Happy New Year! Looking to re-join you in GRID, but my order was placed just before stocks started to rise in the late AM. Also reviewed M* write-up today on BEP, Brookfield Renewable Partners. It currently trades with a four-star rating and I like what I have been able to uncover thus far. I was a bit surprised not to find it in GRID’s portfolio. They do hold GEV, a true success story. I have an aversion to K-1 forms come April 15, so I am a bit reluctant to buy BEP. What do you see in BEP? I nibble at PAVE and AIRR when the markets decline for what seems to me to be no good reason. Thanks for any reaction you may have, Ben Palmer
December 2024
