Dj Henry Schein Inc. Stock Rises Thursday, Still Underperforms Market

1. Sallie Mae

Ticker: SLM
Market valuation: $5.1 billion
Gain since Election Day: 12%

Sallie Mae is an administrator of student loans. Investors are likely betting that President Biden's student loan forgiveness plans will end shortly after Trump's inauguration in January.

According to data from the Department of Education, Biden's Administration was able to forgive $166.5 billion worth of student loans even as legal challenges derailed the President's plan for across-the-boar cancellation. That weighed on shares of student loan servicers over the last four years, and investors are laying bets that their fortunes are about to change.

1. Geo Group and CoreCivic

   

Ticker: GEO and CXW
Market valuation: $3.9 billion and $2.4 billion
Gain since Election Day: 95% and 62%

Geo Group and CoreCivic operate private correctional and detention facilities. Those facilities could be used more by the federal government if President-elect Trump follows through with plans to deport millions of immigrants, who would have to be detained before they are returned to their country of origin.

1. Cameco

Ticker: CCJ
Market valuation: $34.6 billion
Gain since Election Day: 16%

Cameco mines and distributes uranium for nuclear power plants. Nuclear power generation has already seen something of a renaissance amid the AI boom, and the energy source could boom more under Trump.

The President-elect's pick for Energy Secretary, Chris Wright, has previously made comments supporting nuclear power, stating shortly before the election that the US should increase nuclear's share of overall power generation from 4% to 10%.

Wright also serves on the board of Oklo, a nuclear power company backed by OpenAI founder Sam Altman.

1. Grand Canyon Education

Ticker: LOPE
Market valuation: $4.7 billion
Gain since Election Day: 17%

With President-elect Trump eyeing big changes to the Department of Education, for-profit institutions may stand to benefit in his second term.

"Specifically, the for-profit college stocks could see the risk of revised gainful-employment rules removed," BMO analyst Jeffrey Silber wrote in a note shortly after the election.

That rule requires for-profit schools to prove that their degrees come with adequate employment benefits for graduates.

Grand Canyon Education has been under particular scrutiny during Biden's term. The Federal Trade Commission sued the company in 2023 for deceptive practices related to costs and marketing itself as a non-profit.

1. Regional bank stocks

Ticker: KRE ETF
Gain since Election Day: 11%

Regional bank stocks represented by the SPDR S&P Regional Banking ETF have surged on the promise of deregulation in the financial sector under a second Trump presidency.

Investors see a looser oversight environment, with the potential for the post-2008 rules regime to be dialed back, allowing for more dealmaking, more lending, and higher profitability.

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