I expect a $4 billion pipeline to result in a sequential 50% increase in capital to be commissioned and invested capital over the next 2 quarter. The Midstream segment may turn around in 2025 as volumes may pick up under the new president's energy policies, and increased natural gas reserves. A reduced floating rate debt exposure mix undermines BIP's funding costs to benefit from lower interest rates. Keep an eye on net debt and leverage ratios, which are also increasing.
Brookfield: Why The Corporation Looks Better Positioned Than The Manager
Brookfield Infrastructure Partners is undervalued, offers a 5.2% yield, and stands to benefit from persistent inflation and anticipated interest rate reductions in 2025. BIP's toll road-type assets have inflation-linked contracts, ensuring revenue growth outpaces cost increases, enhancing margins. Declining interest rates will lower BIP's debt refinancing costs and make its dividend yield more attractive to income investors.
Brookfield Renewable (BEP 1.08%) (BEPC 0.63%) is a fairly complex entity, but it has positioned itself to benefit from a trend that is likely to last for decades. With a lofty yield and an increasingly diversified business, this clean energy leader has a very real chance of helping investors build million-dollar portfolios.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Brookfield Renewable Partners is a green energy company with a diversified international portfolio, poised to benefit from the clean energy transition and growing energy demand. The partnership covers its dividend well with funds from operations, aiming for at least 6% annual distribution growth, making it attractive for passive income investors. BEP has a strong client base, including major tech companies, ensuring high-quality cash flows and reducing cash flow risks.
I'm not a fan of New Year's Eve or market predictions. To shift the focus, I asked followers to select a single stock for a 10-year investment horizon. The responses were intriguing, ranging from a defensive giant to a high-growth sector leader. I analyzed each pick, considering their long-term prospects and potential for outperformance. Whether facing economic uncertainty or market volatility, these companies possess the qualities, I believe, are crucial for long-term investment success.
Warren Buffett is a masterful investor. He has an innate ability to allocate capital into investments that generate outsize returns for his shareholders.
Brookfield Asset Management Ltd. is a top long-term investment due to its extensive expertise, high-yield potential, and massive growth runway in alternative assets. With $2.2 billion in annual fees and unmatched global expertise, Brookfield is poised to dominate the $60 trillion alternative asset market. Discover why I swapped Brookfield for Amazon in 2025 and the valuation metrics driving my decision.
BEP's Q3-2024 FFO per unit was $0.42, showcasing robust growth despite below-average generation. The outlook is strong, with FFO projected to grow 9% annually over the next 3 years. We give you our outlook for BEP, BEPC and 3 different preferred shares.
Bill Ackman likes to focus on just a few companies at a time. His hedge fund, Pershing Square Capital, invests in high-quality businesses with stocks that Ackman feels have become mispriced relative to their intrinsic value.
If there is one thing investors know about billionaire investor Bill Ackman, he doesn't do half measures.