We’re selling SolarEdge (SEDG).  Without a doubt it has been one of the most frustrating stocks I’ve worked with in my career. Solid earnings and the best balance sheet in the sector have not been enough to fight against negative industry sentiment. I don’t expect the stock to go much lower but it is well below my $16 stop loss and has not found any footing despite encouraging remarks from management.

Please see the latest issue of Profit Catalyst, issued today, for two new holdings in the portfolio.