$NEP : A controversial Buy (Maybe)

Here are my thoughts from the recent earnings call:

Growth: NEP expects 6-8% annual growth through 2027.

Cash Flow: Operating cash flow should match or exceed EPS growth.

Dividends: ~10% annual dividend growth through 2026.

With imminent rate cuts, lower borrowing costs could boost NEP’s profitability even more and help them to stabalize. NEP with still solid growth, strong cash flow, and rising dividends make it an interesting buy in my opinion.