Boralex Inc. (TSX: BLX, OTC: BRLXF)

We recommended selling half to take advantage of the run-up in green energy stocks back in 2020. The share price is down 30% in the last year, as the rise in interest rates has reduced the attractions of long-duration assets such as renewable energy companies. The length of time until new projects like Apuiat and Limekiln come onstream makes them less attractive compared with 5% yields on government bonds or cash. However, Boralex remains a Buy for its long-term growth in installed assets and steady increase in revenues and EBITDA. - Gavin Graham