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I have some money to invest, and I'm trying to decide which stock(s) I should add to my portfolio...

My current positions/allocations are as follows:

This "new" Cash to be spent! (9%)
Existing cash (4%)

NVDA (24%)
PANL (15%)
TNDM (15%)
SIRI (13%)
UA (9%)
TXT (7%)
LL (2%)
F (2%)

I was thinking about picking up some shares of MKL with about half of the new cash, and adding to my position in LL with the other half. I've also got my eye on C, AKAM, and YUM.

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