Brookfield Corporation (BN)
Brookfield Asset Management: I Know It Looks Bullish But It's Not A Buy Right Now
BAM's portfolio quality is improving with higher margins, a growing proportion of long-dated fee-bearing capital and a healthy fundraising flows environment. The Credit business is expected to be the key growth driver going ahead, benefiting from the Fed's higher-for-longer stance on interest rates. BAM is relatively insulated from tariffs due to its focus on domestic, service-oriented, and inflation-indexed businesses.
Brookfield Preferreds Offer Some High Yield Options
Brookfield Corporation's common shares are complex and potentially overvalued. We see the real estate arm as hopelessly over-leveraged and overvalued with a 15X debt to EBITDA ratio. Fitch Ratings affirmed Brookfield's 'A-' ratings still make sense because of the firewalls in place.
Brookfield Infrastructure: Market Overreacting To Tariffs, High Yield Looks Like A Steal
This top dividend grower just dropped 10%—but its cash flows are locked in for years. The market is panicking, but this powerhouse is still guiding for double-digit growth. Why this pullback is the best chance in years to grab a reliable 6.4% yield on sale.
Brookfield resumes Grifols takeover talks, El Confidencial reports
Canadian investment fund Brookfield has resumed talks on a potential takeover of Spanish pharmaceuticals company Grifols four months after a previous attempt fell through, news website El Confidencial reported on Wednesday, citing unidentified industry sources.
Brookfield Asset Management: Now Is The Time To Buy (More)
Since my previous article seven months ago, shares of Brookfield Asset Management have sharply rallied. The company operates as a trusted name in an alternative asset management industry that's set to continue flourishing. BAM ended 2024 with $1.8 billion in liquidity, which puts it in a strong position to prioritize strategic acquisitions and future dividend growth.
Brookfield Infrastructure Partners: Sell-Off Makes It Even Better
Brookfield Infrastructure Partners is a high-quality dividend growth stock benefiting from macro trends and has become more attractive due to a recent price pullback. The stock is a compelling investment at current prices, offering a strong opportunity for retail investors seeking reliable dividend growth. I have previously covered Brookfield Infrastructure Partners on Seeking Alpha, with my most recent analysis published around three months ago.
Brookfield Renewable Partners And Clearway Energy: 2 Bargains In 'Risk-Off' Renewable Energy Segment
Renewable energy stocks have been volatile, initially booming under supportive policies, then declining due to high interest rates and a shift in energy policy under Trump. Current policies favoring fossil fuels and potential withdrawal of tax credits have led to significant underperformance of renewable energy stocks compared to the broader energy sector. Despite the challenging backdrop, I believe the market has overreacted, undervaluing renewable energy stocks relative to their strong underlying fundamentals.
Brookfield Renewable: Clean Energy Is Not Going Away
Brookfield Renewable hiked its dividend by 5.1% and now offers a healthy 6.56% dividend yield to its unit holders. The company is on track to increase projects commissioned annually to 10 GW by 2027 even as investor sentiment towards clean energy continues to dip. BEPH remains a buy on a 37% discount to their $25 per note liquidation value and a 7.34% yield on cost.
Brookfield Corporation: Now Even Better
Brookfield Corporation's underlying value is climbing, with distributable earnings growing 24% in Q4 2024, making it an attractive investment. BN's market cap of $76 billion and a low earnings multiple of 15.6 make it undervalued. Fee-bearing capital grew from $460 billion to $540 billion in 2024, and deployable capital stands at $160 billion, indicating strong growth potential.
Brookfield Asset Management: Market Correction Offers Another Opportunity To Buy This Business
Market pessimism has led to Brookfield Asset Management trading at attractive valuations despite strong fundamentals, presenting a potential buying opportunity. BAM boasts a strong competitive moat, excellent financial track record, and an asset-light business model, enabling significant earnings growth with minimal capital reinvestment. The company has a clean balance sheet, substantial liquidity, and benefits from mega-trends like digitization and decarbonization, supporting long-term growth prospects.
Brookfield Renewable Partners: Excellent High-Yield Investment
Brookfield Renewable Partners is a high-quality dividend growth investment, benefiting from growing electricity demand driven by AI and other macro trends. BEP's recent results show strong growth in funds from operations, with a 10% annual growth rate being realistic due to various growth drivers. Despite its strong performance and growth potential, BEP is trading at a low valuation, offering a high dividend yield of 6.5%.
Brookfield Renewable: The More It Drops, The More I Buy
10%+ Growth & 6.5% Yield: Why BEP is a screaming buy at these prices. Trump's Energy Policy? No Problem. How BEP is built to thrive despite political headwinds. Massive AI Power Demand: Why Microsoft & other hyperscalers could drive BEP's next leg of growth.
