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Ignore the naysayers. This is another opportunity to accumulate.
I bought a bit more at $102 on Thursday and now it’s down even further. As long as interest rates remain so high I don’t see much hope for the stock but that’s when you need to buy.
As somebody who is very long in this stock... something to consider before investing in this company. There are significant problems forming over in Europe due to major changes in the political landscape. Major shift towards right wing politics is not favorable for renewable energy in Europe. You could really see demand for resi solar plummet due to the snap elections and policy changes thereafter. Here in the US, I do not see Trump (if he wins) as a threat. IRA is very hard to repeal, and the adder tax credits/45x credits are good boosts to manufacturing jobs in conservative states like Texas. Europe is the problem, not the US... especially since Enphase is trying to expand aggressively in Europe.
ОтветитьAs a former owner of enphase, I deeply dislike this business. If a company depends on low interest rates to succeed, and your bull thesis for the company is interest rates lowering, avoid it. Enphase management has categorically failed to exist in all environments, and poor execution should be punished. There are way better stocks to play for lowering interest rates that don't depend on it.
Ответитьbuilding a position here around $100, still headwinds short term, but I think long term it will play out well.
ОтветитьI own it and have added a bit more. I believe in the industry, and they are the best-in-class. 10 years from now the current weakness will be a blip. I'm still skeptical in the short term. If interest rates don't go down or we hit a hard recession, things won't get better soon. However, like you mentioned, this will easily pop 20% in a heartbeat on positive news, so I find it too risky to wait.
ОтветитьAlready expensive share price wise atleast
ОтветитьWhy scrape the bottom of the barrel?
ОтветитьENPH and solar stocks....dog 💩 until we approach real rate cuts
ОтветитьWhat do you think about Nike?
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