Top 10 U.S. Stocks to Invest In if Donald Trump Wins the 2024 Election

As the 2024 presidential race unfolds, many investors are keeping a close eye on the potential for a second Trump term.

Under his previous administration, Donald Trump championed deregulation, tax cuts, mass deportation of undocumented workers, and energy independence, policies that significantly impacted key sectors like finance, energy, prisons, and manufacturing.

If re-elected, similar initiatives may boost certain stocks, particularly those within sectors he is likely to prioritize. Here’s a breakdown of the top 10 U.S. stocks to consider if Donald Trump wins the 2024 election.

1. Exxon Mobil Corporation (XOM)

• Sector: Energy
• Reason to Watch: Trump’s focus on American energy independence and deregulation could bode well for traditional energy stocks, particularly oil and gas companies. Exxon Mobil, one of the largest oil companies, might benefit from policies favoring increased domestic oil production, deregulation, and potentially lower renewable energy mandates.

2. Lockheed Martin Corporation (LMT)

• Sector: Defense
• Reason to Watch: With defense spending typically high on the agenda during Trump’s term, Lockheed Martin, a leading defense contractor, may experience renewed support. Increased defense budgets could mean more contracts for advanced defense technology and weapons systems.

3. Boeing Company (BA)

• Sector: Aerospace & Defense
• Reason to Watch: As both a commercial and defense contractor, Boeing stands to gain from increased defense spending. Trump has historically advocated for a strong military and may prioritize new defense technologies, which could bring more contracts Boeing’s way.  His unwavering support of war hawk and butcher of Gaza Bibi Netanyahu and Israel along with the AIPAC stranglehold on the US Congress will result in even more billions of US taxpayer dollars transferred from the homeland to the tiny perpetual roque neverending war nation resulting in war profits for everyone!

4. Caterpillar Inc. (CAT)

• Sector: Industrials (Construction and Mining Equipment)
• Reason to Watch: If Trump gets off his revenge and grievance trip and refocuses on renewing an emphasis on infrastructure projects, as he did during his first term, then Caterpillar could see increased demand for construction equipment. Infrastructure projects also support the growth of natural resources, mining, and transportation.

5. Bank of America Corporation (BAC)

• Sector: Financials
• Reason to Watch: Trump’s tax cuts and deregulation efforts typically benefit large financial institutions. A re-elected Trump administration might renew support for policies that streamline banking regulations, potentially boosting Bank of America’s profitability through increased lending and investment opportunities.

6. Freeport-McMoRan Inc. (FCX)

• Sector: Materials (Mining)
• Reason to Watch: With a possible focus on energy independence and raw materials, Freeport-McMoRan, one of the world’s largest producers of copper and gold, could benefit from rising demand for domestic production of essential resources. Reduced regulations on mining could further aid the company.

7. Halliburton Company (HAL)

• Sector: Energy Services
• Reason to Watch: As one of the major oilfield service companies, Halliburton would likely benefit from Trump’s stance on energy independence. Increased drilling and production of oil and gas domestically could drive demand for Halliburton’s services, enhancing profitability.

8. Altria Group, Inc. (MO)

• Sector: Consumer Staples (Tobacco)
• Reason to Watch: Altria, one of the largest tobacco companies, may experience a favorable regulatory environment under Trump, who historically focused less on imposing restrictions on vices like tobacco and alcohol. This could provide a more stable environment for Altria’s growth and innovation within the industry.

9. Wells Fargo & Company (WFC)

• Sector: Financials
• Reason to Watch: As with Bank of America, Wells Fargo could benefit from reduced regulation in the financial sector. Trump’s deregulatory stance might allow banks to expand their lending portfolios and reduce compliance costs, which could enhance profitability in the longer term.

10. CVS Health Corporation (CVS)

• Sector: Healthcare
• Reason to Watch: Trump has historically said he would lower drug prices and reform parts of the healthcare system. But that has never happened.  However, he said he has “concepts”.  So it’s not clear what that means.  But if he does eventually take action on healthcare, CVS, with its integrated healthcare model combining retail pharmacies and insurance through Aetna, might find strategic growth opportunities as the government focuses on healthcare affordability without comprehensive price controls.

Key Considerations

When planning investments around a potential Trump presidency, it’s essential to weigh not just the direct benefits to specific sectors but also potential risks.

For instance:

1. International Relations and Trade: A return to Trump’s America-first policies might lead to trade tensions with key global partners, particularly China. This could impact companies heavily reliant on global supply chains or exports, so sector-specific ETFs may help mitigate some of this risk.  More, Trump’s extremely risky promise of Mass Deportation on Day One will not only cause economic chaos in the markets at home but will also spark strong negative reactions from around the world to which consequences cannot be precisely predicted.
2. Interest Rates and Inflation: If Trump’s policies lead to increased infrastructure spending and tax cuts, inflation may rise, potentially prompting the Federal Reserve to adjust interest rates. Rising interest rates could affect sectors like real estate and utilities, where profit margins are sensitive to borrowing costs.
3. Environmental Regulations: Although energy stocks may see a temporary boost under Trump, longer-term trends toward renewable energy and decarbonization could affect their performance. Investors should balance their portfolios to account for ongoing environmental and regulatory changes.

Bonus Offer:  Profit Off The Misery of Millions!

If Trump follows through on plans to deport millions upon millions of undocumented workers and other groups he labels “enemies from within” ON DAY ONE, the resulting labor shortages, potential economic disruptions, and strained resources in certain sectors could create chaotic market conditions.

The number of people he promises to take action against could be over 20,000,000 human beings!  While this will be a human catastrophe and sink the American economy into a depression, for those who want to win in this grotesque scenario, there will be huge profiteering opportunities.

Full disclosure!  As a man of conscience, I have zero path to capitalize on this stuff. So it’s a NO-GO for me.  However for those that don’t hold those values close to their heart, then here are three main stocks that may benefit in such a scenario:

1. The GEO Group, Inc. (GEO)

• Sector: Real Estate (Private Prisons and Detention Centers)
• Reason to Watch: GEO specializes in operating detention centers and correctional facilities. As a leading provider of outsourced correctional and detention management services, GEO could see increased demand for its facilities and services if the government seeks expanded detention capacity. GEO also provides rehabilitation programs, healthcare, and electronic monitoring, which might be relevant if alternatives to physical detention are also deployed.

2. CoreCivic, Inc. (CXW)

• Sector: Real Estate (Private Prisons and Correctional Facilities)
• Reason to Watch: CoreCivic operates correctional, detention, and residential reentry facilities across the U.S. They often work closely with federal and state governments to manage the overflow in correctional housing. Increased federal detention needs could make CoreCivic a key player, with potential opportunities to scale operations through government contracts.

3. Fluor Corporation (FLR)

• Sector: Industrials (Engineering and Construction)
• Reason to Watch: Fluor is a major engineering and construction firm that has been contracted in the past for building large-scale facilities for federal clients. If additional detention facilities are required, Fluor’s experience in constructing rapid-response facilities for the federal government could position it as a go-to option for new builds or the retrofitting of existing sites to accommodate such expansions.

Market Insights

Investors should keep in mind that while these stocks may see a boost, a broader economic disruption is possible if industries reliant on immigrant labor face sudden shortages. For risk management, diversifying across multiple sectors and preparing for heightened market volatility can help balance potential gains against the uncertainties of such sweeping policy changes.

Finally, investing based on presidential election outcomes requires a balanced approach, as political changes can bring both opportunities and risks. While Trump’s policies might initially benefit certain sectors, it’s wise to consider the long-term implications and diversify across sectors.

Financial Disclosure

The stock picks and information provided in this article are solely opinions and do not qualify as official financial or stock advice. They are not recommendations to buy, sell, or hold any securities and should not be relied upon for making financial decisions. Investors are encouraged to perform their own research and consult with a licensed financial advisor or investment professional before making any investment. Market conditions, government policies, and business risks can significantly impact stock performance, and past performance is not indicative of future results. Investing in stocks carries risk, including the loss of principal.

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Charles Bivona Jr.

Charles is the founder and owner of Global Thinkerz.  He is also a writer, global citizen eco-activist, visionary, musician, artist, entertainer, businessman, investor, life coach, and syndicated columnist.  He is also known as the music artist “Johnny Punish”; a name given to him by a bandmate during his Punk Rock years fronting the rogue underground punk band “Twisted Nixon”

His Expat home base since the late 1990s is Mexico.  Charles was educated at the University of Nevada Las Vegas (1980-81) and California State University Fullerton (1981-1984) with studies in accounting, finance and business.  He has been debt-free and building wealth since 1998.

Before the “internets” had been invented, he also owned and ran (5) national newspapers in the United States of America from 1987-1998.  In addition, he created and ran the important online media sites; HireVeterans.com (2004-2020) and  VT Foreign Policy (2004-2023).

Charles is married to Queen Albertina from Sinaloa Mexico (1985).  Together they have 3 adult children and 7 grandkids.  They live in Baja Mexico at the home they built together out of plastic bags and dirt (Super Adobe).  Now they share the artistic piece with the world as a unique luxury BnB called “Hacienda Eco-Domes“.

Read Charles’s Full Bio at PunishStudios.com >>>

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