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
February 18, 2016

Buying yield stocks is a great strategy. Utilities are behaving really well. It is in the utility-like group and the dividend is really attractive. He thinks the yield is sustainable.

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Buying yield stocks is a great strategy. Utilities are behaving really well. It is in the utility-like group and the dividend is really attractive. He thinks the yield is sustainable.

BUY
BUY
December 3, 2015

6.6% divided, which is not at risk. They are shutting down carbon emitting plants sooner than earlier planned. It is a toll business and as such they have some interest rate sensitivity, but it is a good entry point here.

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6.6% divided, which is not at risk. They are shutting down carbon emitting plants sooner than earlier planned. It is a toll business and as such they have some interest rate sensitivity, but it is a good entry point here.

Ben Cheng

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Price
$32.840
Owned
Unknown
BUY
BUY
October 1, 2015

One of the largest renewable energy players in the world. It has a good yield. They are pretty good at making reasonable acquisitions. They should outpace the general economy.

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One of the largest renewable energy players in the world. It has a good yield. They are pretty good at making reasonable acquisitions. They should outpace the general economy.

PAST TOP PICK
PAST TOP PICK
September 25, 2015

(A Top Pick April 30/14. Up 24.04%.) The outlook for this company is absolutely excellent. They have a 5%-9% distribution growth target. 5% is fully achievable organically. If electricity prices improve over the next few years and if they do some M&A, he thinks the chances of getting up to a 9% annual increase are fairly good. Price of the stock has come down quite a bit from its peak.

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(A Top Pick April 30/14. Up 24.04%.) The outlook for this company is absolutely excellent. They have a 5%-9% distribution growth target. 5% is fully achievable organically. If electricity prices improve over the next few years and if they do some M&A, he thinks the chances of getting up to a 9% annual increase are fairly good. Price of the stock has come down quite a bit from its peak.

COMMENT
COMMENT
July 14, 2015

Because of the sector this is in, it is probably within a couple of weeks of finding a good entry point. The long-term chart looks okay and looks like it is dropping into the range where you might want to consider buying it. You won’t find better managers than Brookfield.

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Because of the sector this is in, it is probably within a couple of weeks of finding a good entry point. The long-term chart looks okay and looks like it is dropping into the range where you might want to consider buying it. You won’t find better managers than Brookfield.

DON'T BUY
DON'T BUY
July 9, 2015

Doesn’t own a lot of infrastructure, but does own the parent of this company which he thinks looks quite good. This one has basically been trading sideways through the course of this year. The revenue side and the earnings side have been a little bit spotty. There are probably better places to look.

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Doesn’t own a lot of infrastructure, but does own the parent of this company which he thinks looks quite good. This one has basically been trading sideways through the course of this year. The revenue side and the earnings side have been a little bit spotty. There are probably better places to look.

BUY
BUY
July 8, 2015

Suggest a renewable energy play? We are moving in a direction where these things are going to be much more valuable.

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Suggest a renewable energy play? We are moving in a direction where these things are going to be much more valuable.

COMMENT
COMMENT
December 5, 2014

Sold his holdings. Had looked at it as a yield situation and reduced some of his yield situations. In his yield holdings, he wants some growth. Feels this one is more affected by the bond market then by the stock market. Very well-run company. So many of these dividend stocks have moved up so high that, on a valuation basis, you are really pressed. You can hold them for the yield, but there is a risk factor if the bonds do what he thinks they might do in the next little while. Feels it is fully priced.

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Sold his holdings. Had looked at it as a yield situation and reduced some of his yield situations. In his yield holdings, he wants some growth. Feels this one is more affected by the bond market then by the stock market. Very well-run company. So many of these dividend stocks have moved up so high that, on a valuation basis, you are really pressed. You can hold them for the yield, but there is a risk factor if the bonds do what he thinks they might do in the next little while. Feels it is fully priced.

DON'T BUY
DON'T BUY
November 10, 2014

Brookfield Renewable series Preferred ‘F’. Rating agencies say it is not rated as high. This is a rate reset. It will start paying you less of a dividend shortly.

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Brookfield Renewable series Preferred ‘F’. Rating agencies say it is not rated as high. This is a rate reset. It will start paying you less of a dividend shortly.

Joey Mack

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Price
$34.400
Owned
Unknown
COMMENT
COMMENT
October 28, 2014

These are hybrid companies as far seasonality goes, so it is not quite the same. However, you would find it typically performing well at this time of year. Technically, it is doing quite well. This is one that you want to continue to hold right through to the springtime.

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These are hybrid companies as far seasonality goes, so it is not quite the same. However, you would find it typically performing well at this time of year. Technically, it is doing quite well. This is one that you want to continue to hold right through to the springtime.

BUY WEAKNESS
BUY WEAKNESS
July 15, 2014

Unique in the sense that they are a true global renewal business within Canada. One of the best run management teams with some of the best assets in the renewal space, mostly hydro. A slower yield growth name, but is stable. If you think rates are going to rise, which he thinks they will, there could be a moderate pullback.

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Unique in the sense that they are a true global renewal business within Canada. One of the best run management teams with some of the best assets in the renewal space, mostly hydro. A slower yield growth name, but is stable. If you think rates are going to rise, which he thinks they will, there could be a moderate pullback.

TOP PICK
TOP PICK
May 13, 2014

Preferred E 5% Series 5. This is a perpetual and won’t get called until 2018 at $26 and starts dropping down the Call price. Current yield is 5.81%. The yield to Call out to 2022 is 7.38%, which is a bond equivalent of almost 10%.

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Preferred E 5% Series 5. This is a perpetual and won’t get called until 2018 at $26 and starts dropping down the Call price. Current yield is 5.81%. The yield to Call out to 2022 is 7.38%, which is a bond equivalent of almost 10%.

TOP PICK
TOP PICK
April 30, 2014

This is the more conservative of the Brookfield’s subs, but is very high quality. Has 90% of Hydro with 90% contracted through this coming year and next. Made 3 acquisitions which will start cash flowing in the 2nd half of the year. Cash flow and distribution will grow in the 6%-7% area in the next few years. 5.3% dividend yield.

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This is the more conservative of the Brookfield’s subs, but is very high quality. Has 90% of Hydro with 90% contracted through this coming year and next. Made 3 acquisitions which will start cash flowing in the 2nd half of the year. Cash flow and distribution will grow in the 6%-7% area in the next few years. 5.3% dividend yield.

HOLD
HOLD
January 21, 2014

Like most of the renewable energy companies, this is fully valued. Have great assets, mostly hydro. Very well managed. Big company and it is very tough to move the needle in terms of growth from here. He looks at this type of holding as being more bond like for the yield. Doesn’t expect you will see a lot of capital appreciation.

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Like most of the renewable energy companies, this is fully valued. Have great assets, mostly hydro. Very well managed. Big company and it is very tough to move the needle in terms of growth from here. He looks at this type of holding as being more bond like for the yield. Doesn’t expect you will see a lot of capital appreciation.

BUY
BUY
January 13, 2014

‘Renewable’ is a favoured word. An extremely well run company. Very hydro focused. 5.4% dividend.

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‘Renewable’ is a favoured word. An extremely well run company. Very hydro focused. 5.4% dividend.

Showing 46 to 60 of 124 entries