Paychex (PAYX) is a steady, 'boring' payroll company with decent sales and earnings growth, but the speaker is more curious about its labor market insights than buying the stock.
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Iran War: 3 Stocks Smart Investors Are Buying Right Now
Navellier Market Buzz with Louis NavellierApr 15, 2026
The creator discusses three stocks poised to perform well in the current geopolitical and market environment: Elbit Systems (ESLT) for defense, IAMGOLD (IAG) for gold mining, and a data center infrastructure play (PWR). The discussion also touches on market volatility, inflation concerns, and the performance of other companies like Micron, Nvidia, and KB Homes.
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KB Home is facing more pain in the housing industry, and while it's doing better than most home builders by discounting homes, the speaker lacks confidence in its earnings.
Palantir (PLTR) is argued to belong in the 'Magnificent 7' due to its current strength and performance.
Ubiquiti (UI) is mentioned as a company involved in the upgrade cycle for routers and switches for internet connectivity, relevant to data centers.
Corning (GLW) is mentioned as a company looking pretty good in the optical plays sector, related to data center upgrades.
Micron announced incredible results, contributing to the positive earnings environment.
Nvidia's developers conference generated excitement, and the company's guidance for a trillion dollars in sales next year with 100% growth indicates strong performance.
Eli Lilly is performing well with great forecast sales and earnings, despite a recent downgrade, and is considered a stock that worked last year and is continuing to do so.
Morgan Stanley predicted an 8% default rate in private credit, which the speaker believes is a way for the company to cover itself after pioneering private credit sales.
Quantum Services is highlighted as an infrastructure play due to its role in building data centers, which are a significant driver of GDP growth.
IAMGOLD is recommended as a gold play due to the rising gold prices, central bank buying, and its strong fundamentals, making it a good place for safety.
Elbit Systems is a strong defense pick due to its significant backlog and role in missile defense systems, making it a buy in the current environment.