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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.
- First Solar Inc. (FSLR)
- MicroStrategy Incorporated (MSTR)
- Coinbase Global Inc (COIN)
- Nextracker Inc. (NXT)
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.
- First Solar Inc. (FSLR)
- Intuitive Surgical Inc. (ISRG)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- Chevron Corporation (CVX)
- Eli Lilly and Company (LLY)
- Pfizer Inc. (PFE)
- Coinbase Global Inc (COIN)
Q: As we close in on the US election what would be your short term (up to 1 year) picks be in the US market? For a republican victory energy sector might be interesting or possibly crypto. If crypto how would you play it?
On the other hand if Democrats win what would you choose?
As a long term member, can't thank you enough for what you do.
Jerry
On the other hand if Democrats win what would you choose?
As a long term member, can't thank you enough for what you do.
Jerry
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