Finding Opportunities in a Broadening Market: FN, URBN, SNEX
Schwab Network · Schwab Network
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Show Notes
John Campbell is equal-weight Nvidia (NVDA) ahead of its earnings, balancing a string of phenomenal earnings with market worries. A beat and bullish commentary could bring the entire market higher. He “loves” the 493 and believes the broadening of the market is “real.” He likes Fabrinet (FN), which works with Nvidia, Urban Outfitters (URBN) which has earnings this week, and StoneX Group (SNEX), which he sees as finding underserved niches.
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