I would like to add representatives from the energy sector to the portfolio. My best bet is the often mentioned $ENPH-2.0%, which could be a great opportunity at the current price.
Management has mentioned that they are being very cautious and judicious with buybacks. The last buybacks took place in Q4 2021 at an average price of $197. Currently, the price is $159 while the company is generating more FCF. I think a buy-back could be on the table.
Enphase Energy
ENPHCapital Structure
Market Cap
13.2B
Enterpr. Val.
14.3B
Valuation
P/E
50.1
P/S
7.3
I know there are a few $ENPH-2.0% fans here, so feel free to post what you think. 👇
Definitely an interesting company and I would like to invest in this sector and this looks like a nice company. Well, thanks for the tip.
In my portfolio, so far it's the only representative from the energy sector.
For me a company with a future, I own it in my portfolio 😊
I personally like it, I already profited from it once about a year ago. Now I have it again, and I can't tell you the exact numbers like calculating the intrinsic value and such, because I don't do that much I admit, since it's very variable anyway depending on the number of estimates one puts into the calculation. But what I've been looking at the company, like what they do, what plans they have, everything contracted, profits etc so it has the potential to go over $200 again and I'm "betting" on that ... of course, as we know, it's not investment advice, just my view. :)
I've had this company on my watchlist for a while but haven't "committed" yet... however, they look like they are in decent shape and have a future :)
The company doesn't look bad at first glance. But I don't have an analysis, so I don't have an opinion here.