Q: I need to increas,e my exposure to communication services by 6%. I already own GOOG. What are you suggestions and how strongly do you feel about them?

Also same question for Consumer Defensive holdings.

Take as many question credits as needed.

Q: pCELH seems to be in a good sub-category of consumer discretionary focussed on fitness, weight loss, and wellness.

They seem to have a good advertising and social media strategy: https://www.brandcredential.com/post/unveiling-the-celsius-marketing-strategy

The recent distribution deal with Pepsi-Co should bring new growth opportunities, and all financial metrics look great.

I was really interested in this company until I heard the Celsius management team speak to investors on a recent investor call (Everecore ISI). They did not sound very mature or well prepared.

Putting that aside, would you see any problem to own both monster, and Celsius since they are going after different demographics? Is Celsius the Lululemon of energy drinks - possibly minus the management team?

Q: CELH vs MNST:
If I wish to invest in only one of them, what would be your choice and please explain the reasons for your choice.
Antony