核心观点 - 利率已高位运行两年即将下降 现在是锁定收益的好时机 高股息股票是很好的投资机会 其中Brookfield Renewable Kenvue Mid - America Apartment Communities和Williams这四家公司股息率超4%且未来股息有望持续增长 [1][3][4] 各公司情况 Brookfield Renewable - 股息率约5% 远高于标普500指数的1.3% 公司通过长期合同向公用事业和大型企业买家出售大部分可再生能源来产生非常稳定的现金流 现金流应每年增长约2% - 3% 同时期望通过利润提升活动使现有资产的利润每年提高约2% - 4% 公司正在大力投资可再生能源项目 预计到2028年每股现金流将以每年超过10%的速度增长 有能力实现每年5% - 9%的股息增长 自2001年以来 股息以6%的复合年增长率增长 [5][6][7] Kenvue - 股息率约4.5% 作为领先的消费者健康公司 因其标志性品牌的持久需求产生大量稳定现金流 最近股息增长2.5% 这延续了其前母公司连续60多年增加股息的传统 公司有望继续增加股息 预计传统产品需求的增长将推动有机收入稳步增长 同时利用部分现金流投资开发创新产品和偿还债务以减少利息支出 这些现金流增长动力以及进行增值收购的可能性 将使其能够效仿前母公司稳步增加股息 [8][9][10] Mid - America Apartment Communities - 股息率超4% 作为住宅房地产投资信托基金 通过其在东南部的公寓组合的租金收入产生稳步增长的现金流 专注于发展中的大都市地区 有助于保持高入住率和租金上涨 公司正在投资以扩大其投资组合 目前有五个新的多户住宅开发项目正在建设中 并计划在未来两年内再启动四到六个项目 强劲的资产负债表使其有财务灵活性购买公寓社区和更多土地以支持未来发展 这些因素应使其能够继续增加股息 去年年底股息增长5% 这是其连续第14年股息增长 [11][12][13][14] Williams - 股息率4.5% 作为天然气管道巨头 通过长期合同和政府监管的费率结构产生非常稳定的现金流来支付股息 公司已连续50年支付股息 自2018年以来股息以6%的年增长率增长 公司产生的现金足以支付其高股息的2倍以上 这使其能够留存部分资金用于资助扩张项目和进行增值收购 拥有强大的资产负债表来资助新的增长投资 目前有大量在建的有机扩张项目 预计长期内收益将每年增长5% - 7% 这将使其有足够的动力继续增加股息 [15][16][17]

能源股受旅游需求影响存在投资机会 - 美国经济面临挑战但消费者重视体验性支出利好旅游相关企业进而使能源股受益 [1] - 德勤报告显示即使价格上涨美国消费者仍坚持旅行计划今年48%的受访者计划旅行并住宿付费住宿这一比例与去年相当 [2] - 游客增多将提升航空需求使下游油气企业受益绿色可再生能源企业因支持机场基础设施也应受关注投资者应密切关注能源股 [3] 埃克森美孚（Exxon Mobil） - 作为大型油气巨头无论经济状况如何只要油气需求存在其股票就应受益其航空燃料和润滑油产品部门需求将增加 [5] - 过去四个季度平均每股收益为2.19美元仅一份报告超出共识预期与共识预期2.20美元仅差1美分收益惊喜低于平价0.48% [6] - 当前股票交易价格较往绩营收溢价1.43倍2023年第一季度至2024年第一季度平均为1.24倍专家预计营收可能增长2.8%至3540.6亿美元乐观估计为4446.2亿美元 [7][8] 壳牌（Shell） - 作为大型综合能源股覆盖油气价值链多个领域航空部门销售应会增长总部位于伦敦 [9] - 过去四个季度平均每股收益为1.98美元远高于共识预期的1.77美元收益惊喜超11% [10] - 去年销售倍数平均约为0.63倍目前为0.81倍相对于更广泛的油气行业被低估2024财年营收预计温和增长2%至3230.5亿美元乐观目标为4435亿美元 [11][12] 英国石油（BP） - 作为伦敦的综合石油巨头专注于天然气和电力生产投资陆上和海上风电其航空业务部门将受益于旅行需求 [14] - 过去四个季度平均每股收益为1.02美元低于专家预期的1.15美元但销售倍数0.51倍可能较便宜若达到营收预估上限2477.4亿美元股票可能很划算 [15][16][17] 菲利普斯66（Phillips 66） - 作为下游企业专注于炼油和营销随着人们前往机场及公路旅行其核心业务应会稳步增长其航空燃料业务部门也将受益于旅行需求 [19][20][21] - 过去一年平均每股收益为3.37美元高于预期的3.21美元分析师预计2024财年销售额下降4%至1439.9亿美元乐观专家认为可能达到1613.9亿美元有12%的提升 [21][22] 布鲁克菲尔德可再生能源（Brookfield Renewable） - 作为公司结构提供一系列可再生能源服务可能与航空旅行企业达成合作 [24][25] - 当前股票交易价格为往绩年销售额的1.29倍远低于行业中位数2.32倍分析师认为年底销售额可达57.4亿美元较上年增长13.9%次年可达60.7亿美元 [26][27] 新纪元能源（NextEra Energy） - 属于受监管的电力领域随着旅行需求增加能源消耗将增加可能与旅行相关企业建立类似合作关系从长期看对股票有利 [29][30] - 过去四个季度平均每股收益为81美分高于预期的74美分最乐观专家预计销售额可达314.9亿美元去年销售额为281.1亿美元 [31][32] 吉沃（Gevo） - 是风险最高的能源股其可持续航空燃料的开发如果取得进展股价可能飙升 [34][35] - 过去一年平均销售倍数为84.5倍目前降至9.5倍仍高于同行投机者期待2025财年销售额2024年预计较温和2025年可能达到3107万美元远高于2023年的1720万美元 [36][37]

However, while the first half was strong for the broader market, it wasn't quite so good for dividend stocks. The Dow Jones US Dividend 100 Index (which tracks the 100 top dividend stocks) only rose about 2%. Because of that, many high-quality dividend stocks look like relatively attractive investments right now. Reuben Gregg Brewer (Enbridge): The portfolio backing Enbridge's 7.5% dividend yield is changing in 2024. That's because the company is buying three regulated natural gas utilities from Dominion En ...

Looking for strong businesses with attractive yields and dividend growth? These two 4%-plus-yielding energy stocks could be for you. As July gets underway, the S&P 500 index sits near all-time highs. The yield on the index is below 1.3%, which isn't nearly enough to get a retired income investor's attention. But yields above 4%, now that's a different story. And if those yields are backed by reliable businesses and growing dividend payments, well, you might just find Brookfield Renewable (BEP 0.12%) (BEPC 0 ...

文章核心观点 - 可再生能源行业需求旺盛,预计未来10年内行业规模将超过2.18万亿美元,年复合增长率达8.5% [2][3] - 可再生能源股票是值得关注的投资机会,但需要关注具体公司的财务表现和发展前景 [4] 公司总结 Brookfield Renewable Corp (BEPC) - 作为顶级可再生能源公司之一,BEPC提供可再生电力和减碳解决方案 [5][6] - 预计2023年每股收益将由去年亏损32美分转为盈利47美分,收入将增长13.9%至57.4亿美元 [7] - 公司提供4.8%的股息收益率,评级为适中买入 [8] Ormat Technologies (ORA) - 公司提供地热能等可再生能源技术,在可再生能源行业中有独特优势 [10][11] - 公司近12个月净利润达1.34亿美元,收入8.68亿美元 [12] - 预计2024年每股收益将略有下降至2.03美元,但2025年可能达到2.47美元,收入有望达到9.82亿美元 [13] Sunrun (RUN) - 公司提供光伏系统和储能产品,但受到通胀和高利率等不利因素影响,股价在过去一年下跌33% [14][15] - 预计2024年收入将下降6%至21.2亿美元,但2025年有望反弹至24.8亿美元,增长17% [16]

Brookfield Renewable Corporation is a member of our Oils-Energy group, which includes 248 different companies and currently sits at #15 in the Zacks Sector Rank. The Zacks Sector Rank considers 16 different groups, measuring the average Zacks Rank of the individual stocks within the sector to gauge the strength of each group. One other Oils-Energy stock that has outperformed the sector so far this year is Vista Oil & Gas, S.A.B. de C.V. Sponsored ADR (VIST) . The stock is up 48.7% year-to-date. Going forwar ...

The company recently announced a $0.325 quarterly dividend per share, $1.30 annually, translating to an approximate 6.8% annual dividend yield. Suburban Propane's 2024 Q2 results were headlined by a net income increase from $104.5 million to $111.5 million YOY. This growth came despite the warm weather's impact on the demand for heating-related products, a good indicator of the company's ability to generate income regardless of conditions. The company's impressive ROE of 17.56% makes it a strong contender a ...

Brookfield Renewable Corporation (BEPC) reached a significant support level, and could be a good pick for investors from a technical perspective. Recently, BEPC's 50-day simple moving average broke out above its 200-day moving average; this is known as a "golden cross." There's a reason traders love a golden cross -- it's a technical chart pattern that can indicate a bullish breakout is on the horizon. This kind of crossover is formed when a stock's short-term moving average breaks above a longer-term movin ...

For those looking to find strong Oils-Energy stocks, it is prudent to search for companies in the group that are outperforming their peers. Is Brookfield Renewable Corporation (BEPC) one of those stocks right now? Let's take a closer look at the stock's year-to-date performance to find out. Another Oils-Energy stock, which has outperformed the sector so far this year, is Vista Oil & Gas, S.A.B. de C.V. Sponsored ADR (VIST) . The stock has returned 55.7% year-to-date. The consensus estimate for Vista Oil & G ...

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. Of these, value investing is easily one of the most popular ways to find great stocks in any market environment. Value investors use a variety of methods, including tried-and-true valuation metrics, to find these stocks. Zacks has developed the inn ...