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Q: Presuming that the price of steel goes up with tariffs, outside of the steel industry itself, what sectors and specific companies lose out here? Thank-you.

Upvote 4

Read Answer Asked by Alex on February 11, 2025

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Q: Do you think post-election sentiment on solar is overly negative? At what point might solar investments start to look appealing again? Would you consider Enphase as a preferred investment option in this scenario? If not, could you recommend a solar stock with strong potential should sentiment improve.

Upvote 2

Read Answer Asked by Colum on November 11, 2024

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Q: Lots of volatility based on the election results. This may be too early to ask, but are there any stocks that have risen (or fallen) too much on fundamentals as a result of the election? Looking for potential sell (or buy) opportunities if you think appropriate.

Upvote 3

Read Answer Asked by Mike on November 07, 2024