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Are Investors Throwing Babies With Bathwater Due To Trade War Concerns?

|About: Enphase Energy, Inc. (ENPH), RUN, VSLR

Several stocks took a beating on Friday due to concerns about trade war with China and as US imposed tariffs and China imposed counter-tariffs.

Below is a 2-day chart (Thursday and Friday) showing performance of some stocks which are perceived to be impacted by tariffs and the US trade war with China.

Note that several other solar stocks have been excluded for various reasons. Enphase (NASDAQ:ENPH) is excluded as Enphase had some company specific news that distorted its stock movement. SunRun (NASDAQ:RUN), Vivint Solar (NYSE:VSLR), and other residential players have also been excluded as we find the residential installer sector largely uninvestible.

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