Adding ENPH & GLBE

I will probably post more background info on the companies, but for now, I'm keeping it brief. ENPH is a play on solar power. They sell microinverters used in the most efficient solar energy setups. GLBE is a cross-border currency and translation service. They not only convert currencies -- they provide language translation to their customers.

Both companies have strong revenue growth. Projected ENPH revenue growth is 20.2% CAGR over 5 years; for GLBE, the number is 28.8%. I am adding medium-sized positions as the market may pull back in May. 


Sentiment changes quickly, and after being in extreme fear not too long ago, we're back to greed. Some profit-taking from the big players may explain the recent dip in the SP500.



I am adding three shares of ENPH at $196.88 And I'm adding 15 shares of GLBE at $30.

ENPH $196.88 x 3 = $590.64

GLBE $30 x 15 = $450

These are the current Model Portfolio Holdings.

1. AMD
2. CB
3. CELH
4. CRWD
5. GLBE
6. GOOGL
7. MA
8. SNOW
9. WM

I'd like to add a tenth company. Some stocks on my radar are NET, MELI, NOW, TTD, TMDX, TRTN, and ESTC.


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), Global-e Online Ltd. (GLBE), Enphase Energy, Inc. (ENPH), and Celsius Holdings, Inc. (CELH).




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