الثلاثاء، 25 مارس 2025

5 Sectors That Could Benefit From Trump's Tariffs

Shield

AN OXFORD CLUB PUBLICATION

Loyal reader since February 2025

Wealthy Retirement

View in browser

SPONSORED

Multimillionaire Trader Reveals His #1 Gold Pick

Wall Street veteran Karim Rahemtulla has identified a stock that offers exposure to more than 1 oz of gold - worth over $2,500 - for less than $20.

Click here to learn more about this game-changing opportunity.

Editor's Note: Today, our friend Karim Rahemtulla from Monument Traders Alliance lists five sectors that look like strong buy opportunities due to President Trump's tariffs.

Then, tomorrow at 2 p.m. ET, the MTA team is upping the ante and hosting a free live broadcast called the Tariff Emergency LIVE Briefing.

During the event, they'll be revealing details on five "extreme buy" stocks that are trading at rare valuations right now... as well as some of their best "Pro Trader" strategies that are normally reserved for their paying members.

Click here to reserve your FREE spot.

- James Ogletree, Managing Editor

5 Sectors That Could Benefit From Trump's Tariffs

Karim Rahemtulla, Head Fundamental Tactician, Monument Traders Alliance

Karim Rahemtulla

At Monument Traders Alliance, we don't play politics with our trading.

Whether you vote blue or red - it doesn't matter.

We're all about green, meaning we're here to provide you with the best trade opportunities.

And the truth is...

In light of President Donald Trump's latest tariff trade war, I'm looking at domestic companies with minimal exports as buy opportunities.

Here are 5 sectors worth paying attention to.

1. Steel and Aluminum

Higher tariffs on imported metals (e.g., from China) could benefit steel and aluminum producers like Nucor (NUE) and Steel Dynamics (STLD).

Nucor is the largest U.S. steel producer, with most sales in North America and a minimal reliance on exports.

Steel Dynamics is another major steel company with a primarily domestic customer base.

2. Defense & Aerospace

A more protectionist stance could favor domestic defense contractors like Lockheed Martin (LMT) and Raytheon (RTX), especially if national security concerns justify tariffs on foreign-made components.

Northrop Grumman (NOC) is another company that primarily serves the U.S. Department of Defense, with limited international sales.

Huntington Ingalls (HII) is the sole builder of U.S. aircraft carriers, with business almost entirely tied to the U.S. government.

SPONSORED

Trump's Secret Weapon:
'Document 20' Unleashed

Trump in office
Source: Wikimedia Commons

A explosive document written by Trump could send the Dow soaring to 75,000.

Top analyst reveals details on which stocks might surge during the second Trump Stockwave.

Click to see the details before it's too late.

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.

Elon Musk Predicts MAJOR Crisis in Trump's First Year - Click Here

Is Your Portfolio Ready for the Gold Boom? Find Out How to Prepare Now!

Steel Tariffs Are Back (And This Stock Could Skyrocket)

Don't Miss: Trader Reveals New Strategy That Targets BIG Potential Profits With 1 Ticker Every Week.

Why Young Investors Are Failing in Droves

SPONSORED

He Picked Apple at $1... and Netflix at $2... Now He's Invested $100K Into This $5 AI Stock

Alex talking outside
 

CLICK HERE TO FIND OUT WHAT IT IS

ليست هناك تعليقات:

إرسال تعليق