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Brookfield Renewable Partners L.P. – A Long-Term Growth Story

The Brookfield group of companies recently held its 2018 Investor Day. This article touches upon the content of the Brookfield Renewable Partners (BEP) presentation. I view BEP as having significant long-term growth potential and the ability to continue to generate attractive investment returns. As a result, I have acquired additional units for the FFJ Portfolio. [...]

By |October 5th, 2018|General Investing|Comments Off on Brookfield Renewable Partners L.P. – A Long-Term Growth Story

Brookfield Renewable Partners L.P. – A Long-Term Growth Story

Summary Like the other BAM entities I have analyzed, BEP adheres to BAM’s 5 core principles. BEP has recently initiated a capital recycling program similar to other BAM entities in which it rotates its investment from mature assets with lower IRR potential to new opportunities in which it can generate superior returns. BEP’s current annual [...]

By |October 5th, 2018|Equity Investing|Comments Off on Brookfield Renewable Partners L.P. – A Long-Term Growth Story

Brookfield Infrastructure Partners LP – Why I Have Acquired Units for the FFJ Portfolio

The Brookfield group of companies recently held its 2018 Investor Day. This article touches upon the content of the Brookfield Infrastructure Partners (BIP) presentation. I view BIP as having significant long-term growth potential and the ability to continue to generate attractive investment returns. As a result, I have acquired additional units for the FFJ Portfolio. [...]

By |October 4th, 2018|General Investing|Comments Off on Brookfield Infrastructure Partners LP – Why I Have Acquired Units for the FFJ Portfolio

Brookfield Infrastructure Partners LP – Why I Have Acquired Units for the FFJ Portfolio

Summary BIP adheres to BAM’s 5 core principles and employs a capital recycling program in which it rotates its investment from mature assets with lower IRR potential to new opportunities in which it can generate superior returns. BIP’s capital allocation model has three priorities of which the 3rd is to distribute ~60 – 65% of [...]

By |October 4th, 2018|Equity Investing|Comments Off on Brookfield Infrastructure Partners LP – Why I Have Acquired Units for the FFJ Portfolio

Brookfield Property Partners LP – Won’t Remain Undervalued Forever

The Brookfield group of companies recently held its 2018 Investor Day. This article touches upon the content of the Brookfield Property Partners (BPY) presentation. What sets BPY apart from members of its small peer group is its unique ability to allocate capital into private real estate funds. Furthermore, not all peers have the expertise to [...]

By |October 3rd, 2018|General Investing|Comments Off on Brookfield Property Partners LP – Won’t Remain Undervalued Forever

Brookfield Property Partners LP – Won’t Remain Undervalued Forever

Summary The BAM group of companies held their Investor Day on September 26th. BPY, the real estate arm within the BAM group of companies, operates and develops one of the largest portfolios of office, retail, multifamily, industrial, hospitality, triple net lease, self-storage, student housing and manufactured housing assets. What sets BPY apart from most members [...]

By |October 3rd, 2018|Equity Investing|Comments Off on Brookfield Property Partners LP – Won’t Remain Undervalued Forever

FFJ Portfolio – September 2018 Dividend Income Report

This is my September 2018 FFJ Portfolio dividend income update. The portfolio was created in January 2017 for the purpose of demonstrating how investing in well managed companies with competitive advantages can assist investors in reaching their long-term financial goals without the need to speculate or to chase dividend yield.   September was an enjoyable [...]

By |October 1st, 2018|FFJ Portfolio|Comments Off on FFJ Portfolio – September 2018 Dividend Income Report