The speaker sold Guidewire stock a couple of months ago due to a weak sector, despite its strong fundamental performance.
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Iran Crisis Shakes Markets: 3 Top Stock Picks Right Now with Special Guest Jason Bodner
Navellier Market Buzz with Louis NavellierMar 15, 2026
The creator discusses the impact of geopolitical events on the market, particularly the Iran crisis and its effect on oil prices. He highlights opportunities in oversold growth sectors like software and technology, emphasizing that long-term investors should not exit the market. Several stock picks are recommended, including Howmet, Intuit, Lam Research, Nvidia, and Kinross Gold, with a focus on strong fundamentals and growth potential.
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Tickers discussed in this post
Kinross Gold is recommended as the safest gold stock buy, with expectations for gold prices to continue rising.
Nvidia is a top pick due to its central role in the AI chip demand, strong fundamentals, and expected stock price increase.
Lam Research, a chip equipment maker, is a buy due to the global chip shortage and strong demand for memory chips.
Intuit is recommended for its strong fundamentals and essential role in tax season, despite weaker technicals.
Howmet Aerospace is a top pick due to its strong fundamentals, technicals, and growth in aerospace and defense.