Brookfield Renewable Partners: Discounted 6% Yielder That Is Subject To Growth (NYSE:BEP)

KE ZHUANG/E+ via Getty Images Brookfield Renewable Partners L.P. Limited Partnership Units (NYSE:BEP) offers a pure-play renewable energy exposure that is underpinned by a stable and predictable capital allocation strategy. The underlying strategy revolves around finding renewable energy projects, bringing them to operations (i.e., COD date) by the use of project finance, and then selling…

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Regal Rexnord: Improving Growth Prospects And A Discounted Valuation (NYSE:RRX)

jetcityimage Investment Thesis Regal Rexnord Corporation’s (NYSE:RRX) organic revenue growth is poised to turn positive in FY24 driven by above-average backlog levels in the Industrial Powertrain Solutions (IPS) and Automation & Motion Control (AMC) segments, channel inventory destocking coming to an end, improving end-market conditions and a potential reversal in the interest rate cycle this…

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