This thread is reserved for Trump picks. Stocks, bonds, futures, commodities, currencies...whatever. Everyone welcome. With each pick, please include your rational for the trade. In the spirit of Trumps 35% tariff on imported goods, many S&P500 constituents should take a massive hit. The key is to find companies who manufacture predominately offshore AND who do large business in America. Those companies get hit the hardest. Lets count the ways? SHRT BABA (Aibaba) SHRT FOXCONN (apple contract manufacturer/assembler). SHRT APPL (onshoring/tariffs = reduced earnings) More US manufacturers? lol 3M Alienware Amazon AMD Analog Devices Apple Apex Audiovox Avaya Averatec Bose Cisco Systems Dell eMachines Emerson Electric Emerson Radio Fitbit Gateway Google Hewlett-Packard HP IBM Intel Kingston Koss Magnavox Microsoft Motorola NVIDIA Packard Bell Qualcomm RCA Sandisk Seagate SGI Sonic Blue Sun Microsystems Texas Instruments Unisonic Products Corporation Unisys Vizio Viewsonic Western Digital Westinghouse Xerox Zenith
Next logical question: how do we locate geographical-specific sales revenue for each company? Food for thought? List of largest manufacturing companies by revenue 1 Samsung Electronics, various 305,000 South Korea 2 Toyota Automotive 235,364 Japan 3 Volkswagen Group 221,551 Germany 4 Daimler Automotive 148,139 Germany 5 General Electric Engineering, various 147,616 United States 6 General Motors Automotive 155,929 United States 7 Ford 136,264 United States 8 Hewlett-Packard Electronics 127,245 United States 9 Hitachi Engineering, various 122,419 Japan 10 Nissan Automotive 119,166 Japan 11 Hon Hai Precision Industry Electronics 117,514 Taiwan 12 Exor Investment 117,297 Italy 13 Siemens Engineering, various 113,349 Germany 14 Apple Electronics 108,249 United States 15 IBM 106,916 United States 16 Cardinal Health Pharmaceuticals 102,644 United States 17 BASF Chemicals 102,194 Germany 18 Honda Automotive 100,664 Japan 19 Panasonic Engineering, various 99,373 Japan 20 BMW Automotive 95,692 Germany 21 ArcelorMittal Steel 94,444 Luxembourg 22 Nestle Food & Beverages 94,405 Switzerland 23 Peugeot Automotive 83,305 France 24 Procter & Gamble Consumer goods 82,559 United States 25 Sony Electronics 82,237 Japan 26 Toshiba Engineering, various 77,261 Japan 27 Bosch 71,600 Germany 28 Sinochem Chemicals 70,990 China 29 Mitsubishi Engineering, various 70,492 Japan 30 Hyundai Motor Company Automotive 70,227 South Korea 31 ThyssenKrupp Steel 68,791Germany 32 Boeing Aerospace & Defense 68,735 United States 33 Airbus Group 68,310 Netherlands 34 Pfizer Pharmaceuticals 67,932 United States 35 SAIC Motor Automotive 67,255 China 36 Mitsui Engineering, various 66,512 Japan 37 PepsiCo Food & Beverages 66,504 United States 38 Johnson & Johnson Personal care products 65,030 United States 39 Unilever Consumer goods 64,610 Netherlands 40 Dongfeng Motor Group Automotive 62,911 China 41 POSCO Steel 62,230 South Korea 42 Dell Electronics 62,071 United States 43 Caterpillar Construction equipment 60,138 United States 44 Dow Chemical Chemicals 59,985 United States 45 Novartis Pharmaceuticals 59,375 Switzerland 46 Renault Automotive 59,272 France 47 Saint-Gobain Building materials 58,560 France 48 United Technologies Engineering, various 58,190 United States 49 FAW Group Automotive 57,003 China 50 Fujitsu Electronics 56,582 Japan 51 China Minmetals Metals 54,509 China 52 Kraft Foods Food & Beverages 54,365 United States 53 Intel Electronics 53,999 United States 54 Nokia 53,753 Finland 55 Nippon Steel Steel 51,812 Japan 56 LyondellBasell Chemicals 51,035 Netherlands 57 Bayer Pharmaceuticals 50,790 Germany 58 SABIC Chemicals 50,639 Saudi Arabia 59 Hoffmann-La Roche Pharmaceuticals 49,714 Switzerland 60 LG Electronics Electronics 48,977 South Korea 61 Sanofi Pharmaceuticals 48,746 France 62 Hyundai Heavy Industries Engineering, various 48,485 South Korea 63 Norinco 48,154 China 64 Merck & Co. Pharmaceuticals 48,047 United States 65 AB Volvo Automotive 47,814 Sweden 66 Lockheed Martin Aerospace & Defence 46,692 United States 67 Coca-Cola Food & Beverages 46,542 United States 68 Mitsubishi Electric Engineering, various 46,094 Japan 69 Koc Holding Consumer durables 45,098 Turkey 70 Wilmar International Food & Beverages 44,710 Singapore 71 Canon Inc. Electronics 44,631 Japan 72 GlaxoSmithKline Pharmaceuticals 43,907 United Kingdom 73 Cisco Systems Telecommunications equipment 43,218 United States 74 China South Industries Group Automotive, Electronics 43,160 China 75 Continental Tyres 42,416 Germany 76 Sumitomo Engineering, various 41,301 Japan 77 Aviation Industry Corporation of China Aerospace & Defence 40,835 China 78 Johnson Controls Engineering, various 40,833 United States 79 Mitsubishi Chemical Holdings Chemicals 40,632 Japan 80 JFE Holdings Steel 40,104 Japan 81 Denso Engineering, various 39,954 Japan 82 Anheuser-Busch InBev Food & Beverages 39,046 Belgium 83 Kia Motors Automotive 38,988 South Korea 84 Abbott Laboratories Pharmaceuticals 38,851 United States 85 Hesteel Group Steel 38,722 China 86 DuPont Chemicals 38,719 United States 88 ABB Engineering, various 37,990 Switzerland 89 Bridgestone Tyres 37,943 Japan 90 Quanta Computer Electronics 37,770 Taiwan 91 China Metallurgical Group Engineering, various 37,613 China 92 Honeywell 37,059 United States 93 JBS S.A. Food & Beverages 36,921 Brazil 94 Heraeus Holding Engineering, various 36,406 Germany 95 Ingram Micro Electronics 36,329 United States 96 Shougang Corporation Steel 36,117 China 97 Aluminum Corporation of China Aluminium 35,839 China 98 Mitsubishi Heavy Industries Engineering, various 35,727 Japan 99 Oracle Corporation Electronics 35,622 United States 100 Royal Philips Electronics 35,152 Netherlands 101 Ericsson Telecommunications equipment, Electronics 34,958 Sweden 102 Tata Motors Automotive 34,575 India 103 Wuhan Iron and Steel Corporation Steel 34,260 China 104 Christian Dior Luxury goods 34,244 France 105 AstraZeneca Pharmaceuticals 33,591 United Kingdom 106 Ineos Chemicals 33,160 Luxembourg 107 George Weston Limited Food & Beverages 32,735 Canada 108 General Dynamics Defense 32,677 United States 109 Tyson Foods Food & Beverages 32,266 United States 110 Jiangsu Shagang Group Steel 32,097 China 111 John Deere Agricultural equipment 32,013 United States 112 Suzuki Motor Automotive 31,817 Japan 113 Huawei Telecommunications equipment, Electronics 31,543 China 114 Schneider Electric Engineering, various 31,128 France 115 Sharp Corporation Electronics 31,104 Japan 116 Philip Morris International Tobacco 31,097 United States 117 China National Building Material Company Building materials 30,022 China 118 Sinomach Engineering, various 29,846 China 119 3M 29,611 United States 120 Lenovo Electronics 29,574 China 121 Alfresa Holdings Pharmaceuticals, Medical equipment 29,551 Japan 122 Flextronics Electronics 29,470 Singapore 123 Aisin Seiki Automotive components 29,183 Japan 124 Michelin Tyres 28,809 France 125 Magna International Automotive components 28,748 Canada 126 BAE Systems Defense 28,624 United Kingdom 127 L'Oreal Cosmetics 28,286 France 128 COFCO Food & Beverages 28,190 China 129 Northrop Grumman Aerospace & Defence 28,058 United States 130 Henan Coal & Chemical Chemicals 27,919 China 131 Fujifilm Photographic equipment 27,804 Japan 132 Tata Steel Steel 27,739 India 133 ChemChina Chemicals 27,707 China 134 Alstom Engineering, various 27,417 France 135 Danone Food & Beverages 26,861 France 136 Sumitomo Electric Industries Electrical cable 26,082 Japan 137 International Paper Pulp & Paper 26,034 United States 138 Tejas Networks Telecommunication Equipments 26,023 India 139 Japan Tobacco Tobacco 25,759 Japan 140 Mazda Motor Automotive 25,749 Japan 141 China Shipbuilding Industry Corporation Shipbuilding 25,145 China 142 CRH Building materials 25,141 Ireland 143 Komatsu Limited Construction equipment 25,099 Japan
A currency war and a lowering of the standard of living... Tariffs benefit one group at the expense of another . It nets negative in total... This interventionist ideology is destructionism
Tell that to China and Japan who built dirt-floor economies from "destructive interventionism".... Smells like CNBC propaganda to me...Who are CNBC's biggest advertisers? Look no further then companies listed above....1 + 1 = ??
Long banks..reduced obama b.s. excellent theme for the next 24 months. BAC doubles from here for example. No more obama is excellent for US banks. This is obvious in my opinion. Overweight us banks (hold for 18 months) **** don't worry about "overbought Technicals" that's bs as well as "bho" Overweight us energy oil stocks ( sell in June ) *** don't worry about bho's focus on global warming, that is no longer a major rediculous focus. Long copper/RSX VRX - hits 50 before it hits zero Don't overlook the obvious fellas...
Please explain further? I'm a simple day-trader. Bigger margins from higher interest rates? + bullish economy and stock market = more loans?
Let China and Japan subsidize.. they will ruin themselves doing it.. why do we have to join in this protectionism..Over the long term any country that subsidizes or puts tariffs on trade hurts themselves.. first China subsidizes with fiat or taxes.. both of which reduces their standard of living ... This subsidizing doesn't come free ya know... I can't believe people buy into this crazyness.. do you really think China can just print money out of free air or tax with no reprocussion? And on top of that if we tarriff why wouldn't they subsidize more then to compensate.. besides according to most navie thinkers wouldn't that be harmless to them? Tarriff protectionism is only going to reduce the choices of the American people and increase the costs of good which will lower the standard of living .. this is elementary economics
That's all theory. In real life, Japan and China built flattened countries and economies out of protectionism and mercantile trade policies. Subsidies are a small component. Currency debasement and tariffs did the bulk of work. Debasement is just another subsidy, you might argue. Either way, you're telling me the sky isn't blue. Sorry, but it is. I suggest reading up on Mercantile trade policies. That's exactly what the Asian tigers are doing. And its destroyed our middle class. Anyway, this thread is about Trump stock picks. So lets stay on topic.
Don't worry about trade and tariffs, all bs politics. Focus on the positive themes of removing obama/democrats. Thats simply all that matters. The tariffs/currency wars are fiction, echoed by media over and over again to keep us from focusing on the simple/obvious REAL THEMES. Those real themes stem from no more BHO. Simplify your analysis Lastly... Simply stay optimistic on all risk assets...especially inflationary assets because that's the 5 year theme
^First point is highly debatable. I agree 100% we're in a new bull market, and a very different one. Most trades should be double long.