Pre-Market Stock Movers Gapping up $霍頓房屋(DHI.US)$ (Shares of the homebuilder rose 2.2% in premarket trading after a securities filing revealed that Warren Buffett's Berkshire Hathaway has added a stake in D. R. Horton worth more than $700 million.) $Hannon Armstrong Sustainable Infrastructure Capital(HASI.US)$ (The renewable energy investment firm climbed 2.1% after Bank of America upgraded shares to buy. The...
$Enphase Energy(ENPH.US)$$Sunrun(RUN.US)$$Hannon Armstrong Sustainable Infrastructure Capital(HASI.US)$ The solar sector plunged after Muddy Waters chief Carson Block ripped the two renewables companies in the Financial Times. Muddy Waters sees Sunrun as "an uneconomic business built on three shaky pillars: the equity story of exaggerated 'Subscriber Values' and 'Gross/Net Earning Assets,' funding growth through abusing tax incentives, and issuing ABS that could be exposed to a RUN bankruptc...
$YETI Holdings(YETI.US)$YETI--Great products, still small in the grand scheme of consumer discretionary companies (~$7B market cap) and had a crazy 500%+ bull run post-covid but has backed off in the last month or two so probably a decent buying opportunity $Hannon Armstrong Sustainable Infrastructure Capital(HASI.US)$HASI--Another indirect renewables play. Technically a REIT but more like a bank. They help finance renewable energy projects and have a huge (and growing) pipeline of projects. Stable, predictable cash flows give them a bright future and they pay a decent dividend to boot. Virtually nothing not to like.