I would like to add representatives from the energy sector to the portfolio. My best bet is the often mentioned $ENPH, 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... Read more
As I have written a few times in the past, I stand by that. I rate Enphase $ENPH as a quality company with a promising vision for the future. That's why I'm not going to wait any longer and am using today's massive drop to buy.
It's not a foreign company to me, I picked it up in 2022 and only sold because of the meaningless growth (I didn't expect it to sustain). This time,... Read more
We've written about this before. I agree, I also made almost 100% on it last year and I trust this company. Like you, I sold for profit but when it went from $300 to $210, I bought. So unfortunately today's drop hurts but I also overbought and I believe it will go up again. Hold now there is less demand in the US but that will gradually improve as inflation compresses. 😊
$ENPH Do you have any info around the results of this company? I've written more on this but there's been no interest and frankly I'm quite confused about the drop. I'm finding info, good info too I think. I spent the morning reading the news on this company and I don't understand the analysts as it reported good results, yet such a drop just due to not meeting expectations? 🤔... Read more
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.