Conversations with Jaguars – December 28 ($STLD, $LOB, $AER)

$STLD is a bounce candidate from channel support as it starts to take the next leg higher, whie BAML research suggests hot rolled steel prices rose to $1,000/st, the highest level in a year and half driven by strong demand. Lookout for homepage article on a tech-focused regional bank $LOB which previously spun-off $NCNO. Lastly, taking profits in $BILI after a strong run and opening a new position in $AER as research points to increasing leasing activity for planes at a time when airline companies remain financially distressed and look for alternatives.