Brookfield Corporation (BN)
Brookfield Renewable: Structure Appeals To A Broader Investor Base
Brookfield Renewable Corporation offers superior total return and simplicity versus Brookfield Renewable Partners L.P., despite a lower yield. BEPC benefits from capital recycling, a diversified renewable portfolio, and strong contracted cash flows, targeting 10%+ FFO and 5-9% distribution growth. Recent performance shows BEPC outpacing BEP, with 30% vs. 10.3% total return over the past year, despite a 3.6% yield versus BEP's 5.2%.
Brookfield Infrastructure: Double-Digit Discount And Attractive Spreads With The Preferreds
Brookfield Infrastructure grew FFO per unit by 9% during its recent third quarter while paying out 67% of this to set the backdrop for another strong distribution raise next year. The company's two preferreds have been dipping since September, tracking the broader fixed-income market lower, and now offer a 300 basis points spread to the U.S. 10-year Treasury yield. Both preferreds issue a K-1 tax form, which is limiting, but they're trading at a more than 30% discount to their liquidation values and will benefit from Fed rate cuts.
2 AI Data Center Stocks to Buy Right Now
Brookfield Corporation sees a once-in-a-generation opportunity to invest in building infrastructure to support AI. The global investment firm and its affiliates are investing heavily in the development of AI factories and other AI infrastructure.
Brookfield Asset Management: Reality Check For High Growth Rates
Brookfield Asset Management Ltd. remains a 'Hold' despite recent price declines and strong operational growth. Brookfield Asset Management reported solid Q3 '25 results with record capital deployment and fundraising, but missed revenue estimates and faces high valuation multiples. Sustained double-digit growth is necessary to justify Brookfield Asset Management's current valuation, yet risks from an AI spending slowdown and potential recession threaten these rates.
Don't Buy Brookfield Unless You Understand This
Brookfield Corporation (BN) has delivered strong long-term returns, outperforming the S&P 500 with a 345% 10-year total return. BN's investment thesis centers on real assets, offering inflation-linked cash flows and protection against central bank policy risks. The company has expanded into insurance via Brookfield Wealth Management (BNT), significantly altering BN's risk profile and liability structure.
Brookfield Infrastructure's Rally Isn't Over Yet
Brookfield Infrastructure remains a compelling investment, offering a ~6% dividend yield, robust free cash flow, and high-quality, inflation-protected assets. BIPC's recent earnings showed 9% FFO growth, driven by inflation adjustments, new acquisitions, and strong performance in data infrastructure amid the AI boom. Despite a 14% share price increase, BIPC trades at an attractive 13.7x FFO multiple, supporting our continued 'buy' rating for value and income investors.
Brookfield Asset Management Q3: Achieved Record-High Earnings (Rating Upgrade)
Brookfield Asset Management Ltd. is rated a Buy based on its current growth trajectory in the alternative investment market. BAM reported record Q3 earnings, achieving record high earnings and capital raised. The company boasts $1 trillion in AUM, a 3.2% dividend yield, and projects significant growth as the alternatives market is expected to more than double by 2032.
Nuclear Energy Or Solar? Brookfield Renewable Still Wins
Brookfield Renewable's stake in Westinghouse Electric Company has caused the yieldco to catch a bid from the broader AI data center trade. The yieldco saw its third-quarter FFO grow by 8.6% year-over-year on the back of acquisitions and 8,200 MW of new renewable energy projects brought online. A 3.5% dividend yield on the common shares is the lowest yield since 2022, with the baby bonds and preferreds now paying double this.
Diversify And Defend Your Retirement Income With Brookfield Infrastructure
Recently, Brookfield Infrastructure Partners L.P. has experienced notable share price appreciation. Yet, the P/FFO remains very below 11x and from historical 3-year perspective, the share price still remains flat. In the meantime, BIP continues to deliver strong FFO performance.
Bloom Energy Founder Worth $500 Million After Brookfield Datacenter Deal
Would you pay 18 times revenues for shares of a 24-year-old fuel cell maker that has never turned a profit?
Bloom Energy shares soar 24% as Brookfield commits $5bn to fuel cell partnership
Bloom Energy Corporation (NYSE:BE) shares surged 24% in early trading on Monday, adding about $6 billion to the company's market value, after Brookfield Asset Management said it would invest up to $5 billion in Bloom's fuel cell technology to power data centers worldwide. The two companies plan to design and build “AI factories” that use Bloom's clean-energy systems, with the first European site expected to be announced later this year.
Brookfield, Bloom Energy to launch up to $5 billion AI infrastructure partnership
Brookfield Asset Management said on Monday it will invest up to $5 billion in Bloom Energy's fuel cell technology to power artificial intelligence (AI) data centers.
