Brookfield Renewable Energy

BEP.UN-T

TSE:BEP.UN

66.00
0.44 (0.67%)
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.
More at Wikipedia

Analysis and Opinions about BEP.UN-T

Signal
Opinion
Expert
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.

Show full opinionHide full opinion

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%.

Show full opinionHide full opinion

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%.

BUY
BUY
January 6, 2017

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.

Show full opinionHide full opinion

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.

COMMENT
COMMENT
December 30, 2016

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).

Show full opinionHide full opinion

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).

SELL
SELL
November 28, 2016

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.

Show full opinionHide full opinion

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.

PAST TOP PICK
PAST TOP PICK
November 22, 2016

(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.

Show full opinionHide full opinion

(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.

TOP PICK
TOP PICK
September 8, 2016

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.

Show full opinionHide full opinion

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.

COMMENT
COMMENT
August 16, 2016

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.

Show full opinionHide full opinion

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.

BUY
BUY
July 5, 2016

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.

Show full opinionHide full opinion

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.

COMMENT
COMMENT
June 9, 2016

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

Show full opinionHide full opinion

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

COMMENT
COMMENT
June 8, 2016

A very well-run business. They run a lot of different types of renewable power whether it is Hydro, wind or solar. A nice dividend payer. Has been doing a lot of acquisitions. A long-term dividend play. Dividend yield of 6.2%. A good name to own.

Show full opinionHide full opinion

A very well-run business. They run a lot of different types of renewable power whether it is Hydro, wind or solar. A nice dividend payer. Has been doing a lot of acquisitions. A long-term dividend play. Dividend yield of 6.2%. A good name to own.

BUY
BUY
May 25, 2016

It is a good long term energy investment.

Show full opinionHide full opinion

It is a good long term energy investment.

BUY
BUY
May 20, 2016

Although he cut back on his REITs last fall, he is now adding back because some of the yields are quite nice. However, he is still cautious on the sector. Likes this one and is adding to his holdings. Have great properties globally. Dividend yield of 6.13%.

Show full opinionHide full opinion

Although he cut back on his REITs last fall, he is now adding back because some of the yields are quite nice. However, he is still cautious on the sector. Likes this one and is adding to his holdings. Have great properties globally. Dividend yield of 6.13%.

BUY
BUY
April 14, 2016

This is a product that has some advantage. Has been performing quite well over the last little while. A little bit too thin a trader for his company, but he likes what they are doing. It’s a stock that will continue to attract attention. This is an area that will show opportunities, and it is reasonably conservative. Not a bad investment.

Show full opinionHide full opinion

This is a product that has some advantage. Has been performing quite well over the last little while. A little bit too thin a trader for his company, but he likes what they are doing. It’s a stock that will continue to attract attention. This is an area that will show opportunities, and it is reasonably conservative. Not a bad investment.

BUY
BUY
March 15, 2016

This has a number of assets in renewable energy. Utilities in renewable energy are doing quite well right now. Although he doesn’t own this, it is one he would have no problem owning. Dividend yield of 6.3%.

Show full opinionHide full opinion

This has a number of assets in renewable energy. Utilities in renewable energy are doing quite well right now. Although he doesn’t own this, it is one he would have no problem owning. Dividend yield of 6.3%.

Showing 31 to 45 of 126 entries