Brookfield

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Hi Dan.
I own Brookfield Renewables, just wondering why did you sell?

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Asked on September 19, 2025 3:43 am
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Although I do not believe the general investment thesis is broken on Brookfield Renewables, which is why it will remain on the Dividend Bull List, the idea for me here is I am trying to find a bit of cash to relay it into other positions, and the fact that I have exposure to Brookfield Renewables anyways through my position in Brookfield Corporation.

It is a situation where I feel there is opportunity in other options (I'll be speaking on one this Sunday in the newsletter) and the idea I already have exposure.

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Posted by Dan Kent
Answered on September 19, 2025 11:52 am