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This one is one of the most RATE sensitive stocks out there. They are really going to like the rate cut and yesterday and DCA live at this time was about $108 $109. I said it's about to pop and it did that but a little earlier than I expected to be honest.

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HappyBoo

James, Happy I re-bought on September 13 at $108.22/share. P/E still crazy high. Let’s see if it gets a “Kamala boost”. My guess, we’ll get that when she stops holding her “cards” close to her chest. Not prematurely blabbing her plans when she is in office is a very smart move. Admittedly a bit biased; however I think it’s wise on her part. Yep, she has to show the bulk of the nation, as well as global government leaders, she has effective presidential qualities. … good character; not intimidating nor be intimidated,etc……🤞

Raya NSDTR

Insiders are selling stock. Isn’t that a bad sign ?

🦧 MARTINO-BIANCO 🦧

NOTHING wise about Comeade Kamala. She’s the densest candidate in US history. Too dense to even realise that she’s a diversity hire.

Macooda

Time for SL James?

Miko

Would love to get an update on ENPH James. Good level for a first buy?

WillHCrypto

Are you still holding ENPH, James?

AV

I went in hard at $80 and am wondering his thoughts on this as well.

Brazilian Nut

can we get an update on ENPH James? Are insiders selling. Should we hold or sell and move on?

Owain

Also looking for an update on ENPH. I dont see it in his latest portfolio that was posted today.

Macooda

UPDATE of 12/31/23 3% of portfolio, 2/7/24 Jan 25 SL @ 120 & 80?

Clueless

I am curious about the outlook on it for the next year Everything run up. Would love to get some enph if it is promising for the next one to three years. Thank you Nfa

jordan

Hi, Enphase is around $72 a share now. Prices haven't been this low since around 2020. Is anyone other than me taking a nibble? It seems like this might be a good stock to rotate into?

jordan

Hello, it's me, again. Now Enphase is $63 per share and I bought some. It looks like I'm getting deep value at this level and am accumulating under $70. I saw this Seeking Alpha article: https://seekingalpha.com/news/4394993-enphase-energy-most-shorted-sp-500-technology-stock-in-december-microsoft-least-shorted. Enphase is heavily shorted right now. As a contrarian investor, this looks like a good risk/reward setup. Any thoughts? I know this isn't a hot stock right now, but it still looks like a decent opportunity to me.