SEDG
December 14, 2023 | Daily JAM, Jubak Picks, RUN, SEDG, Stock Alerts |
Among today’s big stock market winners today: SolarEdge Technologies (SEDG), the biggest maker of inverters used in turning sunlight into electricity, closed up 16.67%, and Sunrun (RUN), a leader in the installation of residential solar systems, closed up 19.92%. This rally had absolutely nothing to do with any news out of the recently ended COP28 United Nations Climate Conference. It was a pure reaction to the signs in yesterday’s Dot Plot from the Federal Reserve that the central bank was looking to cut interest rates at least three times in 2024. Makes perfect sense.
July 7, 2023 | Daily JAM, Millennial, SEDG, Top 50 Stocks |
This breakthrough in solar power isn’t enough to stop global warming by itself, but it sure is enough to upend the entire energy sector within the next five years. Multiple research groups (and “multiple’ is important here because it means there’s more likelihood that the lab results will hold up to scrutiny. Two groups published the details of their efficiency breakthroughs in the journal Science on Thursday, and at least two others are known to have pushed well beyond 30%.) have reported a breakthrough that will push the efficiency with which solar cells convert sunlight to electricity through the 30% level that has been thought to mark the maximum conversion of sunlight to electricity.
October 25, 2021 | AMSC, CHPT, Daily JAM, ES, RUN, SEDG |
I’m starting up my videos on JubakAM.com again–this time using YouTube as a platform. My sixty-third YouTube video “Trend of the Week: Alternative Energy Stocks” went up today.
October 18, 2021 | AMAT, AMD, AMSC, ASML, Daily JAM, EVGO, F, FCX, Jubak Picks, Mid Term, Millennial, NJDCY, NVDA, SEDG, Special Reports, TSLA, Volatility, VWAPY |
Yes, we want to buy on the dip. Whenever we get a significant dip. (And significant to me is 5% or more in the major indexes–and 10% or more in specific sectors.) But, we need new strategies for buying on the dip that take into account the market’s valuation problem, the central bank tightening that looks to be in the cards, and the real possibility of a dip in growth below forecasts in 2022. I’ve got fouir strategies to suggest for buying in this market on these dips. And 14 picks to use to execute those strategies.
May 17, 2021 | Daily JAM, Dip-O-Meter, IFNNY, Jubak Picks, NVDA, NXPI, PYPL, RUN, SEDG, Top 50 Stocks |
Last week’s sell off and rally, which left the Standard & Poor’s 500 down 1.4% for the week, resulted in farther dips in many of the Dip-O-Meter stocks. The picture that emerges is much more complicated than simple advice to “Buy on this dip.”
July 21, 2020 | Daily JAM, SEDG |
I'd call solar energy a prime example of the difference between a trend and an investment pick. Solar--that's photovoltaics--accounted for 40% of all new electricity generating capacity added in the U.S. in the first quarter of 2020, according to the Solar Energy...
February 25, 2020 | Daily JAM, Dip-O-Meter, SEDG, Stock Alerts |
As I was prowling through the wreckage of momentum stocks in the last few days for my post on Tuesday, "They shoot momentum stocks, don't they" I noticed one very lonely spot of green. While stocks such as Nvidia (NVDA) and Twilio (TWLO) were down 11.64% and 12.28,...
February 19, 2020 | Daily JAM, SEDG, Stock Alerts |
SolarEdge Technologies (SEDG) closed up 17.94% today ahead of fourth quarter earnings due after the close. Cascend Securities raised its target price on the shares by 17% during today's session. Today's jump will, of course, make it harder for the company to beat...
August 8, 2019 | Daily JAM, SEDG, Stock Alerts |
Wednesday, August 7, SolarEdge Technologies (SEDG) reported second quarter revenue of $325 million, up 43% from the second quarter of 2018 and ahead of analyst projections of $315.5 million in revenue. Adjusted earnings rose 15% year over year to 94 cents a share,...
May 7, 2019 | Daily JAM, SEDG, Stock Alerts |
SolarEdge Technologies (SEDG) reported earnings of 64 cents a share after the New York markets closed yesterday. That was 7 cents a share above Wall Street projections. The company reported first quarter revenue of $271.9 million, up 29.5% year over year, and ahead of...
August 22, 2018 | Daily JAM, SEDG, Stock Alerts |
I'm on vacation until August 26. I'm using the down time to catch up with posts from the very busy second quarter earnings season. SolarEdge Technologies (SEDG) reported second quarter earnings on August 2. Non-GAAP earnings per share rose 49% year over year. Revenue...
May 9, 2018 | Daily JAM, SEDG, Stock Alerts |
SolarEdge Technologies (SEDG), a member of my Jubak Picks portfolio, reported first quarter earnings today after the New York markets closed of 87 cents a share, 7 cents a share better than Wall Street projections. Revenue climbed 82.4% year over year (and 10.8% from...
