Van I tried to pick some names that are on the conservative side. I agree it is difficult to come up with many themes. But Fertilizer certainly is one and I love the XXII the way they help with lower nicotine. Electric cars obviously they are happening but China gives extra help.
BSX has take out possibilities. Formula 1 is just growing so much faster than Nascar it's got to rub of on the stock price at some point. PLTR is a bottom call. Coca Cola the most conservative and the most boring is ironically the only one of our picks down!
I did really put some thought into this I want the Children to participate in any recovery but not get blasted if we turn down.