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.
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Analysis and Opinions about BEP.UN-T

Signal
Opinion
Expert
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.

COMMENT
COMMENT
December 20, 2013

Preferred E. The falling share price is not because of the company, but because of the fixed income market where people are worried about rising interest rates. Preferred shares sit between equity and bonds. In a rising interest rate environment, preferred shares are going to come off the same as bonds. He would seriously consider moving from the preferred shares to the common shares because this is a very good company and will likely increase their dividend over time.

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Preferred E. The falling share price is not because of the company, but because of the fixed income market where people are worried about rising interest rates. Preferred shares sit between equity and bonds. In a rising interest rate environment, preferred shares are going to come off the same as bonds. He would seriously consider moving from the preferred shares to the common shares because this is a very good company and will likely increase their dividend over time.

HOLD
HOLD
November 21, 2013

Looks quite attractive here. Utilities is one of those spaces that have come under a bit of pressure because of concerns about interest rates. Has a slightly higher growth profile compared to some of the other utility power names. Well-run company.

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Looks quite attractive here. Utilities is one of those spaces that have come under a bit of pressure because of concerns about interest rates. Has a slightly higher growth profile compared to some of the other utility power names. Well-run company.

TOP PICK
TOP PICK
November 12, 2013

Probably one of the top 2 companies globally in terms of renewable assets. Have something like 17 billion, of which 84% is Hydro with the rest being wind. His target is $32 in 12 months and on a longer-term basis, he is very, very optimistic about it. Recently announced they were confident about being in the upper end of their 3%-5% cash flow and distribution growth target. If there is a reasonable increase in power prices, back towards sort of the mid-2007-2008 levels in the US and improvements in Brazil, he feels the growth and cash flow could be actually double that at 10%. 5.3% dividend yield.

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Probably one of the top 2 companies globally in terms of renewable assets. Have something like 17 billion, of which 84% is Hydro with the rest being wind. His target is $32 in 12 months and on a longer-term basis, he is very, very optimistic about it. Recently announced they were confident about being in the upper end of their 3%-5% cash flow and distribution growth target. If there is a reasonable increase in power prices, back towards sort of the mid-2007-2008 levels in the US and improvements in Brazil, he feels the growth and cash flow could be actually double that at 10%. 5.3% dividend yield.

PAST TOP PICK
PAST TOP PICK
September 16, 2013

(A Top Pick April 23/12. Up 5.85%.) Sold all his holdings at between $30 and $31 in late 2012. Has pulled back significantly so he has been adding to his holdings lately. Very good value here. Should grow its dividend 4%-5% a year over the next 4 or 5 years.

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(A Top Pick April 23/12. Up 5.85%.) Sold all his holdings at between $30 and $31 in late 2012. Has pulled back significantly so he has been adding to his holdings lately. Very good value here. Should grow its dividend 4%-5% a year over the next 4 or 5 years.

PAST TOP PICK
PAST TOP PICK
July 16, 2013

(A Top Pick June 27/12. Up 12.05%.) This one, like other renewables, has been hit with the backup in rates. However, he thinks they have an attractive set of assets and an incredibly strong partner and parent in Brookfield. This has wind and run of river projects, which are among the best renewables.

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(A Top Pick June 27/12. Up 12.05%.) This one, like other renewables, has been hit with the backup in rates. However, he thinks they have an attractive set of assets and an incredibly strong partner and parent in Brookfield. This has wind and run of river projects, which are among the best renewables.

HOLD
HOLD
July 10, 2013

Stock has gone sideways over the last number of months. They pulled an issue, which he thinks was for about $400 million that would have been used to fund some acquisitions. Stock has not recovered from this. Internal growth is modest but predictable. Improvement in the stock will come from their success in future acquisitions and steady increases in the dividend, which have exceeded the 3%-5% range that they targeted. Reasonably priced. This is sort of a long-term Buy because this is in a long-term industry. 90% of its assets relate to Hydro capacity.

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Stock has gone sideways over the last number of months. They pulled an issue, which he thinks was for about $400 million that would have been used to fund some acquisitions. Stock has not recovered from this. Internal growth is modest but predictable. Improvement in the stock will come from their success in future acquisitions and steady increases in the dividend, which have exceeded the 3%-5% range that they targeted. Reasonably priced. This is sort of a long-term Buy because this is in a long-term industry. 90% of its assets relate to Hydro capacity.

PAST TOP PICK
PAST TOP PICK
June 12, 2013

(A Top Pick June 21/12. Up 14.89%.)

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(A Top Pick June 21/12. Up 14.89%.)

PAST TOP PICK
PAST TOP PICK
April 10, 2013

(A Top Pick June 21/12. Up 19.78%.) They continue to be a very good acquirer. He is adding to his position on weakness.

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(A Top Pick June 21/12. Up 19.78%.) They continue to be a very good acquirer. He is adding to his position on weakness.

BUY
BUY
March 21, 2013

5.3% yield. They did a big acquisition and are absorbing it. Likes the family of companies and does not know what has caused it to dip. He is still positive.

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5.3% yield. They did a big acquisition and are absorbing it. Likes the family of companies and does not know what has caused it to dip. He is still positive.

PAST TOP PICK
PAST TOP PICK
January 29, 2013

(A Top Pick April 23/12. Up 13.7%.) Had a very good run but when it got into the high $20’s, he took profits and switched into something else.

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(A Top Pick April 23/12. Up 13.7%.) Had a very good run but when it got into the high $20’s, he took profits and switched into something else.

PAST TOP PICK
PAST TOP PICK
December 13, 2012

(Top Pick Dec 22/12, Up 14.45%)

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(Top Pick Dec 22/12, Up 14.45%)

PAST TOP PICK
PAST TOP PICK
October 11, 2012

(Top Pick Oct 25/11, Up 16.47%)

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(Top Pick Oct 25/11, Up 16.47%)

PAST TOP PICK
PAST TOP PICK
September 18, 2012

(A Top Pick Sept 13/11. Up 21.47%.) Got stopped out but this is one he would buy today.

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(A Top Pick Sept 13/11. Up 21.47%.) Got stopped out but this is one he would buy today.

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