CCL was a big 2024 winner for me. I bought $10 and $20 Jan 2025 CCL calls when CCL was around $14. I've sold all the $20's, and most of the $10's, but have one last batch of 10 $10 CCL Jan 2025 calls to sell in the next few weeks.
I haven't got many good ideas at the moment for 2025. My favorites are perhaps......
SIMO - try to buy it around $52. I think it's got a very reasonable chance to get to $80 in 2025, perhaps even higher. Lots of catalysts, old business (PCs, cell phone controllers) should grow modestly, new business (autos, enterprise controllers) should begin to ramp reasonably well, there are two big cash positive events (about $200m each) coming in the next 12-18 months, and the company remains a desirable takeover target willing to sell itself.
GENK - this is an inexpensive Korean BBQ chain expanding in the USA. The investment story is mainly valuation is low for a growth stock. Not much following at all, so it's a buy and put away stock. But at $7, it may reach $10.50 in 2025, but won't be exciting. |
