3. Energy (Oil & Gas) As the U.S. imposes tariffs and other countries like Mexico, Canada and China retaliate, there could be a higher demand for our own oil and energy. Domestic companies like ExxonMobil (XOM) and Chevron (CVX) are in play. For utilities, Duke Energy (DUK) is a regulated company with all operations in the U.S., benefitting from infrastructure spending. 4. Industrial Equipment U.S.-based manufacturers of machinery, heavy equipment, and tools could gain if tariffs make foreign imports more expensive. Companies like Caterpillar (CAT) and Deere & Co. (DE) are among the top domestic providers. 5. Food & Consumer Goods A couple of weeks ago, my colleague Bryan Bottarelli wrote about tariff-protected stock McCormick & Company (MKC). He got positioned on MKC that same day and closed the position for a 25% winner in less than 1 trading day. A few other heavily domestic food and consumer companies include Post Holdings (POST), a packaged food company with a heavy focus on U.S. markets, including cereals, frozen foods and snacks. There's also TreeHouse Foods (THS) - a private-label food manufacturer mainly supplying domestic grocery stores. Your Action Plan I'll be discussing even more of my favorite setups for the current market at our Tariff Emergency LIVE Briefing tomorrow, March 26, at 2 p.m. ET. This is a can't-miss opportunity to get actionable insights and prepare for what's ahead. Reserve your spot now - it's free. |
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