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Thoughts on Higher Value Dividend Stocks that have been pushed down recently?
What is up with Brookfield renewable ($BEPC)? - just hit all time low
22 year old, look for long term plays preferably in clean energy and AI
SUNPOWER is on the track now(( yesterday closed at 27.44 $ today closed at 30.68 $)) It was 57.52 $ on January, 2021.EPS.177% for Q1.Market cap 5.2B. Mentioned as one of the best solar companies on yahoo finance. Any one interested in SUNPOWER??
SUNPOWER on track now ((yesterday closed at 27.44$ ,today closed at 30.68$))..it was 57.52$ on January,2021.EPS.177% for Q1.Market cap 5.2B Mentioned as one of the best solar companies on yahoo finance Any one interested in SUNPOWER.
Why is the general consensus that it is better to buy & hold even when the market now is moving at a faster rate than usual?
Brookfield renewables - why the performance difference between BEP and BEPC?
Mentions
Since NEE is concentrated in USA and Current leadership being kind of flippant and cancelling projects, would BEPC international holdings be better for 10+ year holding the stock?
Wow that's super messed up. People aren't going to want to do business with us if that's how we treat them! This makes me lean towards BEPC since it's not an American company
If you want to help build solar, buy HASI, BEPC, CWEN.A, or ENPH, FSLR, or TSLA (if you can stomach the risks and Elon.) The first three finance and build solar farms, the last three make solar components. The first three are fairly safe investments with good dividend yields, the second group are quite speculative currently.
BEP is a partnership so you'd end up with a K-1 every year you owned it, even if for a day. You'd want BEPC (C Corp) instead. I own a small position in Cameco. I have owned Brookfield over the years and probably will again at some point but do feel that the organization has turned into this: https://pbs.twimg.com/media/ECAf-kjXYAARAm7.jpg BAM, BN (and BAMR can be exchanged for BAM), all the spin offs (and C-Corp versions of all of them), etc.
Which of the Brookfield stock's would this impact the most? There's BEP, BEPC, and BN....
Bear in mind real estate is the biggest market in Canada. Prices basically never go down and we constantly need more housing and more infrastructure. Their RE holdings are by design. I think there's probably more positive news coming on the renewable front too. BEPC cut a deal with Google recently and hopefully there's more where that came from. They've got their hands in Cameco and nuclear/uranium has a chance to explode over the next few years. In general, as a Canadian I'm biased but I think there's a lot more opportunity in Canada than people think. With the current political climate Canadians have soured on the US and are starting to look into buying and investing locally, and internationally no one really hates us. We're still going to feel the effects of whatever bullshit comes our way from down south but we're positioning ourselves to weather the storm and probably have the best possible person in place to steer the ship. Not coincidentally someone who used to work at Brookfield lol
Stupid question but apparently BEP (Brookfield Renewable Partners) cant be bought but BEPC can, I'm assuming BEPC (Brookfield Renewable) is more or less the same...?
Is there a specific reason BEPC was up 7.5% today? Can't find any news on the Googles.
Brookfield Renewable (NYSE: BEPC)(NYSE: BEP), ConocoPhillips (NYSE: COP), and Enbridge (NYSE: ENB)
I bought $14k of BEPC the day it became publicly available. Road it all the way up, back all the way down, and been dragging ever since. That means I’m flat on price over 5 years
He also was the Chairman at Brookfield Corporation which is becoming an absolute powerhouse. BAM, BN, and BEPC are all sound investments and I expect to thrive in the next 25 years
BEPC BIPC Good dividends, exposure outside US. Googl, AMZN, ADSK, SOFI, next month or after I stack some more money, because I have long time horizon and it looks likely they will be on sale
BEPC isn’t trash but you should have just bought BN. The rest is just trash though, turns out shit companies don’t usually do well
Company hat has an approved reactor and is currently waiting to announce an order for SMR's is westinghouse, which was acquired by BEPC (51%) and Cameco(49%). BEPC not only has a state in renewable but also key player in nuclear energy. More importantly, they have the actual guts that distributes the energy from the source to the destination. Their target market is corporations.
Any thoughts on BEPC? They acquired Westinghouse along with Cameco?
Yeah that’s my understanding. I did learn in further reading after this comment though that Westinghouse revenue will no longer include construction costs, as some press releases I read excluded that from their business model when discussing the CCJ/BEPC acquisition. I would imagine because of the fraud cases I linked above. Either way, CCJ is much better positioned to be impacted by the development of more nuclear reactors, in my opinion, because BEPC’s portfolio is much more diversified with renewables whereas CCJ is more of a strictly nuclear company. I wish I would have gone with my gut last month and bought CCJ 60 calls, as those would already be printing now. Instead I stayed on the sidelines smh. Still considering getting in on CCJ now though.
BEP & BEPC down hard today for me.
Thanks for posting this DD. Looking at BEPC's [Q2 results](https://bep.brookfield.com/sites/bep-brookfield-ir/files/Brookfield-BEP-IR-V2/2024/Q2/q2-2024-bep-press-release-updated.pdf), nuclear/Westinghouse revenues are described to fall under the "Distributed Energy & Storage" line item, which was $61 million out of $830 million total 2024 revenue at the time of the report. I wonder if anyone could shed some light on how much of an impact 5-10 AP1000 reactors would make to this line item? I'm not sure how Westinghouse's revenue on reactors shakes out. Do they simply sell the reactor and it's parts? Or do they also receive revenue from the construction labor in setting it up?
GLO LEU OKLO high risk, CCJ RYCEY BEPC for 20-year buy-and-forget
I see your point. My counterpoint is that CCJ also benefits from the uranium shortage angle on this story, which BEPC does not. The uranium shortage thesis is very strongly backed by fundamental data. I am not doing options so all I care about is how the stock price moves, which is why I am personally banking on CCJ. I wish you the best of fortune.
I mean, that's how the market works. At one point people, i.e. the market, thinks a company is worth say 60. Then a few weeks later people, i.e. the market, suddenly thinks it worth 90. LEU initially caught my eye because they had the lowest PE of nuclear stocks I was aware of at the time. Outside of BEPC, it might be the lowest still.
You don't buy 10 GW of power projects on cash. You finance them. And if you know what you are doing, the returns from the project exceed the financing costs. BEPC knows what they are doing. **That's why they have been paying a 4% dividend.**
Yeah I hear you. LEU setup was nice in that they were the only US domiciled enrichment game in town, sub $1B MC and the RFP announcement/catalyst was expected by year end. For BEPC, we have DOE wanting 5-10 order-book by 2025, but that’s not a lot to go off of. Especially in options trading being early = being wrong, and the setup of essentially just waiting for some undefined announcement sometime next year at earliest not the most compelling. Would rather buy in once announcement hits the tape and put $$ to work elsewhere, but that’s just me
I don't totally agree. A big part of what made LEU work imo, is they had contract announcements that could easily be anticipated. I feel like the same set-up exists here. The numbers on those contracts are not even out yet as far as I know. The report states they want "a committed orderbook of 5-10 deployments of a single reactor design...these first orders would need to be placed by \~2025." **That would be the biggest nuclear announcement in the US in 4 decades.** **And $BEPC would be PR'ing that.** 2025 is not that far off either. And as you note the IV is much lower. So a \~35 -> \~44 move here would get about the same 10x return as the \~55 -> \~90 move in LEU. That said, I am not trying to make some huge parallel with LEU here. Getting any kind of DD on new companies is close to impossible though.
Brookfield is too complicated of a structure to have meme potential like LEU imo. Do they own 51% or Westinghouse or does the consortium, who knows By now every regard with a pulse is convinced that the future nuclear reactor TAM is large, but we have no info on unit economics / potential torque specific to BEPC by way of its Westinghouse stake, which is important if we want to play value investor and talk about EV/Ebitda etc. Nuclear trade all about vibes/reflexivity and a confusing Brookfield family stonk seems like more of a heavy lift for less upside (vs clean setup like LEU trade). On a relative basis, BEPC low IV option chain + limited downside relative to other nuclear names up 100% on the month is attractive for risk management, but expectations should prob be moderated. Here’s to hoping trade works out 🍻
i picked up BEP because i read they own westinghouse, is that the same or similar to BEPC?
What about BN? BN isn't exactly trading at a low multiple so could that be the reason BEPC appears to be low?
Good question. As folks mentioned, its a tax optimization thing and I don't know if it would even matter for most purposes. I'm doing BEPC. "Brookfield Renewable Partners L.P. (NYSE: BEP; TSX: BEP.UN)(“BEP”), a Bermuda -based limited partnership, or Brookfield Renewable Corporation (NYSE, TSX: BEPC)(“BEPC”), a Canadian corporation. BEPC was created to provide investors with greater flexibility in how they access BEP’s globally diversified portfolio of high-quality renewable power assets. Class A shares of BEPC are structured to provide an economic return equivalent to BEP units through a traditional corporate structure. Each BEPC Class A share has same distribution as a BEP unit, and is exchangeable, at the shareholders option, for one BEP unit."
From what I’ve read, BEP in a non-tax account like a Roth IRA and BEPC for a taxable account.
BEPC unless you want the tax hassles of BEP.
Fuck sake. Was trying to add BEPC quietly.
Does is it matter if you buy $BEPC vs $BEP?Getting quite confused here. Thanks for the DD btw. This stock is severely undervalued!
I feel like there has to be a reason BEPC's P/E is so low. Usually that means big money thinks they have no growth prospects or serious financial trouble. Strange.
Interesting thesis, although it appears revenue generated from Westinghouse account for less than 10% of BEPC's total annual revenue?
**I am bullish most of this stuff. I like BEPC because is seems like a way to keep my exposure to nuclear high with less downside risk - bc it has yet to 2x to 5x on the shares yet. At least that is my perception of the risk / reward.**
CCJ is trading at \~55x ev / ebidta. And BEPC is \~12x. Also, a 30% move on the shares for both on similar monthlies would return like 1,000% gains in the case of BEPC and \~400% gains in the case of CCJ. Bottom line is am bullish nuclear and have exposure to a handful of companies. I think CCJ is good an in the long term will go up. I am still holding a good slug of LEU and thing that all stands to continue to gain. **At this point thought BEPC stands out to me as maybe the only case where a 30% move would have a crazy 10x return. And I think because it has moved so little, there is a good reason, rational reason for that re-rate to continue to occur.**
WULF and BEPC lookin GOOOOD
LAC, BEPC, and MP all ripping for me. Been accumulating quite a bit of LAC and MP this year so feeling pretty good rn.
BEPC should be right up your alley
Brookfield (BEPC) They have a partnership with Microsoft, among other things. [source](https://bep.brookfield.com/press-releases/bep/brookfield-and-microsoft-collaborating-deliver-over-105-gw-new-renewable-power)
HPE for the datacenter/infrastructure. BEPC for the renewable energy.
Im surprised Nobody said Brookfield(BN) or Brookfield renewable (BEPC). They are one of the biggest renewable energy providers and literally have a deal to provide the insane energy demand for Microsoft
Curious if you’ve considered Brookfield Renewable (BEPC)? Stock’s gone sideways for a while but they have a nice dividend (4.53%) yield. Market cap of $5.67 billion.
You need BEPC in the power/energy category. They recently signed a five-year agreement with Microsoft. [Brookfield and Microsoft Collaborating to Deliver Over 10.5 GW of New Renewable Power Capacity Globally](https://bep.brookfield.com/press-releases/bep/brookfield-and-microsoft-collaborating-deliver-over-105-gw-new-renewable-power)
BEPC been ripping lately.
I went pretty big into the energy theme in relation to data centers. Calls in ENB, OVV, BEPC out to Jan and BOIL for next week. Natty gaz gonna run Peeps!
Anyone know why solar stocks are running today? Is it because of the deal MSFT made with BEPC for renewable energy?
Cool thanks. What about a company like BEPC?
Oh, yep, sorry... didn't notice it in your list. I guess ET-I (the updated uncallable preferred that used to trade as CEQP-PR) and TRP are out due to your rule against K-1s. There's also BEPC, currently pretty close to your 6% threshold and with decent growth prospects especially once rates fall. And for energy/infrastructure the baby bonds BEPH and BIPH may be of interest.
Agreed. OP should look into ticker BEPC. It's the version of Brookfield Renewable Corp that issues a 1099 instead of a K-1
Why do you think BEPC has struggled so much? Shouldn’t it also get some benefit from this theme? I like it on paper but the chart is gross.
30's, about 50k invested and still very much wealth building. 40% QQQM 15% SMH 15% IHI 15% BEPC/ICLN (haven't decided how I want to split or if I want to split) 5% WM 5% JPM 5% MP
I'm about to get into the investing game, I just want to put my money somewhere instead of it wasting away in a savings account. I'm only a student though so around 15K total to spread out. I came across this company and it has also intrigued me, so much so that I actually reached out and asked for an internship to help them with sales XD. Here is what I'm thinking of SOFI Semi conductors TMF Nuclear Energy Copper BN or BEPC Finally, SKYT
People aren't adapting at the rate carmakers had hoped for. EVs are sitting on lots unsold. Some are trading in EVs for ICE. MP has a deal in place with GM for refined rare earth, MP stock is down 58% YOY. Even BEPC which is mostly invested in hydro, very stable cash flow, is down 27% YOY. NEE likewise down 38%. Investors rushed in to renewables, then soured as it became clear the pace of transition would be slower than optimists had hoped. Like you said, it's still inevitable, but current sentiment is against renewable as an investment.
I would say the only other thing that I’ve purchased some stocks in are companies working in the renewable energy space. I don’t know much about it, but I bought a little bit in different companies to see what they do. So like BEPC, CSIQ, FSLR, NEE…again I don’t know much about the space so its like rolling the dice. I’ve also bought into a couple of car companies that are expanding into building more electric and hybrid cars. One site I like to check out sometimes is Motley Fool. Personally, I don’t go to the doctor very often, so with the HSA you have a higher deductible, but you can put pre-tax money in there, and its always yours. So if you don’t go to the doctor or have a ton of prescriptions, you don’t really use the $$ in there. Unlike the FSA where you have to use it before the end of the year.
Any thoughts on Renewables? Just feel like they're getting beat up more than anything else. PBW, FCEL, BEPC, TAN etc... + name a renewable..
Brookfield has been seen as the leader in this space for a long time, with the lowest cost of capital, highest-quality lenders and counterparties, and most operational experience. It is definitely true that the whole yieldco complex is selling off indiscriminately and that that could present opportunities, but personally, in such a challenging capital markets environment I would stick with the most experienced, biggest, highest credit rating company which is BEPC without question. AY has a LOT of foreign exchange risk, I think over half of their revenue is outside the US and much of it is from developing economies in Latin America which are subject to a lot of FX downside. Both AY and CWEN used to have larger sponsors for selling them projects that basically abandoned them in 2016 because the sponsors' interests weren't aligned with the yieldcos. For AY it was Abengoa, and for CWEN it was NRG. Without a big sponsor feeding you projects like that, they have a lot less leverage buying projects than say BEPC or even NEP although NEE has frankly proven they will abuse the ownership structure with NEP.
"MMM - Class Action lawsuits have been pushing it down but seems to have settled the lawsuits from what I've heard? Now more of a high value/dividend play." The company will eventually move past lawsuits, get a bump and go back to being meh. You'd have been better off/will likely continue to be better off over time in better managed industrial peers. "BEPC -Brookfield Renewable" - see also NEE/NEP. Higher rates are a significant negative in many cases for alternative energy names like this. For all the excitement over alternative energy going into 2021, you'd have been better off since in XLE than ICLN. Additionally, people can always choose whichever option (3 now? The Brookfield universe is absurd) to get exposure to Brookfield's diversified parent co/s. "PYPL- Whilst not a dividend stock, this is more and more attractive the lower it gets, I see it slowly transitioning into a cash cow, and feel that 1 good earning call it's gonna fly . It's a matter of timing the bottom, personally looking at sub 50" Payments has become increasingly commoditized and competitive. There will be a point where they get an overhated bounce but long-term, it's a race to the bottom on fees. Apple Pay is a feature and they can afford to compete; for PYPL they can't. So maybe it bounces, but a "mature" Paypal in a competitive, commoditized business is - imo - not an attractive business. "DG - Dollar General" It will do fine over time but the Bloomberg cover story about the condition of the stores was dismaying. "I'd love to hear everyones opinion whether good or bad on these (mostly) value plays" It feels like this sub has choosen not to aggressively not focus on hot stocks and instead has focused on problematic stocks on the other end of the spectrum. Meanwhile, there's a lot of quality in the middle that is actually doing okay.
ASO is quite interesting. I generally don't like retail but this is a small player atm and has plenty of room for unit growth. Revenue growth recently has stalled and turned negative but they plan to open more stores to offset that so we'll how that works. Still not sure it deserves a valuation that's 30% below its closest competitors. I made a video here that discusses my thoughts in more detail [here](https://www.youtube.com/watch?v=E4uRNI_qOFE) if you're interested. I like paypal as well. Always good to have flexibility with cash flow when going into these types of market conditions. DG is getting interesting too but not a huge fan of their stores so might just stay away. Have done well historically in a recession but their margins are being pressured quite a bit and the in-store experience just keeps getting worse. For BEPC, I think I just prefer owning BAM/BN in this family since those guys already hold some BEPC, you get exposure there. In general utilities are getting killed because they almost all have a mountain of debt and refinancing will be tough on their bottom lines.
BEPC is caught up in the utilities selloff triggered by NEP and NEE. They face some of the same issues as NEP, namely their reliance on floating-rate project debt narrowing their interest rate spread as reference rates like SOFR rise. This means it has recently become much more expensive for them to borrow the money to fund power development projects, relative to the cash flows that those completed projects would provide. However, BEPC does point out in [recent presentations (slide 50)](https://bep.brookfield.com/sites/bep-brookfield-ir/files/Brookfield-BEP-IR-V2/bep-affiliate-day.pdf)that ~70% of their revenues are from power purchase agreements that are **linked to inflation**, meaning that if higher borrowing rates are offset by higher inflation, then their net spread will be fine (for 70% of revenue). Furthermore, BEPC has been historically both more conservative and more reliable than NEP and so their mgmt deserves more credibility. But the fact is that **real** interest rates have risen significantly in the last month or so, i.e., interest rates are outpacing inflation. This narrows BEPC's spread even on inflation-linked projects. BEPC also has a significant amount of FX risk as they have many projects outside the US, and the dollar is strengthening quickly relative to other currencies, further hurting their revenue. Many investors are also spooked because they remember the blowups of yieldcos in 2015 and 2016. To be frank the ownership structure of yieldcos is not always aligned with the interests of their sponsors, as demonstrated recently with NEE and NEP. The 2015-16 episode and the reasons for it are summarized well [here](https://www.stern.nyu.edu/sites/default/files/assets/documents/Mitidieri_Glucksman%20Paper_final_200526.pdf). This is still a problem today. Another factor to keep in mind for BEPC is that they are based in Canada and Canada has a [15% dividend withholding tax](https://taxsummaries.pwc.com/canada/corporate/withholding-taxes) for US investors. So even though it looks like BEPC is trading at a 6% yield, this is more like a 5.2% yield after withholding tax unless you hold it in a Roth IRA or something tax-exempt. TL;DR - BEPC is caught up in an indiscriminate utilities selloff but does face real risks in the forms of a strong dollar, high floating-rate project-level debt, and conflicts of interest inherent in the yieldco structure
As a BEPC bag holder, I’d stay away. It’s setting new all time lows daily, yet seem to have more partnerships and acquisitions. I don’t get it
BEP/BEPC has absolutely dropped hard. Hope that dividend remains.
NEP/NEE down big, BEPC down, ICLN down 55% or so since 1/21. Nextera cut its long term growth outlook by about half. "John Ketchum, CEO of both companies, indicated that “tighter monetary policy and higher interest rates obviously affect the financing need to grow distributions at 12%.” He added that trying to maintain the 12% threshold “has had an impact on NextEra Energy Partners’ unit price and yield.” https://www.investopedia.com/nextera-energy-subsidiary-cuts-distribution-growth-outlook-and-shares-of-both-sink-7975591 "Anyone buying the 20% dip on NEP?!!" No thanks
It's remarkable how disappointing a lot of clean energy has done over the last couple of years, given all the discussion. In late 2020, you can see on the chart people piling into the ICLN etf thinking that clean energy success in the years ahead would be a sure thing. In the years since, the ICLN has lost about 50% and you'd have been better off in the XLE. Not sure which way BEPC/NEP go but if clean energy keeps doing what it's been doing they will probably continue to trade fairly similarly. Becomes more of a question of which do you think is a better choice looking out longer-term. There's also the option of BEPC exposure through one of Brookfield's core entities in the increasingly/unnecessarily overcomplicated Brookfield universe. Construction services names have benefitted from grid modernization (PWR an example; article from 2021: https://www.barrons.com/articles/quanta-services-electricity-grid-deal-51630610258) but if the economy takes a more pronounced turn South, these names probably will too.
Is BEPC still worth buying or should I switch to NEP instead?
At a very basic level BEPC is an electricity company that just happens to get its electricity cleanly. The company was overvalued for quite a while when you compare it to other electricity providers. Which was entirely from people bidding up the shares because "clean energy gooood" thought process.
As others have said, most renewable company charts look almost identical. That tells you it's a load of crap. The dividend is also less attractive now you can get the same return risk free from bonds. I think BEPC is ultra solid, top quality, has been overpriced but now is looking attractive. In 10-15 years the dividend will be double what it is now, so that's your risk/reward - is that wait worth it vs. the opportunity cost and long-term inflation? This is not going to make you 5x returns like Nvidia, it's a boring and sensible investment. By the way, investing in renewable stocks doesn't make more renewables happen, keep it financial.
I think you may be right. I am currently invested in Haliburton and up a decent amount. I have been looking into NEE and BEPC so maybe energy might be the move.
BEPC and NEE are two large stocks focusing on your interest.
BEPC - Brookfield Renewable Corp. Utility operating hydroelectric, wind, solar, and storage facilities across the globe.
Bought BEPC last week, agree that they’ll be a winner down the road. It’s not timing the market, it’ll be time in the market.
They got crazy expensive into 2021, as was true with a lot of green energy companies. Now a lot more reasonable. STill think BEPC is a winner over a decade
Nextera energy (NEE), Brookfield renewable ( BEPC), orsted
*UPDATED* VOO 30%, APPL 5%, MSFT 5%, NKE 5%, BEPC 5%, BIPC 5%, MSOS 5%, CHPT 10%, STEM 10%, LTHM 10%, PLTR 10%. I know there's some companies that don't make any profit right now but I want to stack up on them as they are projected to become profitable. Let me know if I'm making a bad mistake.
It's been years since I did any research into which REIT is a good place for new money right now, so do more due diligence than just reading my comments before buying anything. With that said, the REIT I bought in 2009 and still own, partly due to inertia and partly because no red flags have ever appeared, is One Liberty Properties (OLP). I've been trying to shift a bit away from individual stocks and more towards ETFs, so I own Vanguard's REIT ETF (VNQ) as well. One other I've owned for years is Brookfield Renewable Corp (BEPC). While not technically a REIT I don' think, it has the same feel as one; very steady with a good dividend.
BEPC is owned by private equity and has high debt. A lot of the other stocks seem to either have negative earnings or declining earning year over year. DDOG has a p/e of over 7000 so it's priced for a best case scenario and has to compete with PLTR and SNOW.
Not risky, just a dog, but BEPC, brookfield renewable Corp. Down 50% from ath, one of the worst of the renewable energy majors. I'm down 25%. They haven't made a good call in a year. Medium conviction, brookfield is a juggernaut when they want to be. Ohh, I have a better one. ATH(X) - Ather (sys). Down 98%. reverse stock split, God awful, every drug trial ending in failure. 0 conviction these chucklefucks will ever rebound, or even be a going concern in a year. I'll tax loss harvest them this year. Got auto modded on the ath x. The stock stinks so bad even reddit bots hate it.
Another company involved in Westinghouse’s acquisition/bailout was Brookefield Renewable Corp ($BEPC). Cameco and Brookefield acquired Westinghouse as a strategic partnership
BEP and NEP own large portfolios of long term contracted free cash flowing renewable energy assets- wind farms, utility scale solar fields, and hydroelectric dams. They are adding more assets to their portfolio every year through debt and equity financing- this trend is still strong and intact and will only lead to more growth in the future. BEP does issue K-1's however, so unless you're putting it in a tax advantage account I'd suggest buying BEPC which is the C-Corp version of the company instead. NEP does not issue K-1's fortunately. [https://www.macrotrends.net/stocks/charts/BEP/brookfield-renewable-partners/revenue](https://www.macrotrends.net/stocks/charts/BEP/brookfield-renewable-partners/revenue) [https://www.macrotrends.net/stocks/charts/BEP/brookfield-renewable-partners/ebitda](https://www.macrotrends.net/stocks/charts/BEP/brookfield-renewable-partners/ebitda) [https://www.macrotrends.net/stocks/charts/BEP/brookfield-renewable-partners/dividend-yield-history](https://www.macrotrends.net/stocks/charts/BEP/brookfield-renewable-partners/dividend-yield-history) Here is the revenue, ebitda, and dividend trends for bep- it is a monster and will continue to be one for decades to come. The market selloff has created an amazing entry point for both but particularly BEP at these levels. NEP also has solid trends as well.
Thank you. I've been watching Solar Edge, Enphase, and First Solar but I am very hesitant to buy because they are near ATH. Rn I have some SunNova, Array, and ChargePoint. BEPC looks interesting
I'd think in terms of solar pure plays ENPH, FSLR, SEDG but those are also the ones that have fared quite well in a difficult year already. In terms of more renewable utility, BEPC (not BEP) seems reasonable here and NEE has done well over time.
I think AAPL will still be very strong in 5 years and those who purchase at today's prices ($135/share), will probably see (conservatively) a 30% gain by this time next year. COST is priced to perfection now, but they too have a great long-term strategy and model that's superior to Walmart, Target, and others. The limited, medium to high-end product line and $5 roast chickens is going to survive any Recession. entails. s about as quality of a company as one can own these days. And they're continuing to expand into invaluable services, financial forays, and have a mountain of cash to buffer the down days. I think TSM is going to look really great too and my money is on China keeping their hands off Taiwan. COST is priced to perfection now, but they too have a great long-term strategy and model that's superior to Walmart, Target and others. The limited, medium to high-end product line and $5 roast chickens is going to survive any Recession. CWEN-A (Clearway Energy Group) is a lesser-known favorite of mine that I expect to do well and even if I'm wrong, I feel I have to invest in renewable energy. BEPC is another I'm rooting for. COST is priced to perfection now, but they too have a great long-term strategy and model that's superior to Walmart, Target, and others. The limited, medium to high-end product lines and $5 roast chickens are going to survive any Recession. entails.
BIP is but BIPC is not. All of the partnerships also have a ticker as a corporation. BEP and BEPC also. So you’re right BIPC and BAM are just normal stocks.
For green energy I like BEPC. For regular pipeline I like OKE and KMI. For gas I like CVX. For chemical I like APD
Top Energy/Wind companies: Nextera ($NEE) Brookfield ( $BEPC) Clearway ($CWEN) First Solar ( $FSLR) Saloredge ($SEDG) All have an average Market cap of 9 Billion
Thanks for the thoughts! I'll check out the ones you said! And yeah, maybe I should trim down BEPC, it's just I've been holding it for so long, and I figured I might as well keep holding it since their business model seems stable (multi-decade contracts). Their proportion in my portfolio is probably gonna go down as I'm no longer going to keep buying more shares (going to increase shares in other ETF's/stocks). But yeah, I'd never heard of QQQ/XLK before! I've found it really difficult to find good ETF's. Is there a good list somewhere to look and compare? I've mostly been using [ETF.com](https://ETF.com) or just looking at Vanguard and BlackRock's etfs
Yes. The banks let me buy my beach home in Huntington Beach, CA since I only have 10k portfolio. Since that’s how that works. Total Doofus. I’m 30 years old. All money in equities is the only way to invest. BAM, BIPC, O, BEPC, OXY, BX, SGU, and AMD.
BEPC is pretty high exposure for a single entity. I prefer QCLN to ICLN. As for big tech, XLK and QQQ have much better longterm results than SUSL (but then I'd never heard of SUSL before now, so maybe there is some recent thing to make you like it). SMH and SOXX have about the same longterm results, but they have different mixes of semiconductors so in the longrun you might like to have both.