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Kenny Polcari: AVGO Can Jump on NVDA Earnings, Likes MMM, CMI, SWK

Kenny Polcari: AVGO Can Jump on NVDA Earnings, Likes MMM, CMI, SWK

Schwab Network · Schwab Network

February 23, 20269m 24s

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Show Notes

The market focus is on Nvidia (NVDA) earnings this week, says Kenny Polcari, and he doesn’t think the company will disappoint. “You have to take advantage” of the tech selloff by picking through beaten-up names, he argues. He highlights Broadcom (AVGO) as a name sold of “arbitrarily” and thinks it can break out after NVDA’s report. Kenny’s other picks are 3M (MMM), Cummins (CMI), and Stanley Black & Decker (SWK).


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