Brookfield Corporation (BN)
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.
Brookfield: A Generational Opportunity To Compound Wealth
Brookfield Corporation offers a long-term opportunity to build generational wealth through disciplined compounding and diversified real asset exposure. BN's core includes asset management, wealth solutions, and operating businesses, all generating robust distributable earnings and benefiting from growth trends. The company projects significant upside, with a plan value per share of $102 (42% upside) and potential to reach $210 by 2030, driven by strong capital allocation and secular growth.
Brookfield Asset Management: Buy Now For Compounding Passive Income
Since my last article, Brookfield Asset Management has lagged the S&P 500 index. The alternative asset manager reaffirmed its 18% annual distributable EPS growth target through 2029. BAM maintained $1.5 billion of liquidity and is leveraging its A-rated balance sheet to secure low-cost capital.
Brookfield Infrastructure: Boring But Strong Case For Retirement Income
Brookfield Infrastructure Partners has delivered yet another strong quarter in terms of FFO growth and accretive project sales. We can see that strategic CapEx and M&A, especially in the data segment, are driving future growth. Sooner or later we will be talking about a strong case for a notable repricing to the upside (driven by high multiple data segments).
Brookfield Renewable Partners: Buy The Dip On This Dividend Powerhouse
BEP's recent price dip offers a compelling entry point, with a 6.1% yield and strong fundamentals supporting a value and income thesis. BEP has a diversified global portfolio, robust hydro segment rebound, and high-growth potential in nuclear and distributed energy. Strategic deals with Google and Microsoft position BEP to benefit from surging AI-driven data center power demand, enhancing long-term growth prospects.
Brookfield Asset Management: A Justified Premium In Alternatives
Brookfield Asset Management's asset-light, high-margin model justifies its premium valuation versus peers, offering strong value despite trading at highs. Secular growth in alternative investments provides multi-decade tailwinds, supporting long-term earnings and defensiveness compared to traditional equity managers. A stable, growing dividend—currently yielding 2.63% and expected to rise above 2.8%—enhances the investment case for income-focused investors.
