SolarEdge Technologies Inc. (SEDG)

03/24/2024




Solar industry still has a lot of growth ahead, but the growth rate of solar panel installation has come down from the high of pandemic. Comparing to Enphase, it looks like that SolarEdge is more expensive now. Its products is less advantageous for home installation. Plus, the risk of geopolitics is much higher for SolarEdge investors.



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.




10/20/2023





We believe SolarEdge is a good business and in good financial condition. However, its high valuation and P/E ratio did not live up investors' expectation now. Cutting loses will be a better strategy. Will this prices be the bottom for stock shares? It is uncertain for sure, but as an investor, a decline in price is a sweet opportunity. Cheaper is better for later.


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.


07/21/2021 - SolarEdge Technologies - (2021 Review)

Newly updated information is included in Financial Data and Studies.


02/08/2020 - SolarEdge Technologies

Reduce current holding by 50%


09/12/2019 - SolarEdge Technologies 

Reduce current holdings by 50%.


07/07/2018 - SolarEdge Technologies


It is certain that inverter business will dominate company’s revenue. The industry trend is a favorite factor, and recent California mandate is likely to push other states to adapt the trend in a long run. 

Patent infringement is filed against a Chinese company for its inverters. It is not surprising that inverters are highly profitable, fast growing and beneficial to solar panel installers and owners. It is expected that company share price will be highly volatile in the run.



08/01/2017 - SolarEdge Technologies

Increase investment in SolarEdge Technologies.


05/08/2017 - SolarEdge Technologies

Initial an investment for SolarEdge Technologies.