SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Effective Collaboration - Team Research for Better Returns:

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
From: Julius Wong7/2/2024 5:27:19 PM
1 Recommendation

Recommended By
Return to Sender

   of 8258
 
Here are potential stock winners if Trump wins White House in GOP sweep: Wolfe Research

Jul. 02, 2024 4:49 PM
By: Carla Mozee, SA News Editor

Justin Sullivan/Getty Images News

Wolfe Research has a list of stocks it says could be potential winners if Donald Trump were to win his presidential re-election bid and lead a Republican-controlled Congress.

The debate between President Joe Biden and former President Trump last week led to a further shift in PredictIt and other betting odds data in favor of Trump winning the presidential election in November, the independent sell-side research firm said Tuesday. However, “our sense is that the political landscape is likely to experience more unexpected twists and turns between now and the election,” Chris Senyek, chief investment strategist, said in a note.

Wolfe Research has election baskets based on potential policy changes and long and short stock baskets that consist of potential winners and losers under a GOP “trifecta” - or Republicans maintaining the run of the House of Representatives and winning control of the Senate.

Here is Wolfe's list of potential stock winners along with YTD performances:

Communication Services

Trump Media & Technology Group ( DJT) - YTD gain: 81%

Utilities/Midstream/Clean Energy

Cheniere Energy ( LNG) - YTD gain: 2.2%

Sempra ( SRE) - YTD gain: 0.7%

Energy Transfer ( ET) - YTD gain: +18%

Materials

Dow Chemical ( DOW) - YTD loss: +4%

Linde ( LIN) - YTD gain: +4%

Nucor ( NUE) - YTD loss: 2.9%

Industrials

Emerson Electric ( EMR) - YTD gain: +12%

3M ( MMM) - YTD gain: 11%

Hubbell ( HUBB) - YTD gain: 11%

General Dynamics ( GD) - YTD gain: 9.9%

Healthcare

UnitedHealthcare ( UNH) - YTD loss: 5.5%

Financials

Goldman Sachs ( GS) - YTD gain: 21%

Charles Schwab ( SCHW) - YTD gain: 7.7%

Evercore ( EVR) - YTD gain: 24%

Discover ( DFS) - YTD gain: 19%

Carlyle Group ( CG) - YTD loss: 1.7%

Citigroup ( C) - YTD gain: 26%

Coinbase ( COIN) - YTD gain: 31%

Energy

Halliburton ( HAL) - YTD loss: 7%

Patterson-UTI Energy ( PTEN) - YTD loss: 6.7%

EQT ( EQT) - YTD loss: 4.5%

Chesapeake Energy ( CHK) - YTD gain: 8%

Valero Energy ( VLO) - YTD gain: 21%

PBF Energy ( PBF) - YTD gain: 5.4%

Healthcare

Humana ( HUM) - YTD loss: 18%

Here are some politically driven Republican- and Democratic- exchange-traded funds:

  • Unusual Whales Subversive Republican ETF ( KRUZ)
  • Democratic Large Cap Core ETF ( DEMZ)
  • Unusual Whales Subversive Democratic ETF ( NANC)
  • Point Bridge America First ETF ( MAGA)
Dear readers: We recognize that politics often intersects with the financial news of the day, so we invite you to click here to join the separate political discussion.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext