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Strategies & Market Trends : Longer term short term day trades.

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From: Steve Felix10/19/2023 10:50:53 PM
1 Recommendation

Recommended By
CusterInvestor

   of 1916
 
Cash $1735 -$68,898.84 -9.84% S&P -.84. It is what it is. Why I post what is, when others make
themselves scarce.

Hindsight is 2020:
ENPH on their last call stated revenue would be down 22.6% this quarter.
A week later on their call SEDG only called for their revenue to be down 11.1%.
Today they came out and said their revenue will be down 26%.
Seemed like a normal weak solar day at the end of October until that announcement after hours.

What were positive signs:
I find ENPH management astute and conservative. They bought $200 million of shares last quarter.
at an avg. of $159.
Director TJ Rogers bought $4 million in shares on Sept. 9th between $122/23.

All that and a jar of jam still won't make a peanut butter and jelly sandwich.
The big money will not be waiting around for a recovery.

Out -$1100 Thought I could hold these and it could work out like HROW, and then the market closed.
10/19/2023 16:29:57 Sold 475 ASRT @ 2.27 1,078.17

Out +$300 probably wish I hadn't sold.
10/19/2023 16:54:49 Sold 750 WVE @ 5.41 4,057.36

Out +2100. From 13 months ago. Should have bought a ton.
10/19/2023 14:52:52 Sold 5 NVDA @ 420.45 2,102.23

Now 1925
10/19/2023 14:53:27 Bought 5 ENPH @ 115.98 -579.90
10/19/2023 14:56:47 Bought 3 ENPH @ 115.75 -347.25
10/19/2023 16:32:33 Bought 10 ENPH @ 103.78 -1,037.80
10/19/2023 17:07:49 Bought 10 ENPH @ 99.01 -990.10

Now 594
10/19/2023 14:54:52 Bought 5 SEDG @ 114.09 -570.45
10/19/2023 15:43:35 Bought 5 SEDG @ 113.75 -568.75
10/19/2023 15:45:58 Bought 2 SEDG @ 113.45 -226.90
10/19/2023 17:02:47 Bought 5 SEDG @ 92.51 -462.55
10/19/2023 17:06:06 Bought 10 SEDG @ 91.1 -911.00






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