Dan Caplinger

It ended up getting down below or almost to $20 a share at one point.

Obviously, the company is famous for its COVID-19 vaccine, but I saw the COVID-19 vaccine not as a long-term producer in itself, but as a proof of concept for the mRNA technology, which the company would then apply to other diseases, other treatments.

I think that that plan is on track, really.

Investors are starting to see it.

That stock price has gone up from $20 to, it was recently, up to about $50 or so.

I think there's more upside ahead.

The stock and the company have been unexpectedly resilient in the face of a hostile environment from the federal government at this point for the core COVID stuff.

just proves that I think the company is making big strides towards diversifying its portfolio and proving the value of its technology in being able to treat a wider variety of diseases and health conditions.

Next up, I'm going to go with Nelnet, a silly little company with a weird name, but they are all over the place in student loans, servicing, payments, school software.

They have a venture capital arm, including Huddle, which is very, very popular among high school students.

athletes, expanding its banking and financial services.

This company has quietly beat the S&P 500 over the last five years and even longer.

I think that they are just now hitting its stride, gaining momentum.

I really, really like this company.

I wish they'd rename it so maybe investors would get more interested, but really, really solid under-the-radar over-performer.

Dan, what do you got?

I'm taking a page from Ray Dalio's playbook over at Bridgewater Associates and trying to incorporate some inflation hudge commodity exposure.

My pick here, Freeport-McMoran, ticker FCX, major copper and gold producer, big copper producer.

It has had its share of operational challenges.

Its biggest copper mine in Indonesia has faced some operational issues.