1Semana·

Industrial boom under Trump - Do you believe it?

In view of the US elections, the question arises: could Trump's return actually boost the industry? After all, his policies could focus heavily on infrastructure, deregulation and energy.

Which stocks do you think are best positioned in this scenario?

My personal favorites for 'Trump trades' in this regard would be:

Caterpillar (construction equipment & infrastructure) $CAT (-0,5%)

Parker Hannifin (industrial components & automation) $PH (+1,22%)

Tetra Tech (engineering services, especially for water projects) $TTEK (+1,04%)

I am looking forward to your assessments!

6 Comentários

Tenbagger2024@Tenbagger2024

1Semana

I have Tetra Tech myself in Dep Water treatment and flood protection should continue to be a major issue due to climate change.
But Tetra Tech also gets a lot of development aid projects. And here I ask myself whether Trump will support that.
America First.
What do you think?

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Brody@Brody

1Semana

I read through the UBS Forecast 2025 today. There is also a section on politics under Trump. However, it's from the end of November, so the interest rate outlook and effect is no longer so likely in some places.
"Business-friendly policy. However, deregulation (finance/technology/energy) is an easier campaign promise than tax cuts. AI will remain a driver in 2025. Energy suppliers will be pulled along due to growing demand. Commodities, especially copper, will be in demand accordingly. Lots of volatility as foreign policy strength is shown at the beginning of the term. However, imports from Taiwan and Korea are not easy to replace in the supply chain."

Oracularizing Trump's actions in office rarely worked last time. In any case, you have a UBS hit with $PH. $CAT will offer additional buying opportunities in the event of tariffs on Mexico. $TTEK and Trump you have to explain to me. I have it in my portfolio myself, but I have no idea why it should benefit from Trump.

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