 #1 Stock to Own as Trump Launches Historic Mission Backing "Medical AI" 
In the biggest federal push since the Apollo program that landed on the Moon... Trump is now pouring the full support of the federal government into a new type of AI that could soon be worth 500 times more than ChatGPT. It works 10,000 times faster than human PhDs... and Elon Musk calls the underlying tech "the most disruptive force in history." Click here to learn about the #1 stock to own as this new AI goes live.
Friday's Exclusive Content
5 Recession-Proof Stocks Hiding in Cardboard BoxesReported by Chris Markoch. First Published: 8/17/2026. 
Key Points
- Sustained migration trends since 2020 have benefited moving and storage companies, including U-Haul, Avis Budget Group, and self-storage REITs.
- Public Storage, Extra Space Storage, and CubeSmart offer varying combinations of scale, dividend yield, and growth potential within the self-storage sector.
- U-Haul and Avis Budget Group provide alternative ways to invest in relocation trends, though each carries distinct earnings and valuation headwinds.
- Special Report: Here’s Why Trump Won’t End The Iran War
If the last five years have taught investors anything, it’s that money is mobile. Beginning in 2020, many Americans moved from one state to another for a variety of reasons. That shift is evident in the performance of companies in the moving trade. These stocks tend to do well in three specific environments: when credit gets tight, during mild recessions and when interest rates are cut amid high migration.
At various times in the last five years, one or more of these conditions have been met. That’s still the case in 2026 and will likely remain so in 2027 and beyond. This isn’t the first time this has happened. Investors saw a similar phenomenon during the 2008 public credit crisis. That’s where companies that make boxes and self-storage real estate investment trusts (REITs) come into play. When people downsize, their stuff has to go somewhere. Since 2020, this new relocation trend has also been big business for moving truck companies. These aren’t the most exciting investments, but they fit well with the shift in investor sentiment toward stocks that deliver growth with income and less volatility. The Full-Service Moving PlayU-Haul (NYSE: UHAL) is one of the most diverse ways to play the moving and relocation trend. Since April 2020, UHAL is up approximately 160%, and going back to 2012, the gain is even larger. That’s significant because it speaks to the company’s reach across all areas of the sector. Current headwinds include a mixed first-quarter earnings report for its 2027 fiscal year, in which it reported adjusted earnings per share that missed forecasts and declined from the prior year. In addition, the stock is expensive by conventional metrics. For a company with a market cap of around $14 billion, there isn’t much analyst coverage. However, with the stock up nearly 50% in 2026, investors may have an interesting momentum play. The Hidden Truck Rental BetAvis Budget Group (NYSE: CAR) is best known as a rental car company. However, it also operates the second-largest truck rental business in the market, with nearly 50% market share. The company doesn’t break out revenue from that business directly, so it’s even more important to look at the bigger picture. Regarding Avis, the company’s Q2 2026 earnings report was disappointing. However, institutions are buying the stock, and analysts continue to raise their price targets even as CAR trades about 5% above its consensus price target of $132.75 as of this writing. Owning CAR means taking on the issues in the company’s rental car business, so it’s not a pure moving-stock play. However, the approximately 15% sell-off since the company’s earnings report may create a buying opportunity for a stock that is up more than 50% over the last five years. A Self-Storage Fortress With ScalePublic Storage (NYSE: PSA) is the largest self-storage real estate investment trust (REIT), and it just got bigger. The company completed its acquisition of National Storage Affiliates in 2026, expanding its footprint to more than 4,500 properties. That scale gives PSA pricing power that few competitors can match. Its balance sheet remains one of the strongest in the sector. The stock pays a 3.67% dividend yield, backed by a market cap of around $57.3 billion. The Public Storage analyst forecasts on MarketBeat give PSA a consensus price target of $326.05. Since July 2026, however, several analysts have issued targets offering modest upside from current levels. PSA isn't a momentum stock. It's a slow, steady compounder for investors who want exposure to moving trends without the headwinds that can come from the rental vehicle space. The Yield Play With Growth UpsideExtra Space Storage (NYSE: EXR) is the second-largest player in self-storage. The stock has a market cap of around $31 billion, smaller than Public Storage but still formidable. In the first two quarters of 2026, revenue increased year over year. That's a sign that demand is stabilizing after two soft years. More encouraging was the company’s adjusted earnings per share (EPS), which beat estimates by nine cents. The Extra Space Storage analyst forecasts on MarketBeat show a consensus Hold rating with a price target of $147.73, which is about equal to EXR's price as of this writing. However, like Public Storage, recent analyst targets offer modest upside. Most investors consider REITs for their passive-income potential. For income-focused investors, EXR pairs storage-sector upside with one of the better dividend yields in the group at 4.37%, which has grown around 12.4% annually over the last five years. The Small-Cap With Outsized IncomeCubeSmart (NYSE: CUBE) is the smallest of the three self-storage REITs, with a market cap near $9 billion. That size cuts both ways. CUBE has more room to grow, but less of a cushion if storage demand softens. Sun Belt markets, its biggest area of exposure, showed early signs of recovery in Q1 2026. The stock's 5.08% dividend yield is the richest of the group. Analyst price targets have been in the low- to mid-$40s over the last 12 months. That upward drift suggests improving sentiment. For investors chasing income, CUBE may offer the best entry point of the three storage names.
This ad is sent on behalf of Stansberry Research, 1125 N Charles St, Baltimore, MD 21201. If you would like to optout from receiving offers from Stansberry Research please click here.
. |
Tidak ada komentar:
Posting Komentar