Q: Can you please help me understand why these two names are underperforming while the BOC is easing interest rates? I hold both names in my unregistered account. Please rate them as buy, sell, or hold for a 3- to 5-year holding period
5i Research Answer:
It is difficult to say for certain, but the renewable sector has been weak with concern over Trump policies. In addition, recent AI developments have investors questioning the robustness of the expected electricity demand surge from data centres.