{"id":154,"date":"2018-06-09T04:26:22","date_gmt":"2018-06-09T04:26:22","guid":{"rendered":"http:\/\/stockchase.com\/diy\/?p=154"},"modified":"2022-12-12T08:19:07","modified_gmt":"2022-12-12T13:19:07","slug":"the-trump-rally-isnt-over-5-stocks-that-could-explode-even-higher","status":"publish","type":"post","link":"https:\/\/stockchase.com\/discover\/the-trump-rally-isnt-over-5-stocks-that-could-explode-even-higher\/","title":{"rendered":"The Trump Rally Isn&#8217;t Over \u2014 5 Stocks that Could Explode Even Higher"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_82_2 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Discover What&#039;s Inside<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 eztoc-toggle-hide-by-default' ><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/stockchase.com\/discover\/the-trump-rally-isnt-over-5-stocks-that-could-explode-even-higher\/#The_Trump_Effect\" >The Trump Effect<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/stockchase.com\/discover\/the-trump-rally-isnt-over-5-stocks-that-could-explode-even-higher\/#Tariffs_against_China\" >Tariffs against China<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/stockchase.com\/discover\/the-trump-rally-isnt-over-5-stocks-that-could-explode-even-higher\/#All_good_until_tariff_war_escalates\" >All good until tariff war escalates<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/stockchase.com\/discover\/the-trump-rally-isnt-over-5-stocks-that-could-explode-even-higher\/#The_biggest_influence_on_the_market\" >The biggest influence on the market<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/stockchase.com\/discover\/the-trump-rally-isnt-over-5-stocks-that-could-explode-even-higher\/#Stocks_that_could_explore_higher\" >Stocks that could explore higher<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/stockchase.com\/discover\/the-trump-rally-isnt-over-5-stocks-that-could-explode-even-higher\/#Now_on_to_the_5_stocks%E2%80%A6\" >Now on to the 5 stocks&#8230;<\/a><ul class='ez-toc-list-level-6' ><li class='ez-toc-heading-level-6'><ul class='ez-toc-list-level-6' ><li class='ez-toc-heading-level-6'><ul class='ez-toc-list-level-6' ><li class='ez-toc-heading-level-6'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/stockchase.com\/discover\/the-trump-rally-isnt-over-5-stocks-that-could-explode-even-higher\/#STOCK_1_OF_5\" >STOCK 1 OF 5<\/a><\/li><\/ul><\/li><\/ul><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/stockchase.com\/discover\/the-trump-rally-isnt-over-5-stocks-that-could-explode-even-higher\/#Bank_of_America_NYSE_BAC\" >Bank of America (NYSE:BAC)<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/stockchase.com\/discover\/the-trump-rally-isnt-over-5-stocks-that-could-explode-even-higher\/#Bank_of_America_and_Interest_Rates\" >Bank of America and Interest Rates<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/stockchase.com\/discover\/the-trump-rally-isnt-over-5-stocks-that-could-explode-even-higher\/#Risk-free_income\" >Risk-free income<\/a><ul class='ez-toc-list-level-6' ><li class='ez-toc-heading-level-6'><ul class='ez-toc-list-level-6' ><li class='ez-toc-heading-level-6'><ul class='ez-toc-list-level-6' ><li class='ez-toc-heading-level-6'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/stockchase.com\/discover\/the-trump-rally-isnt-over-5-stocks-that-could-explode-even-higher\/#STOCK_2_OF_5\" >STOCK 2 OF 5<\/a><\/li><\/ul><\/li><\/ul><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/stockchase.com\/discover\/the-trump-rally-isnt-over-5-stocks-that-could-explode-even-higher\/#Boeing_NYSE_BA\" >Boeing (NYSE:BA)<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/stockchase.com\/discover\/the-trump-rally-isnt-over-5-stocks-that-could-explode-even-higher\/#Trump_and_Defense_Spending\" >Trump and Defense Spending<\/a><ul class='ez-toc-list-level-6' ><li class='ez-toc-heading-level-6'><ul class='ez-toc-list-level-6' ><li class='ez-toc-heading-level-6'><ul class='ez-toc-list-level-6' ><li class='ez-toc-heading-level-6'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/stockchase.com\/discover\/the-trump-rally-isnt-over-5-stocks-that-could-explode-even-higher\/#STOCK_3_OF_5\" >STOCK 3 OF 5<\/a><\/li><\/ul><\/li><\/ul><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/stockchase.com\/discover\/the-trump-rally-isnt-over-5-stocks-that-could-explode-even-higher\/#Caterpillar_NYSE_CAT\" >Caterpillar (NYSE:CAT)<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/stockchase.com\/discover\/the-trump-rally-isnt-over-5-stocks-that-could-explode-even-higher\/#Caterpillar_and_Recovery_in_Commodity_Prices\" >Caterpillar and Recovery in Commodity Prices<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/stockchase.com\/discover\/the-trump-rally-isnt-over-5-stocks-that-could-explode-even-higher\/#Raytheon_NYSE_RTN\" >Raytheon (NYSE:RTN)<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-18\" href=\"https:\/\/stockchase.com\/discover\/the-trump-rally-isnt-over-5-stocks-that-could-explode-even-higher\/#A_top_pick_on_Stockchase\" >A top pick on Stockchase<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-19\" href=\"https:\/\/stockchase.com\/discover\/the-trump-rally-isnt-over-5-stocks-that-could-explode-even-higher\/#CVS_Health_Corp_NYSE_CVS\" >CVS Health Corp. (NYSE:CVS)<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-20\" href=\"https:\/\/stockchase.com\/discover\/the-trump-rally-isnt-over-5-stocks-that-could-explode-even-higher\/#A_top_pick_again_in_June_2018%E2%80%A6\" >A top pick again in June 2018&#8230;<\/a><\/li><\/ul><\/nav><\/div>\n<h3><span class=\"ez-toc-section\" id=\"The_Trump_Effect\"><\/span>The Trump Effect<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Stocks have soared since the election of Donald Trump but, according to many stock market strategists, the real rally may just be getting started and the honeymoon will continue.<\/strong><\/p>\n<p>Stocks are still going up and economy has been growing non-stop since Trump&#8217;s election. \u201cThe market has assumed we elected pro-growth, tax-cutting, roll-back-regulation Donald Trump, and not tariff-oriented Donald Trump,\u201d says Bob Doll, chief stock strategist at Nuveen Asset Management. Could this change? Maybe.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Tariffs_against_China\"><\/span>Tariffs against China<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>&#8220;Trump is preparing a new list of tariffs against China: Not the best news, obviously. Market reaction is muted.&#8221; noted <a href=\"https:\/\/stockchase.com\/expert\/view\/1282\">Barry Schwartz<\/a>.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"All_good_until_tariff_war_escalates\"><\/span>All good until tariff war escalates<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>&#8220;As for Trump&#8217;s tariffs, these are nickels and dimes against the big scheme of themes&#8211;unless the tariff war escalates.&#8221; said <a href=\"https:\/\/stockchase.com\/expert\/view\/1417\">Kim Bolton<\/a><\/p>\n<p>[adinserter block=&#8221;2&#8243;]<\/p>\n<h3><span class=\"ez-toc-section\" id=\"The_biggest_influence_on_the_market\"><\/span>The biggest influence on the market<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>&#8220;Trump is the biggest influence on the market, both tailwind and headwind: the U.S. tax reform to lower corporate rates, then starts a trade war, creating a vacuum of uncertainty. Is he doing this to open markets down the road? If so, they should play out by the end of 2018, which is a good impetus for markets. Investors should look at assets not as impacted by trade, but benefit from the tax cuts, such as the banks and tech companies. He doesn&#8217;t believe the US has huge trade surpluses as Trump claims, because so much of U.S. output is services.&#8221; <a href=\"https:\/\/stockchase.com\/expert\/view\/59\">Richard Croft<\/a> thinks.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Stocks_that_could_explore_higher\"><\/span>Stocks that could explore higher<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Today we review 5 stocks that could &#8216;explode&#8217; even higher during this rally,\u00a0but before we get into the stock picks, it\u2019s important to make sure you have the best investing tools in your arsenal in order to maximize your returns from these stocks. Make sure you first read our 7 essential tools to succeed as a DIY investor post and that you <a href=\"https:\/\/www.questrade.com\/?refid=ifugidvd\" target=\"_blank\" rel=\"noopener\">Open A Brokerage Account<\/a>, we recommend <a href=\"https:\/\/www.questrade.com\/?refid=ifugidvd\" target=\"_blank\" rel=\"noopener\">Questrade<\/a> and have a $50 free trades offer for you.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Now_on_to_the_5_stocks%E2%80%A6\"><\/span>Now on to the 5 stocks&#8230;<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>[adinserter block=&#8221;4&#8243;]<br \/>\n<div style=\"margin-top: 15px; margin-bottom:10px;\">\r\n   <span style=\"font-family: Arial; font-size: 14px; font-weight: bold; color: rgba(56,51,52,0.50); letter-spacing: 0;\">Comments from Stockchase Editors...<\/span>\r\n<\/div><hr style=\"margin-top:2px; margin-bottom:10px;\">\r\n<div style=\"float: left; width: 8%;\">\r\n   <img alt=\"6d9337182d9fe7e9fa4f719b23360ddc\" decoding=\"async\" src=\"https:\/\/stockchase.com\/discover\/wp-content\/uploads\/2018\/07\/6d9337182d9fe7e9fa4f719b23360ddc.jpeg\" width=\"50\" height=\"50\" style=\"border-radius:0px; margin-right:10px; max-width:50px;\">\r\n<\/div>\r\n<div style=\"line-height: 14px; margin-right: 10px;width: 80%;float: left;margin-bottom: 13px;\">\r\n   <span style=\"font-family: Arial; font-size: 14px; font-weight: bold; letter-spacing: 0;\">Artom Roberts<\/span><br><span style=\"font-family: Arial; font-size: 14px; font-weight: normal; letter-spacing: 0;\">\r\nMy favorite is the defense stock on page 5. Definetly something that Trump has influence on. Today he suggested to NATO countries they should double their defense spendings.<\/span>\r\n<\/div><hr><\/p>\n<p>[nextpage title=&#8221;A US bank stock&#8230;&#8221;]<\/p>\n<h6><span class=\"ez-toc-section\" id=\"STOCK_1_OF_5\"><\/span>STOCK 1 OF 5<span class=\"ez-toc-section-end\"><\/span><\/h6>\n<h3><span class=\"ez-toc-section\" id=\"Bank_of_America_NYSE_BAC\"><\/span>Bank of America (NYSE:BAC)<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><!-- TradingView Widget BEGIN --><\/p>\n<div class=\"tradingview-widget-container\">\n<div id=\"tradingview_eb49a\"><\/div>\n<div class=\"tradingview-widget-copyright\"><a href=\"https:\/\/www.tradingview.com\/symbols\/NYSE-BAC\/\" target=\"_blank\" rel=\"noopener\"><span class=\"blue-text\">NYSE:BAC chart<\/span><\/a> by TradingView<\/div>\n<p><script type=\"text\/javascript\" src=\"https:\/\/s3.tradingview.com\/tv.js\"><\/script><br \/>\n<script type=\"text\/javascript\">\n  new TradingView.widget(\n  {\n  \"autosize\": true,\n  \"symbol\": \"NYSE:BAC\",\n  \"interval\": \"D\",\n  \"timezone\": \"Etc\/UTC\",\n  \"theme\": \"Light\",\n  \"style\": \"2\",\n  \"locale\": \"en\",\n  \"toolbar_bg\": \"#f1f3f6\",\n  \"enable_publishing\": false,\n  \"allow_symbol_change\": true,\n  \"container_id\": \"tradingview_eb49a\"\n}\n  );\n  <\/script><\/p>\n<\/div>\n<p><!-- TradingView Widget END --><br \/>\nBank of America Corp has been on fire over the last year.\u00a0 It This is due to a stronger American economy.\u00a0 For years the U.S. was stuck at zero, or near-zero rates, because the economy lacked strength.\u00a0 Well, now they&#8217;re recovering and this time it looks sustainable.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Bank_of_America_and_Interest_Rates\"><\/span>Bank of America and Interest Rates<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>All of that has led to higher interest rates over the last 15 months.\u00a0 However, they&#8217;re still not at what economists consider normal interest rates.<\/p>\n<p>Interest rates will likely continue to climb over the next few years.\u00a0 But why do rates matter for Bank of America?\u00a0 With one of the largest collections of customer deposits in the U.S., higher rates allow Bank of America to earn more money on those deposits.<\/p>\n<p>[adinserter block=&#8221;2&#8243;]<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Risk-free_income\"><\/span>Risk-free income<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Sales are forecast to grow just 3.7% in 2018, however, earnings are expected to grow about 20%.\u00a0\u00a0It\u2019s essentially risk-free income. You can learn more about what experts are saying about Bank of America on Stockchase.<\/p>\n<p>[adinserter block=&#8221;4&#8243;]<br \/>\n[nextpage title=&#8221;A stock that outperformed Airbus&#8230;&#8221;]<\/p>\n<h6><span class=\"ez-toc-section\" id=\"STOCK_2_OF_5\"><\/span>STOCK 2 OF 5<span class=\"ez-toc-section-end\"><\/span><\/h6>\n<h3><span class=\"ez-toc-section\" id=\"Boeing_NYSE_BA\"><\/span>Boeing (NYSE:BA)<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><!-- TradingView Widget BEGIN --><\/p>\n<div class=\"tradingview-widget-container\">\n<div id=\"tradingview_eb49a\"><\/div>\n<div class=\"tradingview-widget-copyright\"><a href=\"https:\/\/www.tradingview.com\/symbols\/NYSE-BA\/\" target=\"_blank\" rel=\"noopener\"><span class=\"blue-text\">NYSE:BA chart<\/span><\/a> by TradingView<\/div>\n<p><script type=\"text\/javascript\" src=\"https:\/\/s3.tradingview.com\/tv.js\"><\/script><br \/>\n<script type=\"text\/javascript\">\n  new TradingView.widget(\n  {\n  \"autosize\": true,\n  \"symbol\": \"NYSE:BA\",\n  \"interval\": \"D\",\n  \"timezone\": \"Etc\/UTC\",\n  \"theme\": \"Light\",\n  \"style\": \"2\",\n  \"locale\": \"en\",\n  \"toolbar_bg\": \"#f1f3f6\",\n  \"enable_publishing\": false,\n  \"allow_symbol_change\": true,\n  \"container_id\": \"tradingview_eb49a\"\n}\n  );\n  <\/script><\/p>\n<\/div>\n<p><!-- TradingView Widget END --><\/p>\n<p><a href=\"https:\/\/stockchase.com\/company\/view\/126\/BA-N\">Boeing Co<\/a> had an amazing 2017 with their stock almost doubling by years end. Those are gains you would expect from a crypto-currency, not an established industrial firm. Cheap oil prices helped give the international aviation sector a big lift, and they seized the opportunity, placing new plane orders left and right.<\/p>\n<p>However, <a href=\"https:\/\/stockchase.com\/company\/view\/126\/BA-N\">Boeing stock<\/a> outperformed both Airbus, it&#8217;s primary competitor, as well as its US-industrial firm rivals.<\/p>\n<p>Why? It&#8217;s other big business, military defense, has been booming since Trump tweeted that threats from North Korea &#8220;will be met with fire and fury.&#8221;<\/p>\n<p>[adinserter block=&#8221;2&#8243;]<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Trump_and_Defense_Spending\"><\/span>Trump and Defense Spending<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Even before Trump&#8217;s Twitter war with Kim Jong Un, many of the large defense stocks were already up based on expectations for an improved outlook for U.S. defense spending under the Trump administration.<\/p>\n<p>In 2017 the White House proposed a nearly 10 percent increase in the military budget to $603 billion for fiscal 2018.<\/p>\n<p>[adinserter block=&#8221;4&#8243;]<br \/>\n[nextpage title=&#8221;A company that will benefit from infrastructure plans&#8230;&#8221;]<\/p>\n<h6><span class=\"ez-toc-section\" id=\"STOCK_3_OF_5\"><\/span>STOCK 3 OF 5<span class=\"ez-toc-section-end\"><\/span><\/h6>\n<h3><span class=\"ez-toc-section\" id=\"Caterpillar_NYSE_CAT\"><\/span>Caterpillar (NYSE:CAT)<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><!-- TradingView Widget BEGIN --><\/p>\n<div class=\"tradingview-widget-container\">\n<div id=\"tradingview_eb49a\"><\/div>\n<div class=\"tradingview-widget-copyright\"><a href=\"https:\/\/www.tradingview.com\/symbols\/NYSE-CAT\/\" target=\"_blank\" rel=\"noopener\"><span class=\"blue-text\">NYSE:CAT chart<\/span><\/a> by TradingView<\/div>\n<p><script type=\"text\/javascript\" src=\"https:\/\/s3.tradingview.com\/tv.js\"><\/script><br \/>\n<script type=\"text\/javascript\">\n  new TradingView.widget(\n  {\n  \"autosize\": true,\n  \"symbol\": \"NYSE:CAT\",\n  \"interval\": \"D\",\n  \"timezone\": \"Etc\/UTC\",\n  \"theme\": \"Light\",\n  \"style\": \"2\",\n  \"locale\": \"en\",\n  \"toolbar_bg\": \"#f1f3f6\",\n  \"enable_publishing\": false,\n  \"allow_symbol_change\": true,\n  \"container_id\": \"tradingview_eb49a\"\n}\n  );\n  <\/script><\/p>\n<\/div>\n<p><!-- TradingView Widget END --><br \/>\nCaterpillar will undoubtedly be one of the biggest beneficiaries if President Trump rolls out his infrastructure plans to rebuild America. Caterpillar rallied again in December, climbing 11.6% and ending the year with gains of 70%. Yet, this wasn&#8217;t due to Trump tweets about building a wall. Caterpillar&#8217;s December rally was likely driven by upcoming Republican tax legislation.<\/p>\n<p>&#8220;The Tax Cuts and Jobs Act supports replacement of equipment at an accelerated pace through 2022 as both new and used equipment are now eligible for expensing, a positive for Caterpillar&#8217;s North American end markets,&#8221; wrote analyst Ann Duignan. The analyst referenced the tax bill\u2019s inclusion of tax deductions applicable to new and use property acquired before 2023.<\/p>\n<p>[adinserter block=&#8221;2&#8243;]<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Caterpillar_and_Recovery_in_Commodity_Prices\"><\/span>Caterpillar and Recovery in Commodity Prices<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>In May 2018, Stan Wong selected it as a Top Pick saying he &#8220;Just bought it this month. The global economy is accelerating, and sales are doing well. There is a recovery in commodity prices and that is helping them. Trading at 14 times earnings with a 20% growth rate.&#8221; His analyst price target was $172.32 at that time.<\/p>\n<p>[adinserter block=&#8221;4&#8243;]<br \/>\n[nextpage title=&#8221;A growing defense stock&#8230;&#8221;]<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Raytheon_NYSE_RTN\"><\/span>Raytheon (NYSE:RTN)<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><!-- TradingView Widget BEGIN --><\/p>\n<div class=\"tradingview-widget-container\">\n<div id=\"tradingview_eb49a\"><\/div>\n<div class=\"tradingview-widget-copyright\"><a href=\"https:\/\/www.tradingview.com\/symbols\/NYSE-RTN\/\" target=\"_blank\" rel=\"noopener\"><span class=\"blue-text\">NYSE:RTN chart<\/span><\/a> by TradingView<\/div>\n<p><script type=\"text\/javascript\" src=\"https:\/\/s3.tradingview.com\/tv.js\"><\/script><br \/>\n<script type=\"text\/javascript\">\n  new TradingView.widget(\n  {\n  \"autosize\": true,\n  \"symbol\": \"NYSE:RTN\",\n  \"interval\": \"D\",\n  \"timezone\": \"Etc\/UTC\",\n  \"theme\": \"Light\",\n  \"style\": \"2\",\n  \"locale\": \"en\",\n  \"toolbar_bg\": \"#f1f3f6\",\n  \"enable_publishing\": false,\n  \"allow_symbol_change\": true,\n  \"container_id\": \"tradingview_eb49a\"\n}\n  );\n  <\/script><\/p>\n<\/div>\n<p><!-- TradingView Widget END --><a href=\"https:\/\/stockchase.com\/company\/view\/1075\">Raytheon<\/a> is a growing defense and aerospace stock. The stock price declined a bit in June which could offer better value to investors who want to add it to their portfolio. Defense contractors have performed well over the past year, reflecting the election of Donald Trump and the expectation that he (and Republicans generally) will be good for defense spending.<\/p>\n<p>However, the multiple has grown quite high, above its historic average. Still, stock experts still recently rated it as a top pick and a buy.<\/p>\n<p>[adinserter block=&#8221;2&#8243;]<\/p>\n<h3><span class=\"ez-toc-section\" id=\"A_top_pick_on_Stockchase\"><\/span>A top pick on Stockchase<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Stock expert Cameron Hurst recently chose it as a top pick saying &#8220;It has great international exposure with missile and cyber defense as their top products. The valuation is at historical highs, but is not out of the ballpark. Yield 1.6%.&#8221; He noted analyst&#8217;s price target is $237.85.<\/p>\n<p>Continue to next page for Stock #5\u2026<\/p>\n<p>[adinserter block=&#8221;4&#8243;]<br \/>\n[nextpage title=&#8221;A company that sells drugs to Americans&#8230;&#8221;]<\/p>\n<h3><span class=\"ez-toc-section\" id=\"CVS_Health_Corp_NYSE_CVS\"><\/span>CVS Health Corp. (NYSE:CVS)<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><!-- TradingView Widget BEGIN --><\/p>\n<div class=\"tradingview-widget-container\">\n<div id=\"tradingview_eb49a\"><\/div>\n<div class=\"tradingview-widget-copyright\"><a href=\"https:\/\/www.tradingview.com\/symbols\/NYSE-RTN\/\" target=\"_blank\" rel=\"noopener\"><span class=\"blue-text\">NYSE:CVS chart<\/span><\/a> by TradingView<\/div>\n<p><script type=\"text\/javascript\" src=\"https:\/\/s3.tradingview.com\/tv.js\"><\/script><br \/>\n<script type=\"text\/javascript\">\n  new TradingView.widget(\n  {\n  \"autosize\": true,\n  \"symbol\": \"NYSE:CVS\",\n  \"interval\": \"D\",\n  \"timezone\": \"Etc\/UTC\",\n  \"theme\": \"Light\",\n  \"style\": \"2\",\n  \"locale\": \"en\",\n  \"toolbar_bg\": \"#f1f3f6\",\n  \"enable_publishing\": false,\n  \"allow_symbol_change\": true,\n  \"container_id\": \"tradingview_eb49a\"\n}\n  );\n  <\/script><\/p>\n<\/div>\n<p><!-- TradingView Widget END -->Back in October 2017, Darren Sissons commented on <a href=\"https:\/\/stockchase.com\/company\/view\/336\">CVS Health Corp.<\/a> and noted &#8220;In many cases this is a Trump Administration story. Drug stocks have come off significantly, along with the companies that sell drugs to the American consumer. There has been a recovery in a lot of the drug stocks. Ultimately, this is a story of drug price inflation and the attempts of the government to rein costs in. Longer-term, it is an interesting story, but a very thin margin business. If you get a small drop in profitability, stocks tend to come back significantly.&#8221;<\/p>\n<p>The stock has a hard time overcoming the competitive threats but it definetly could benefit from a Trump Bump.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"A_top_pick_again_in_June_2018%E2%80%A6\"><\/span>A top pick again in June 2018&#8230;<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>It was chosen again as a top pick in June by Paul Harris who noted &#8220;Trading at 9x earnings and paying a 3.1% dividend. The success of their large Aetna purchase (which still needs approval) will depend on how well CVS integrates it, which is risky. CVS is about integration: long-term care, pharmacy and home fusion. This integration can propel higher margins.&#8221; (Analysts&#8217; price target: $86.81)<\/p>\n<p>Happy trading !<br \/>\n[adinserter block=&#8221;4&#8243;]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The Trump Effect Stocks have soared since the election of Donald Trump but, according to many stock market strategists, the real rally may just be getting started and the honeymoon will continue. Stocks are still going up and economy has [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":155,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"cwp_meta_box_check":"No","cwp_rev_product_name":"","cwp_rev_product_image":"","wppr_links":[],"cwp_rev_price":"","wppr_options":[],"wppr_pros":[],"wppr_cons":[],"footnotes":""},"categories":[17],"tags":[],"class_list":["post-154","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-lists"],"wppr_data":{"cwp_meta_box_check":"No"},"_links":{"self":[{"href":"https:\/\/stockchase.com\/discover\/wp-json\/wp\/v2\/posts\/154","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/stockchase.com\/discover\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/stockchase.com\/discover\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/stockchase.com\/discover\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/stockchase.com\/discover\/wp-json\/wp\/v2\/comments?post=154"}],"version-history":[{"count":0,"href":"https:\/\/stockchase.com\/discover\/wp-json\/wp\/v2\/posts\/154\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/stockchase.com\/discover\/wp-json\/wp\/v2\/media\/155"}],"wp:attachment":[{"href":"https:\/\/stockchase.com\/discover\/wp-json\/wp\/v2\/media?parent=154"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stockchase.com\/discover\/wp-json\/wp\/v2\/categories?post=154"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stockchase.com\/discover\/wp-json\/wp\/v2\/tags?post=154"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}