SNOW Drops, Adding CELH, AMD

SNOW fell after reporting earnings and some conservative guidance. The stock is currently holding at support.


We bought SNOW at $126, and I would love to add more shares. I'm going to wait for now and see whether SNOW heads for $110.

CELH dripped after earnings, and I'm adding shares at $82 (just as I did in my personal portfolio). We've been watching CELH for months, and $82 is a price I'm willing to pay.

Add CELH 4 shares @ $82 = $336

I'm also adding AMD as I want exposure to the semiconductor sector. AMD is a high-quality company with excellent leadership, and shares are undervalued, in my opinion.

Add AMD 10 shares at $80 = $800

I'm also adding one share of Mastercard at $350.

Here are the current Model Portfolio holdings.

AMD
CB
CELH
CRWD
GOOGL
MA
SNOW
WM

Have a great night!

This website is created and authored by Marlin Sandlin and is published and provided for informational and entertainment purposes only and merely cites my own personal opinions.  I am not a financial advisor, and this website is not intended to constitute investment advice or provide specific advice or recommendations for any individual or on any specific security or investment product.  Any action you take upon the information you find on this website is strictly at your own risk.  This website may share links to articles and information which is interesting to me, but it is in no way an endorsement by me or by anyone associated with me.  The views reflected in the commentary are subject to change at any time without notice.   I may or may not hold investments in the companies or securities discussed on this website.

Marlin Sandlin owns shares of Crowdstrike (CRWD), Alphabet Inc. (GOOGLE), Waste Management, Inc., Chubb Limited (CB), Advanced Micron Devices, Inc. (AMD), Mastercard Incorporated (MA), Snowflake Inc. (SNOW), and Celsius Holdings, Inc. (CELH).

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