If you are looking for a utility stock with a strong dividend story, then take a look at this trio of energy providers today.Dividend-paying utility stocks were once viewed as the cornerstone of a conservative investor's income portfolio. The market is much larger today than when utilities were called "widows and orphans" stocks, but more dividend stock options don't actually change the desirability of adding some boring utilities to your portfolio of dividend stocks. As June gets underway, you might want t ...

文章核心观点 - 能源行业正在经历从碳基化石燃料向低碳替代品的大规模转型,这一转型将需要数十年时间和数万亿美元投资[1] - 布鲁克菲尔德可再生能源(Brookfield Renewable)是最有能力从去碳化大趋势中获益的公司之一,其全球多元化的可再生能源和可持续解决方案使其成为企业寻求去碳化合作伙伴的首选[2] - 这些推动因素将为公司的投资者带来强劲的增长和总回报,使其成为当前最佳的能源股票[2] 公司基本情况 - 布鲁克菲尔德可再生能源是全球最大的上市可再生能源和去碳化解决方案公司之一,拥有多元化的水电、风电、太阳能和可持续解决方案业务[3] - 公司通过长期电力购买协议(PPA)向客户出售可再生能源,获得稳定的现金流[4] - 公司将大部分稳定的现金流以股息形式分配给投资者,目前股息收益率达4.5%,远高于标普500指数的1.3%[5] 增长动力 - 现有PPA合同中的通胀调整条款将使公司的经营性现金流(FFO)每年增长2%-3%,至少到2028年[7] - 公司还可通过提供辅助服务等方式,每年将FFO增厚2%-4%[7] - 公司庞大的开发管线将每年为底线贡献3%-5%的增长[7] - 公司最近与微软签署了有史以来最大规模的企业PPA协议,未来5年将在美欧新建超10.5GW可再生能源装机[8] - 公司还将继续积极进行并购,预计未来每年FFO将增长10%以上[9] 总回报潜力 - 公司的股息收益和收益增长将推动未来几年的强劲总回报[11] - 凭借4.5%的基础股息收益和10%以上的年收益增长,公司可实现中高个位数的年化总回报[11] - 这种强劲回报有望使投资者在5年内将1000美元的投资翻一番[11]

The world is shifting to a more environmentally friendly approach, with people looking for solutions such as solar to deal with climate change and decrease carbon footprints. At the end of 2022, the US already had around 3.9 millionphotovoltaic solar power systems. The pace of growth has been an outstanding 37% YOY, and demand only seems to be rising. According to the U.S Energy Information Administration, solar is still and will continue to be the country’s fastest-growing renewable energy source due to fa ...

Thomas Barwick/DigitalVision via Getty ImagesIt really depends on each individual situation (e.g., size of the accumulated asset pool, tolerance and appetite for risk, dependency on portfolio income etc.), but the most common objective of having a retirement portfolio is to cover a notable portion of living expenses over the whole duration of retirement. To achieve this objective, obviously, the portfolio size has to be large enough just to make the math work. On top of this, the portfolio has to embody ...

Investing in equal parts of these three stocks produces a dividend yield of 5.7%.The energy and utilities sectors are known for their high yields. Dividends compensate patient shareholders for enduring the cyclicality of the oil patch. Meanwhile, utilities often choose to reward investors with dividends, given the sector's low growth.However, focusing too much on yield alone can lead to poor investment decisions. The key is to find a company that blends a high yield with a sound business model that can supp ...

Despite favorable government policies and incentives, the renewable energy sector has slumped. Solar energy has suffered more than it deserved, and the weak demand across countries has impacted the financials of solar companies. However, considering the growing energy demand, the solar sector still has a solid chance of growth. Several solar companies have reported impressive first-quarter results and received strong buy ratings. Here are three solar stocks to buy on the dip.These three companies have an im ...

simonkr/E+ via Getty Images On our last coverage of Brookfield Renewable Partners L.P. (NYSE:BEP), (NYSE:BEPC) we gave it another buy rating while noting that the returns were unlikely to be spectacular. The very high funds from operations (FFO) payout ratio as well as the lack of space on the cash available for distribution (CAFD) required a cautionary stance. Valuation was also so-so. Even that CAFD payout ratio was boosted by some asset sales. If we assume that CAFD is the true measure of the owner's ear ...

As the global push for sustainability gains momentum, investors are eyeing renewable energy stocks to buy. Currently, an increasing number of nations are committing to tripling installed renewable energy generation capacity by 2030 in pursuit of the 1.5°C climate goal. In addition, consumer demand for eco-friendly products is putting clean energy stocks on Wall Street in the limelight. As a result, at the end of 2023, there were around 1,500 funds focusing on the climate, up from about 200 in 2018.Yet, it i ...

BEP股价表现 - BEP自2023年第一季度以来股价上涨13%，而标普500指数下跌2%[1] - BEP的基本面得到改善，股价上涨得到充分证明，使其成为更具吸引力的投资选择[12] BEP吸引因素 - BEP的四大吸引因素：低估的股价、强大的项目管道、巨大的CPI敞口和强劲的资产负债表[2] BEP财务状况 - BEP在2024年第一季度实现FFO 2.96亿美元，同比增长8%，主要受益于水电产量增加、新项目投产和CPI升级[5] - BEP通过长期固定利率债务融资获益，利率基本保持不变，同时与微软达成战略合作协议[6][7] - BEP的财务状况继续保持强劲，发行30年期5.3%的债券，支持在可再生能源领域的资本配置[11] BEP与微软合作 - 与微软的合作意味着BEP的投资组合将扩大超过30%，并且BEP计划在今年安装超过7000兆瓦的新可再生能源容量[9] - BEP在2024年第一季度证明了其能够以更快速度增长营收，保持FFO每股增长接近两位数水平，加上与微软的合作，使其成为稳健的投资选择[13]

财务数据和关键指标变化 - 公司在第一季度创下了资金来源(FFO)的历史新高,同比增长8%,每单位达到0.45美元 [26] - 公司水电资产现金流表现强劲,反映了多元化的资产基础、与通胀挂钩的电力购买协议以及实现强劲电价的能力 [27] 各条业务线数据和关键指标变化 - 风电和太阳能业务受益于最近完成的收购,包括收购了Duke Energy的非监管可再生业务Deriva以及英国风电、太阳能和储能平台OnPath [27] - 分布式能源和储能业务受益于最近的开发活动,可持续解决方案业务表现良好,因为公司在上一季度从Westinghouse获得了全季度的贡献 [28] 各个市场数据和关键指标变化 - 公司在美国和欧洲的发展管线为满足微软的需求提供了良好的基础,这些地区是全球主要的数据中心市场 [37][38][39] 公司战略和发展方向及行业竞争 - 公司通过收购和建设在主要核心市场拥有领先的可再生能源开发商组合,并利用与大型电力买家的关系,能够有效地满足不断增长的电力需求 [60][61] - 公司与微软达成的框架协议是双方长期良好关系的自然发展,有助于公司实现或超过其目标增长 [11][12][13] - 公司在资本、开发和运营能力方面的优势使其能够成为大型科技公司的关键合作伙伴 [14][15] 管理层对经营环境和未来前景的评论 - 数字化和人工智能的加速趋势正在显著推动对电力的需求增长,公司作为这一重要增长趋势的关键推动者而受益 [7][8] - 现有的能源基础设施无法满足人工智能带来的需求,这意味着大规模提供可持续的可再生能源已成为交付人工智能全球部署的关键所在 [8][9] - 公司看好未来几年内可再生能源需求大于供给的局面,这为公司提供了良好的投资机会 [18][19][20] 问答环节重要的提问和回答 问题1 **Sean Steuart 提问** 询问公司与微软协议在美国和欧洲的具体分布以及在美国的目标区域 [36][37] **Connor Teskey 回答** 大部分协议内容集中在美国,主要集中在数据中心建设最集中的地区 [37][38][39] 问题2 **Rupert Merer 提问** 询问公司与微软合作的合同条款,特别是合同期限和电价指数化 [51][52] **Connor Teskey 回答** 合同条款与公司过往的做法一致,包括长期合同、通胀挂钩的电价,以确保达到目标收益率 [52][53] 问题3 **Nelson Ng 提问** 询问公司是否有足够的开发能力满足与微软的协议,以及是否还有空间与其他买家达成类似协议 [59][60][61] **Connor Teskey 回答** 公司有足够的开发能力满足与微软的协议,并有能力与其他大型买家达成类似协议 [60][61][62][63]