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Q: Can you comment on SPWR earning please?
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Q: How would you rate the solar space currently? What are your favourite names in the sector? Do you think SPWR being owned by TotalEnergies gives them added safety beyond their own numbers? Thank-you.
- SolarEdge Technologies Inc. (SEDG)
- Sunrun Inc. (RUN)
- SunPower Corporation (SPWR)
- Enphase Energy Inc. (ENPH)
Q: The solar subsector seems to be getting a lot of attention and company valuations are going up. This is on par with the renewables trend we are seeing. Do you have any pure solar picks in the US or Canada or are you only playing the larger infrastructure companies that may own some solar farms? What are your top picks? Thx
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