level of around $45.

Utilities
Brooke Thackray

President, Jov Investment Manag...

PricePrice
$43.870
Owned Owned
Unknown

COMMENT

Hold?This is more of a yield play, so it doesn’t have the gyrations such as energy. It is more of a utility play. Yield of 4.42%. When you look at the seasonal chart for yield play such as this, it is really just a 45° line higher. It doesn’t show the seasonal fluctuations that was in some of the other sectors. His database shows that the optimal time to hold this is from Dec 7 to March 7 giving it 6.13% above the bench mark. Has been positive in 14 of the past 17 years. Technically, it is coming down to test the 200-day moving average and bouncing off of that level, which implies the long-term momentum is intact, and that it will continue to chart higher highs and higher lows. Pick this up more towards the December timeframe.

Utilities

Hold?This is more of a yield play, so it doesn’t have the gyrations such as energy. It is more of a utility play. Yield of 4.42%. When you look at the seasonal chart for yield play such as this, it is really just a 45° line higher. It doesn’t show the seasonal fluctuations that was in some of the other sectors. His database shows that the optimal time to hold this is from Dec 7 to March 7 giving it 6.13% above the bench mark. Has been positive in 14 of the past 17 years. Technically, it is coming down to test the 200-day moving average and bouncing off of that level, which implies the long-term momentum is intact, and that it will continue to chart higher highs and higher lows. Pick this up more towards the December timeframe.

Utilities
Jon Vialoux

Research Analyst, Timingthemarket.ca &...

PricePrice
$41.810
Owned Owned
Unknown

DON'T BUY

We are never going back to coal.  Everyone has moved off it, despite what Mr. Trump happens to say about it.  If it gets back down to the $39 area he might be tempted to play it, however.

Utilities

We are never going back to coal.  Everyone has moved off it, despite what Mr. Trump happens to say about it.  If it gets back down to the $39 area he might be tempted to play it, however.

Utilities
Adam Thomas

Vice President & Portfolio Manager, Qwest Fund Managemen...

PricePrice
$42.710
Owned Owned
Unknown

HOLD

This just hit an all-time high, and technically it is in an upward trend. It is also outperforming the TSE Composite and momentum is on the upside. Went above its 20-day moving average recently. As long as the technicals remain positive, you can stick with the stock. You may want to consider using a stoploss.

Utilities

This just hit an all-time high, and technically it is in an upward trend. It is also outperforming the TSE Composite and momentum is on the upside. Went above its 20-day moving average recently. As long as the technicals remain positive, you can stick with the stock. You may want to consider using a stoploss.

Utilities
Don Vialoux

Research Analyst, TimingTheMarket.CA &...

PricePrice
$42.640
Owned Owned
Unknown

COMMENT

He prefers Brookfield Asset Management (BAM-N), effectively the parent of all these Brookfield pieces. Brookfield Renewable has done a very good job and is well run. The dividend is safe.

Utilities

He prefers Brookfield Asset Management (BAM-N), effectively the parent of all these Brookfield pieces. Brookfield Renewable has done a very good job and is well run. The dividend is safe.

Utilities
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Ma...

PricePrice
$38.680
Owned Owned
No

BUY

He likes this. His focus is on dividend and growth, so the dividend yield is fine. It has been growing fairly nicely. Dividend yield of 6.2%.

Utilities

He likes this. His focus is on dividend and growth, so the dividend yield is fine. It has been growing fairly nicely. Dividend yield of 6.2%.

Utilities
Bill Shaw

Partner & Portfolio Manager, Exponent Investment ...

PricePrice
$39.500
Owned Owned
Yes

BUY

He believes in this company. A really, really good company. A low return business. Also, it is undervalued, and can go a lot higher. They recently made some pretty big investments. A lot of this company is Hydro. Has a nice dividend yield which is very sustainable.

Utilities

He believes in this company. A really, really good company. A low return business. Also, it is undervalued, and can go a lot higher. They recently made some pretty big investments. A lot of this company is Hydro. Has a nice dividend yield which is very sustainable.

Utilities
Matt Kacur

President, FSA Financial Scienc...

PricePrice
$38.750
Owned Owned
Unknown

COMMENT

The dividend yield is good. All these Brookfield companies have the ability to get involved in certain types of projects and are very good at it. When they get involved in projects, you have to look at what they are paying for them and what the return expectations are. Feels these infrastructure plays are going to do well over the next little while, and these types of companies have the ability to get involved and generate some great returns. He prefers Brookfield asset management (BAM.A-T).

Utilities

The dividend yield is good. All these Brookfield companies have the ability to get involved in certain types of projects and are very good at it. When they get involved in projects, you have to look at what they are paying for them and what the return expectations are. Feels these infrastructure plays are going to do well over the next little while, and these types of companies have the ability to get involved and generate some great returns. He prefers Brookfield asset management (BAM.A-T).

Utilities
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Ma...

PricePrice
$39.850
Owned Owned
No

SELL

He would be more inclined to sell this and buy Brookfield Asset Management (BAM.A-T), because with a yield play you are going to be competing against higher rates. The attractiveness of a yield play declines when rates are rising. Thinks you can get a better return somewhere else.

Utilities

He would be more inclined to sell this and buy Brookfield Asset Management (BAM.A-T), because with a yield play you are going to be competing against higher rates. The attractiveness of a yield play declines when rates are rising. Thinks you can get a better return somewhere else.

Utilities
John Stephenson

President & CEO, Stephenson & Company...

PricePrice
$39.090
Owned Owned
Unknown

PAST TOP PICK

(A Top Pick Sept 8/16. Down 3.92%.) He still likes this, as nothing has changed with the company. A little uptick in interest rates is not going to hurt this company.

Utilities

(A Top Pick Sept 8/16. Down 3.92%.) He still likes this, as nothing has changed with the company. A little uptick in interest rates is not going to hurt this company.

Utilities
Matt Kacur

President, FSA Financial Scienc...

PricePrice
$38.880
Owned Owned
Yes

TOP PICK

It is very stable.  Pretty much everyone can own them.  Return on capital is 5-6% year in and year out.  One of the biggest pure play renewables in the world.  It has a 5.5% dividend yield which has been growing.

Utilities

It is very stable.  Pretty much everyone can own them.  Return on capital is 5-6% year in and year out.  One of the biggest pure play renewables in the world.  It has a 5.5% dividend yield which has been growing.

Utilities
Matt Kacur

President, FSA Financial Scienc...

PricePrice
$40.740
Owned Owned
No

COMMENT

Doesn’t see anything wrong with this. They have had some problems with hydrology, but he finds those things work themselves out over quarters. He likes the stock and has held it for a long time.

Utilities

Doesn’t see anything wrong with this. They have had some problems with hydrology, but he finds those things work themselves out over quarters. He likes the stock and has held it for a long time.

Utilities
Andrew Pink

Portfolio Manager, LDIC...

PricePrice
$39.890
Owned Owned
Yes

BUY

He loves the renewable space. One of the few long-term bull markets that he can truly see at this stage. As long as the sun shines and the water flows and the wind keeps blowing, these companies can generate cash flow. Cheap financing is allowing them to make a good margin. This one is a good story.

Utilities

He loves the renewable space. One of the few long-term bull markets that he can truly see at this stage. As long as the sun shines and the water flows and the wind keeps blowing, these companies can generate cash flow. Cheap financing is allowing them to make a good margin. This one is a good story.

Utilities
Daniel Lloyd

Portfolio Manager, Forge First Asset Ma...

PricePrice
$38.910
Owned Owned
No

COMMENT

A good business in the Brookfield group. They just bought another chunk of Hydro assets and did an equity issue. A good company.

Utilities

A good business in the Brookfield group. They just bought another chunk of Hydro assets and did an equity issue. A good company.

Utilities
Douglas Kee

Chief Investment Officer, Leon Frazer & Associ...

PricePrice
$37.400
Owned Owned
No

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