Big-tech names have fueled recent gains but a number of under-the-radar stocks show massive growth potential. These perpetual underdogs are less well-known but have the potential to generate outsized returns. Finding these hidden opportunities can help savvy investors earn lucrative returns. There are several reasons these stocks don't get the press attention they deserve. Some find themselves overshadowed by larger competitors while others are on the path to a recovery. Nevertheless, the sheer potential of ...

Brookfield Renewable's capital recycling strategy helps supercharge its growth.Brookfield Renewable (BEPC -2.25%) (BEP -1.21%) has done a fantastic job paying dividends over the years. The renewable energy giant has increased its payout (which currently yields around 5%) by at least 5% annually for 13 straight years. Several factors have helped power this steady rise. A big driver is its smart capital recycling strategy. The global renewable energy company will acquire assets on a value basis, operate them ...

文章核心观点 - 人工智能(AI)应用对数据中心的电力需求将大幅增加,预计到2030年将占全球电力需求的3%-4% [4] - 大型科技公司纷纷承诺将数据中心转向可再生能源,这将推动可再生能源和储能行业的快速增长 [5] - 布鲁克菲尔德可再生能源公司(Brookfield Renewable)是抓住这一机遇的早期领导者,已与微软签署了大规模的可再生能源供应协议 [6][7][8] - 布鲁克菲尔德有望凭借其全球规模和项目开发能力,在未来签署更多类似的协议,推动公司的强劲增长 [9][10] - 布鲁克菲尔德预计未来可以实现10%以上的每股现金流增长,支持其5%-9%的长期股息增长目标,有望带来中高teens的总回报 [11][12][13][14] 公司概况 - 布鲁克菲尔德可再生能源公司是全球领先的可再生能源生产商 [3] - 公司目前运营约33GW的可再生能源装机容量,并拥有超过155GW的项目开发管线 [9][10] - 公司通过内部开发和并购等方式不断扩大项目管线,如最近收购了法国可再生能源公司Neoen [10] 行业趋势 - 人工智能应用对数据中心的电力需求将大幅增加,预计到2030年将占全球电力需求的3%-4% [4] - 大型科技公司纷纷承诺将数据中心转向可再生能源,推动可再生能源和储能行业的快速增长 [5] - 美国未来7年可再生能源和储能行业的增长速度将是过去7年的3倍 [5]

As much as there is a belief in the future of fossil fuels as a superior energy source to meet global demand, there are clearly profitable opportunities in renewable energy stocks to buy. The U.S. Energy Information Administration forecasts electricity generation will grow by about 3% in 2024 and 1% next year with renewables — mostly solar — supplying most of that growth. Solar will provide 41% more electricity in 2024 than last year while wind will grow 5% this year. Hydropower generation is expected to se ...

BROOKFIELD, NEWS, June 24, 2024 (GLOBE NEWSWIRE) -- Brookfield Renewable Corporation (the "Corporation") ((TSX, NYSE:BEPC) today announced that all nine nominees proposed for election to the board of directors of the Corporation by holders of class A exchangeable subordinate voting shares ("Exchangeable Shares") and holders of class B multiple voting shares ("Class B Shares") were elected at the Corporation's annual meeting of shareholders held on June 24, 2024 in a virtual meeting format. Detailed results ...

Are nuclear stocks the next big thing in green energy investing? Recent developments certainly point to that prospect as the alternative energy source attracts increasing legislative and consumer attention — even as sustainable solutions like electric vehicles increasingly fall out of favor.Nuclear energy is already the world’s second-most productive low-carbon energy source, supplying 26% of the world’s total low-carbon power and 10% of the world’s net energy output. More relevant to these nuclear stocks t ...

Brookfield Renewable's already strong growth potential could accelerate in the future.Brookfield Renewable (BEPC -2.40%) (BEP -1.11%) has done an absolutely magnificent job paying dividends over the years. The renewable energy producer has increased its payout by at least 5% annually for the last 13 straight years. That steady growth has helped drive its dividend yield up to nearly 5%. The leading renewable energy dividend stock expects to continue increasing its payout in the future, targeting 5% to 9% ann ...

Anyone investing in renewable energy stocks knows that the past few years have been rough. High interest rates and weaker consumer sentiment have hit the sector hard. Many of these stocks are flashing buy signals now as they have been consolidating for years and building nice levels of support on their charts. Renewable energy companies will go through periods of prosperity and contraction as with any cyclical sector. The old saying is that the longer the consolidation, the more explosive the move when the ...

If you are looking to generate income from the energy patch, then you'll want to consider Enbridge and Brookfield Renewable today.The S&P 500 index is hovering near all-time highs which means it's yielding a scant 1.3% or so. But you can still find attractive (i.e. inexpensive) dividend stocks to add to your portfolio -- if you look hard enough.Right now, the broader energy sector has two examples that still appear to be trading at a discount: Brookfield Renewable (BEP -1.87%) (BEPC -2.01%) and Enbridge (EN ...

文章核心观点 - 在未来市场动荡时期,投资者应该寻找能够提供可靠股息的公司,以此来保护投资组合[1][2] - 三家公司(Enterprise Products Partners、Brookfield Infrastructure和Brookfield Renewable)因其具有抗风险能力的股息而被推荐[2] 企业产品合伙公司(Enterprise Products Partners) - 公司拥有大量能源基础设施资产,包括管道、储存、运输和加工设施,是连接能源行业上游(生产)和下游(化工和炼油)的关键中游企业[3][4] - 公司的业务模式是收取使用费,因此对能源价格波动的敏感度较低,即使在能源价格低迷或经济活动下降时,需求仍然保持稳定[4] - 公司资产负债表评级为投资级,可分配现金流覆盖分红1.7倍,即使遭遇不利消息也不太可能减少分红[5] - 公司股息收益率高达7.2%,是投资者在好坏市场中获得稳定收益的重要来源[5] 布鲁克菲尔德基础设施(Brookfield Infrastructure) - 公司经营一个全球多元化的基础设施资产组合,约90%的现金流来自长期合同或监管框架,70%的现金流没有价格或数量风险,85%的收益与通胀挂钩或受到保护[6][7] - 公司维持投资级别的资产负债表,主要采用长期固定利率债务,并通过战略性资本回收不断增强流动性,增强抗风险能力[8] - 公司向投资者支付60%-70%的稳定现金流作为股息,股息收益率超过4.5%,预计未来5-9%的年增长率[9] - 公司预计未来每股基金运营现金流(FFO)将以6%-9%的年增长率增长,如果加上收购带来的增长,增长率可能超过10%[10][11] 布鲁克菲尔德可再生能源(Brookfield Renewable) - 公司是一家大型上市可再生能源公司,几乎90%的现金流来自长期合同,因此即使在艰难时期也能保持稳定的现金流[14] - 公司预计2023-2028年每单位基金运营现金流(FFO)将以10%的年增长率增长,长期股息增长率为5%-9%[15] - 如果公司能够实现高单位数的股息增长,同时维持4%以上的股息收益率,投资者就可以获得两位数的年化总回报率,这使其成为当前值得购买的优质股息股[15]