Article By:
Jeff Miller
Sunday, February 21, 2021 11:19 AM EST
With markets near record highs, many investors are wondering about the safety of their portfolios. With growing hope for a full economic recovery, it is wise to ask: Is it time to build a “transition” portfolio?
U.S. Solar Market To Take A Hit In 2020: 4 Stocks In Focus
Yes, $SEDG is headquartered in Israel. But they are traded in the US and much of their sales are to the US. Since the US solar market is taking a hit, this stock will be negatively impacted.
U.S. Solar Market To Take A Hit In 2020: 4 Stocks In Focus
Isn't Solar Edge an Israeli company, not a US one? $SEDG
Solar Energy Boom Could Heat Up The Global Energy Sector
Buying renewables last year in November was a great idea. Trump's anti renewable rhetoric is merely playing to the electorate, renewables are the future. $SEDG is a very interesting stock, I'm curious though if they might be hurt by the recent surge in polysilicon prices which are up 35% this year as China has closed several factories producing the substance which is a vital component of PV's. This might hurt their margins in the future as the price of PV's continues to fall.