I read a few days ago that China is considering lifting some tariffs on solar panels and other such equipment. (It may have already happened, I'm not sure). So are you considering buying up stocks like $FSLR, $ENPH and others? It could be a positive catalyst for further growth.
First Solar: Investment perspective and photovoltaics
First Solar $FSLR is a leader in solar panel manufacturing and providing complete solutions for photovoltaic power plants. What sets it apart from the competition is its innovative cadmium telluride (CdTe) thin-film technology, which offers higher energy efficiency and lower manufacturing costs compared to traditional... Read more
I take this company as a pretty good competitor for the $ENPH company I have in my portfolio. That's why I don't want to put another similar company in my portfolio. However, if I were to go back to my first purchase of $ENPH I would hesitate whether to buy it or $FSLR...their technology looks good. 😊
🌟 Michael Burry, the well-known investor who predicted the 2008 financial crisis, is once again changing the direction of his investment strategy.
Let's take a look at the interesting moves this famous investor has made:
📈 Gold - In the first quarter of 2024, Burry focused heavily on commodities. He increased his largest position in theSprott Physical Gold Trust $PHYS by $7.62... Read more
There is a lot of interest in this growing sector, not only from customers but also from investors. I am represented in this area by one of the largest well-known companies, Enphase Energy. However, we have more companies in the market and I was pleasantly surprised by the valuations of some analysts. 😊
It can be very interesting with some nice opportunities. However, I will include CVX in my portfolio from the energy sector and that will probably be enough :D
I wouldn't want to take a long position in this, but the potential is quite great.