While President Donald Trump’s prices come into force, investors are looking for stocks about to benefit from a changing commercial landscape. While many companies are faced with contrary winds linked to prices, certain actions are ready to do the question – or even to benefit from the storm. Potential winners in a tariff environment will be companies with interior supply chains, pricing power and essential products.
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While President Donald Trump’s tariff measures take effect on Wednesday, investors rush to repositioning portfolios for what could be a prolonged period of trade tensions. Indeed, the reaction of the market at Trump prices was severe, the main clues undergoing substantial drops.
Source: Investing.com
While the global markets are preparing to the impact of Trump’s pricing policies, some companies are positioned not only to resist the storm, but potentially prosper in this changing commercial landscape. Let us examine five actions that could benefit from the changing economic environment.
1. Valero energy
Fair value: $ 148.16 (+ 40.9% increase potential)
Financial health: Good (score: 2.74)
P / E ratio: 12.3x
Dividends yield: 4.30%
Valero Energy (NYSE 🙂 is one of the main refiners and marketing of transport fuels and petrochemical products. Based in San Antonio, Texas, Valero operates 15 refineries across the United States, Canada and the United Kingdom, with a combined flow capacity of around 3.2 million barrels per day.
While Trump’s prices have an impact on global trade flows, the heavy imprint of Valero makes it less vulnerable to import prices, because most of its comes at national level or in exempt regions of tariff. Its refining capacity also benefits from potential disturbances to foreign competitors, positioning it as a winner of inner energy in a protectionist climate.
Source: InvestingPro
With a “good” financial health score of 2.74 and negotiating only 12.3x of profits, Valero appears considerably …
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