Brookfield Renewable Energy

BEP.UN-T

TSE:BEP.UN

72.40
1.93 (2.60%)
Brookfield Renewable Partners L.P. is a publicly traded limited partnership that owns and operates renewable power assets, with corporate headquarters in Toronto, Canada. It is 61% owned by Brookfield Asset Management.
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Analysis and Opinions about BEP.UN-T

Signal
Opinion
Expert
BUY
BUY
January 18, 2019
High quality. Decent payout ratio. Earnings to grow 18%. Quality assets. Lots of liquidity through asset sales and will deploy capital. It ticks all boxes except it's pricey vs. peers.
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High quality. Decent payout ratio. Earnings to grow 18%. Quality assets. Lots of liquidity through asset sales and will deploy capital. It ticks all boxes except it's pricey vs. peers.
BUY
BUY
December 19, 2018

He see it growing at 12%. 87% and declining payout ratio. High quality asset base. Accretive acquisition upside. It has come down quite a bit.

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He see it growing at 12%. 87% and declining payout ratio. High quality asset base. Accretive acquisition upside. It has come down quite a bit.

BUY WEAKNESS
BUY WEAKNESS
December 12, 2018
It's fallen so far that the dividend is 7%. BEP works well for older investors who want that dividend, but don't expect big stock growth. It's a blue-chip stock in Brookfield. There's a little growth in their pipeline. With this serious pullback, there's no problem adding to your position to capture that higher dividend. This space offers less volatility than the market.
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It's fallen so far that the dividend is 7%. BEP works well for older investors who want that dividend, but don't expect big stock growth. It's a blue-chip stock in Brookfield. There's a little growth in their pipeline. With this serious pullback, there's no problem adding to your position to capture that higher dividend. This space offers less volatility than the market.
COMMENT
COMMENT
September 4, 2018

It's not effected by the cancellation of green projects in Ontario. They own a few wind turbine farms. But their management will need to bring investment dollars from other provinces, the U.S. and abroad. Ontario was set up as the leader in green energy which will turn off potential investors from investing in this space.

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It's not effected by the cancellation of green projects in Ontario. They own a few wind turbine farms. But their management will need to bring investment dollars from other provinces, the U.S. and abroad. Ontario was set up as the leader in green energy which will turn off potential investors from investing in this space.

Tim Nash

Unlock Ratings

Price
$40.130
Owned
Unknown
HOLD
HOLD
July 26, 2018

There is a more than 6% dividend. Lighten up if you have a lot of interest sensitive names. Be cautious. The stock price has done well and you may be better to reduce others interest sensitive's holdings. Don't be in a rush to sell this one.

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There is a more than 6% dividend. Lighten up if you have a lot of interest sensitive names. Be cautious. The stock price has done well and you may be better to reduce others interest sensitive's holdings. Don't be in a rush to sell this one.

BUY
BUY
July 20, 2018

Likes it. Largest of the renewable energy utilities yieldcos in Canada. Because it has the backing of BAM.T it’s a bit of a safer place, especially if you’re worried about short-term political risk. Own tremendous amount of hydro, solar, wind power. Own two thermal plants that burn nat gas, so not completely fossil free. More of a dividend play. Potential for growth as assets continue to appreciate. Excited about ability to play globally. Comfortable owning for long term.

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Likes it. Largest of the renewable energy utilities yieldcos in Canada. Because it has the backing of BAM.T it’s a bit of a safer place, especially if you’re worried about short-term political risk. Own tremendous amount of hydro, solar, wind power. Own two thermal plants that burn nat gas, so not completely fossil free. More of a dividend play. Potential for growth as assets continue to appreciate. Excited about ability to play globally. Comfortable owning for long term.

BUY WEAKNESS
BUY WEAKNESS
June 22, 2018

Like this name. Management believes it is going to keep growing funds from operations 5-9%. 88% payout ratio, so dividend is safe. Good story. Kind of pricey. You can get this one on a pullback.

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Like this name. Management believes it is going to keep growing funds from operations 5-9%. 88% payout ratio, so dividend is safe. Good story. Kind of pricey. You can get this one on a pullback.

HOLD
HOLD
January 22, 2018

The yield plays have all pulled back. These guys are always smart guys. You could hold it here and it would be fine long term.

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The yield plays have all pulled back. These guys are always smart guys. You could hold it here and it would be fine long term.

HOLD
HOLD
December 15, 2017

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.

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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.

WAIT
WAIT
October 27, 2017

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.

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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.

COMMENT
COMMENT
September 29, 2017

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.

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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.

DON'T BUY
DON'T BUY
May 29, 2017

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.

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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.

HOLD
HOLD
May 8, 2017

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.

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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.

COMMENT
COMMENT
March 8, 2017

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.

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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.

BUY
BUY
February 24, 2017

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%.

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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%.

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