The CERAWeek Data Dump

[mrmarket]

Time for another stock pick...here's my latest dump:

AER AGM AKBA ALRN ALSN ALVOF AMWD ANF AOMR APO ARCC ASC BBAR BBVA BCC BCS BCSF BKD BLD BLDR BLX BMA BNS BPOP BWMX BXSL CAL CALM CCAP CCS CE CEG CHRD CIB CLS CM CMRE CNM CNTA COF COOP CPHRF DFH DHI DKNG DNKEY DXPE ESNT ETRN FANG FCNCA FIX FLNG FOR FTAI FUSN GAU GDDY GGAL GHI GMS GPOR GPS GRBK GSBD HMENF HRI HRTG HTGC IBP IESC IGIC IRS ISNPY JPM JXN KBH KEQU KKPNY KSPI LABP LEN LEN/B LFT LINC LOMA LSEA LWAY LYG LYRA MBC MBGYY MDC MEDP META MITSY MLI MN MOD MOR MPC MRLN MTG MTRX MYTAY NGNE NN NTNX NVDA NWG NX OBDC OC OMF OSK PCAR PFBC PHM PKX PR PSX RAND RDN REPYY RS RYAAY SAN SAN SB SEUSF SG SLM SM SMFG SNDA SPNT STLA STRL SU SUPV SUZ TALK TAST TAYD TGLS TKOMY TM TMHC TOL TPH TRTN TTE UBOH UBS UGP USAP VEL VIST VLGEA VLVLY VSH VST WCC WF WFC WSM WT WTTR WU XTGRF YPF

See any you like?

[Louetta]

I have DKNG in the contest, but it may not make much of a move until pro football returns (maybe final four will help) but methinks betting will only become more popular and now they have bought a lottery ticket app which will never go out of style.

META has been good to me all year, have some January 2025 calls. Momentum has been good (if it weren't it wouldn't be listed here).

NVDA won't die soon either I'd wager. Have it through a bunch of mutual funds (if everybody already owns it can it still go up?)

[jiesen]

AER looks interesting, chart is off the charts! Growing revenues, and in a nifty sector of flight equipment rentals. I think this one is going places!

Also love the HRTG, which I've held since you bought it way back when. Insurance is making a comeback, baby!

Can't believe the run that KBH, TOL and LEN are still on, too!

[jiesen]

Also, between VLVLY, and TM, gotta go with TM!