高股息蓝筹股 - 蓝筹高股息股票是长期积累财富的好方法，因为它们结合了强劲的资产负债表和成熟稳定的商业模式，以及吸引人的当前收益率[1] - 成功构建这些蓝筹股组合的投资者通常享有优越的风险调整回报，带来长期的超额收益[2] - 不是所有的蓝筹高股息股票都值得购买，有些股票虽然具有投资级别的资产负债表和大型成熟的商业模式，但市场对其打折可能有充分的理由[2] 避免购买的股票 - AT&T (T) 和 Altria (MO) 是两个我目前避免购买的高股息蓝筹股[3] - AT&T (T) 近年来在总回报方面一直表现不佳，股息方面也逐渐落后，必须在几年前削减股息，之后增长缓慢[4] - AT&T (T) 的核心电信业务模式非常资本密集和竞争激烈，给公司带来了阻力，导致其股息增长缓慢[4] - Altria (MO) 的核心业务——香烟等可吸烟产品利润丰厚，但由于消费者偏好转向更健康的选择，公司业务迅速萎缩[7] - Altria (MO) 为了弥补核心业务萎缩而不得不投资于风险项目，导致财务杠杆增加[8] - Altria (MO) 的股息虽然连续增长了54年，但由于收入下降、债务负担增加，未来的股息增长前景堪忧[10] 正在购买的股票 - Enterprise Products Partners (EPD) 和 Brookfield Renewable Partners (BEP) 是我目前正在购买的两只高股息蓝筹股[11] - Enterprise Products Partners (EPD) 在石化和天然气相关的中游基础设施领域处于强势地位，而 Brookfield Renewable Partners (BEP) 是全球可再生能源生产商，具有长期增长潜力[12] - Enterprise Products Partners (EPD) 和 Brookfield Renewable Partners (BEP) 都拥有优秀的管理团队和稳定的现金流，具有吸引人的长期增长前景[13] - Enterprise Products Partners (EPD) 和 Brookfield Renewable Partners (BEP) 目前交易于历史估值折扣，并提供双位数的收益率和预期的增长，对我来说是吸引人的购买对象[14]

能源股票 - 能源股票在科技、人工智能和金融科技领域的炒作中被忽视，但随着经济的改善，能源部门可能会受到更多关注[1] - NextEra Energy (NEE)是一家颇受欢迎的绿色能源公司，拥有强大的风能和太阳能发电业务[2] - Brookfield Renewable Partners (BEP)是另一家优质的能源股票，具有稳定的股息收入和可持续的股息增长[3]

This week, the World Resources Institute released a report on the current outlook for renewable energy. The report, which objectively covered many recent renewable wins, admitted that “the biggest factor influencing the future of U.S. clean energy development will be results of the 2024 presidential election.” And, like infrastructure, some renewable energy stocks stand to benefit from the imminent election frenzy.Renewable energy has been top-of-mind for multiple election cycles, with discussions centering ...

人工智能（AI） - AI是近年来最热门的关键词之一，各行各业的公司都在投入巨额资金来利用AI的大趋势[1] - AI需要大量的能源，尤其是绿色能源，这为可再生能源生产商和开发商如Brookfield Renewable带来了强劲增长的机会[2] 技术行业 - 技术行业存在一场计算能力的竞赛，公司需要高性能芯片来运行他们的AI工具，这导致半导体股票飙升[3] - 计算能力竞赛也推动了领先的云计算公司的强劲增长[3]

These sustainable stocks for 2024 should be on your watchlist, not only for their potential to generate solid returns but also for their contribution to a more sustainable and environmentally friendly future.What’s best is that these companies also trade at reasonable valuations, and I also believe that they have the potential to surge higher as the world is presently far behind its carbon-neutral goals.So here are seven sustainable stocks for 2024 that investors should consider adding to their portfolios.N ...

Brookfield Renewable (BEPC -3.48%) (BEP -2.75%) recently closed the books on another solid year. The renewable-energy giant grew its funds from operations (FFO) by 7% per share. That gave it the power to increase its dividend by another 5% for 2024. It has now grown its payout by at least 5% each year since its public market listing 13 years ago. The renewable-energy powerhouse should have plenty of power to continue pushing its payout (which currently yields 5%) higher in the future. That's clear from its ...

财务数据和关键指标变化 - 公司在2023年创下了多项业绩记录,包括创纪录的资金来源、创纪录的资本部署和创纪录的新增装机容量 [7][8] - 2023年全年,公司实现了创纪录的资金来源11亿美元,同比增长7% [39] - 公司在2023年第四季度的资金来源为0.38美元,同比增长9% [39] - 公司预计2024年及以后的资金来源增长将超过10% [17] 各条业务线数据和关键指标变化 - 公司的水电资产是其业务的基础,虽然水电资源存在一定波动性,但长期平均水平保持稳定 [68][69] - 公司正在通过收购和运营改善来提升新收购资产的表现,使其达到长期平均水平 [68][69] 各个市场数据和关键指标变化 - 巴西市场由于水电资源大幅改善,电价大幅下降,使得新的风电和太阳能项目开发变得更加困难 [84][85] - 公司正在关注北美、南美和欧洲等其他市场的发展机会 [84][85] 公司战略和发展方向及行业竞争 - 公司正在向成为一家综合性的清洁能源和脱碳解决方案提供商转型,不再仅仅是一家可再生能源生产商 [9] - 公司正在积极拓展与大型科技公司的合作,成为他们清洁电力供应的主要合作伙伴 [20]-[32] - 公司的规模和运营能力使其在与大型科技公司的合作中具有明显优势 [54][55][60][61] 管理层对经营环境和未来前景的评论 - 管理层认为利率环境的稳定将促进并购市场的活跃 [74][75] - 管理层认为政治因素不会根本改变行业的发展趋势,因为企业需求仍将是推动力量 [96][97] - 管理层对公司未来5年内实现7-8亿美元部署目标以及实现10%以上的资金来源增长保持信心 [13][17] 问答环节重要的提问和回答 问题1 **Sean Steuart 提问** 询问公司与大型科技公司签订电力购买协议的价格和期限趋势 [52] **Connor Teskey 回答** 由于电力需求大幅增加,公司能够在保持开发利润率的情况下将成本上升转嫁给客户,并签订15-20年的长期协议 [53] 问题2 **Robert Hope 提问** 询问公司是否会因规模优势而在满足大型科技公司需求方面获得更多市场份额 [58][59] **Connor Teskey 回答** 公司的规模和运营能力确实能为大型客户提供独特的价值,使其成为可靠的合作伙伴 [60][61] 问题3 **Rupert Merer 提问** 询问公司电力产量低于长期平均水平的原因 [66][67] **Connor Teskey 回答** 公司水电资产受水文条件影响存在一定波动,但长期平均水平保持稳定。同时新收购资产在公司运营改善后也将逐步达到长期平均水平 [68][69]

Brookfield Renewable Energy Partners (BEP) reported $712 million in revenue for the quarter ended December 2023, representing a year-over-year increase of 10.4%. EPS of $0.01 for the same period compares to -$0.16 a year ago.The reported revenue represents a surprise of -4.19% over the Zacks Consensus Estimate of $743.15 million. With the consensus EPS estimate being -$0.02, the EPS surprise was +150.00%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall St ...

12-15% target returns are calculated as annualized cash return on investment. Our hydroelectric segment delivered FFO of $624 million. Despite a more challenging year from a resource perspective in our high value markets, the portfolio performed well, benefiting from strong all-in power prices. Reservoirs have rebounded to start 2024, with the first quarter trending positively compared with the end of 2023. The quarterly dividends on BEP's preferred shares and preferred LP units have also been declared. Bro ...

All amounts in U.S. dollars unless otherwise indicated BROOKFIELD, News, Feb. 02, 2024 (GLOBE NEWSWIRE) -- Brookfield Renewable Partners L.P. (TSX:BEP, NYSE:BEP) ("Brookfield Renewable Partners", "BEP") today reported financial results for the three and twelve months ended December 31, 2023. "2023 was a record year for our business on almost all metrics. We generated record FFO per unit, added almost 5,000 megawatts of capacity through development, and deployed or committed $9 billion into growth along with ...