Q: Why the sudden drop in the share price yesterday? Is it related to the flight from small growth stocks?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: What do you think the prognosis is for SEDG? I am trying to decide if I liquidate my now very small position or if you feel it has some recovery potential in the intermediate term? Do you anticipate the company will dilute shareholders? Thank-you.
- First Solar Inc. (FSLR)
- SolarEdge Technologies Inc. (SEDG)
- Enphase Energy Inc. (ENPH)
- Nextracker Inc. (NXT)
Q: What did you think of the earnings? What would your top 3 picks in the space be? Do feel a turn is near or there's a catalyst to watch for?
Thanks, Mark
Thanks, Mark
- iShares S&P Global Clean Energy Index Fund (ICLN)
- SolarEdge Technologies Inc. (SEDG)
- Enphase Energy Inc. (ENPH)
- Nextracker Inc. (NXT)
Q: ICLN I have a small position in my TFSA. The share price has more than halved since I bought it in early 2021. Is it time to sell and move on?
Q: Grateful for information on why this stock got hammered so much in the last six months, as well as your views on its debt, cash flow and growth expectations.
Thank you.
Thank you.
Q: Do you think Blink looks interesting at these levels for a long term hold? Anything to do with the EV industry has been beaten up but sales are going to inevitably increase. Are you aware which business currently has a stranglehold on the home EV charging ports?
Thanks
Thanks
Q: How do you feel about SEDG today? Hold/sell/buy? I thought that solar was a big part of our future. What happened to SolarEdge Technologies?
Q: Hi 5i!
Can you provide an update on ENPH?
Drop looks related to SEDG update and shrinking marges.
Many thanks
Can you provide an update on ENPH?
Drop looks related to SEDG update and shrinking marges.
Many thanks
Q: Hello, may I please have your current thoughts on SEDG? The current price action is terrible. I understand from your August 17th response that recent guidance was weak. Just wondering where you see the stock bottoming and what catalysts may trigger a recovery.
Thank-you,
Stephen
Thank-you,
Stephen
Q: May we please have your updated analysis on this company and its future growth prospects. Any explanation for the recent plunge in share price? Any concerns about the balance sheet? Would you continue to hold?
- First Solar Inc. (FSLR)
- iShares S&P Global Clean Energy Index Fund (ICLN)
- SolarEdge Technologies Inc. (SEDG)
- Enphase Energy Inc. (ENPH)
Q: ICLN Any reasons for the decline over the last few days?
Thank you.
Thank you.
- Alphabet Inc. (GOOG)
- QUALCOMM Incorporated (QCOM)
- Paycom Software Inc. (PAYC)
- SolarEdge Technologies Inc. (SEDG)
Q: I’ve been holding qualacom at a loss for 2 years or so and am now considering moving on after the earnings release tonight as I don’t want to ride it back to the lows. Is there a stock that is down after today’s big drop that you would suggest on a trade? I was considering either sedg or PAyc. Thank you!
Jason
Jason
- NextEra Energy Inc. (NEE)
- Plug Power Inc. (PLUG)
- SolarEdge Technologies Inc. (SEDG)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
- KraneShares Global Carbon Strategy ETF (KRBN)
Q: I recently read on article on the importance of decarbonization many years into the future.
Can you provide some companies you would currently recommend in order to profit from this secular growth theme.
Canadian or US company ideas please. Looking for companies to hold in an RRSP for many many years.
Thanks very much
Can you provide some companies you would currently recommend in order to profit from this secular growth theme.
Canadian or US company ideas please. Looking for companies to hold in an RRSP for many many years.
Thanks very much
Q: Could I get your take on these two?
Q: After around 3 years holding I find myself at breakeven again, been mostly underwater on this company. Do you guess recent momentum will continue?
- Sea Limited American Depositary Shares each representing one Class A (SE)
- Parkland Corporation (PKI)
- Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- Invesco Solar ETF (TAN)
- Vanguard Total International Stock (VXUS)
- MercadoLibre Inc. (MELI)
- Vanguard FTSE Developed Markets ETF (VEA)
- SVB Financial Group (SIVB)
- DocuSign Inc. (DOCU)
- SolarEdge Technologies Inc. (SEDG)
- ARK Innovation ETF (ARKK)
- Global X MSCI China Consumer Discretionary ETF (CHIQ)
- ARK Genomic Revolution ETF (ARKG)
- ARK Autonomous Technology & Robotics ETF (ARKQ)
- Paramount Global (PARA)
Q: Hi! Doing some cleaning up and wondering if these are buy, sell, or hold. In reference to Shane's comments I also agree that it wasn't too long ago that so many advisors were recommending growth stocks at lofty prices. Having always been a more of a value investor I dipped my toes, but am feeling like I'd be too scared to ever enter any kind of a growth stock again. I know if interest rates peak you feel these can do well again but only time will tell and many investors have lost lots of money on the high growth names like in Cathy Wood's funds. Happy to hold any of these names if there could ever be a turn around. Thank you!
Q: SEDG is down a lot. ENPH is holding up. Could you provide your thoughts on what's happened here and briefly compare with your preference, all things considered.
ENPH seems to be the leader in the space. Do feel it will continue to outperform or that SEDG could catch up? Leader vs laggard?
thanks, M
ENPH seems to be the leader in the space. Do feel it will continue to outperform or that SEDG could catch up? Leader vs laggard?
thanks, M
- NextEra Energy Inc. (NEE)
- Plug Power Inc. (PLUG)
- SolarEdge Technologies Inc. (SEDG)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
- KraneShares Global Carbon Strategy ETF (KRBN)
Q: What is the best way to play energy decarbonization over the next decade? Hydrostor looks very interesting to me but is not public. Is there perhaps an indirect way to get involved?
- Magna International Inc. (MG)
- SolarEdge Technologies Inc. (SEDG)
- Blink Charging Co. (BLNK)
- MP Materials Corp. (MP)
- ChargePoint Holdings Inc. (CHPT)
Q: Electrification Theme: My question is about the "picks and shovels" in the electrical equipment market to support EVs, modern energy grids, storage and distributed power. What stocks would you recommend with a short rationale and, if possible, entry price.
Thank you
Thank you
Q: Which company would you prefer?
Thanks
Thanks