Contrarian Value Ideas

[gfp927z]

Derf, Looks like some of the solar stocks 'might' be getting ready for a recovery. FSLR and ENPH charts have firmed up, and I see that FSLR has an order backlog going out for years. I had a bunch of the clean energy ETFs during the big 2020 runup, and figure these will eventually come back into favor at some point. NEE is another clean energy related turnaround idea, but I figure these will take patience.

Another turnaround idea is EPAM. It's a great company but had a big exposure to Eastern Europe, so got clobbered by the Ukraine war. The chart is looking interesting for a recovery.

On another board you mentioned pharma stocks ABBV and AMGN. One turnaround idea in that sector is PFE, but still hasn't found a bottom.

POOL is another turnaround idea. It was cut in half in 2022, but has been in recovery mode.



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