By Cody Willard, MarketWatch
I like to focus on individual stock ideas, finding the most Revolutionary companies on the planet when their valuations are compelling.
A big winner has been SolarEdge Technologies Inc. /zigman2/quotes/207754270/composite SEDG -2.03% , which has been volatile since we bought it at $14 a share four years ago . The volatility over short time frames has been meaningless to its long-term move to $300. I am still long SolarEdge, although I’m looking to hedge it with some puts/shorts on some other solar stocks that have been on fire lately but are not as Revolutionary. Maybe some First Solar Inc. /zigman2/quotes/209356097/composite FSLR -0.23% , JinkoSolar Holding Co. /zigman2/quotes/207601099/composite JKS +0.66% and Enphase Energy Inc. /zigman2/quotes/207948472/composite ENPH -2.18% puts 0-15% out-of-the-money and dated out to November, or something along those lines.