I would like to add representatives from the energy sector to the portfolio. My best bet is the often mentioned $ENPH-4.4%, which could be a great opportunity at the current price.
Management has mentioned that they are being very cautious and judicious with buybacks. The last buybacks took place in Q4 2021 at an average price of $197. Currently, the price is $159 while the company is generating more FCF. I think a buy-back could be on the table.