NVDA, STZ, CPRT: Stocks To Watch In Unprecedented Times

We certainly are living in interesting times; some would say unprecedented, notes Tom Plumb. He discusses finding growth opportunities in the market. He talks about how Plumb Balanced Fund is up almost 20% year-to-date. He then goes over his stock picks which include Copart (CPRT), Nvidia (NVDA), and Constellation Brands (STZ). He discusses how CPRT is the largest salvage company in America, and their driving forces are the cost of car repair parts and do they have enough cars in salvage to meet demand. He highlights that STZ, the Modelo, Corona, Pacifica beer company in the United States, has been seeing its market share advance since Consolation got the full US rights to these brands many years ago. Finally, he talks about how NVDA was our worst performing stock in 2022 as the inventory issues from last summer caused people to doubt the GPU industry and NVIDIA’s position in it. Tune in to find out more about the stock market today.