14 Solar Stocks Dissected: Opportunities And Overvaluation

Mar. 24, 2021 11:34 PM ETENPH, SEDG, ARRY, CSIQ, DQ, FSLR, ISUN, JKS, MAXN, NOVA, RUN, SOL, SPWR, SUNW, TSLA, TAN, ICLN, QCLN, PBW35 Comments
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Enterprising Investors
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Summary

  • There is a lot of potential for solar energy as it is the cheapest source of electricity.
  • Utility-scale storage makes the technology more viable as a substitute for classic electricity generation.
  • I present a list of companies active in the solar business. There are attractive investments in this sector.
Heldere zon met mooie stralen in de hemel met wolken (die in rood worden afgezwakt)
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It's always hard to divide hype from the structural trend. Renewable energy shares are prone to be overhyped, especially in the early stage of development. Investing at such a moment can cost a lot of money. On the other hand, there are real opportunities in

This article was written by

Enterprising Investors profile picture
3.18K Followers
In short: focus on free cash flow growth, GARP, value, thorough analysis, and a lot of common sense. I follow value investing principles and do my research through publicly accessible knowledge. I look for stocks trading below their actual value. Buying at the right time and holding shares for a long time leads to attractive profits. All expressions are my own. I do not represent a company. I cover stocks worldwide, mainly in North America and Europe. All my experience in stock picking comes from reading books and articles. Any investments you would take after a piece or discussions with me are your own responsibility. You should do your own due diligence before an investment.

Disclosure: I am/we are long CSIQ. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Additional disclosure: Any investments you would take after an article or discussions with me are your responsibility. You should do your own due diligence before an investment.

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