1Mon·

The loss at $ENPH (+6.64%) hurts, but better an end with horror than horror without end!

The solar industry will have a tough time for a while yet, especially with the new US energy policy. I have therefore now reduced my positions in $AMZN (+0.26%) and $ABBV (+1.12%) have been expanded.

11.11
Enphase Energy logo
Sold x35 at $64.30
$2,250.50
54.52%
11
12 Comments

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I feel for you, at -49% it is also the worst position in my portfolio at the moment. It's even more painful to think that they were once at +200%... I will "freeze" my position in the hope of a long-term recovery after Trump, but I won't make any additional purchases until there is significantly better news.
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I hold
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Alfred Maydorn also follows ?
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The only thing that helps is an ungodly revenge lever 😄
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According to the fundamental figures, I see the P/E ratio falling to a historically low 15.76 next year.
At the same time, earnings per share will rise from $2.19 to $3.78.
Sales and free cash flow will continue to increase.
The EbiT margin is increased by 10% to 35%.
The share is literally screaming buy me.
Even the majority of analysts are saying buy or hold.
I think the bad news should now be included in the share price.
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Goes up again
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