2024 Stock Picks

vanzandt said:
JBLU
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Welp... there ya go.
JBLU $6.92 (+14%)
I knew this one was undervalued and not going away, regardless of the Spirit deal.


JetBlue Jumps After Icahn Discloses 9.91% Stake, Board Talks
  • Activist becomes third-largest holder in beleaguered carrier
  • JetBlue’s growth plans left in question after court rulings

By Mary Schlangenstein


Activist investor Carl Icahn disclosed a 9.91% stake in JetBlue Airways Corp., calling the shares undervalued, and said he’s had talks with management about the possibility of representation on the board.

_____________________________________________

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Watch Waste Management today. They had a great report. If for some reason we get a sell-off on the CPI data, it should make for a great swing trade. Their conference call is at 10AM ET, so there might be some volatility around that. The stock is up about 25%ish off the Oct lows, and it looks poised to break north.

It's a great looking chart using long term time-frames, it's a very well run company. Obviously. I read the report, no fleas I could find. I doubt there'll much profit taking today and it is certainly the type of stock whales like if market-jitters set in.

Waste Management ---> $193 premarket. (up 2.5%)
 
vanzandt said:
Watch Waste Management today. They had a great report. If for some reason we get a sell-off on the CPI data, it should make for a great swing trade. Their conference call is at 10AM ET, so there might be some volatility around that. The stock is up about 25%ish off the Oct lows, and it looks poised to break north.

It's a great looking chart using long term time-frames, it's a very well run company. Obviously. I read the report, no fleas I could find. I doubt there'll much profit taking today and it is certainly the type of stock whales like if market-jitters set in.

Waste Management ---> $193 premarket. (up 2.5%)
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It's holding $198 pretty well. :thumbsup:
 
vanzandt said:
Welp... there ya go.
JBLU $6.92 (+14%)
I knew this one was undervalued and not going away, regardless of the Spirit deal.


JetBlue Jumps After Icahn Discloses 9.91% Stake, Board Talks
  • Activist becomes third-largest holder in beleaguered carrier
  • JetBlue’s growth plans left in question after court rulings

By Mary Schlangenstein


Activist investor Carl Icahn disclosed a 9.91% stake in JetBlue Airways Corp., calling the shares undervalued, and said he’s had talks with management about the possibility of representation on the board.

_____________________________________________

More

Watch Waste Management today. They had a great report. If for some reason we get a sell-off on the CPI data, it should make for a great swing trade. Their conference call is at 10AM ET, so there might be some volatility around that. The stock is up about 25%ish off the Oct lows, and it looks poised to break north.

It's a great looking chart using long term time-frames, it's a very well run company. Obviously. I read the report, no fleas I could find. I doubt there'll much profit taking today and it is certainly the type of stock whales like if market-jitters set in.

Waste Management ---> $193 premarket. (up 2.5%)
More...


i remember trading jetblue in 2020 around 11-12 range in expectation of pandemic rebound, didn't look back since. no more travel stocks.
 
mervyn said:
i remember trading jetblue in 2020 around 11-12 range in expectation of pandemic rebound, didn't look back since. no more travel stocks.
More...
I tend to agree, but a lot of things have changed. Tech has really improved the airline model to a great degree. Their cash-flows have become way more reliable. That's why I have been a strong proponent of DAL down here at $40.

They are printing money, and the good thing is, they are paying down debt with a large proportion of it every quarter. DAL is not going away. And their CEO, Ed Bastion, he is one sharp, sharp cookie. If he left DAL tomorrow to be CEO of Acme Inc... I would buy Acme Inc stock hand over foot. He's one of the best airline CEO's ever. There have been a few good ones over the last 70 years, but what makes him unique imo, is that times have changed with technology, and he has stayed on the cutting edge of utilizing it to improve the business... and at the same time, he takes care of his people.

Give it 2 or 3 years, and DAL will yield at least 50% ($60). Boring I know, when we get that quarterly with NVDA and MSFT etc. :cool:
 
SRAD @$10.22 might be worth a look.
Their balance sheet is solid, revenue growth is consistent and in the high teens, they recently introduced Alpha-Odds which has now been certified to boost their client's profits by 10%. I have no idea why this company, that sells the picks and shovels to the sports betting industry doesn't get more love.

One of these days, this stock is gonna blast off, to the mid teens at least.

SRAD--->$10.22
 
(Boldface emphasis below mine)

ST. GALLEN, Switzerland, Jan. 30, 2024 (GLOBE NEWSWIRE) -- Sportradar’s (NASDAQ: SRAD) Alpha Odds, its automated odds recalculation tool which allows operators to generate bespoke betting prices in line with their risk exposure and liabilities, delivered an average profit increase of 10% for clients in 2023, compared to the performance of its conventional odds product. Launched in 2022, Alpha Odds boasts a client roster of more than 60 betting operators around the world.

Leveraging Sportradar’s advanced artificial intelligence capabilities, the pricing models within Alpha Odds more accurately predict the probability of a game event taking place, enabling operators to manage their risk more effectively. When combined with real-time and predicted liquidity, Alpha Odds allows operators to maximise trading efficiency in line with their trading strategies.

An analysis of 17 million betting tickets across 60 of Sportradar’s operator clients demonstrated the effectiveness of the artificial intelligence models within the odds recalculation service. Compared to the performance of the company’s conventional odds product, operators utilising the Alpha Odds solution were able to adjust their betting prices in ‘real-time’ to stabilise their trading operations and improve trading efficiency by 11%.

The financial reconciliation aspect of Alpha Odds has recently been independently certified by auditors PwC, with the solution achieving the International Standard in Assurance Engagement (ISAE) 3402 Type 1 for matching and client invoicing calculation systems. The ISAE 3402 Type 1 certification recognises the power of Sportradar’s computational practices and provides clients with visibility of key processes that are driven by the performance of the Alpha Odds solution.

Darren Small, Senior Vice President of Managed Trading Services (MTS) at Sportradar said: “Since Alpha Odds introduction to the market in late 2022, Sportradar has transformed trading betting markets. The independent ISAE certification validates the performance of Alpha Odds and provides confidence to clients that the associated financial aspects of the solution are transparent and accurate.”
 
Bryan Sullivan on CNBC did a piece Friday on AI generated videos. These things were unbelievably real. And they are literally in their infancy. In 2 years time, small businesses that could never afford a professionally made video ad, pfff, they will be able to make anything they want. No actors, no sets... nothing.

But the potential nefarious uses of this stuff... Scary scary. The genie's out of the bottle though, and like anything else, all the regulation in the world won't stop the bad actors.

Change is gonna come fast. If the market is gonna trade on NVDA this week, then it's going up. I'm not sure the market will however, but I am pretty sure any weakness in NVDA post earnings will be bought. How can it not be? The demand for their products is only going to increase exponentially. I just hope it doesn't lead to the end of times, as does everyone else obviously.

There's going to be a lot of opportunity in this stuff going forward. I predict a whole new industry will be born, its sole purpose being to prevent in advance, the type of chaos that a well timed, well placed fake could inspire. A lot of the tech stocks that we already know will be major players obviously, but I see this generating a whole new revenue stream for them that currently doesn't exist.

All the major cyber-security stocks are probably good buys on any dip for the long term. Crowdstrike, Palo Alto, Fortinet, Sentinal One... it's an easy lateral move for these companies I think. But there will be other companies that we have not yet heard of. Those will be where the big scores are made if we can find them early enough.

One thing's for sure imo...AI is not a bubble. It's more like Pandora's box. What happens next is anyone's guess, but make no mistake, there are new fortunes out there just waiting to be made in this stuff and the sky's the limit, because we are at the dawn of a new age. Of that, I am 100% sure.
~vz
 
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