- check out some of my other posts for logic/ valuation etc.
- it's not a screaming buy here at 47.75... but given i just took a bit off the table
- i'm adding that back. so went from 1.25->2.5% today
- will plan to add more lower
- monetizing some of my (large)
GDLC stake - as many of you know - into this instead of just cash.
- seems like solar is the anti-trump trade for now but i sense that's just premature logic
V
- it's not a screaming buy here at 47.75... but given i just took a bit off the table
- i'm adding that back. so went from 1.25->2.5% today
- will plan to add more lower
- monetizing some of my (large)
GDLC stake - as many of you know - into this instead of just cash.- seems like solar is the anti-trump trade for now but i sense that's just premature logic
V
Note
- absolute crushed the Q- didn't take up guide, but read between the lines - these guys r simply not well covered as they beat beat beat
- mgmt limited comments so far on CC and taking Q's. pure bull. confident.
- still still in a tough sector for this macro, but
NXT remains the best boat in the solar boat, no question.- 15x EPS is still 1.25-1.5x PEG depending on how bullish you are, reasonable.
- Sized this up to 4% position AH at the $45 level, will take to 5% (if/ as we enter low 40s levels).
- wouldn't be surprised to see the stock up tmr all else equal (tho this tape is brutal). anyway, nice dip buy on great results (ex post)
own the winners.
V
Note
5% as of $43. send it lower plebs, i'll be up all night ;)
enjoy it
V
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.