América Retail | Homepage
Saturday, February 25, 2017

La primera comunidad del retail en Latinoamérica

Finanzas: Here are some Trump stocks – Barron’s

Finanzas: Here are some Trump stocks – Barron’s

Noviembre 15, 2016

👤Periodista: Dayana Vazquez 🕔15.Nov 2016

 

Barron’s speaks with several prominent money managers.

They are hopeful that Donald Trump will enact pro-growth tax and fiscal-stimulus policies, while avoiding overly protectionist measures.

LEA TAMBIÉN: Finanzas: Nordstrom exceeds earnings expectations

Even though biotech stocks have already rallied 10%, fund manager Arun Daniel believes that the benefits of a Trump administration on the bottom lines of biotech and drug companies are not yet fully priced in. ETFs: IBB, XBI, BIB, BBH, FBT, HQL, PBE, BIS, LABU, BBC, BBP, CNCR, LABD, UBIO, ARKG, ZBIO, LABS

He’s also bullish on stocks leveraged to government-backed infrastructure spending, his favorites being Jacobs Engineering (NYSE:JEC) and Martin Marietta Materials (NYSE:MLM).

Some companies will likely be allowed to repatriate billions of dollars of profits at a low tax rate. Major beneficiaries could include Nike (NYSE:NKE), Procter & Gamble (NYSE:PG), Caterpillar (NYSE:CAT), Visa (NYSE:V) and Mastercard (NYSE:MA).

Neuberger Berman’s Joseph Amato says that a Trump administration will be better for stocks than bonds. “If [Trump] takes a measured approach and gets some level of concessions for U.S. workers, the trade concerns may be much ado about nothing,” Amato says. “But that’s a big if.”

Fuente: Seeking Alpha

Articulos relacionados

Finanzas: Highlights from Coca-Cola’s CAGNY presentation

Finanzas: Highlights from Coca-Cola’s CAGNY presentation

Febrero 24, 2017

  Execs with Coca-Cola (KO +0.6%) took center stage at the Consumer Analyst Group of

Finanzas: DIA logra con creces objetivo de reducción de deuda en 2016

Finanzas: DIA logra con creces objetivo de reducción de deuda en 2016

Febrero 24, 2017

  La cadena de distribución DIA dijo el jueves que acabó 2016 con una deuda neta

Finanzas: Fondo de inversiones Mountain Nazca compra a Groupon Latam

Finanzas: Fondo de inversiones Mountain Nazca compra a Groupon Latam

Febrero 23, 2017

  El sitio de comercio electrónico Groupon Latam anunció que fue adquirido por el fondo de

Finanzas: Macy’s, resultados

Finanzas: Macy’s, resultados

Febrero 23, 2017

  Macy’s presenta resultados del último trimestre con unos beneficios por acción de 1,54 dólares, por

Finanzas: Home Depot Opens Retailers’ Earnings Week In Style

Finanzas: Home Depot Opens Retailers’ Earnings Week In Style

Febrero 22, 2017

  Summary In the early hours of February 21st, Home Depot reported robust F4Q16 results. Solid

Últimas Noticias

Newsletter

SECTIONS

América Retail