2024 Stock Picks

vanzandt said:
There ya go Picaso. ;)

SBUX---> $93.50 (+22%)
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LOL, thanks

Actually, I entered twice, got some news-based pop (5% or so), then back to BE (last on the meltdown a couple of weeks ago).

It seems the third time was the charm :D
 
vanzandt said:
Stoney!

Buy this stock on a pull-back.

Stride
$LRN

It closed at 37.79. They had a great report.
I had never heard of them, off the radar type company.
It's a good one though.
$41 after hours.

Hopefully it'll drop back a little, but I doubt it will after that report.
The company is in the right sector, and it looks like it's very well run.
Books are solid. Based in Reston, VA -- so you know what that means... they like feeding at Uncle Sam's trough, and this is actually a business outside defense that does some good with all that pork.
Great sector to be in going forward.

Check em out.

Rare "VZ STRONG UPGRADE"

LRN
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Readers:

I brought this unknown stock to ET just over a year ago. I did my homework, and It was good for a 250% return.

LRN $82

Now Stoney, back when I found it, just like so many other stocks I find, original and off the radar, ones he has never heard about reading the daily Seeking Alpha front page pump-and-dump section.... he INSTANTLY went negative. As always.

Read every word for yourself:


stonedinvestor said:
According to that report, students in virtual schools had a graduation rate of 50.1%, and those in blended schools graduated at a rate of 61.5%, both well short of the national average for in-person schools, 84%. The report also found that the student-teacher ratio of EMOs was nearly three times higher than the national average.

"The reason we're seen as critics is because the findings are absolutely terrible, and the reason for that is the model that's being used doesn't make sense," Miron said. "It's for maximizing profit, not for serving children, not for representing taxpayer interest."

In particular, Miron points to the high student-teacher ratios as a major flaw for a company like Stride, arguing that technology's ability to bring more people into a classroom ultimately limits the amount of critical one-on-one time teachers are able to spend with students, which ultimately leads to dropouts.

"They don't have communication with students, they have algorithms that generate emails when a child hasn't been active for a week or two," Miron said. "They don't see the children, they don't hear the children, and the children exit in masses."

//////////////////////////////////////////////////////

A) lets get our kids back to school the damn virus is dead!

B) let not any public funds be given to this for profit nonsense.

C) this reminds me of jails and we know how that all went.

D) look at the creepy board of directors at STRIDE. Think about book burning by Republicans-
get ready for that mindset to be included in the STRIDE educational format in many ways. Do you want your children being abused this way?~si
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I hope some of you bought in when I wrote about this. I play games with Stoney, but when it comes to being trusted by you the readers, I take that very seriously.

No one bats 1000. But when I put a stock in this thread, granted there are no promises, but rest assured I did my personal best at evaluating them for you. Anyone that knows me personally, knows that 100%. I enjoy this stuff. I read their financial reports, I read their cc's, I crunch my own numbers....and I NEVER,EVER(!) look at what analysts say. They rank up there with used car salesmen and RE agents imo.
 
vanzandt said:
ZoomInfo (ZI) reports after the bell.

It has been beaten down pretty badly. $10.41

I think if it gets hammered on earnings and drops into the $9's, it might be worth a look.

There's a lot of bearish sentiment floating around out there right now. All based on those job numbers lol!? Pfff. I'm not buying it. Our economy is firing on all cylinders. This sell-off was just the big algos raking the table. We're gonna bounce. BTFD.
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Like I said, "all cylinders."

A record-setting July at Port of Los Angeles as cargo soars 37%

Early wave of holiday imports helps fuel busiest month since the pandemic

The Port of Los Angeles handled a record-breaking 939,600 Twenty-Foot Equivalent Units (TEUs) in July, a 37% increase over the previous year. It was the best July in the Port’s 116-year history and the busiest month in more than two years.




Seven months into 2024, the Port of Los Angeles is 18% ahead of its 2023 pace.


“We’ve seen an influx of year-end holiday goods coming across our docks a bit earlier than usual to avoid any risk of delay later in the year,” Port of Los Angeles Executive Director Gene Seroka said at a media briefing. “These goods – think toys, electronics and clothing – are arriving at the same time as more typical back-to-school, fall fashion and Halloween merchandise. An early peak season has helped to boost volumes here in Los Angeles.
 
vanzandt said:
Like I said, "all cylinders."

A record-setting July at Port of Los Angeles as cargo soars 37%

Early wave of holiday imports helps fuel busiest month since the pandemic

The Port of Los Angeles handled a record-breaking 939,600 Twenty-Foot Equivalent Units (TEUs) in July, a 37% increase over the previous year. It was the best July in the Port’s 116-year history and the busiest month in more than two years.




Seven months into 2024, the Port of Los Angeles is 18% ahead of its 2023 pace.


“We’ve seen an influx of year-end holiday goods coming across our docks a bit earlier than usual to avoid any risk of delay later in the year,” Port of Los Angeles Executive Director Gene Seroka said at a media briefing. “These goods – think toys, electronics and clothing – are arriving at the same time as more typical back-to-school, fall fashion and Halloween merchandise. An early peak season has helped to boost volumes here in Los Angeles.
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What is the largest U.S. port? Hmmmm?

List of Top 10 Biggest Sea Ports in the USA
While size might not be everything, when it comes to moving cargo, bigger is definitely better.

1. Port of Los Angeles, California
Known as “America’s Port,” the Port of Los Angeles holds the number one spot as the largest port in North America. Serving as the bustling gateway for 20% of all incoming cargo for the U.S., this maritime giant sprawls across 7,500 acres, boasts 25 cargo terminals, and counts China and Hong Kong, Japan, and South Korea among its major trade partners.

Key metrics:

  • Container volume: 10.66 million TEUs
  • Annual cargo tonnage: 222 million metric revenue tons
  • Leading trading partners: China and Hong Kong, Japan, South Korea
  • Total size: 7,500 acres
  • Vessels handled: 1,867
  • Direct and indirect employment: 1.6 million
 
vanzandt said:
No matter the degree of pain HF redemption's etc have (and perhaps will) place on tech... and of course the "multiple contraction" which will soon become the buzzword regarding many of these stocks, make no mistake, WS money will ALWAYS pay a premium for quality.

Get past the near term noise, have a multi-year outlook... dump the trash... and there's only one tech stock you need in your portfolio.... PANW. They report on the 19th. If they don't revise forward guidance by a jaw-dropping level, I'll quit.

PANW--->$305

And it may go lower, but it will be above $470 by this time 2026.

The other two stocks if you need two more tech plays... as worn out as it is... TSLA and NVDA. But PANW barring a CRWD-like event, is the big dog.

TSLA $207
NVDA $107
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Nice quarter for PANW.
$355
It should go higher.
 
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