Careful with Linda’s recommendations . I have 5 of her 8 stocks. I’m down on all of them including Solar Edge. The three I don’t have are up.

Hi Michael, Sorry to hear that. We each have our own entry points and our investing pain is very personal. So I don’t mean to diminish your situation. I’ll just point out that Linda’s 7 open trades in her PCA service have an average gain of 1.25%. Solar City is by far the worst with a 29.5% loss, although she (and Igor) are bullish on it. Her other service, Growth Stock Strategist, has an average gain of 6.9% on her open positions. Every one of her positions in both services were initiated in 2016, while the S&P has been flat.

You wrote that one of the reaons solar stocks dived was that regulatory uncertainty caused the demand for solar panels to go do down. Wouldn´t that mean that also the demand for inverters is going down? So I don´t understand why this shouldn´t weigh on SEDG the same way? Apart from that: what makes their inverters qualify as high tech? Are they different from those of other manufacturers?