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cover of episode Opportunities in Housing and a Solar Scare

Opportunities in Housing and a Solar Scare

2025/6/17
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Motley Fool Money

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A
Anand Chokkavelu
J
Jason Hall
M
Matt Frankel
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Jason Hall: 我认为太阳能领域正面临挑战,移除联邦激励措施可能会对太阳能公司造成困难。一些公司,如加拿大太阳能和第一太阳能,依赖美国市场。Sunrun的商业模式依赖于联邦税收优惠,这使得其业务面临风险。然而,电力成本的增加可能使住宅太阳能在某些市场更具成本效益。Enphase和First Solar可能会表现良好,因为它们在美国进行大量制造,并且具有强大的资产负债表。 Matt Frankel: 我认为太阳能税收激励的存在是因为太阳能技术的成本尚未发展到足以与传统能源技术竞争的程度。在Jason提到的股票中,我倾向于观望Sunrun,因为它的商业模式非常依赖于公司获得稳定的政府收入。SolarEdge在我的关注范围内。

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Shownotes Transcript

Solar stocks take a tumble.

(00:21) Anand Chokkavelu, Jason Hall, and Matt Frankel discuss:

  • Why solar stocks are falling today.

  • Lennar earnings.

  • How to think of your house: asset vs. investment.

  • Matt & Jason’s top 3 homebuilders.

Companies discussed: ENPH, RUN, FSLR, SEDG, CSIQ, LEN, GRBK, MTH, LGIH, DFH, NVR

Host: Anand Chokkavelu

Guests: Jason Hall, Matt Frankel

Engineer: Dan Boyd

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