2024 Stock Picks

V

vanzandt

These will be thinned out, and more will be added, but I wanted to write them down.

RTX
VEEV
JBLU
AJG
PD
KR
BGC

No particular order... and note.... Cramer pumped RTX tonight.... but I am on the record a few weeks prior lol ( https://www.elitetrader.com/et/threads/gba-presents-house-of-gummy.374311/page-1052#post-5901980) so don't think I'm parroting him if you watch the show.

This is just a rough draft.
Still working on the grandaddy of them all:

vanzandt said:
The cyber-security stocks will keep running in 2024. That said, a few of them will be extremely volatile.

Bottom line.... we want the very best.

And Stoney... it may keep going up... but Sentinal One is not our play. It may keep going up, but one 2024 earnings hiccough and it'll drop huge.

Soooo.... That will be my task here over the next week or so.
I'm gonna pick the 2024 cyber-security winner.

Make no mistake.... whichever stock I settle on.... assuming I was right in my choice..... will be one of (if not "THE") the top tech performer in 2024.

Even if I'm wrong with my pick of the most loved cyber-security stock next year... if anyone out there wants to chime here in with a better pick... BY ALL MEANS.... please do.

--->Because whichever stock it turns out to be... will be next year's NVDA-like darling stock. :wtf:

Write that down. I may not know which stock it is, my DD might provide a reasonable bet.... but whichever one it turns out to be.... it's gonna do the NVDA dance in a big way.

It will be 2024's NVDA.
~vz
More...
 
ALT

When I entered after the phase 2b data just days ago, it was trading close to net cash even though the data seems to be as good as Novo's Wegovy.

Big pharma are hungry for a weight loss GLP-1 drug of their own. Novo has become the largest company in Europe because of their GLP-1.

ALT will most likely secure a partner before phase 3.

Big upside. Limited downside before phase 3 data.

ALT current market cap: USD 429 million
NVO current market cap: USD 452 billion (yes there is more to NVO than Wegovy)

ALT current price: 7.98

December 1, 2023:
"Altimmune price target raised to $25 from $16 at JMP Securities
JMP Securities raised the firm's price target on Altimmune to $25 from $16 and keeps an Outperform rating on the shares.

Following the Phase 2b MOMENTUM data, the firm is now including obesity as a separate program in its Altimmune valuation. The shares are up 50% today but this still undervalues pemvidutide's opportunity that JMP now models at over $5B in peak sales between obesity and nonalcoholic steatohepatitis, the analyst tells investors in a research note. The firm continues to recommend Altimmune shares, saying pemvidutide has a competitive profile."
 
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Cramer is one of the best indicators lol
even subscribed on him on twitter, never disappoints. What a legend:)
 
Not sure about the other ones but thanks for AJG. I am going to buy some tomorrow for a purely technical swing trade. I don't even remember what the actual business name is or what they do but I like how it looks in my charting software. Trading something with no opinion on the business will be really interesting. It might be something I have to explore more with just a basket of tickers and a scanner.
 
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