Sandy Villere likes Caesars (CZR), saying “the wind should be at their back” after another rate cut this week. He’s a big fan of the company’s CEO despite stock underperformance this year. He’s also bullish on Onsemi (ON), highlighting its investments in silicon carbide, though it has exposure to a weaker auto industry. Tom White shows example options trades in both names.
Morning Trade Live
17 Dec 2024
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