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I have 23 consecutive profitable trades of 15% or better. How is this possible? Every day there are hundreds of stocks setting new highs, no matter what happens in the overall market. Many of these stocks are still at very reasonable valuations. Afraid of buying stocks at their highs? Think of it this way: a new high is really a future floor for companies with solid financial underpinnings. Quantitative momentum modeling makes it easy to identify stocks that can continue this upward momentum trend. Why does this happen? It's really very simple..ask me about what investors and cows have in common. I am $$$ MR. MARKET $$$. I AM HUGE!!! Bring me your finest meats and cheeses. You can join in on the fun. Register for free and you'll be able to post messages on this forum and also receive emails when $$$ MR. MARKET $$$ makes his own trades. ($$$MR. MARKET$$$ is a proprietary investor and does not provide individual financial advice. The stocks mentioned on this forum do not represent individual buy or sell recommendations and should not be viewed as such. Individual investors should consider speaking with a professional investment adviser before making any investment decisions.)
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  1. #1

    Default SEDG Sold ==> $$$MR. MARKET$$$ does it again!

    You know they say that the sun doesn’t shine on a sleeping dog’s ass. But over the last 14 months while the S&P 500 was plodding along at a pedestrian gain of 6%, $$$MR. MARKET$$$ was able to pick yet another stock winner. Today I sold SEDG at 78.12. That’s a 15% gain over my purchase price of 67.85. Once again, $$$MR. MARKET$$$ outperforms the market. Once again, $$$MR. MARKET$$$ has another stock pick winner. That makes 22 consecutive stock trades of 15% or better? Did you buy any SEDG? You? YOU?? YOU??!!! Do you have 22 consecutive stock trades of 15% or better? You? YOU? YOU???!!

    I am HUGE! Bring me your finest meats and cheeses for I am the greatest stock picker in all of the land. Build me a temple. Build me a monument that blocks out the sun.
    How HUGE is $$$MR. MARKET$$$??


    • $$$MR. MARKET$$$ doesn’t turn on the shower, he stares at it until it starts to cry.
    • $$$MR. MARKET$$$ uses pepper spray to season his meat.
    • The flu has to get $$$MR. MARKET$$$ shots once per year.


    Now I know all of this may sound confusing, but I can easily pick another stock winner – even in these volatile markets. But I’ll need some encouragement…so tell me, do you want to see another stock pick?


    ================================================== ================================
    ($$$MR. MARKET$$$ is a proprietary investor and does not provide individual financial advice. The stocks mentioned on this forum do not represent individual buy or sell recommendations and should not be viewed as such. Individual investors should consider speaking with a professional investment adviser before making any investment decisions.)

    So let the sun shine in, face it with a grin.
    Smilers never lose and frowners never win.
    So let the sun shine in, face it with a grin
    Open up your heart and let the sun shine in.
    Why is the sun so awesome? You probably can’t get a tan like I can, but that’s because you’re not $$$MR. MARKET$$$. Never mind all that.
    Why does investing in solar make sense for you?
    Solar energy is no longer the future, it is here today. What used to be a crackpot hippie technology is now a cost effective solution for customers. As a result, installations of solar have skyrocketed. We’re not done yet. Not even close. Solar is a growing market. In 2016, ~4.08 trillion kilowatthours (kWh) of electricity were generated in power plants. U.S. large-scale solar total PV capacity was approximately 22 gigawatts (GW) at the end of 2016 and forecasts that by the end of 2018 that such capacity is projected to rise to approximately 32 GW. Worldwide, in 2016, photovoltaic capacity increased by at least 75 GW, with a 50% growth year-on-year of new installations. Cumulative installed capacity reached at least 302 GW by the end of the year, sufficient to supply 1.8 percent of the world's total electricity consumption. The prediction is $7.4 Trillion in clean energy investment by 2040 and 40% of energy from clean energy by 2030. Fossil Fuels will eventually become fossils. Parts of the world with no electricity are bypassing utility grids and instead jumping to solar generators. India and China are leading the way here.
    Today I bought SolarEdge Technologies, Inc. (SEDG) at 67.85. I will sell it in 4 to 6 weeks at 78.12. Here’s why I like SEDG:
    Well….one good place to start is this magnificent chart:



    SEDG is up 278% in the last 12 months. That’s motoring along at like 23% per month. People are loving this stock. The fact that oil prices have doubled off of their 2016 lows means that solar energy investment makes a lot more sense than it did 2 years ago. People can’t get enough of their solar.
    SolarEdge Technologies, Inc., together with its subsidiaries, designs, develops, and sells direct current (DC) optimized inverter systems for solar photovoltaic (PV) installations in Israel, the United States, the Netherlands, Europe, and internationally. The company's DC optimized inverter systems include power optimizers and inverters, as well as a cloud-based monitoring platform. Its products are used in a range of solar market segments, such as residential, commercial, and small utility-scale solar installations. The company sells its products directly to solar installers, as well as engineering, procurement, and construction firms; and indirectly to solar installers through distributors and electrical equipment wholesalers, as well as PV module manufacturers. SolarEdge has invented an intelligent inverter solution that has changed the way power is harvested and managed in a solar photovoltaic (PV) system. The SolarEdge DC optimized inverter system maximizes power generation at the individual PV module-level while lowering the cost of energy produced by the solar PV system. Since beginning commercial shipments in 2010, SolarEdge has shipped over 6.7 Gigawatt (‘‘GW’’) of its DC optimized inverter systems and its products have been installed in solar PV systems in 120 countries. SolarEdge’s mission is to become the leading provider of inverter solutions across all PV market segments and broaden the availability of clean, renewable solar energy.
    There is a rising tide floating this boat. SEDG’s end markets are growing and it's gaining market share from its competitors while expanding its product line. Their system allows for maximum power generation at lower cost. SolarEdge is expected to expand its EPS figures at an annualized rate of 24% over the next three to five years. Now let me make this perfectly clear. I hate tariffs. Tariffs are stupid economic policy. But if someone is going to benefit from tariffs, it’s SEDG. Trump’s tariff will lead to greater domestic solar panel production and use and SolarEdge’s monitoring services and power optimizer businesses would benefit immensely from this.
    The financial story speaks for itself:

    2015 2016 2017 TTM
    Revenue 325.08 489.84 607.05 701.86
    Net Income 21.12 76.61 84.17 105.68
    EPS 0.27 1.73 1.85 2.28

    Most solar companies are burdened with debt. SEDG doesn’t have any long term debt. SEDG has a current ratio of 3.60 which means that SEDG can more easily cover its most immediate liabilities over the next twelve months. In fact, SEDG has more cash on its balance sheet than it has current liabilities! The reason for this is that SEDG survived the initial battle royal when solar companies were killing each other and margins were thin. The debt laden companies folded and now we only have a few giants standing. There was a time when Amazon.com was losing money…can you even imagine that now?

    The reason why SolarEdge doesn’t have capital problems is because they don’t manufacture the PV cells (very expensive). Instead they make the inverters, which are much cheaper. Inverters convert the energy captured by solar panels into electricity that can be fed to the wiring to power your house or office. So SEDG just plays the middle, taking its vig without having to deploy enormous capital. Solaredge is now partnered with Tesla to provide inverters that supplemented Tesla’s Powerwall. I don’t think Tesla picks these partners Ha Ho. Using SolarEdge’s Direct current (DC) optimized inverter and Tesla's automotive-grade battery technology, the solution requires only a single SolarEdge inverter to manage both PV and storage functions. The system is designed for efficient, outdoor installation and includes remote monitoring and troubleshooting to keep operations and maintenance costs low.
    You want to see management performance? SEDG Return on Assets is 12.6%. It’s Return on Equity is an incredible 28.3%. That’s a real bang for your buck. SEDG is no garage shop. They have over 1000 employees and a market cap over $2 billion. SEDG’s annual earnings growth rate has been positive over the last five years. Compared to the other solar companies, SEDG has better gross margins, cash flow and, of course, its balance sheet.

    So how does all of this add up to earnings today?

    First Quarter 2018 Highlights

    Total revenues of $209.9 million
    GAAP gross margin of 37.9%
    GAAP net diluted EPS of $0.75


    The Company reported record revenues of $209.9 million, up 11% from $189.3 million in the prior quarter and up 82% from $115.1 million year over year. GAAP net income was $35.7 million, up 83% from $19.5 million in the prior quarter and up 152% from $14.2 million year over year. GAAP net diluted earnings per share (“EPS”) was $0.75, up from $0.42 in the prior quarter and up from $0.32 year over year.
    It’s a solar powered rocket ride for sure. ANAL-ysts predict 2018 earnings of $3.12 per share on revenues of $847 million. $$$MR. MARKET$$$ knows that this stock will have revenues of $940 million which will translate to earnings of $3.95 per share. If you take the existing forward PE of 20.1 and multiply it by my projected earnings of $3.95 per share, you get a stock price of:

    20.1 x $3.95 = $79.40 per share, which exceeds my selling price target.

    Here’s what the boss had to say about his company:

    “We are pleased to announce strong first quarter results with record revenues and record profitability, despite the traditional seasonal slowdown and continued industry wide components shortages,” said Guy Sella, Founder, Chairman and CEO of SolarEdge. “Our continued technological innovation and operational excellence, coupled with our introduction of new products and financial strength positions us for further growth and industry leadership.”

    Let the sun shine in….I am going to go out and get myself a new lounge chair with the quatloos I earn on this SEDG investment, then I’ll take a month off from work and get a wicked tan!

    I am HUGE!
    $$$MR. MARKET$$$
    Last edited by mrmarket; 06-19-2018 at 10:23 PM.
    =============================

    I am HUGE! Bring me your finest meats and cheeses.

    - $$$MR. MARKET$$$
    Last edited by mrmarket; 09-12-2019 at 09:05 PM.
    =============================

    I am HUGE! Bring me your finest meats and cheeses.

    - $$$MR. MARKET$$$

  2. #2
    Join Date
    Sep 2003
    Posts
    4,739

    Default

    Congrats $$MM on winner #22, and thanks for this awesome pick! Yes, I got this one, too, and am happy to have held on for a full year, and then some... because it's worth it to smash the market with a 17% profit in 14 months. If only all our stocks could do as well. Then again, the only way we'll get winners like this one is to see you make more picks! So keep 'em coming, and let's keep leaving this wimpy market in the dust with a 100-long streak of home run winners!

  3. #3
    Join Date
    Oct 2003
    Location
    Hamilton MA
    Posts
    1,919

    Default

    Congratulations, Large Person. Must admit I've never heard that one about the sleeping dog's ass but I have led a sheltered life.

  4. #4
    Join Date
    Jun 2009
    Location
    NJ
    Posts
    565

    Default

    Quote Originally Posted by Louetta View Post
    Congratulations, Large Person. Must admit I've never heard that one about the sleeping dog's ass but I have led a sheltered life.
    LOL. My dog likes to sleep on his back at times, so that saying does not always apply.

    But what does apply is that MR MARKET IS HUGE!
    Congrats on another winner!!!!!!!!

  5. #5
    Join Date
    Jun 2009
    Location
    Earth (Mostly)
    Posts
    325

    Default

    Quote Originally Posted by mrmarket View Post
    You know they say that the sun doesn’t shine on a sleeping dog’s ass.
    Yeah, but even a sleeping dog can get a warm piece of the sidewalk. Congrats on another winner.

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