HomeMarketsFed WatchNVO, HII, ON Shining Bright Amid Valuation Concerns
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NVO, HII, ON Shining Bright Amid Valuation Concerns

NVO, HII, ON Shining Bright Amid Valuation Concerns

Kyle Bergacker sees opportunities in the equity market, driven by earnings growth and a resilient economy. He notes that the labor market is showing some cracks, with revised-down jobs numbers and rising claims, but believes the Fed will continue to watch this closely before making any rate cuts. His stock picks include Novo Nordisk (NVO), Huntington Ingalls (HII), and Onsemi (ON). He also sees upside potential for silver, particularly in the face of market volatility.

The Watch List

10 Jun 2025

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