Top Stocks To Take On Trump Tariffs

Mar. 04, 2025 5:00 PM ETPPC, EAT, OPFI23 Comments
(22min)

Summary

  • Donald Trump’s 25% tariffs on Canada and Mexico and 10% tariffs on Chinese imports have wiped $3.4T from the market while stoking tensions between the U.S. and key trading partners.
  • Prolonged inflation and rising interest rates are among investors’ biggest fears as uncertainty ripples throughout the market.
  • By diversifying into stocks possessing strong fundamentals and robust financials, you may be able to protect your portfolio while also investing opportunistically.
  • Non-cyclical stocks from sectors less impacted by economic downturns, such as consumer staples, financials, healthcare, and utilities could perform better than others in response to heightened tariffs.
  • Using Seeking Alpha’s Quant System, I have identified Strong Buy stocks with excellent fundamentals in sectors more resistant to tariff pressure.
  • Looking for a helping hand in the market? Members of Alpha Picks get exclusive ideas and guidance to navigate any climate. Learn More »
Economic Tariffs Concept

wildpixel

Tariffs Are Coming

Since returning to the White House in January, Donald Trump’s onslaught of tariff threats has left investors with a sense of whiplash. The latest development came on Tuesday when the Trump administration’s 25% tariffs on Canada and Mexico went into

  • I am Steven Cress, Head of Quantitative Strategies at Seeking Alpha. I manage the quant ratings and factor grades on stocks and ETFs in Seeking Alpha Premium. I also lead Alpha Picks, which selects the two most attractive stocks to buy each month, and also determines when to sell them.

This article was written by

69.95K Followers

Steven Cress is VP of Quantitative Strategy and Market Data at Seeking Alpha. Steve is also the creator of the platform’s quantitative stock rating system and many of the analytical tools on Seeking Alpha. His contributions form the cornerstone of the Seeking Alpha Quant Rating system, designed to interpret data for investors and offer insights on investment directions, thereby saving valuable time for users. He is also the Founder and Co-Manager of Alpha Picks, a systematic stock recommendation tool designed to help long-term investors create a best-in-class portfolio.

Steve is passionate and dedicated to removing emotional biases from investment decisions. Utilizing a data-driven approach, he leverages sophisticated algorithms and technologies to simplify complex, laborious investment research, creating an easy-to-follow, daily updated grading system for stock trading recommendations.

Steve was previously the Founder and CEO of CressCap Investment Research until its acquisition by Seeking Alpha in 2018 for its unparalleled quant analysis and market data capabilities. Prior to that, he had also founded the quant hedge fund Cress Capital Management, after spending most of his career running a proprietary trading desk at Morgan Stanley and leading international business development at Northern Trust.

With over 30 years of experience in equity research, quantitative strategies, and portfolio management, Steve is well-positioned to speak on a wide range of investment topics.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given that any particular security, portfolio, transaction or investment strategy is suitable for any specific person. The author is not advising you personally concerning the nature, potential, value or suitability of any particular security or other matter. You alone are solely responsible for determining whether any investment, security or strategy, or any product or service, is appropriate or suitable for you based on your investment objectives and personal and financial situation. Steven Cress is the Head of Quantitative Strategy at Seeking Alpha. Any views or opinions expressed herein may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.

Recommended For You

Related Stocks

SymbolLast Price% Chg
PPC--
Pilgrim's Pride Corporation
EAT--
Brinker International, Inc.
OPFI--
OppFi Inc.

Related Analysis