Enphase Energy
ENPH
ENPH Fair Price
My Notes
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I entered at $115 - not a very high amount as I expected to see at least $110 due to rates. So I guess it will be even less. 25 times earnings is absolutely beautiful for me in this segment. I'm scared of those earnings, but I'll sit tight completely and hopefully it will show in a few years.
How do you currently view $ENPH? I might be more interested in your view on any short-term moves - do we go any lower? Personally, I don't think we'll see too much growth here until the Fed pivot. Strong support should be at $110, now we just need to break the $119 level.
P/FCF: 19.59 and even the P/E ratio, which didn't look that attractive until recently, is now 31, which is...
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I quite enjoy watching analysts' predictions. For example, for such $ENPH, which I bought in the range of $155-165, analysts gave a neutral - sell rating. Today we can see the share price is a nice $182 and now they are starting to talk about ENPH being a clear Buy 😅 ...Therefore, I don't rely on predictions.
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I don't rely on predictions either. Otherwise, I don't have this stock in my portfolio, but I'll definitely take a look at it.
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I don't follow this sector much and I don't own any stocks from this sector. However, it is interesting and thank you for the tip.
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Hell, we were writing this at the same time. 😂🙈 Jj I would like to see it higher, especially trying, so hopefully it will show in the numbers.
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Enphase is great 👍
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...
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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.
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,...
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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? 🤔...
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Also, thanks for sharing and since I'm a bit off the higher prices in the company, I'm now under $100 overbuying, but only slightly. Personally, I'm still expecting a drop. I kind of suspected that they would have deteriorating results this year after Q2. But as you can see from your picture, they should improve again from mid 2024. Of course, no one knows what will happen at that time, but for this company I am not worried about bankruptcy yet, however, now the hold needs to hold and it may be longer.