Enphase Energy, Inc. (ENPH) Message Board

Dar is excellent in accounting and associated analysis.

I do not see it as weird, I see it as opportunity

OK so there was a typo that said 100K shares not $100K in shares. Big difference in meaning, but we all make typos. 10-15K shares is a good holding.

I note a variation in your posts.
Here you claim over 3/4 mil dollars of NRF
Yet you posted in another thread

I have most of my money in bonds.I am looking to buy more as the price goes higher. I like the yield

Sentiment: Strong Buy

So why should we keep reading your posts. If almost 900K in stock is a fraction of your portfolio, why are you asking questions on a blog like this?

Picked up GTAT in the mid 2's and have almost a double there, but while it has not hit my sell, I would not add to that position at this point.

I actually agree 100%. Usually I carry about a 5% margin and no cash. But, I have taken some profits and now have cash waiting for the right stock. I still work, but could easily be retired, have military pension, 300K in muni's which are maturing and providing more cash. So, while I do not anticipate adding to my NRF position (35% of portfolio) I do not want to stop the growth. As you know I have been long NRF since the low 2's in price. Main reason it is so over valued in my portfolio.

That is a personal decision that has many inputs. What is your asset allocation? For me, I would buy here, but NRF is my largest asset with far more than is normally prudent in one issue. So despite feeling a strong buy here, I have about 20K cash looking for something else.

up is always good. The 15% it has given back if far less than NLY and others

My preference is that DM stop posting on this forum as he said. But that too was false as all his posts

Go back and read your article. You said nothing of the sort. What you have back peddled is all over the map. Your article is where you are judged, not the whining afterwards.

NOTE up over $.20 today and great presentation

I respond to your article. You did not call for a correction, but a collapse
You show nothing of current accounting in the article
Your numbers are from 2010
You are a fraud

A stopped clock is right twice a day
You do not have that good average

Your article called it a house of cards, not a call for MREITS as a class to have a correction.
You also said you were through posting here
You are full of yourself and little else
Learn about fundamentals before posting with 3 year old data like your article had
If they were a warning, the past 3 years would not have shown the run up in price and dividends NRF has provided

The company has been solid as a dividend player. Core business improving. It has pulled back 10%+. I do not know the future and neither do you. It is a solid buy here. How long before it goes back up? You can guess, but it is only a guess.
Earnings should continue to be solid. I anticipate several more quarters of Dividend raise. That is from the reports, not a guess. So, if you like the company, buy. It is at a discount from it's peak. If not do not bother us with guesses that have no basis

Sentiment: Buy

I also belive in credit where credit is due. Dividend Monkey only revised after calling the stock a house of cards, using 3 year old data in a pure hit piece. He is a manipulator and hopefully his article is getting the attention of the SEC. Any call for a bottom is speculation. This is a strong company, this is an over 10% pull back from a high. IMO it is now time to add more shares if you wish. Why?
Simple
If you believe the company to be well run, a 10% pull back is historically a good time to accumulate. Even if we see 20 before it goes back up. Picking the absolute bottom guarentees a miss every time.

Perhaps you protest too much
Just sayin

Ahhhhh The shorts provide the fuel to get to and past 10. They seem not to learn too well

The point you do not address, is calling it a house of cards is not saying it is over valued by momentum. You are saying the fundamentals were bad.

You were wrong and now are trying to recant. That makes me think you were trying to manipulate.
A criminal end

No, Perhaps you could read my statement that way, but $50K became $600K between dividends and Cap Gains.

That sounds similar to my history. I have a bit over 50K of my money with NRF over the same time. I have DRP'ed the dividends and now have over 600K of the stock. A 12 banger and still going. I will not trade short term, have some stops in to protect my position, but am long term hold. Too much of my assets to consider buying more though.