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Brookfield Renewable Energy
Symbol: BEP.UN-T
Active: Y
Sector: Utilities
Last Price: 27.000
Last Price Date: 2012-05-21 01:14:07
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Experts who have talked about Brookfield Renewable Energy

PAST TOP PICK27.320Rick Stuchberry(A Top Pick June 30/11. Up 24.09%.) Still likes. Well run. Good yield at 5%. Buy on weakness.2012-05-04
TOP PICK27.350Nick MajendieLikes predictable dividend growers and this one fits in this category. Has $14 billion in assets and is in the top 1 or 2 in the world. Very competitive globally. Should increase the distribution 3%-5% a year. 90% of its cash flow is basically contracted by Brookfield Asset Management (BAM.A-T). 5.1% yield.2012-04-23
PARTIAL BUY26.300Michele RobitailleVery high quality holding. On a valuation perspective, it is not cheap but looking at the operating fundamentals and the growth pipeline there is visible growth in the underlying distribution and cash flow stream, so not a bad time to pick away.2012-04-04
DON'T BUY27.590John O'Connell, CFAHe owns the parent, Brookfield Asset Management (BAM.A-T) and finds the whole group interesting. There has been good growth in the dividend and will likely be further growth. The one he would prefer would be Brookfield Infrastructure (BIP.UN-T), which should have some very good dividend growth. This would be a safer bet. They had been hurt in the past by their hydro projects.2012-01-09
TOP PICK27.160Rick StuchberryThey have amalgamated some asset plays. This was mainly a Canadian play. They’ve added a US component as well as a Brazilian component. He is expecting some quite good growth. Respectable dividend of about 5% and underlying growth. Brazil, which is about 15% of the company now, has the ability to add quite a bit of growth.2011-12-22
BUY27.200Douglas KeeHas just started looking at this. Looks pretty good. Expanding and diversifying the structure.2011-11-07
TOP PICK26.580David Burrows5000 Megawatts of hydroelectric power production, very predictable business, 24 year contracts with CPI clause. 10% per year cash flow growth and 3-4% distribution growth.2011-10-25
BUY25.810Gavin GrahamIs well on to new highs because they had been adding lots of new Hydro facilities. If you believe in renewable, hydro is the one renewable, which virtually works the entire time unless water levels are low. Reasonable yield at 5%.2011-09-29
TOP PICK24.850David BurrowsToday they announced Brookfield Asset Management would combine its renewable power assets with those of BRC to form a larger entity going forward. He is a big proponent of yield investing. He wants yield with inflation protection. Was already an interesting business.1600 Megawatts of production across a broad variety of holdings. After the merger there will 5000 megawatts of operating capacity across 180 different facilities across Canada, US and Brazil. Yield will rise to $1.35 from $1.30. Will grow distributable cash 10% per year and distribution 3-4% per year. Contracts for an average of 24 years. 2011-09-13
PAST TOP PICK22.610David Burrows(A Top Pick Aug 9/10. Up 10.69%.)2011-08-18
PAST TOP PICK23.200John Stephenson(Top Pick Jul 23/10, Up 19.80 Total Return) Independent power producer. They have the best land and ‘they aren’t making any more rivers’. Steady, yield, very little variability in cash flows. This is a prudent way to go. 20-25 year contracts.2011-07-18
TOP PICK23.010Rick StuchberryClean power company, basically hydro and wind. Big yield of 5.6% and is relatively safe. Below $22 is a great entry point.2011-06-30
BUY21.470Michael DecterLikes electric power generation, which is the core of their holdings.2011-02-03
PAST TOP PICK21.000Mark Carpani(Top Pick Dec 29/09, Up 14.67) 2011-01-10
TOP PICK22.230Mark Wisniewski6.132% bond due Nov 30/16. Have one of the biggest energy assets. Pre-sell 70% of what they produce. Well run. BBB security, which is in investment grade.2010-10-13
TOP PICK21.470David BurrowsMarket cares about yield and predictability now and this one is about 90% hydroelectric power. Long life assets. Payout ratio is about 70%. Doesn't expect them to be taxable until about 2015. 6.1% yield.2010-08-09
TOP PICK20.500John StephensonA conservative play as the macro backdrop is not encouraging right now. Predominantly hydro-assets. Yielding over 6% with modest upside growth from this. Probably average 10% total return over the course of a year.2010-07-23
TOP PICK20.200Mark Carpani5.84% Bond maturing Nov 5/36. Good management and they are in a very good space. Likes renewable power area. Most of their contracts are fixed and fairly long-term.2010-07-19
BUY on WEAKNESS19.840Michael Simpson, CFALong life assets in Hydro/electrical water driven with about 11% in wind power. Trading at about 9.5X on a price to cash flow basis. To maintain distributions after they convert. Buy below $19.50.2010-07-07
TOP PICK19.290Mark Carpani6.132% bond maturing Nov 30/16. Likes the 5 to 10-year area of the yield curve so comfortable holding it until maturity. Good yield of just under 6%. BBB grade. In the right space of renewable energy. If he gets 100 basis points of tightening in the spread compression he would likely Sell.2009-12-29
TOP PICK19.270Hank Cunningham6.132% maturing Nov 30/16. Likes the company. 2.5% over Canada’s and are rated BBB. Undervalued.2009-12-22
BUY on WEAKNESS18.700Kevin Hall BComm, CFAHigh quality name. Has always traded at a very high premium. Has corrected with the broader market and getting back to a more reasonable valuation. Hydro assets are very long life, predictable, longer-term assets. Wouldn't rush into buying at this time.2007-12-04
HOLD19.420Kevin Hall BComm, CFAHigher-quality power trust. Produce hydro through their dams, so have long life assets. Distributions are very safe. A bit expensive. Modest growth.2007-03-09
BUY18.430John StephensonVery appealing because it has really good assets and is backed by a very strong parent, Brookfield (BAM.A-T).2006-11-16
Comment17.890Sandy McIntyreStructured for stability with limited distribution increases. If they have a good year on generation, the excess cash flow would probably be used to buy additional assets or pay down debt.2006-07-28
BUY18.040John StephensonHas one of the best collection of assets. You should see significant upside, especially if the interest rate regime turns.2006-06-28
WEAK BUY16.510Patrick KimGreat Lakes Hydro (GLH.UN-T) and Innergex Power Income (IEF.UN-T) are both focused on hydro electricity generation. Over the long term these are solid holdings. They both have an excellent portfolio of assets. Doesn't own because of valuations. These will also be interest sensitive.2005-11-04
HOLD16.660Kevin Hall BComm, CFAA high quality name. Produces hydro through a low cost input source. Long life assets. Good management. In the short term, he thinks interest rates are going to go up, so he is avoiding the power trust sector. Not a lot of growth in this part of the market. Acquisition are tough to come by.2005-10-28
DON'T BUY16.500Bruce HartmanHydrology is something that you cannot have any guarantees on. Dependent on rainfall in the summer and snow fall in the winter. Unless water levels are high enough, the turbines don't have enough energy to drive them.2005-10-21
DON'T BUY19.940Bruce HartmanIn theory power corps should be good models for income trusts because they are fairly stable. This one is totally dependent on hydro power, but you need water supply and it's difficult to predict what there will be down the road.2005-09-09
BUY19.860Matt BailliePrefer this, Transcanada Power (TPL.UN-T) or Inter Pipeline (IPL.UN-T) over Calpine Power Income Fund (CF.UN-T).2005-03-16
DON'T BUY20.390Sandy McIntyreHigh quality assets. Strong financial backing. Dont reinvest dividends.2005-03-04
DON'T BUY20.500Kevin Hall BComm, CFAOne of the highest quality power producers. Long life assets, low cost production and great management. Not a lot of ability to grow their distributions. Low yield and feel they will be sensitive to rising interest rates.2005-02-04
DON'T BUY16.720Ben ChengA very defensive income trust. Has some avenues of growth as the Brascan group continues to buy up hydroelectric plants. Prospects for energy prices are quite positive but this trust will not benefit from that.2004-07-15
HOLD16.340Gavin GrahamBig revenue/profit increase last year. The major problem is that interest rates can affect the price. OK to hold for yield.2004-07-06
DON'T BUY15.950Dean OrricoNot a fan of the sector, but this is a good stock. Yield is 8 1/2%. For that kind of a yield, would prefer Yellow Pages.2004-05-26
BUY14.880Peter BriegerHas had a run up. Likes the power trusts. Buy for long term.2002-10-03
BUY14.750Bill Shaw8% yield. Stable.2002-09-27
BUY14.450Sandy McIntyreGood track record of acquisitions and amalgamations. Well managed.2002-05-03
TOP PICK14.500Sandy McIntyreA low risk. Brascan is its parent. Good distributions.2002-03-20
BUY13.700Bill ShawA lower yield in power trusts, but its more stable.2001-12-11
BUY13.500Bill ShawWell managed. Yields in the 8/9% range. Low risk.2001-10-04
BUY12.700Bill ShawGood high quality assets and long term power contracts2001-05-23
BUY12.500Bill ShawVery stable. Conservative 8/9% yield.2001-04-26
BUY11.000Noah Blackstein, B.A., CFAOptimistic on oil price so will hold their value and may be rise2000-11-27
BUY11.000Sandy McIntyreA stable trust2000-11-09

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