Row 94023

Row ID: 94023 | Dataset Entry | Axioma AXP Content Repository

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This page contains data entry 94023 from the Axioma AXP content repository. The structured data below represents the complete record for this entry.

Solar has been doing very poorly recently because of higher interest rates. This could shift pretty fast if rates went down but nothing guarantees this.

Avoid First Solar. The other 2 could be decent plays. I would recommend just going for BN though. The stock is valued at 2x the current price by management with a 5-year plan to CAGR 20%. This could be considered selling snake oil if they did not have a history of delivering better results than their plans. BN will seize opportunities in renewal energy as they just did with their agreement with MSFT. It all works together as asset management brings funds, infrastructure ensures well infrastructure, the float of their insurance business can be invested etc.

FieldValue
text Solar has been doing very poorly recently because of higher interest rates. This could shift pretty fast if rates went down but nothing guarantees this. Avoid First Solar. The other 2 could be decent plays. I would recommend just going for BN though. The stock is valued at 2x the current price by management with a 5-year plan to CAGR 20%. This could be considered selling snake oil if they did not have a history of delivering better results than their plans. BN will seize opportunities in renewa…
label r/investing
dataType comment
communityName r/investing
datetime 2024-05-25
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Raw Record

{
  "text": "Solar has been doing very poorly recently because of higher interest rates. This could shift pretty fast if rates went down but nothing guarantees this.\n\nAvoid First Solar. The other 2 could be decent plays. I would recommend just going for BN though. The stock is valued at 2x the current price by management with a 5-year plan to CAGR 20%. This could be considered selling snake oil if they did not have a history of delivering better results than their plans. BN will seize opportunities in renewal energy as they just did with their agreement with MSFT. It all works together as asset management brings funds, infrastructure ensures well infrastructure, the float of their insurance business can be invested etc.",
  "label": "r/investing",
  "dataType": "comment",
  "communityName": "r/investing",
  "datetime": "2024-05-25",
  "username_encoded": "Z0FBQUFBQm5Lak10aEwxaW1ETHVCR0RSNm9TdU16ampOT1JlNzgxTFdNMXJLbzUwX2NpY1ZuWWJFLW0zMUFKbWdiSjZycktBTUV2eWRiVkN0M2Utb3BGNzREUFVlSXpUTEE9PQ==",
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}
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