- Algonquin Power & Utilities Corp. (AQN)
- Northland Power Inc. (NPI)
- Innergex Renewable Energy Inc. (INE)
- TransAlta Renewables Inc. (RNW)
- Boralex Inc. Class A Shares (BLX)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Renewable energy has been beaten up over the last year and seems to be fairly cheap at the moment. With quantitative tightening and raising interest rates on the horizon, would it be prudent to wait to see what happens with inflation before moving into this sector? Which of these names do you prefer? Thanks.