Will Sunrun Keep Shining?

Published on
July 22nd, 2019
Duration
15 minutes

Will Sunrun Keep Shining?

Trade Ideas ·
Featuring Fahad Khalid

Published on: July 22nd, 2019 • Duration: 15 minutes

Solar stock Sunrun has nearly doubled since the start of this year, but Fahad Khalid, CEO of Jaguar Analytics, says that significant upside remains ahead. He discusses the specific catalysts for growth, and lays out his time horizon for the trade, in this interview with Jake Merl. Filmed on July 19, 2019.

Comments

Transcript

  • JO
    Johnny O.
    25 July 2019 @ 06:16
    Was this the day before the stock dropped 15%? Awkward "material pullback". Or bargain compared to the recommended buy price.
  • RO
    Robert O.
    25 July 2019 @ 03:44
    I would guess that a significant increase in the price of silver would impact their profits by decreasing the margins on the panels or raising the cost to consumers enough to decrease demand.
  • PW
    Phil W.
    23 July 2019 @ 00:06
    My question would be how many people can afford the cost to install solar? where it seems a lot of people are having a hard time putting together $400 or so
    • PW
      Phil W.
      23 July 2019 @ 01:36
      Edit: given the Gov of California are forcing their hand
  • KC
    Kenneth C.
    22 July 2019 @ 15:43
    With NY and California reducing/eliminating fossil fuels powering their utilities, which neighboring utilities will benefit in selling power to their grids? Good presentation.
    • GF
      George F.
      22 July 2019 @ 17:52
      You have no faith in solar+batteries? Nevada NV Energy is owned by Berkshire Hathaway. NY will probably get more power from Hydo Quebec. NY is also building offshore wind farms, Bloomberg: New York Signs Biggest Offshore Wind Project Deal in the Nation.
    • tr
      tom r.
      22 July 2019 @ 20:29
      Very much enjoyed the update as I already own a lot of RUN. Just wish you had a better photographer that could keep charts in focus. It isn't that hard!