Brookfield Renewable Partners L.P. (BEP)

Tech sector capital investment is surging, but enterprise AI adoption is showing disappointing returns, with 95% seeing zero ROI per an MIT study. This disconnect raises concerns about who will ultimately pay for the ongoing AI investment if enterprise customers remain slow to realize benefits. Recent underperformance in growth tech stocks reflects these doubts, while value-oriented dividend stocks have demonstrated resilience and defensiveness.

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.

July saw strong market gains, especially in tech, but finding bargains is tough as indices approach all-time highs. I focused July investments on high-yield BDCs like OBDC, MFIC, and BXSL, maintaining a 7.9% yield on cost. Dividend income hit a July record, up 22% year-over-year, with BDCs set to play an even bigger role in the coming months.

Dividend stocks can be great long-term investments. Many top dividend payers have long histories of increasing their payouts and delivering above-average total returns.

Here is how Algonquin Power & Utilities (AQN) and Brookfield Renewable Energy Partners (BEP) have performed compared to their sector so far this year.

Valuations are clearly not in synch with the economic reality. While it's dangerous to bet against the market, taking a more cautious approach while preserving high yields is not. I lay out the overall case for preferred shares and discuss two attractive preferred shares offering high and durable income potential.

Shares of Brookfield Renewable (BEPC -7.40%) (BEP -6.21%) tumbled more than 7% last Friday following its second-quarter earnings report. That slump is somewhat puzzling, given that the renewable-energy giant posted strong numbers.

Energy demand is growing briskly, and that bodes well for the companies producing the hydrocarbons we need today and those delivering the cleaner energy we'll need tomorrow. These energy companies should generate strong returns for investors as a result.

Despite political and inflationary headwinds, I remain bullish on BEP, due to robust operating results and a strong growth outlook. In fact, even the ~24% return figure since my earlier piece on BEP in February 2025 does not damage the investment case here. In the article, I explain why considering the Q2 2025 data points to BEP offering great risk-adjusted returns.

Brookfield Renewable Partners L.P. Limited Partnership Units (NYSE:BEP ) Q2 2025 Earnings Conference Call August 1, 2025 9:00 AM ET Company Participants Connor David Teskey - Chief Executive Officer Patrick Taylor - Chief Financial Officer Wyatt Hartley - Corporate Participant Managing Partner of Renewable Power & Transition - Corporate Participant Conference Call Participants Jessica Hoyle - Scotiabank Global Banking and Markets, Research Division Jonathan Mark Windham - UBS Investment Bank, Research Division Mark Thomas Jarvi - CIBC Capital Markets, Research Division Mark Wesley Strouse - JPMorgan Chase & Co, Research Division Nelson Ng - RBC Capital Markets, Research Division Sean Steuart - TD Cowen, Research Division Operator Thank you for standing by, and welcome to the Brookfield Renewable Second Quarter 2025 Results Conference Call and Webcast.

NXT, BEP, and VWDRY are tapping into soaring demand for renewables and battery storage with global expansion moves.

The headline numbers for Brookfield Renewable (BEP) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

BEP's second-quarter 2025 earnings and revenues improve year over year. Funds From Operations rise 10%.

Most dividend stocks are not meant to be held forever. But there are exceptions. These dividend stocks are exceptional. Don't miss out on them.

All amounts in U.S. dollars unless otherwise indicated BROOKFIELD, News, Aug. 01, 2025 (GLOBE NEWSWIRE) -- Brookfield Renewable Partners L.P. (TSX: BEP.UN; NYSE: BEP) (“Brookfield Renewable Partners”, "BEP") today reported financial results for the three and six months ended June 30, 2025.

The AI boom is driving markets higher, but there is still a golden buying opportunity that investors can take advantage of. We detail what this golden opportunity is. We share some specific picks that stand to benefit from this golden buying opportunity.