Many travel stocks returned to pre-pandemic demand, leading cruise and airline stocks to soar in 2024. Diane King Hall breaks down the "all systems go" signals behind rallies for United Airlines (UAL), Delta Airlines (DAL), Royal Caribbean (RCL) and Norwegian Cruise Line (NCLH). Walmart (WMT) has outperformed the S&P 500, with Diane pointing to a "choosey consumer" as the reason behind its success. However, homebuilders like D.R. Horton (DHI) sold off near the end of the year as analysts downgraded and cut price targets on companies.