Enphase Energy Inc (ENPH)
03/06/2025
For Portfolio III, IV
Enphase Energy (ENPH), SolarEdge Technologies (SEDG)
Initiate 4% position for each of ENPH and SEDG
For long term and medium term investment
The price of both companies have been on a down trend for almost two years due to the weakening demand for household solar energy.
The stock price for ENPH and SEDG have probably hit the bottom. However, as today's economic environment, further price depreciation is possible if recession really hits.
Investing in equal weight for both companies is due to following reasons. Enphase's products is slightly better than SolarEdge because products from Enphase are more integrated and streamlined with less possible multiple times of converting between DC and AC. Also, Enphase has a better market position in the United States than SolarEdge whose focus is on Europe. However, SolarEdge's depressed price give a better chance of price appreciation.
Attention should be paid on the business progresses for both companies, especially the solar demand in Europe whose demand for solar energy is weaker than the United States. Both CEOs were very caution in their language of answering questions from analysts. Positive free cash flow is one of important elements to watch in their reports in future quarters, particularly SolarEdge.
Again, concentration investing involves higher risk of significant loss without the protection of diversity.
Each individual investor should always consider their own investment goal, risk tolerance, investing span and objectives for their investment positions. Investing in securities involved the risk of total losses. Investors should always consult with financial professionals.
11/12/2024
For Portfolio IV
Close the positions
Temporarily close the holding of Enphase Energy, close the position of FXY.
Due to the certainty of new administration policy, we close the position of Enphase Energy Inc until the new direction for renewable energy is clear. However, the renewable energy is the favorable trend. This industry just has to settle down for new policy.
Again, concentration investing involves higher risk of significant loss without the protection of diversity.
Each individual investor should always consider their own investment goal, risk tolerance, investing span and objectives for their investment positions. Investing in securities involved the risk of total losses. Investors should always consult with financial professionals.
07/02/2024
For Portfolio II, III, IV
Reduce the positions
Semler Scientific Inc (SMLR),
O'Reilly Automotive Inc(ORLY),
Enphase Energy Inc (ENPH)
Reduce 50% of the holding of Semler Scientific,
Reduce 40% of the holding of O'Reilly Automotive Inc
Reduce 40% of the holding of Enphase Energy Inc
Due to the volatile nature of bitcoin price and uncertain how bitcoin be an investment tool, we further reduce 50% of the holding of Semler Scientific.
For adjustment the weight of components in Portfolios, reduce 40% of the holding for both O'Reilly Automotive and Enphase.
Again, concentration investing involves higher risk of significant loss without the protection of diversity.
Each individual investor should always consider their own investment goal, risk tolerance, investing span and objectives for their investment positions. Investing in securities involved the risk of total losses. Investors should always consult with financial professionals.
2/7/2024
For Portfolio III
Initiate an investing position
Enphase Energy Inc (ENPH)
Initiate an investment of Enphase Energy Inc (ENPH) to 7% of Portfolio III.
Enphase Energy designs, markets and distributes microinverters and solar batteries and provides services with those products. Enphase's microinverter is different from SolarEdge's string inverter. Microinverters are directly attached to solar panel and convert electricity to alternative current (AC).
The advantage of microinverter is that one solar panel will convert its direct current (DC) to AC individually without effecting other panels' electricity generation if this panel's performance of generating electricity is compromised. Comparing the SolarEdge's, it will require both optimizers and inverters to accomplish the same task.
Currently, products from both Enphase and SolarEdge are the dominants in US market. Both their products have advantages over the other. SolarEdge's developments are more likely suitable for the larger scale of solar producers such as industry and utility.
Again, concentration investing involves higher risk of significant loss without the protection of diversity.
Each individual investor should always consider their own investment goal, risk tolerance, investing span and objectives for their investment positions. Investing in securities involved the risk of total losses. Investors should always consult with financial professionals.