Brookfield Renewable Partners L.P.(BEP)
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These 3 High-Yield Dividend Stocks Just Became More Attractive Buys
The Motley Fool· 2024-08-05 17:45
Now could be a great time for income investors to scoop up these stocks. Don't you like it when something you're interested in buying goes on sale? Most people do, including me. Many investors get nervous, though, when a great stock declines. Sometimes such concerns are warranted, but they're often not. I think income investors now have a fantastic opportunity to pick up several great stocks on sale. These three high-yield dividend stocks just became more attractive buys. 1. Brookfield Renewable Brookfield ...
3 High-Yield Stocks That Are Screaming Buys in August
The Motley Fool· 2024-08-05 16:14
If you are in the market for yield, don't pass by Enterprise Products Partners, Black Hills, and Brookfield Renewable. The S&P 500 index has an itty-bitty dividend yield of just under 1.3% today. That's not much if you are trying to live off the dividends your portfolio generates. You can do way better than that with the utility Black Hills (BKH -0.62%) and its 4.4% yield; clean-energy focused Brookfield Renewable (BEP -0.54%) (BEPC 0.32%) with a yield up to 6%; and midstream master limited partnership (MLP ...
Prediction: These 3 Stocks Will Soar If Kamala Harris Wins in November
The Motley Fool· 2024-08-03 15:45
These stocks could also perform well over the long run, even if Harris doesn't defeat Trump. Another close presidential election could be on the way. It's not too soon for investors to begin thinking about where the best opportunities might lie, depending on which candidate is elected. I've already written about stocks I expect to perform well if GOP presidential nominee Donald Trump wins. However, Vice President Kamala Harris -- the presumptive Democratic presidential nominee after President Joe Biden's wi ...
Brookfield Renewable Partners L.P.(BEP) - 2024 Q2 - Earnings Call Transcript
2024-08-03 01:41
财务数据和关键指标变化 - 公司在第二季度创下了资金来源(FFO)的历史新高,同比增长9%,每单位达到0.51美元 [29] - 公司水电业务受益于当前电力市场的强劲需求和高价格 [30] - 公司风电和太阳能业务受益于近期在北美、英国和印度的平台收购 [30] - 公司的分布式能源存储和可持续解决方案业务持续增长 [30] - 公司的核电服务业务表现良好,前景看好,主要受益于核电燃料业务前景改善和新电站开发 [30] 各条业务线数据和关键指标变化 - 公司水电业务受益于当前电力市场的强劲需求和高价格 [30] - 公司风电和太阳能业务受益于近期在北美、英国和印度的平台收购 [30] - 公司的分布式能源存储和可持续解决方案业务持续增长 [30] - 公司的核电服务业务表现良好,前景看好,主要受益于核电燃料业务前景改善和新电站开发 [30] 各个市场数据和关键指标变化 - 公司在PJM市场拥有大量水电、风电和太阳能资产,该市场电力需求增长强劲,为公司带来了良好的收益 [69][70][71] - 公司在西班牙的风电资产受到当地监管价格下降的影响,但对资产回报没有影响 [98][99] 公司战略和发展方向及行业竞争 - 公司专注于收购在核心市场拥有大量运营和开发项目的优质平台,以满足不断增长的清洁电力需求 [23][24][25][26][27] - 公司的开发管线已达230,000兆瓦,其中65,000兆瓦处于高级开发阶段,有利于公司成为大型科技客户的首选清洁电力供应商 [16][17] - 公司正在加大在电池储能系统的投资,预计未来将成为全球最大的电池储能开发商之一 [20][21] - 公司的水电和抽水蓄能资产有助于提供24/7的清洁电力解决方案,是公司的重要竞争优势 [21] - 公司正在加大与大型科技公司的合作,签订长期电力供应协议,以满足他们不断增长的电力需求 [17][62][63] 管理层对经营环境和未来前景的评论 - 公司认为未来20年内全球电力装机容量将超过翻一番,同时还需要替换一半的高碳排放电力装机,这是一个前所未有的挑战 [12] - 公司认为可再生能源发电占全球电力消费的比重将继续快速增长,预计未来10年内将保持25%左右的复合年增长率 [13][14] - 公司认为电池储能系统的成本下降和需求增长将带来类似于太阳能的发展轨迹 [18] - 公司认为未来电力需求的增长,特别是来自数据中心和电气化的需求,将为可再生能源带来持续的强劲需求 [11][15] 问答环节重要的提问和回答 问题1 **Sean Steuart 提问** 询问公司开发管线大幅增加的原因,以及未来几年的投产计划 [36][37][38] **Wyatt Hartley 回答** - 公司对开发管线的定义进行了细化,更加严格地将其划分为"高级开发阶段" - 公司未来几年计划将年度投产规模从7吉瓦提高到10吉瓦左右 [37][38] 问题2 **Nelson Ng 提问** 询问未来5年公司开发管线在技术结构上的变化,是否会以太阳能和电池储能为主,风电可能会成为第三 [45][46][47] **Connor Teskey 回答** - 公司将保持技术中立,根据不同市场的最佳风险调整收益部署资本 - 预计未来太阳能加电池储能将成为最主要的清洁电力解决方案,风电可能会相对减少 [46][47] 问题3 **Jessica Hoyle 提问** 询问公司资产出售的情况,以及未来的计划 [56][57][58][59] **Connor Teskey 回答** - 当前市场上存在大量投资机会和资产出售机会,公司将积极利用这一局面 - 公司有多个正在进行的资产出售进程,预计未来几个月内将有进一步的交易完成 [59]
Compared to Estimates, Brookfield Renewable (BEP) Q2 Earnings: A Look at Key Metrics
ZACKS· 2024-08-02 22:35
Brookfield Renewable Energy Partners (BEP) reported $830 million in revenue for the quarter ended June 2024, representing a year-over-year increase of 15.4%. EPS of -$0.28 for the same period compares to -$0.10 a year ago. The reported revenue represents a surprise of -9.32% over the Zacks Consensus Estimate of $915.31 million. With the consensus EPS estimate being $0.13, the EPS surprise was -315.38%. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Stre ...
3 No-Brainer Stocks to Buy and Hold for the Rest of 2024 and Beyond
The Motley Fool· 2024-07-21 19:36
文章核心观点 - 股市在2024年上半年表现强劲,标普500指数上涨近15%,部分原因是市场对美联储今年开始降息持乐观态度 [2] - 利率下降是未来可能推动股市在下半年及以后继续上涨的众多催化剂之一 [3] - 三家公司(Brookfield Renewable、Clearway Energy和NextEra Energy)被认为具有吸引力的总回报潜力 [3] Brookfield Renewable - 公司拥有4.7%的股息率,股息增长目标为5%-9%,背靠实力雄厚的母公司Brookfield Asset Management [4][5] - 母公司的支持使公司能够在清洁能源行业波动中保持相对稳定,并在行业低迷时期仍能进行有吸引力的收购 [5][6] - 公司有望在未来十年内全球碳足迹不断降低的大趋势下获益 [6] Clearway Energy - 公司股价在2024年上半年下跌约10%,目前股息率达6.5% [7] - 随着美联储预计今年晚些时候开始降息,利率从阻碍转为有利于公司,有助于降低资本成本,促进未来增长 [8] - 公司通过资本回收策略持续增长,有望在2026年前将股息增长维持在5%-8%的目标区间 [9][10] - 公司未来增长潜力良好,有望在2027年将股息增长推至目标区间下限 [10] NextEra Energy - 公司是美国最大的公用事业和可再生能源公司,有望在2026年前实现更高端的盈利指引 [11] - 公司计划在未来4年内投资650亿-700亿美元用于可再生能源业务,并有机会在2027年前新增46.5GW可再生能源装机 [12][13] - 公司还计划在2024-2027年间投资120亿美元用于太阳能发电,有望推动公司每股收益和股息增长约10% [13] - 尽管公司股价已经上涨18%,但仍较历史高点下跌24%,具有较强的增长潜力 [14]
3 No-Brainer High-Yield Stocks to Buy With $1,000 Right Now
The Motley Fool· 2024-07-21 02:33
Looking for high yields? This trio of reliable dividend payers has you covered with yields as high as 7.4%!The S&P 500 index is only offering investors a 1.3% or so yield today, which is pretty slim by just about any standard. You can do much better than that. If you have $100, $1,000, $10,000 or more, you'll want to look at high-yield stocks like Enbridge (ENB 0.74%), WEC Energy (WEC -0.61%), and Brookfield Renewable (BEP -1.35%) (BEPC -2.09%). Here's a quick overview of each one.1. Enbridge has a lofty 7. ...
Brookfield Renewable Announces Results of Conversion Privilege of Series 3 Preference Shares
Newsfilter· 2024-07-18 05:15
文章核心观点 - 公司宣布截至2024年7月16日的最后期限,没有任何Brookfield Renewable Power Preferred Equity Inc.的现有A类优先股3系列(简称"3系列股票")被转换为A类优先股4系列(简称"4系列股票") [1][2] - 这是因为根据提交转换的3系列股票数量,BRP Equity公司确定在2024年7月31日无法达到1,000,000股4系列股票的最低要求 [2] 公司概况 - Brookfield Renewable是全球最大的上市可再生电力和可持续解决方案平台之一 [3] - 公司的可再生电力投资组合包括水电、风电、公用事业规模太阳能和储能设施,分布在北美、南美、欧洲和亚洲 [3] - 公司的可再生电力装机容量接近34,000兆瓦,开发管线约157,000兆瓦 [3] - 公司的可持续解决方案资产包括在Westinghouse(全球领先的核服务业务)的投资,以及在加勒比海和拉丁美洲的电力和独立电力生产商业务,以及碳捕集和储存、农业可再生天然气和材料回收等运营资产和开发管线 [3] - 投资者可通过Brookfield Renewable Partners L.P.(纽约证券交易所和多伦多证券交易所上市)或Brookfield Renewable Corporation(纽约证券交易所和多伦多证券交易所上市)两种方式进入公司投资组合 [4] - Brookfield Renewable是Brookfield Asset Management(一家领先的全球另类资产管理公司,管理资产超过9,250亿美元)的旗舰上市可再生电力和过渡公司 [5] 其他信息 - 公司过往的经审计年报和未经审计季报可在公司网站、美国证券交易委员会网站和加拿大SEDAR+网站获取,也可免费索取实体版本 [6] - 联系方式包括媒体联系人和投资者关系联系人 [7][8]
1 Magnificent High Yield Stock Down 50% to Buy and Hold Forever
The Motley Fool· 2024-07-16 16:30
The price of Brookfield Renewable has plunged, but it continues to reward investors with reliable dividend growth.Wall Street usually pushes things to extremes, which is something that investors need to understand when they look at the 50% plunge in Brookfield Renewable's (BEPC -3.30%) stock price since early 2021. To be fair, there was likely excess on the way up and on the way down, but what high-yield investors have now is an opportunity. Here's what you need to know.Brookfield Renewable is tied at the h ...
Brookfield Renewable to Issue C$400 Million of Green Bonds
Newsfilter· 2024-07-16 08:13
BROOKFIELD, NEWS, July 15, 2024 (GLOBE NEWSWIRE) -- Brookfield Renewable (NYSE:BEP, BEPC, TSX:BEP, BEPC))) ("Brookfield Renewable") today announced that it has agreed to issue C$400 million aggregate principal amount of medium-term notes (the "Notes"), comprised of C$100 million aggregate principal amount of Series 17 Notes (the "Series 17 Notes"), due January 10, 2054, with an effective interest rate1 of 5.417% and C$300 million aggregate principal amount of Series 18 Notes (the "Series 18 Notes"), due Oct ...