Investment perspectives and Trump policies
- it is great website to know first hand of Trump’s policies https://www.greatagain.gov/policy/financial-services.html
- Trump’s first 100 day action plan (o-tru-102316-contractv02)
- Due to the corporate tax reduction from Trump policy, some companies will benefit a lot on bottom line http://www.barrons.com/articles/10-stocks-set-to-win-big-with-trump-tax-cuts-1478865369Below is a list of 10 companies that pay a bundle, based on five-year effective rates taken from a recent report by JPMorgan. Obviously, investors should weigh other factors before buying shares, like valuations and growth prospects. The forward price-to-earnings ratios listed are from FactSet.Altria Group (MO), Tax rate: 35.2%, P/E: 18.6AutoNation (AN), Tax rate: 38.4%, P/E: 9.9CVS Health (CVS), Tax rate: 39.1%, P/E: 12.8CSX (CSX), Tax rate: 36.8%, P/E: 15.4
Discover Financial Services (DFS), Tax rate: 36.8%, P/E: 10.4
Dollar General (DG), Tax rate: 39.1%, P/E: 12.8
J.B. Hunt Transport (JBHT), Tax rate: 38.2%, P/E: 21.4
Kohl’s (KSS), Tax rate: 36.5%, P/E: 12.5
Public Service Enterprise (PEG), Tax rate: 37.3%, P/E: 14.1
Republic Services (RSG), Tax rate: 34.6%, P/E: 22.7
- Bullish On Fracking Supplier such as Antero Midstream http://www.investors.com/research/the-new-america/antero-midstream/
- cybersecurity stocks like Mimecast (MIME), Symantec (SYMC), CyberArk Software (CYBR) and Proofpoint (PFPT) are showing signs of a rebound.Now next-generation firewall provider Palo Alto Networks (PANW) is trying to enter a potential new buy zone, flashing two telltale signs that may mean a new breakout would succeed
- biotech stocks, as measured by the iShares Nasdaq Biotechnology ETF (ticker: IBB), have already rallied 10% since Tuesday’s close, on the well-founded belief that Trump will go easier on these business than Hillary Clinton would have.
- also bullish on stocks levered to fresh government-fueled infrastructure spending. Among his favorites: Jacobs Engineerin g (JEC) and Martin Marietta Materials (MLM).He has also identified companies that will probably be allowed to bring home at a low tax rate billions of dollars of profits currently parked overseas, which they can put to work for shareholders. They include Nike (NKE), Procter & Gamble (PG), Caterpillar(CAT), and credit-card processors Visa (V) and Mastercard (MA). For more picks and pans, see the story “Trump Triumph Creates Winners, Sinners.”
- Stock winners and losers from Trump policies – from Barron’s http://www.barrons.com/articles/trump-win-creates-winners-losers-1478930318 link: trump-win-creates-winners-losers
- I have missed Barron’s recommendation on steel company (on Oct 15 u-s-steel-shares-could-rise-50), the stocks has increased about 50% since then. In addition, I have just checked Google finance, the YTD change of stock price of US steel (ticker: X) is 222%!!!!!!!!! This is a huge miss for me!!!! Lesson learned: always think forward, prepare for the future, and appreciate Barron’s recommendation.
