Louis Navellier advises against investing in Constellation Brands due to declining beer consumption, sales and earnings forecasts, and industry headwinds, despite its dominant position in Mexican beers and wine.
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Eric Fry Sold Nvidia. Louie Didn't. Who Was Right? + Eric’s 3 Stock Picks NOW!
Navellier Market Buzz with Louis NavellierApr 15, 2026
Eric Fry discusses his bullish stance on natural gas and energy stocks due to supply and demand dynamics, contrasting with Louis Navellier's focus on fundamental A-stocks and momentum. Fry also shares three "AI survivor" stock picks: Fever-Tree, Davide Campari, and Primo Brands, highlighting their resilience against AI disruption. Both guests express caution on airlines like Delta and beverage companies like Constellation Brands due to industry headwinds.
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Louis Navellier expresses caution on Delta, noting analyst estimate cuts due to rising jet fuel prices and potential fare hikes, despite past positive surprises.
Eric Fry admits to recommending the sale of Nvidia, not because it's a bad company, but because he believes better risk-reward opportunities exist elsewhere, citing its popularity among Mag 7 stocks.
Primo Brands, North America's largest bottled water company, is recommended by Eric Fry as an AI-resilient stock with dominant market presence and reasonable valuation.
Eric Fry highlights Fever-Tree, a British mixer producer, as an AI survivor stock with strong growth potential due to a new distribution deal with Molson Coors.
SM Energy (SM) is recommended by Eric Fry for similar reasons to Devon Energy, focusing on its gas production potential.
Eric Fry recommends Devon Energy (DVN) due to its significant exposure to the Permian and Delaware Basins and upside in gas production.
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