SEDG had great news on their new HD-Wave inverters (PV mag article), up 4.1% for the day.
AMAG went down even more, -4.7%. With triple-digit quarterly revenue growth for the last three quarters and a forward P/E of 7.4 this looks like an easy buy. But EPS estimates were just revised down a few percent for the next two quarters, slightly reducing the estimates for this year and next. It's problematic if this becomes a trend.
MOH has been a steady performer without all the drama. Not cheap with a forward P/E of 22, but good growth projected for earnings and revenue.
I went short against the general market again with SPY puts.
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