Scout Clean Energy与Zoetis Inc.签署虚拟购电协议 - Scout Clean Energy与Zoetis Inc.签署了一项50兆瓦的虚拟购电协议(VPPA)[1] - 这项协议是Zoetis实现2030年内自身运营碳中和目标的一部分[2] 公司介绍 - Scout Clean Energy是一家总部位于科罗拉多州博尔德的可再生能源开发商和运营商[3] - Zoetis是全球领先的动物健康公司，致力于通过推进动物护理来培育我们的世界和人类[3] Brookfield Asset Management和Brookfield Renewable Partners - Brookfield Asset Management是一家拥有超过8500亿美元资产管理规模的全球领先的另类资产管理公司[4] - Brookfield运营Brookfield Renewable Partners，是全球最大的公开交易的纯可再生能源平台之一[5]

DMP/E+ via Getty Images Selecting the right sectors for dividend stocks is very important for two reasons: Some sectors tend to significantly outperform others in various macroeconomic environments. Some sectors/business models are more conducive than others to long-term dividend sustainability and growth. The gap in dividend stock performance by sector has been particularly evident since the beginning of 2022 when interest rates began to rise rapidly. Over that period, interest rate-sensitive sectors li ...

BROOKFIELD, NEWS, April 12, 2024 (GLOBE NEWSWIRE) -- Brookfield Asset Management Ltd. (NYSE: BAM, TSX: BAM) is set to publish its financial results for the first quarter 2024 on May 8, 2024, prior to 7:00 a.m. ET. These results will be made available on our website at www.bam.brookfield.com/news-events/press-releases. The Company will host an earnings conference call and webcast to review its results and operations beginning at 11:00 a.m. ET. Participants can join by conference call or webcast: Conference C ...

公司背景 - Brookfield Asset Management (BAM) 是一家备受瞩目的另类资产管理公司，其管理的费用资本超过4500亿美元[1] - BAM 过去几年经历了显著增长的主要原因之一是其专注于相对非传统的资产类别，如信贷、可再生能源、基础设施和房地产[2] - BAM 在2018年至2023年期间几乎将其管理的费用资本从2018年的1290亿美元增长到2023年的4570亿美元[2] - BAM 目前的资产管理基础分布在不同的资产类型上，具有相对良好的分散化[4]

passvie income 的魔力 - 查理·芒格强调拥有10万美元 passvie income 的魔力[1] - 拥有10万美元的投资组合是一个重要的成就，因为在这一点上，投资组合开始以10%的年化回报率产生可观的回报[2] 分红收入组合 - 通过合理的分散投资，可以构建一个7%的分红收入组合，覆盖1-2个月的生活费用[3] 高收益和分散化 - 通过投资于不同领域的ETFs、基础设施、BDCs、REITs和MLPs，可以实现高收益和分散化[4]

JamesBreyAltria stock (MO) is on a tear right now, significantly outperforming the S&P 500 (SPY) and high-yield space (SPYD) over the past two weeks: Data by YChartsThe reason for this soaring share price is due to several positive catalysts converging: The company recently announced solid Q4 results and guidance along with a major share buyback plan. For a stock where sentiment was quite low, this was very welcome news for the market. MO also is selling a substantial amount of its Anheuser-Busch InBev ...

BROOKFIELD, NEWS, March 19, 2024 (GLOBE NEWSWIRE) --  Brookfield Asset Management Ltd. (NYSE:BAM, TSX:BAM) announced that it has filed its 2023 annual materials on Form 40-F, including its audited financial statements and management's discussion and analysis for the year ended December 31, 2023, with the SEC on EDGAR as well as with the Canadian securities authorities on SEDAR. These documents are also available at www.bam.brookfield.com and a hardcopy will be provided to shareholders free of charge upon re ...

金融股关注 - Synchrony (SYF) 和 Brookfield Asset Management (BAM) 是金融 - 杂项服务股票中备受投资者关注的两只股票[1] - SYF 的 Zacks Rank 为 2 (买入)，而 BAM 的 Zacks Rank 为 3 (持有)[3] - SYF 的前瞻市盈率为 6.74，而 BAM 的前瞻市盈率为 25.72[6] - SYF 的 PEG 比率为 0.92，而 BAM 的 PEG 比率为 1.46[6] - SYF 的 P/B 比率为 1.24，而 BAM 的 P/B 比率为 1.79[7] - SYF 在价值评级方面获得 A 级，而 BAM 获得 D 级[8] - 根据盈利前景和估值数据，公司认为 SYF 是当前更优的价值选择[9]

Private equity companies are doing well, with some of them trading at a record high. Brookfield Asset Management (BAM) stock price was trading at $41 on Friday, a few points below its all-time high of $41.21. Similarly, Apollo Global Management shares surged to a record high, helped by the strong performance of its credit business. Carlyle and Blackstone are doing great too.Brookfield’s $100 billion dry powderCopy link to sectionBrookfield Asset Management is one of the biggest companies in the private equi ...

股息政策 - 作为投资者，收到公司宣布提高股息的消息是一件令人高兴的事情[1] - Brookfield Asset Management Ltd. (NYSE:BAM)宣布将下一季度的股息每股支付提高了18.8%至0.38美元，超出了预期[3] - BAM的股息收益率为3.8%，远高于标普500指数的1.4%[5] - BAM的分红支付比率为93%，高于评级机构偏好的50%，但由于高利润率和盈利质量，这并不令人担忧[6] 信用评级和风险 - S&P给予BAM A-的信用评级，未来30年内BAM违约债务的风险为2.5%[7] - Dividend Kings估计，在下一次普通经济衰退中，BAM削减股息的风险为2%，在严重衰退中，风险上升至8%[8] 股价和投资回报 - BAM的股价在过去一篇文章后上涨了11%，目前估值并不便宜，但也不算昂贵[9] - 如果BAM回归公平价值并达到增长共识，未来十年可能获得的总回报为14.7%年度总回报或294%十年累计总回报，远高于标普的10%年度总回报或159%十年累计总回报[10] 公司财务表现 - BAM在2023年第四季度的总收入同比增长1.2%，达到11亿美元，符合分析师对该季度收入的预期[12] - BAM在2023年吸引了930亿美元的资本，其中有370亿美元来自第四季度，公司将580亿美元资本投入到了2023年，使资产管理规模比去年同期增长了15.9%至9160亿美元[14] - BAM的可分配每股收益在第四季度同比增长2.9%至0.36美元，超过了分析师的预期[15] 可持续性和风险 - BAM预计2024年将支付每股1.52美元的股息，对比1.54美元的可分配每股收益，这将是一个98.7%的分红比率，但由于公司的强劲资产负债表，这是可持续的[20] - BAM有很多竞争对手，如果无法继续为客户提供服务，可能会失去资金，影响公司的投资论点[22] - BAM的母公司Brookfield Corporation (BN)有权提名半数董事会成员，如果选择停止慷慨的股息增长政策，可能会带来风险[23]