Review of Brookfield Renewable Partners

SEP 11, 2025 - Renewables not only have a near-term tailwind of declining interest rates, which should make it easier for BEP.UN to finance growth project, but also secular tailwinds on the back of electrification and digitization, especially the adoption of Artificial Intelligence (AI). BEP.UN is a well-managed entity with solid execution in terms of raising, deploying, and recycling capital. BEP. UN’s management believes the company can provide investors an annualized return in the range of 12%-15% over the business cycle with relatively low risk. We think the long-term thesis in BEP.UN remains intact, and we are maintaining our rating at B+.

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Brookfield Renewable Partners L.P. (BEP.UN $37.02)
- $37.02 Cap: $24.35B
- View BEP.UN Profile
- View Questions on BEP.UN
- View Reports on BEP.UN
Brookfield Infrastructure Partners L.P. (BIP.UN $47.93)
- $47.93 P/E (TTM): 53.52X Cap: $22.10B
- View BIP.UN Profile
- View Questions on BIP.UN

Q: Is it okay to hold the BIP.UN and BEP.UN within a TFSA without negative consequences? If so, which of the two:

- holds the most long term growth potential in your opinion?

- currently has the cheapest valuation based on what you consider is the best metric for these type of companies (compared to their respective past history).

Read Answer Asked by James on December 15, 2025

Royal Bank of Canada (RY $232.71)
- $232.71 P/E (TTM): 16.14X Cap: $325.84B
- View RY Profile
- View Questions on RY
Toronto-Dominion Bank (The) (TD $127.99)
- $127.99 P/E (TTM): 10.94X Cap: $218.50B
- View TD Profile
- View Questions on TD
National Bank of Canada (NA $176.03)
- $176.03 P/E (TTM): 17.41X Cap: $68.70B
- View NA Profile
- View Questions on NA
Intact Financial Corporation (IFC $283.72)
- $283.72 P/E (TTM): 23.64X Cap: $50.44B
- View IFC Profile
- View Questions on IFC
Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $173.12)
- $173.12 P/E (TTM): 17.4X Cap: $12.28B
- View CTC.A Profile
- View Questions on CTC.A
Fortis Inc. (FTS $70.10)
- $70.10 P/E (TTM): 20.09X Cap: $35.42B
- View FTS Profile
- View Questions on FTS
Restaurant Brands International Inc. (QSR $96.65)
- $96.65 P/E (TTM): 25.02X Cap: $43.89B
- View QSR Profile
- View Questions on QSR
Brookfield Renewable Partners L.P. (BEP.UN $37.02)
- $37.02 Cap: $24.35B
- View BEP.UN Profile
- View Questions on BEP.UN
- View Reports on BEP.UN
Granite Real Estate Investment Trust (GRT.UN $81.16)
- $81.16 P/E (TTM): 39.78X Cap: $4.91B
- View GRT.UN Profile
- View Questions on GRT.UN
goeasy Ltd. (GSY $131.71)
- $131.71 P/E (TTM): 9.59X Cap: $2.11B
- View GSY Profile
- View Questions on GSY
- View Reports on GSY
Nutrien Ltd. (NTR $85.83)
- $85.83 P/E (TTM): 50.64X Cap: $41.48B
- View NTR Profile
- View Questions on NTR
Bank of Nova Scotia (The) (BNS $72.54)
- $72.54 P/E (TTM): 24.6X Cap: $90.21B
- View BNS Profile
- View Questions on BNS

Q: These stocks are held in my wife's RRIF - just turned 71 - start withdrawing 2026. QSR, NTR ,GSY & GRT.UN small positions. GSY added this year. Thinking of selling GRT.UN - stock has not done much & very small dividend increaser, QSR (500 shs) small position - not big dividend grower - thinking of selling, NTR held fora while - up a fair bit 44%, 500 shs - sell? Comments if you agree with my analysis and if so, what should buy or add to this account?

Read Answer Asked by James on December 16, 2025

Brookfield Renewable Partners L.P. (BEP.UN $37.02)
- $37.02 Cap: $24.35B
- View BEP.UN Profile
- View Questions on BEP.UN
- View Reports on BEP.UN
Brookfield Corporation Class A Limited Voting Shares (BN $62.47)
- $62.47 P/E (TTM): 90.68X Cap: $140.26B
- View BN Profile
- View Questions on BN
Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $72.02)
- $72.02 P/E (TTM): 32.47X Cap: $116B
- View BAM Profile
- View Questions on BAM

Q: hello 5i:
the Brookfield companies listed above make up close to 9% of our holdings. In your opinion, is that overweighting one entity too much? Any of the companies could be traded, but finding a comparable, or "better" company in that particular sector eg. utilities, financials, etc; is difficult. Your thoughts, please.
thanks
Paul L

Read Answer Asked by Paul on December 16, 2025