Jason Bodner selects Exelixis (EXEL), emphasizing its strong oncology franchise, particularly cabozantinib, and the blockbuster potential of its pipeline drug zanzalintinib.
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Louie Navellier vs. Jason Bodner: Their 6 Best Stocks Right Now
Sep 6, 2026
This episode features a debate between Louis Navellier and Jason Bodner, focusing on their top stock picks across three sectors. The discussion begins with an analysis of the recent payroll report and its impact on Treasury yields and potential Fed rate hikes. They also touch upon geopolitical trade tensions between Canada and the US, with Navellier suggesting work visas for Canadians and Bodner commenting on the economic asymmetry of the situation.
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Tickers discussed in this post
Nektar Therapeutics is a strong growth candidate in healthcare, with a core drug contributing significantly to revenue and strong financial metrics.
Lilly is a strong buy due to its dominance in the GLP-1 market, which is a sustained growth trend in healthcare.
Franco-Nevada was considered but ultimately not chosen over AngloGold Ashanti.
Jason Bodner picks Agnico Eagle Mines (AEM) as the highest quality gold stock, noting its strong score, technicals, fundamentals, and a significant profit margin between production cost and realized price.
Louis Navellier still owns Kinross Gold (KGC) among other gold miners, despite trimming his gold stock exposure, due to the strategic importance of gold reserves for central banks.
Jason Bodner recommends NESR (National Energy Services Reunited) as a top pick in Middle Eastern energy production, highlighting its exceptional revenue and earnings growth and strong fundamentals.
Dorian LPG is a favored stock due to increased demand for LNG shipments to Europe, which is highly dependent on American supply, and the company is expanding its fleet.
Ciena, an optical company, is a phenomenal buy due to its ridiculous order backlogs, despite a slight dip in stock performance after its earnings call.
SK Hynix, along with Micron, is experiencing a memory bottleneck expected to last at least two years, indicating strong demand and order backlogs in the AI sector.
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