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The 10 Most Recent Messages By putnid

Take me back to where I was.
  • Date: 6/24/18 4:26 PM
  • Number: 43207
  • Recommendations: 4
Here's an informative Seeking Alpha article about Micron. I generally concur with the author's observations.

  • Date: 6/21/18 10:53 PM
  • Number: 43143
  • Recommendations: 1
For the home-gamers - YTD results for Bear's picks + Enphase

SHOP 62.91%
ANET 18.57%
NTNX 65.62%
AYX 52.91%
TWLO 141.36%

And the winner is...(drumroll please)...ENPH 158.09%
  • Date: 6/21/18 8:54 AM
  • Number: 43097
  • Recommendations: 1
Hello, strelna -

I don't worry all that much about tariffs on memory chips. The NAND and DRAM manufacturers are few in number: Samsung, Toshiba, SanDisk/WD, SK Hynix and Intel (still small). The chip prices are a function of supply
  • Date: 6/21/18 1:59 AM
  • Number: 43080
  • Recommendations: 3
  • Date: 6/16/18 1:59 PM
  • Number: 42794
  • Recommendations: 5
Hi clubbervision6!

Thanks for the kind words. Don't forget, though, that Enphase has long been a volatile stock subject to quick/significant moves up and down. I've been selling the rips and buying the dips, but caution is
  • Date: 6/14/18 9:28 PM
  • Number: 42724
  • Recommendations: 24
Mercatorn, and others, ask the age old question: When to Buy or Sell? At what price? If there were a bulletproof answer, an algorithm to end all algorithms, we'd all be rich. Unfortunately, these decisions will always be a guessing
  • Date: 6/14/18 8:52 PM
  • Number: 42716
  • Recommendations: 6
Thanks for the shout-out SteppenWulf. I'm glad you prospered a bit with Enphase. The company enjoyed another huge day today. Over 8.5M shares were traded. The average daily volume generally hovered around 1M shares/day for several years.
  • Date: 6/12/18 8:41 PM
  • Number: 42574
  • Recommendations: 1
Hello Ed -

Yeppers, the entire solar sector took a big hit when China announced big changes in its solar program on June 4. The panel makers took the biggest hits, but every player in the sector got hit (Enphase and Solar Edge
  • Date: 6/12/18 7:36 PM
  • Number: 42572
  • Recommendations: 9
Hello, utahchris!

So I was out bicycling and returned home after the Market closed and discovered that Enphase shares had exploded up some 30+%. Gotta say, that piqued my curiosity so I went searching for the reason. I found the
  • Date: 6/8/18 4:20 PM
  • Number: 96474
  • Recommendations: 0
Are you now in cash? - dumaflotchie

No, not at all. In fact, Enphase now constitutes 72% of my portfolio. I bought more shares during the recent solar sector meltdown as a consequence of China's changed solar program mandates.
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Take me back to where I was.
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