Posted on 09/29/2016 9:18:03 PM PDT by 2ndDivisionVet
The U.S. presidential race is tight after the first debate between the two candidates and only six weeks until the election. That means it’s time to start thinking about a stock portfolio in the event Republican nominee Donald Trump defeats his Democratic opponent Hillary Clinton.
The Breakingviews “Trump Victory Portfolio” mimics a long-short equity hedge fund to position investors for such an event. The New York real-estate mogul’s positions have been hard to pin down and he has proven to be fickle on a variety of issues. As credit-rating agency Moody’s put it in June: “Quantifying Mr. Trump’s economic policies is complicated by their lack of specificity.”
(Excerpt) Read more at blogs.reuters.com ...
If people want to bet on the election do so in energy stocks. Coal would be a big winner with a Trump victory and it will lose big with Hillary. The pipelines would be lucrative stock bets - same thing.
It does not get the attention it deserves, but Trump’s “all of the above” energy policy pledge has the potential to create a big economic boost to the nation. I don’t know if it will be enough to counteract the certain crash when the Fed finally raises rates, but it might not be too hard to pick winners in the energy sector because many of them are at rock bottom prices today!
Mark
the stock market is going to go up bigly, and that is a good thing.
Expect a struggle for survival if Hillary wins.
If Trump loses the gun stocks will have another big run. RGR VSTO SWHC OA
I’m liking Lafarge, Cemex, Holcim and HeidelbergCement = gonna need a lot of cement to build that wall...
Why should KBR and Fluor stocks be down if Trump wins? What about Bechtel and other engineering companies?
I don’t do stocks. I used to do mutual funds. Seems to me a Law and Order candidate would be increasing the prospects for “Correction Corp” and just maybe there will be a whole bunch of politicians needing cells soon.
my pick once Hillary is outed these guys miht take off. (not really)
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FLR (shown on the chart), CBI, and JEC would all be winners.
CBI also makes the storage containers for liquified natural gas, so it has the dual benefit of being an energy infrastructure stock.
The charts is showing that they are down, but that they would be winners under Trump.
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