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Tue, October 20 at 4:00PM ET

Trump vs. Biden: Stocks to Buy No Matter Who Wins the White House

These are the top stocks to buy based on the 2020 U.S. presidential election

No matter who wins at the ballot box, some investors will profit handsomely this November. Will you? Prep your portfolio for the upcoming U.S. presidential election with these top stocks to buy. Picks are updated daily by the sharpest investing minds in the business. 


Latest Updates:

7 Solar Stocks to Buy for a 'Biden Bump'

[Monday, October 19, 12:03 pm]
Contributed by Sarah Smith

We are at a turning point in the solar industry.

As InvestorPlace contributor Dana Blankenhorn wrote this morning, solar power is becoming increasingly accessible. In this decade, he believes solar panels and related tech will become something of a consumer product. Just like our smartphones and laptops, we will be able to control solar devices from the palms of our hands. This accessibility and mainstream adoption will support a major rally in solar stocks. So too will a Joe Biden victory on Election Day.

Importantly, Wall Street now firmly believes we will see such a victory.

Over the weekend, Joyce Chang, the chair of global research at JPMorgan, published a definitive note. According to the analyst, the new base expectation is that Biden will win (subscription required). Gone are the outsized fears of a contested election or voter fraud. Investors are bidding up certain equities — like solar stocks — with confidence.

Sure, solar stocks are not a sure bet. Leading companies like First Solar (NASDAQ:FSLR) and Sunrun (NASDAQ:RUN) command a great deal of investor enthusiasm, but they do not employ perfect business models. They must figure out high costs, supply-demand imbalances and navigate a changing industry. However, an influx of $2 trillion from the White House could radically transform the playing field for the likes of FSLR, RUN and even their more speculative peers.

With that in mind, solar may be one of the safest places to be before Nov. 3. Prep your portfolio with these seven stocks:

  • First Solar (NASDAQ:FSLR)
  • SunPower (NASDAQ:SPWR)
  • Canadian Solar (NASDAQ:CSIQ)
  • Sunrun (NASDAQ:RUN)
  • NextEra Energy (NYSE:NEE)
  • Plug Power (NASDAQ:PLUG)
  • SolarWindow Technologies (OTCMKTS:WNDW)

The Advent Technologies SPAC Looks Hot Under Biden

[Thursday, October 15, 2:38 pm]
Contributed by Sarah Smith

Although so much about the upcoming presidential election is uncertain, investors have been confident in one thing. If former Vice President Joe Biden takes the White House, all sorts of renewable energy plays will have their time in the spotlight.

As the Democratic candidate widens his lead in polls and continues to rack up electoral college support, this has meant that electric car stocks, hydrogen stocks and solar stocks have been shining. In recent weeks, we have seen massive moves higher in names like SPI Energy (NASDAQ:SPI), First Solar (NASDAQ:FSLR), Workhorse (NASDAQ:WKHS) and Plug Power (NASDAQ:PLUG). According to Bloomberg, a new starlet may be ready to debut.

Scott Deveau and Gillian Tan reported earlier this week that Advent Technologies had just agreed to come public through a SPAC — through a reverse merger with a blank-check company. What exactly is Advent Technology? The company makes fuel cells and components that convert hydrogen and other renewable fuels into electricity. Importantly, its solutions are geared toward the automobile and aviation markets.

The SPAC in question is AMCI Acquisition (NASDAQ:AMCI), which raised $200 million when it came public back in 2018. Once the reverse merger completes, AMCI has said that Advent will have a value, including debt, of approximately $358 million.

So what exactly does this mean for investors? Rivals Plug Power and FuelCell Energy (NASDAQ:FCEL) have finally started to shine, after many years of languishing in the market. It has taken quite some time for the real-world applications to catch up to the science — and for consumers to get on board. Now, Wall Street and Main Street are getting familiar with hydrogen-powered vehicles, forklifts and all sorts of other machinery. Controversial Nikola (NASDAQ:NKLA) even plans to deploy a massive fleet of big rigs using fuel cell technology.

This could mean that Advent Technologies is choosing to come public at the perfect time. With a value of $358 million, it would come in at about half the market capitalization of FuelCell. Perhaps investors would rush at the chance to get in at a smaller-scale version of a hot stock, bidding it up to similar success. But, ahead of November, there is another big catalyst for investors to consider.

If Biden wins, he has promised to invest $2 trillion in clean energy initiatives and start the United States on the path to achieving 100% carbon-free power by 2035. Both are lofty and expensive goals, and hydrogen fuel cell technology could benefit from both. For instance, Ben German wrote for Axios that fuel cells would be almost certainly a necessity in a push to embrace carbon-free power. Plus, if Nikola pulls through, it would be leading the way to distribute hydrogen charging stations around the country. This could set the stage for Advent Technologies to shine.

As with all SPAC stocks, many details remain unknown. For now, keep Advent Technologies are your radar and consider the election implications. AMCI stock could start trending higher as Nov. 3 nears.

9 Gun Stocks to Buy to Protect the Second Amendment

[Wednesday, October 14, 2:58 pm]
Contributed by Sarah Smith

As InvestorPlace contributor Josh Enomoto highlighted this morning, politics do not always make sense. Take for example gun control, and the effect such policies have on gun stocks.

Ahead of the November election, former Vice President Joe Biden increasingly looks like the better candidate. He is outperforming in most polls, including a look at electoral college votes. He and running mate Sen. Kamala Harris are both in favor of stricter gun laws. In fact, when Harris herself was running for the Democratic nomination, she promised to mandate stricter background checks, close the so-called boyfriend loophole and ban assault weapons.

Perhaps you would think then, ahead of a Biden victory, that gun stocks would be languishing. But Enomoto quickly explains why that is not the case. Gun-toting Americans — to borrow his phrase — feel safe when Republicans are in office. Leading up to the election, and then to the presidential inauguration if Democrats win, gun sales are likely to soar. Consumers will want to stock up on all sorts of guns and ammunition in case new laws make it harder to acquire what they love.

That, it turns out, is a beautiful catalyst for leading gun and ammo companies.

Here are nine of the best stocks to buy ahead of that upside momentum:

  • Smith & Wesson Brands (NASDAQ:SWBI)
  • Sturm Ruger (NYSE:RGR)
  • Vista Outdoor (NYSE:VSTO)
  • Sportsman’s Warehouse (NASDAQ:SPWH)
  • Olin Corporation (NYSE:OLN)
  • Walmart (NYSE:WMT)
  • Amazon (NASDAQ:AMZN)
  • CoreCivic (NYSE:CXW)
  • Big 5 Sporting Goods (NASDAQ:BGFV)

Could Microsoft Stock Be the Best Buy Before November?

[Monday, October 12, 3:29 pm]
Contributed by Sarah Smith

Microsoft (NASDAQ:MSFT) inhabits an odd space in the tech world. For some reason, investors — and the general public — see it as more trustworthy than its peers. With the exception of the TikTok drama, the company is rarely in the news for scandal. Plus, when lawmakers called the CEOs of peers Amazon (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL), Facebook (NASDAQ:FB) and Apple (NASDAQ:AAPL) to testify, Microsoft CEO Satya Nadella was spared.

Make no mistake, however. Microsoft is not excluded based on its lack of power, or a relatively smaller size. In fact, with a $1.7 trillion market capitalization, it is very much in the leagues of these tech names.

This lack of bipartisan hatred, combined with a new catalyst and its plans for next-generation developments, could make MSFT stock one of the best buys ahead of Election Day.

So what exactly is happening?

Kartikay Mehrota reported for Bloomberg on Monday that Microsoft was leading the way in a fight to protect election security. Along with other companies, Microsoft is waging an attack on Trickbot, a malicious software that powers a global network of infected computers. Importantly, this effort to disconnect Trickbot from its network should protect election results. How? Mehrota writes that without interference, Trickbot could support a series of ransomware attacks that could affect election night results and complicate voter registration, among other things.

Election security has been a hot topic in the United States, particularly during the presidential and vice-presidential debates. Everyone wants to know if President Donald Trump and former Vice President Joe Biden will honor the results, and whether the rise of mail-in voting and foreign election influence will compromise the integrity of the outcome. Moves by Microsoft to keep the election safe could earn it favor on Wall Street. This is especially true because it is already a more politically neutral name than its peers.

As you look to Election Day, keep Microsoft stock on your radar. It could very well be a winner.

The Array Technologies IPO Is Ready to Shine

[Monday, October 12, 9:55 am]
Contributed by Sarah Smith

A new solar company is coming to Wall Street and investors better get excited. Why? The upcoming Array Technologies IPO is sure to generate excitement. Here is what you need to know:

  • The company will trade under the ticker ARRY on the Nasdaq Exchange.
  • Array Technologies makes mounting systems that help solar panels track the sun. This optimizes their exposure to the sun throughout the day, and increases energy production.
  • Importantly, Array is the second-largest manufacturer in this market, and it is on a long growth runway. The company is already profitable, and its financials have all been steadily improving.
  • Investors have been gobbling up solar stocks lately, setting the stage for a massive IPO from Array Technologies.
  • Plus, former Vice President Joe Biden and Sen. Kamala Harris have promised to support clean energy projects. This could leader to greater demand for products from Array Technologies.
  • For more, read the brief on the Array Technologies IPO here.

7 Electric Truck Stocks to Buy for a Biden Presidency

[Friday, October 9, 3:37 pm]
Contributed by Sarah Smith

It is no secret that electric vehicles have dominated consumer and investor interest over the last few months. A perfect blending of trends — like economic incentives, the rise of Tesla (NASDAQ:TSLA), a growing desire to be environmentally conscious and the novel coronavirus — have made electric car stocks some of the biggest winners. But in all the buzz over passenger vehicles, one expert thinks Wall Street could be missing a bigger opportunity in hydrogen fuel cell trucks.

Many individuals may see electric vehicles and battery-powered vehicles as one and the same, but battery EVs are just one type of green car gaining traction. Hydrogen fuel cell vehicles are an eco-friendly alternative, and for many purposes, may be more effective. One area that these FCEVs stand out is in the trucking world, where heavy batteries weigh down a truck and get in the way of cargo. Plus, while current battery technology allows us to drive across the country in BEVs, it does have its limitations.

This reality is why Joann Muller wrote for Axios this morning that the biggest hydrogen advancements will come in the world clean-semi trucks. Tesla has long been developing one, and controversial Nikola (NASDAQ:NKLA) has plans with General Motors (NYSE:GM) to do the same. And each day, just like with electric passenger cars, new entrants are coming to market. Hyliion (NYSE:HYLN), a company working to fuel big rigs with clean natural gas, just completed its reverse merger to begin trading on the New York Stock Exchange.

Everywhere you look, there is a new electric truck company.

Importantly, former Vice President Joe Biden and Sen. Kamala Harris, if elected, would make help accelerate this trend. Right now, one headwind facing these companies is the lack of public hydrogen-charging stations around the country. Just as Tesla had to build out a charging infrastructure, these trucking companies will need to do the same. The Democratic ticket wants to help, though. Biden and Harris have outlined plans to invest $2 trillion in clean energy infrastructure, including charging stations. In other words, a blue White House will lead a much greener future.

Prep for that outcome with these seven electric truck stocks to buy:

  • Nikola (NASDAQ:NKLA)
  • General Motors (NYSE:GM)
  • Total (NYSE:TOT)
  • Hyundai (OTCMKTS:HYMTF)
  • Tesla (NASDAQ:TSLA)
  • Hyliion (NYSE:HYLN)
  • Toyota (NYSE:TM)

5 Gig Economy Stocks to Watch After Election Day

[Friday, October 9, 12:34 pm]
Contributed by Sarah Smith

As Kia Kokalitcheva wrote for Axios, the gig economy is on the ballot this Election Day, at least for Californians. Proposition 22, the ballot question, is already quite expensive for voters. Its outcome, however, will further shape the future for a handful of companies that consumers have come to rely on amid the novel coronavirus pandemic.

So what exactly is at stake? Just over a year ago, California Gov. Gavin Newsom signed Assembly Bill 5 into law. This legislation required gig economy companies to treat their workers as employees, not independent contractors. For Uber (NYSE:UBER) and Lyft (NASDAQ:LYFT), this meant that their fleets of drivers would become employees, adding a bunch of costs for the companies.

Since then, Uber, Lyft and a handful of their peers have been fighting it. Proposition 22 is the culmination of those efforts, and if it passes, could guarantee a more profitable future for the gig economy.

Essentially, the bill would strike a balance. Gig economy workers would gain benefits like minimum earnings, vehicle insurance and healthcare subsidies. At the same time, Uber and Lyft can still avoid true reclassifications of their workers.

So what exactly do investors need to know? Right now, polling shows that Proposition 22 has a good chance of passing. Additionally, Bank of America analyst Justin Post, among other analysts, thinks that Uber will have a brighter future because of Prop 22. He agrees with the polls, and is maintaining a “buy” rating on shares in anticipation that it will pass.

Additionally, it is important to remember that ride-hailing companies are just one portion of the gig economy. While they have struggled amid the coronavirus, their peers in food delivery, crafts and freelance services have soared. Etsy (NASDAQ:ETSY) has seen a boom thanks to face mask sales. Fiverr (NYSE:FVRR) saw its revenue grow almost 90% year-over-year, driven on by a surge of platform use.

Ahead of Election Day then, keep a close eye on gig economy stocks. The passage of Proposition 22 could guarantee the industry some safety across the United States and spur investor interest in these equities.

3 Election-Proof Defense Stocks to Buy Now

[Wednesday, October 7, 11:33 am]
Contributed by Sarah Smith

Tonight, Sen. Kamala Harris and Vice President Mike Pence will face off. Ahead of the vice presidential debate, investors face an endless list of questions. Will anyone get sick? Will there be shouting? And what will we learn from each candidate that could change the course of Wall Street?

It is hard to answer those questions. That is why, for many investors, the best course of action is to find strong stocks to buy that will hold up regardless of who wins. According to InvestorPlace’s Divya Premkumar, one place to start is the defense sector.

Sure, defense companies work on high-value projects, and we are watching the novel coronavirus decimate all sort of spending. But as Premkumar writes, the federal government is one customer that has deep pockets, even during a pandemic. That reality, and the constantly important nature of national security, are supporting defense stocks here.

Start strengthening your portfolio with these there election-proof names:

  • Lockheed Martin (NYSE:LMT)
  • Boeing (NYSE:BA)
  • Leidos Holdings (NYSE:LDOS) 

4 Biometrics Stocks to Buy Ahead of Election Day

[Tuesday, October 6, 4:50 pm]
Contributed by Sarah Smith

The market for biometrics — body measurements and calculations related to human characteristics — is set to grow to almost $43 billion by 2025. Driving this growth is a need for safety, particularly as companies and sectors embrace new business models like working from home. Not sure how to connect the dots? Biometrics can be used as a form of authentication, like an alternate to a password, for identification and to control access to sensitive information.

Safety, in many forms, has been a key priority ahead of Election Day.

President Donald Trump focuses on safety in the context of support for law enforcement and immigration officers. He also touts the need for safety in the context of manufacturing, calling for a new push to make tech and drugs within the borders of the United States. Former Vice President Joe Biden takes a more holistic approach, promising to keep everyone — and the planet — safe through a variety of social services and expanded healthcare access. Both have taken steps that indicate their support for strengthening American cybersecurity.

Importantly, many investors are also considering safety in the context of voting. Will their mail-in votes be counted? Will Trump or Biden contest election results? If so, what will happen?

One application of biometric authentication could, at least in the future, offer secure voting even in remote circumstances. Election and tech officials have debated it in the context of United States, but countries including India, Kenya and Armenia have discussed or used some form of biometric authentication in the past. As the market expands, the ease of use and reliability of such e-voting could expand as well.

While risks in the space remain, including concerns of surveillance and privacy, it appears that biometrics stocks will only continue to grow. Take these four recommendations from InvestorPlace’s Faizan Farooque as you prep for this Election Day, and many Election Days to come.

  • Intellicheck (NASDAQ:IDN)
  • Bio-key (NASDAQ:BKYI)
  • Nvidia (NASDAQ:NVDA)

7 Electric Car Stocks to Buy for the CHARGE Act

[Friday, October 2, 2:56 pm]
Contributed by Sarah Smith

It is no secret that electric vehicles — and the stocks behind them — have been hot so far in 2020.

Tesla (NASDAQ:TSLA), despite recent struggles, has become the most valuable automaker by market capitalization. The company continues to make massive innovations in vehicle and battery tech. Plus, new entrants to the publicly traded world such as Fisker (NYSE:SPAQ), Li Auto (NASDAQ:LI) and Xpeng (NYSE:XPEV) have captivated investor attention.

Many investors may assume that former Vice President Joe Biden is the only candidate who will support further success for these electric car stocks. That is a fair assumption — the Democratic nominee has pledged to invest $2 trillion in clean energy infrastructure such as vehicle charging networks. In fact, Biden may be the best outcome for EVs, but not the only source of positivity. President Donald Trump shared during the first debate on Tuesday that he in fact is “all in” when it comes to electric cars.

Whether or not he meant that, and regardless of how it translates to policy, there is reason investors should take note here. Yesterday, Trump signed into law an important piece of bipartisan legislation. The Charging Helps Agencies Realize General Efficiencies (CHARGE) Act broadly gives federal employees the ability to use their charge cards for costs related to EVs, such as charging. Hear me out. As much as this seems a niche benefit, many lawmakers believe that federal support for electric vehicles will incentivize nationwide adoption.

The CHARGE Act truly had bipartisan support. Representatives from both parties, and from states across the country, backed the bill. Plus, this same group is interested in pushing forward legislation on self-driving cars in the near future.

Regardless of who wins then, electric car stocks could benefit. Take a cue from InvestorPlace contributor Josh Enomoto and buy these seven stocks:

  • Tesla (NASDAQ:TSLA)
  • Toyota (NYSE:TM)
  • Ford (NYSE:F)
  • Sony (NYSE:SNE)
  • Porsche (OTCMKTS:POAHY)
  • Ferrari (NYSE:RACE)
  • ElectraMeccanica Vehicles (NASDAQ:SOLO)

7 Infrastructure Stocks to Buy for Trump or Biden

[Wednesday, September 30, 2:05 pm]
Contributed by Sarah Smith

Doesn’t boring sound nice after last night’s debate? I sure think so.

Turns out that InvestorPlace contributor Bret Kenwell agrees.

President Donald Trump and former Vice President Joe Biden duked it out over the future of healthcare, law enforcement, the novel coronavirus pandemic, the economy and climate change. Voters have expressed fear over these key issues, as well as over Election Day itself. With all of this chaos, it is hard for investors to know just what to do.

That is why Kenwell is recommending that Wall Street turn to infrastructure stocks ahead of the election. No one is about to call equipment rental or concrete sexy, but chances are, they will be incredibly stable. Why? So-called boring infrastructure companies can navigate the volatility, keep doing their business, and come out on the other side stronger.

But there is another big reason to turn to infrastructure stocks now. Both Trump and Biden are likely to funnel more money into infrastructure spending. Construction projects like roads and bridges and 5G cell towers would get Americans back to work. That is why many lawmakers — and even Trump himself — have voiced support for an infrastructure-focused stimulus package. A Biden presidency may bring more clean energy projects, such as building out the infrastructure for electric vehicle charging stations, but it could still be a boon for the industry.

With that in mind, here are seven infrastructure stocks to buy now:

  • Caterpillar (NYSE:CAT)
  • Cummins (NYSE:CMI)
  • United Rentals (NYSE:URI)
  • U.S. Concrete (NASDAQ:USCR)
  • American Tower (NYSE:AMT)
  • Blackstone (NYSE:BX)
  • Fluor (NYSE:FLR)

Buy Blink Charging Stock for a Biden EV Boom

[Wednesday, September 30, 9:52 am]
Contributed by Sarah Smith

Blink Charging (NASDAQ:BLNK), one of the only public pure plays on electric vehicle charging, is seeing its stock rally in the market today. Shares were up 5% in pre-market trading, and are now up more than 9%. Here is what investors need to know:

  • A Bank of America analyst wrote yesterday that, over the next four years, half of all vehicle models produced will likely rely on alternative fuels.
  • Blink Charging — with its nationwide network — would be able to power those new models.
  • Behind the boom in EV production is a new goal from California. Gov. Gavin Newsom wants to end state sales of gas-powered cars.
  • There is also the key element of the election year. Former Vice President Joe Biden is much more likely to support Newsom, and therefore a rally in BLNK stock.
  • For more, read the brief here.

Devon Energy Stock Looks Like a Buy on WPX Acquisition

[Monday, September 28, 10:24 am]
Contributed by Sarah Smith

Devon Energy (NYSE:DVN) is looking to please investors and shore up its fortress. It just announced that it would acquire shale peer WPX Energy (NYSE:WPX). Here is everything investors need to know:

  • Devon will spend $2.56 billion to acquire WPX in an all-stock deal.
  • The combined company will represent one of the largest independent U.S. shale producers.
  • Together, Devon and WPX have a significant presence in the hottest regions of the Permian Basin.
  • The deal should also protect Devon from political risks if former Vice President Joe Biden wins in November. Biden has promised to ban fracking on federal lands, which would affect DVN acreage in Delaware.
  • For more, read the brief on DVN stock here.

23 Electric Car Stocks to Buy for a Biden Victory

[Friday, September 25, 3:38 pm]
Contributed by Sarah Smith

California is fueling up the race toward all-electric vehicles. In an announcement Wednesday, Gov. Gavin Newsom told state lawmakers they need to start drafting legislation with one goal in mind: Ending the sale of gas-powered cars by 2035. The fate of his proclamation rests almost entirely on the upcoming November presidential election.

Earlier this week we highlighted just what is at stake with the Supreme Court. Following the death of Justice Ruth Bader Ginsburg, President Donald Trump is racing to nominate and confirm her replacement. If he succeeds, one of the biggest issues on the docket is the environment. Trump is likely push for a rollback in carbon emissions regulations, and California could come under fire.

Investors should note that Trump has already bashed Newsom’s plan — calling it “anti-consumer.” If he were to win his reelection and see his SCOTUS pick confirmed, he could “eliminate” the legislation. While this would be a boon for companies behind gas-powered cars, it would throw a big wrench in California’s plan to fight climate change.

Former Vice President Joe Biden is a fan of electric vehicles, and many industry experts think he would support any move from California to eliminate sales of gas-powered vehicles. Plus, he could keep the issue from ever reaching the Supreme Court.

But what does this all mean? If you are betting on Biden winning, it is time to start betting on electric car stocks. California may be ahead of the game, but other states will surely follow in its footsteps. To prepare your portfolio, check out this all-encompassing guide to EVs from InvestorPlace. While not all names on the list are pure plays on the space, these 23 companies are all embracing an electric future.

Here are the first 10 stocks to buy (click here for the full list):

  • Tesla (NASDAQ:TSLA)
  • General Motors (NYSE:GM)
  • Nikola (NASDAQ:NKLA)
  • Fisker (NYSE:SPAQ)
  • Ford (NYSE:F)
  • Workhorse (NASDAQ:WKHS)
  • Lordstown Motors (NASDAQ:DPHC)
  • Nio (NYSE:NIO)
  • Li Auto (NASDAQ:LI)
  • Kandi Technologies (NASDAQ:KNDI)

6 Small-Cap Stocks to Buy No Matter Who Wins

[Friday, September 25, 11:10 am]
Contributed by Sarah Smith

Earlier this week, we reported on one major trend that is shaping up ahead of the U.S. presidential election. Analysts and investment managers are starting to shift toward small-capitalization stocks, hoping to benefit no matter who ends up in the White House.

At the time, we shared how Dan Pipitone, the co-founder of the TradeZero America platform, though a combination of sector rotation and historical outperformance would make small-cap stocks the best way to play the election. He said that in the years immediately following presidential elections, the market typically calms down, allowing outperformance in smaller names that are typically more volatile.

It turns out that InvestorPlace’s Ian Cooper feels similarly about small-cap stocks. Citing the thinking of Pipitone, he just recommended a handful of top stocks to buy to position your portfolio for election-proof success. One of his picks was the iShares Core S&P Small-Cap ETF (NYSEARCA:IJR). Here we will pick that apart, incorporating some of the top holdings in the exchange-traded fund.

Take a close look at this list of stocks from Cooper and start shoring up your portfolio:

  • Vaxart (NASDAQ:VXRT)
  • Lithium Americas (NYSE:LAC)
  • Momenta Pharmaceuticals (NASDAQ:MNTA)
  • Neogen (NASDAQ:NEOG)
  • NeoGenomics (NASDAQ:NEO)

Sunworks Stock Pops on Electric Vehicle Hopes

[Thursday, September 24, 9:13 am]
Contributed by Sarah Smith

Investors, take note. Price action in Sunworks (NASDAQ:SUNW) Thursday indicates that the newest trend in alternate energy and electric vehicles is here. The market simply wants tiny, pure plays on these booming megatrends. Here is what you need to know about the rally in SUNW stock:

  • Sunworks has been on a tear Thursday morning, climbing almost 400% at one point in pre-market trading. At the time of this writing, it was up 260%.
  • The company recently agreed to a merger with Peck Holdings (NASDAQ:PECK), another solar company specializing in construction.
  • Many investors believe that the combined entity could launch an electric vehicle subsidiary or incorporate EVs in their business.
  • These hopes are likely thanks to a similar rally in SPI Energy (NASDAQ:SPI) yesterday.
  • Sunworks and its solar peers would also benefit from a former Vice President Joe Biden win.
  • For more, read the brief on SUNW stock here.

How Should Investors View Stocks Ahead of Trump SCOTUS Pick?

[Wednesday, September 23, 12:04 pm]
Contributed by Sarah Smith

The death of Supreme Court Justice Ruth Bader Ginsburg on Friday has investors watching Washington with bated breath. Many Americans — including some top lawmakers — are calling for a delay on a replacement nomination until Election Day. But President Donald Trump is pressing ahead, promising to name his pick by the end of this week.

The nomination, and the following confirmation vote, could have broad implications for the United States. Top legal issues at stake include the Affordable Care Act, the Roe v. Wade ruling and interpretations of federal emissions regulations. While decisions on all three would have far-reaching influence, many investors are focusing on the latter issue now.

Trump has often framed his presidency as anti-regulation, overturning policies from the era of President Barack Obama and broadly supporting the American oil industry. He also recently removed regulations that delayed infrastructure projects by requiring a review of their environmental footprint.

His second-term campaign priorities call for pushing back even more on those Obama-era regulations. Unsurprisingly, former Vice President Joe Biden takes an opposite approach, calling for a huge federal investment in clean energy infrastructure, such as electric vehicle charging stations. Biden has also promised to one day implement “aggressive” methane pollution limits. But as Ben German wrote for Axios, the nomination and quick confirmation of Trump’s pick could tie Biden’s hands.

So, who are the winners and the losers in this situation?

American automakers have argued that Trump’s calls for looser standards would hurt their bottom line. Why? These automakers — like General Motors (NYSE:GM), BMW (OTCMKTS:BMWYY) and Toyota (NYSE:TM) — have already adapted to Obama-era regulations that are in line with strict standards from California. Now that other states have embraced California’s standards, any move from Trump could force automakers to produce two lines of vehicles. Additionally, electric vehicle manufacturers like Tesla (NASDAQ:TSLA) would suffer from a reduced government focus on the environment.

Companies that mine palladium, platinum and rhodium are other losers. This list includes Norilsk Nickel (OTCMKTS:NILSY), Sibanye Stillwater (NYSE:SBSW) and Impala Platinum (OTCMKTS:IMPUY).

Perhaps more obviously, the winners in such a situation are traditional oil and gas companies. Although some of the biggest players like Chevron (NYSE:CVX) and Exxon Mobil (NYSE:XOM) have pledged to reduce their emissions, Trump has long said looser regulations benefit the smaller companies in the space. His moves would make it so that these smaller companies have to spend less to comply. Potential winners here include Oasis Petroleum (NASDAQ:OAS), Abraxas Petroleum (NASDAQ:AXAS) and Energy Transfer (NYSE:ET).

7 Small-Cap Stocks to Buy for Election-Proof Returns

[Tuesday, September 22, 3:32 pm]
Contributed by Sarah Smith

Investors are all looking for a rock to cling to and get through the storm. Just a few weeks ago, that universal rock was Big Tech. The likes of Facebook (NASDAQ:FB), Amazon (NASDAQ:AMZN) and Apple (NASDAQ:AAPL) got the stock market through the first few months of the novel coronavirus crisis — and a massive selloff. Now, as investors brace themselves for the next storm in November, they are once again looking for shelter.

According to Dan Pipitone, co-founder of the TradeZero America investment platform, smart investors should be turning to small-cap, or at least smaller, stocks. That sounds rather contrarian. Would you not want to grab onto big, solid names on Wall Street? Who wants to take their chances with more volatile equities ahead of an historic election?

Pipitone puts it simply. Sector rotation out of tech stocks is happening, as we have seen in the Nasdaq Composite over the last few weeks. FAANG leaders are struggling to maintain their dominance, and investors may not want to just hold on for the wild ride.

Plus, history tells us that small stocks outperform in the years immediately following presidential elections. Why? Once the initial rush of headlines, debates and drama is over, presidents get down to business and focus on policy. This creates a major opportunity for small-cap stocks.

Fund managers are following this advice, working to find high-quality, small-cap stocks to recommend before the election. Some of the most popular names include Brazilian payments firm StoneCo (NASDAQ:STNE) and coronavirus vaccine makers Vaxart (NASDAQ:VXRT) and iBio (NYSEMKT:IBIO). Each of these companies offers investors a chance to ride a hot trend with slightly more payout potential in the aftermath of the election.

If you want to shore up your portfolio and profit from major market trends, consider this list of top small-cap stocks to buy from InvestorPlace analyst Louis Navellier:

  • Camping World Holdings (NYSE:CWH)
  • Forterra (NASDAQ:FRTA)
  • MarineMax (NYSE:HZO)
  • K12 Inc (NYSE:LRN)
  • Superior Group of Companies (NASDAQ:SGC)
  • Shutterstock (NYSE:SSTK)
  • Viemed Healthcare (NASDAQ:VMD)

Buy 'Fundamentally Superior' Stocks Ahead of the Election

[Tuesday, September 22, 11:31 am]
Contributed by Sarah Smith

InvestorPlace analyst Louis Navellier knows that many Americans are worried about the election. They want to know how the results will impact their portfolios… and all other aspects of their everyday lives.

Navellier has a resounding message for investors: Buy “fundamentally superior” stocks.

You may find this stance to be surprising. There is certainly a lot of volatility and fear surrounding the November election. Who will win? What policies will be enacted? How will those policies impact the stock market? Business? Taxes? Navellier is betting that no matter the answers to those questions, it is time to buy stocks.

Broadly, Navellier thinks the fact that interest rates will remain low is an upside catalyst for the market. We just recently reported on plans from the Federal Reserve to keep interest rates at near-zero levels through 2023. And as Navellier highlights, even if the Fed wanted to reverse that strategy, a $3.3 trillion deficit is weighing on the central bank.

With this all in mind, Navellier is recommending that investors buy a group of stocks he sees as fundamentally superior. He is looking for high-quality stocks that are in a prime position for profits for the rest of the year. If you want to ride through the election with nothing but gains on your mind, consider following his advice.

Read the rest of his thoughts on the election here.

7 Coronavirus Vaccine Stocks to Buy on Trump Promises

[Monday, September 21, 1:54 pm]
Contributed by Sarah Smith

Last week was filled with headline after headline after headline about vaccines for the novel coronavirus. Not content to play second fiddle, President Donald Trump made some coronavirus news of his own Friday afternoon.

It all started with AstraZeneca (NYSE:AZN). Kicking off the week, investors learned that the pharmaceutical company had received approval to restart its vaccine trials with the University of Oxford. Largely considered a leader in the vaccine race, it was a blow when AstraZeneca had to pause trials over a participant who developed an unexplained illness.

After AstraZeneca we saw market-moving headlines from pretty much every other pharma and biotech company under the sun. Trials are progressing, results are promising, companies are just weeks or months away from seeking regulatory approval. Some companies are even targeting such approval by the end of 2020.

Trump saw his chance. On Friday, he announced that the United States would manufacture at least 100 million doses of a coronavirus vaccine by December and be able to inoculate every American by April. Once again leaning into the military as a means of delivering the vaccine, Trump promised that each month would see hundreds of millions more doses ready to go. His latest update on Operation Warp Speed comes as he continues to link vaccine approval to his reelection chances.

There are two things for investors to note here. The first is that regulatory and health agencies such as the Centers for Disease Control and Prevention are not necessarily on board with the president. Other experts have pushed back on his rapid timeline, saying it would more likely be mid-2021 before such a vaccine was ready for mass deployment. Investors should also note that, like it or not, any indication of early approval from Trump would be a huge boost to the stock market.

With that in mind, here are the seven top coronavirus vaccine stocks to watch now, courtesy of InvestorPlace’s Thomas Niel:

  • AstraZeneca (NYSE:AZN)
  • CureVac (NASDAQ:CVAC)
  • GlaxoSmithKline (NYSE:GSK)
  • Inovio (NASDAQ:INO)
  • Johnson & Johnson (NYSE:JNJ)
  • Moderna (NASDAQ:MRNA)
  • Novavax (NASDAQ:NVAX)

Oracle Stock Looks on Hot on Trump-Approved TikTok Deal

[Monday, September 21, 9:09 am]
Contributed by Sarah Smith

President Donald Trump has given his blessing and Oracle (NYSE:ORCL) is now rallying Monday. Investors, take note. Here is everything you need to know about Oracle stock and its minority stake in short-form video platform TikTok:

  • TikTok will now plan to come public. Oracle and Walmart (NYSE:WMT) will each be pre-IPO investors with minority stakes up to 20%.
  • To address national security concerns, Oracle will take over American user data.
  • This deal has fulfilled demands from President Donald Trump and received his approval.
  • Investors should also be wondering what this means for U.S.-China tech relations.
  • For more, read the brief on Oracle stock here.

8 Stocks to Buy Ahead of a Biden-Driven Tax Increase

[Friday, September 18, 3:31 pm]
Contributed by Sarah Smith

The jury is out, at least according to analysts at Goldman Sachs.

The firm spent Friday addressing key questions many investors have ahead of the November U.S. presidential election. With so much uncertainty swirling, it can be hard to proceed. Who will win? President Donald Trump or former Vice President Joe Biden? What would such a victory mean for the stock market?

Recognizing this concern, Goldman Sachs addressed how investors should be prepping for the election results to alter their portfolio. Apparently, the firm is mostly guiding clients to brace for higher taxes as a result of a Biden victory. A Democratic victory would likely see the corporate tax rate, as well as the capital gains tax, increase. Analysts say tech stocks, communications stocks and healthcare stocks would suffer most (subscription required).

So if the big boys on Wall Street are positioning themselves for higher taxes, how can you profit? According to one expert, Charles Lewis Sizemore, the answer is real estate investment trusts.

Sizemore wrote recently for Kiplinger that one negative consequence of the 2017 Tax Cuts and Jobs Act was that REITs — traditionally a special tax shelter — became much less appealing. Prior to that landmark legislation, the corporation tax rate was at 35%. Trump brought it down to 21%. Real estate investment trusts used to attract investors because they are spared from paying federal income tax as long as they pay out 90% of their profits as dividends. But an overall lower tax rate incentivized many investors to branch out from the world of REITs.

If the corporate tax rate reverses higher, investors may be more keen on REITs again. In fact, Goldman Sachs predicts that a Democratic victory could see the corporate tax rate return to 28%. With this in mind, Sizemore recommends Realty Income (NYSE:O).

To profit like Sizemore, consider these high-yielding REITs now:

  • STAG Industrial (NYSE:STAG)
  • Getty Realty (NYSE:GTY)
  • Healthcare Trust of America (NYSE:HTA)
  • Agree Realty (NYSE:ADC)
  • Healthpeak Properties (NYSE:PEAK)
  • CoreSite Realty (NYSE:COR)
  • Vanguard Real Estate ETF (NYSEARCA:VNQ)
  • Realty Income (NYSE:O)

7 Pro-Immigration Companies Betting on a Biden Victory

[Thursday, September 17, 3:07 pm]
Contributed by Sarah Smith

The novel coronavirus and the policies of President Donald Trump have intersected to create one deadly reality. Cities in the United States are short on immigrants.

At the start of the pandemic the U.S. closed its doors to immigrants. Borders closed. Trump — with the support of the U.S. Department of Homeland Security and Immigration Customs and Enforcement — have continuously expanded limitations on immigration in the name of public health. The U.S. suspended new green card applications from abroad, attempted to block asylum seekers and indefinitely postponed hearings for various immigration situations.

But companies in the U.S. rely on immigrants. As Felix Salmon wrote for Axios today, cities drive American economic growth, and immigrants drive cities. The U.S. issued more than 61,000 visas for skilled workers in January. That number fell to just 494 in April.

More importantly for investors, an end to the pandemic will not immediately reverse this situation. Months of border closures and outright crackdowns on immigration inflows will be hard to reverse. Trump landing a second term would only solidify this reality. Executives from the world of Big Tech — like Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL) CEO Sundar Pichai — have used their positions to criticize the Republican stance.

This means that leading up to November, there are a handful of companies that employ immigrants — or rely on the business of immigrants — that are rooting for former Vice President Joe Biden. Policies of the Democratic candidate would likely usher in a net increase of immigration.

With that in mind, keep an eye on these seven companies ahead of the U.S. presidential election:

  • New Oriental Education & Technology Group (NYSE:EDU)
  • Mid-America Apartment Communities (NYSE:MAA)
  • Western Union (NYSE:WU)
  • MoneyGram (NASDAQ:MGI)
  • International Business Machines (NYSE:IBM)
  • Corteva (NYSE:CTVA)

7 Election Stocks to Buy for a Biden Win and Split Congress

[Thursday, September 17, 11:08 am]
Contributed by Sarah Smith

There is no shortage of predictions and polls circulating about the upcoming U.S. presidential election. Investors are likely tired of the back and forth. They just want to know who will win, and what impact their presidency will have on the stock market. A new prediction from analysts promises to be the definitive best-case scenario come November.

According to Forbes, a sweep by either President Donald Trump or former Vice President Joe Biden is not ideal for Wall Street. Instead, experts are calling for a specific scenario. They want Biden in the White House, but they want Congress to remain split between Democrats and Republicans. Why?

Sergei Klebnikov has an answer. He wrote that the stock market under Trump has certainly been generous to investors. But many individuals are hesitant because of the uncertainty he brings. Investors would benefit from a less volatile Biden presidency, but they would likely want protection from more sweeping changes via a split Congress.

So how do you invest for that best-case scenario? Bank of America analysts have taken a stab at answering that question (subscription required). This scenario benefits bank stocks, healthcare stocks, tech stocks and even chemical stocks. Biden could support new sectors like clean energy, but a split Congress would be less likely to pass stricter regulations on fracking or any legislation that would jeopardize the status quo in the pharmaceutical industry.

Here are the seven best stocks to buy for this scenario:

  • HCA Healthcare (NYSE:HCA)
  • CVS Health (NYSE:CVS)
  • Facebook (NASDAQ:FB)
  • Amazon (NASDAQ:AMZN)
  • Sherwin-Williams (NYSE:SHW)
  • Nutrien (NYSE:NTR)
  • CF Industries (NYSE:CF)

Think Tanks Agree on Biden's Clean Energy Plan

[Wednesday, September 16, 3:21 pm]
Contributed by Sarah Smith

As Wall Street continues to nervously eye policy proposals from former Vice President Joe Biden, it appears that his outlined clean energy initiatives stand out most. Why? Biden promises to invest $2 trillion in sustainable infrastructure and other eco-friendly tech. That gives investors something to be bullish on — a new sector to embrace amid the uncertainty.

Those bullish investors are likely cheering news that the big think tanks agree. America — and the rest of the world — needs to embrace clean energy investment. According to two new reports, the U.S. must pour lots of money and time into innovation.

The first report is from an energy think tank at Columbia University. As Ben German summarizes for Axios, one of the biggest takeaways is that the U.S. has neglected energy innovation. It spends $9 billion per year on such initiatives, far less than annual spending on healthcare and defense. Columbia University researchers also are in alignment with Biden on the need for research and development. Outlining 10 “pillars” like clean electricity and advanced transportation, their plan could see the U.S. race into the green future.

Importantly, Republicans are more likely to embrace R&D than new regulations.

The second report is from the think tank Breakthrough Energy, which has the backing of Microsoft (NASDAQ:MSFT) founder Bill Gates. Those researchers said the U.S. was falling behind in clean energy investments, and needed to up R&D significantly.

But why should investors care that tree-hugging think tanks are on board with Biden? Well, we have seen attempts by Republicans to paint the Democratic plan as harmful to the American economy and its blue-collar workers. If there is real evidence that through focusing on research and development — such as through a $2 trillion commitment — lawmakers could bolster the economy, that would help Biden.

And at the end of the day, it strengthens the case for clean energy plays like electric vehicle and hydrogen stocks.

5 Stocks to Buy That Should Thrive Under Joe Biden

[Tuesday, September 15, 2:56 pm]
Contributed by Sarah Smith

InvestorPlace contributor Dana Blankenhorn is bracing himself for November. Why? Blankenhorn is a Democrat, but he understands why Wall Street is so in favor of President Donald Trump. He also admits that the stock market likely will not do as well under former Vice President Joe Biden.

To prepare, he is looking for stocks that will thrive under Biden, even if the market performs poorly.

His picks span various industries — big banks, a chipmaker and even a grocery chain. For various reasons, including environmentally friendly moves into electric cars, good values and generous dividends, Blankenhorn is bullish on these five election stocks to buy.

If you share his mindset, try these five diverse stocks:

  • General Motors (NYSE:GM)
  • Kroger (NYSE:KR)
  • Bank of America (NYSE:BAC)
  • Bed, Bath & Beyond (NASDAQ:BBBY)
  • Intel (NASDAQ:INTC)

4 Oil Stocks Clinging to President Donald Trump

[Tuesday, September 15, 1:15 pm]
Contributed by Sarah Smith

Supporters of President Donald Trump may have just found their newest argument against former Vice President Joe Biden. Republicans are now working to spin a plan to support union jobs and boost production of clean energy as bad for the economy. Why?

They say it will cut as many as 5 million blue-collar jobs.

According to the argument laid out by Stephen Moore for Fox Business, Biden keeps flip-flopping on energy. As we have previously reported in this blog, the Democratic candidate once took a harsher stance on fracking, aligning himself with the likes of Sen. Bernie Sanders. More recently, he promised not to ban fracking. Which is it?

Moore then goes on to explain how clean energy sources make up so little of American energy use. Oil and gas companies do the rest of the heavy lifting. According to Moore, these companies account for between 5 million and 10 million jobs in the U.S. Most of these jobs, he writes, are blue-collar and high-paying. Would Biden then destroy a booming, American-made segment of the economy?

As the Democratic candidate works to refine his energy platform, there is a lot of room for Republicans to run. Look for Trump and his supporters to take this argument and build a case against Biden. Expect many oil and gas workers, who Trump supports, to vote for a second term.

With this in mind, know that many oil and gas stocks with large U.S. operations are likely rooting for Trump. A Biden presidency would just bring too much uncertainty. Here are four to watch:

  • Chevron (NYSE:CVX)
  • Occidental Petroleum (NYSE:OXY)
  • Kinder Morgan (NYSE:KMI)
  • Energy Transfer (NYSE:ET)

5 Defense Stocks to Buy as Biden Keeps Boots on the Ground

[Monday, September 14, 2:40 pm]
Contributed by Sarah Smith

Well, maybe Sen. Rand Paul was right. Former Vice President Joe Biden could give defense stocks just the boost they need.

During the Republican National Convention, supporters of President Donald Trump sought to position him as an anti-war president. Focusing on his efforts to withdraw troops, and his broader opposition to military spending, it seemed as if Trump would be a threat to defense companies. However, as we soon reported in this blog, there is more to that story than meets the eye.

Yearly increases in defense spending under Trump, as well as his broad support for the U.S. Space Force and American dominance, paint a pretty picture for leading defense stocks. But maybe those same stocks to buy would perform even better under a Biden presidency.

Why? On Thursday, Biden appealed to centrist voters with a promise he would maintain the U.S. military presence in the Middle East. Although he does support drawing down troops, he emphasized that it is important to keep troops present because of ongoing counter-terrorism efforts. Biden specifically mentioned efforts to counter ISIS, and other special operations.

For investors, this means that while a Biden presidency may reduce the overall number of troops in the Middle East, it would not meaningfully change current U.S. military strategy. More progressive members of the Democratic party have criticized Biden, including Sen. Bernie Sanders, who once commented on how Biden was responsible for the war in Iraq.

Plus, citing concerns over growing threats from Russia and China, Biden promised he would not make any significant cuts to the U.S. defense budget. This does give Trump some further ammo against the Democratic candidate, but it should also help Biden appeal to more moderate voters. Currently he is working to counter the narrative supported by many Republicans that he is a socialist, or as progressive as the likes of Sanders and Rep. Alexandria Ocasio-Cortez.

As you are squaring up your portfolio prior to Election Day, give these top defense stocks a close look:

  • Northrop Grumman (NYSE:NOC)
  • Lockheed Martin (NYSE:LMT)
  • ManTech (NASDAQ:MANT)
  • Raytheon Technologies (NYSE:RTX)
  • Leidos (NYSE:LDOS)

Is Amazon Stock the Best Election-Proof Play Right Now?

[Monday, September 14, 11:36 am]
Contributed by Sarah Smith

There is no denying that Amazon (NASDAQ:AMZN) is simply one of the best stocks on the market. Where it goes, the rest of Wall Street follows. Even accounting for the broader slump in Big Tech, Amazon has been on a tear this year. Shares are up more than 70% so far in 2020.

If you are looking to prep your portfolio for Election Day, there may be no better place to start. Whether President Donald Trump or former Vice President Joe Biden ends up in the White House, Amazon should have significant upside potential. That makes it one of the best election-proof stocks to buy now.

Let’s start with the Biden catalyst.

Last week, Amazon hired Peter Marquez to be its first head of space policy. This comes after the company launched its Aerospace and Satellite Solutions division through Amazon Web Services (AWS) in June. And importantly, Marquez comes with quite the impressive resume. He served as the director of space policy for the White House’s National Security Council under both former President Barack Obama and former President George W. Bush.

Why does this matter? As Hayden Field wrote for Emerging Tech Brew, Amazon has identified building up its relationship with the U.S. military as a top priority. With the U.S. Space Force ramping up, moves from the tech leader to build up industry expertise and leadership could give it that desired in. And while this could help it under Trump — who launched the Space Force — Amazon has a less-than-ideal relationship with the current president. The company blames Trump bias for it losing out to Microsoft (NASDAQ:MSFT) on the coveted JEDI contract from the U.S. Department of Defense.

With Biden in office and Marquez at the helm of its space division, Amazon could see the military door finally open in a more meaningful way.

Now for the Trump catalyst.

Sure, Trump and Amazon are far from best buds. Optimistic investors can still view its growing leadership in space solutions, and its exemplification of American market dominance, as two factors that could boost its relationship with Trump under a second term. More importantly, as InvestorPlace contributor Josh Enomoto highlighted last week, Trump is not a fan of unionization efforts.

Despite other major ideological differences, neither is Amazon CEO Jeff Bezos. As Amazon continues to push back against unions, it could find itself an ally in Trump — and more broadly, in a Republican administration. Enomoto admits it is far from a sure bet, but you should keep it in mind.

4 Election-Proof Pharmaceutical Stocks to Buy Now

[Friday, September 11, 3:30 pm]
Contributed by Sarah Smith

As we have previously reported in this blog, investors are nervous when it comes to pharmaceutical stocks ahead of the U.S. presidential election. Both President Donald Trump and former Vice President Joe Biden have taken aim at the space, largely agreeing that prescription drug prices need to be much lower. But one analyst is convinced the risk is overstated.

According to JPMorgan analyst Chris Schott, pharmaceutical stocks are way cheap compared to the broader stock market. Names in the sector are trading for 13.5 times projected 2021 earnings, while the S&P 500 trades at 20.2 times projected 2021 earnings. Ahead of the election then, the analyst sees the risks of any legislative action priced in.

Adding to that bull case on pharmaceutical stocks, Schott outlines just what it would take to materially lower drug prices. His takeaway? As told through Barron’s Andrew Bary, the federal government does not have that much power. In fact, government programs like Medicare and Medicaid only account for about 20% of drug revenue.

For investors, that means there is a real opportunity still in the space, especially with leading drug stocks trading at cheap valuations. Before the election was top of mind, the pharmaceutical and biotech space represented big potential. Just think about how many drugs and vaccines are in development or in clinical trials for the novel coronavirus! That potential has not disappeared, although it has been overshadowed by election-year woes.

Sorting through the noise, Schott has identified four pharmaceutical stocks that he thinks are strong. They all fetch good valuations, and importantly, have strong drugs and robust pipelines. Areas of specialty include critical cancer treatments, coronavirus candidates and medications for chronic diseases like diabetes.

To embrace this value play, start with these four election-proof pharmaceutical stocks:

  • Eli Lilly (NYSE:LLY)
  • AbbVie (NYSE:ABBV)
  • Bristol-Myers Squibb (NYSE:BMY)
  • Merck (NYSE:MRK)

Biden Campaign, SPAC Craze Combine With New Offering

[Friday, September 11, 12:36 pm]
Contributed by Sarah Smith

Here are two truths. The first is that former Vice President Joe Biden is making a big bet on climate action, focusing campaign priorities on clean energy, electric vehicles and sustainable infrastructure. The second is that investors are diving into offerings from special purpose acquisition companies.

These two realities are finding a surprising marriage on Friday, as Wall Street learned of a new blank-check company. According to Renaissance Capital, Climate Change Crisis Real Impact I Acquisition just filed with the U.S. Securities and Exchange to Commission to come public. Its common stock should trade on the New York Stock Exchange under the symbol CLII.

Mary Powell, the former CEO of Green Mountain Energy, and David Crane, the former CEO of NRG Energy (NYSE:NRG), are behind this newest SPAC. Together, they lay out their business case:

  • Climate change is the “foundational” issue facing the world today.
  • The economic opportunity for avoiding additional carbon emissions is worth roughly $2 trillion each year.
  • Removing carbon emissions already in the atmosphere adds $7.5 trillion of economic opportunity over the next 30 years.
  • Over 1,300 companies with a combined market capitalization of $25 trillion have already signed onto a net-zero carbon goal for the long term.

With this in mind, the blank-check company wants to use funds it raises to make a difference. According to its S-1 filing, it will raise $200 million by offering 20 million units at $10 each. From there, CLII will look to complete a reverse merger with a business operating in the climate sector — such as in renewable energy solutions.

Keep in mind that Biden is seriously leaning into his climate-focused priorities. He has already promised to invest $2 trillion in American-made clean energy and sustainable infrastructure. And now, Democrats in the Senate and House of Representatives are working to further this commitment, tying the climate crisis into issues such as racial justice and income inequality.

As Ben German wrote for Axios today, Biden and his team understand that enacting a bold climate plan will require a careful strategy. He continues to prove his commitment, making the future for CLII and its future acquisition all the more bright.

Ultimate Guide: 20 Stocks to Buy if Trump Wins

[Friday, September 11, 11:47 am]
Contributed by Sarah Smith

Today InvestorPlace contributor Josh Enomoto took a broad stab at identifying election stocks to buy if President Donald Trump secures a second term in the White House.

Enomoto has a potentially unique thesis behind why Trump will win — and how investors can profit ahead of the election. To him, one of the greatest strengths of the Trump campaign is its ability to lean into the fractures in society. For instance, Enomoto wrote this morning that claims by Trump and his supporters that Chinese people were to blame for the spread of the novel coronavirus, such as through calling it the “Chinese virus,” he placed a blame on an individual demographic to push himself forward.

As Chinese Americans, as well as other Asian Americans, buy firearms in response, Enomoto already sees a reelection story playing out. Unsurprisingly, gun stocks are just some of the winners he is adding to his Trump-focused portfolio.

What else does this portfolio include? Enomoto touches on the basics of Trump’s second-term campaign priorities, adding defense stocks, tax-prep stocks and even a real estate investment trust focusing on for-profit private prisons.

If you want to take a big, all-encompassing bet on Trump, follow his lead. Here are his first 10 recommendations for Trump stocks to buy:

  • Lockheed Martin (NYSE:LMT)
  • Northrop Grumman (NYSE:NOC)
  • Raytheon Technologies (NYSE:RTX)
  • Caterpillar (NYSE:CAT)
  • Deere & Company (NYSE:DE)
  • Vulcan Materials Company (NYSE:VMC)
  • H&R Block (NYSE:HRB)
  • Intuit (NASDAQ:INTU)
  • Microsoft (NASDAQ:MSFT)
  • New York Times (NYSE:NYT)

What a Trump Ban on Xinjiang Cotton Means for Investors

[Thursday, September 10, 4:44 pm]
Contributed by Sarah Smith

In the blink of an eye — or just the roll of a credit — Disney (NYSE:DIS) found itself caught in a battle between the United States and China.

The entertainment giant released a live-action remake of Mulan last week, almost instantly prompting hashtags like #BoycottMulan to trend on social media. Why? Lead actress Liu Yifei had previously shared her support for the Hong Kong police, who pro-democracy activists have repeatedly accused of using excessive force. Making matters worse is the fact that Disney filmed parts of the movie in the Xinjiang region of China, and the company thanked governmental bodies in Xinjiang in the credits.

Boycotts and other activist efforts have prompted many to reflect on human rights concerns in the region, such as forced labor in concentration camps and reeducation from the Chinese Communist Party. Xinjiang is home to Uighurs and Kazakhs, largely Muslim minorities.

Now, in a move that perfectly fits into his plans to bring more manufacturing back to the United States, President Donald Trump is calling for a ban on some or all products made with cotton from the Xinjiang region. Such a move would punish Beijing, but it would also seriously impact many apparel retailers and various other manufacturers. As Felix Salmon wrote for Axios, a ban on Xinjiang Production and Construction Corps (XPCC), a major cotton producer, is essentially a ban on the entire Chinese garment industry.

Simply put, the current situation is a ticking time bomb.

How broad will the ban be? How will U.S. companies respond?

As industry experts brace themselves for the blowback on U.S. retail, it makes sense that investors should start positioning themselves in retail stocks that are decoupled from China. If Trump ends up back in the White House, there is no telling how far this will escalate. And although former Vice President Joe Biden has criticized the current tariffs, CNBC wrote his hands may be tied.

Investors should pay attention to Levi Strauss (NYSE:LEVI) and Crocs (NASDAQ:CROX), two companies that have already cut manufacturing ties to China. Watch for more companies to follow suit with bold plans in place, and then follow.

One more note: So-called “Made in America” plays will also benefit from recent trade developments. Check out our list of stocks to buy for that trend here.

7 Long-Term Stocks to Buy as Traders Turn to the VIX

[Thursday, September 10, 2:52 pm]
Contributed by Sarah Smith

Ahead of the U.S. presidential election, there is not much that anyone agrees on. Wall Street largely believes we will see some volatility, citing an increase in mail-in voting and warnings from President Donald Trump of voter fraud. Plus, the gap between Trump and former Vice President Joe Biden is starting to narrow, making the outcome even more certain.

Wall Street also agrees, however, that the coming market volatility is not a good reason to sell.

Today, Fred Imbert wrote for CNBC that traders were stocking up on so-called “market insurance.” Futures contracts for the CBOE Volatility Index (VIX) set to expire after the election remain high — even those contracts that expire a few weeks after Election Day (subscription required).

Why? Any sort of contested election — especially due to mail-in voting or allegations of fraud — would make investors more than a little uneasy. Although there is not much data to go off, we know that the market pulled back in 2000 between Election Day and when former Vice President Al Gore conceded.

However, there is another thing unusual to note. Instead of usual levels of post-election volatility, futures contracts for the VIX suggest traders are expecting a prolonged period of market uncertainty. Likely concerned about how long the results would be contested, contracts that expire in December and even at the end of January remain elevated.

Laura Gonzalez, an associate professor of finance at California State University, Long Beach, told InvestorPlace that the ongoing pandemic also extends the volatility.

“[T]he market is going to be [unpredictable] beyond the presidential election for the simple reason that it is going to take at least a year to have the pandemic under wraps around the world. The other reason is over-valued securities. We know that this has been the case for a while, that the trading above fundamentals would need a correction at some point. What investors did not predict was the combination of a correction with a pandemic and a major election with potentially significant regulatory changes.”

According to Imbert, professional money managers are taking notice of the VIX, reallocating client portfolios into higher-quality equities ahead of the election. That makes a lot of sense. It is fun — and it has been wildly profitable — to chase vaccine makers and up-and-coming tech plays. But it could also pay off to put your money behind companies you know will exist in a decade or two.

If you like the sound of that, you are in luck. InvestorPlace’s Joel Baglole rounded up seven long-term stocks to buy this morning. His picks are thriving now, and they should keep thriving no matter what happens next.

  • Home Depot (NYSE:HD)
  • Walmart (NYSE:WMT)
  • Microsoft (NASDAQ:MSFT)
  • Disney (NYSE:DIS)
  • JPMorgan Chase (NYSE:JPM)
  • Amazon (NASDAQ:AMZN)
  • Starbucks (NASDAQ:SBUX)

Freeport-McMoRan Could Soar If Biden Gets Elected

[Thursday, September 10, 1:45 pm]
Contributed by Sarah Smith

If former Vice President Joe Biden takes the White House in November, Freeport-McMoRan (NYSE:FCX) could soar.

Biden — along with the rest of Wall Street — is rooting for electric vehicles. We have seen a summer filled with new market debuts, advancements in charging and battery technology, and unbelievable rallies in some of the industry leaders. Tesla (NASDAQ:TSLA) is now the largest automaker by market capitalization.

As Wall Street drives electric car stocks higher, Biden is proposing initiatives that would boost consumer adoption of electric vehicles. He has pledged $2 trillion to sustainable infrastructure, including charging stations, and has promised to support a cash for clunkers program. If Biden wins in November, it would be the perfect recipe to see Tesla and its peers pop.

But for Tesla to churn out more vehicles and litter the U.S. with charging stations, it needs one key ingredient. Copper. Copper is essential in electrical vehicles — you can find it in motors, batteries, wiring and charging stations. Some estimates even suggest that each fully electric car uses one mile of copper!

On that note, this week has seen a record rally in copper prices.

According to Axios’ Bryan Walsh, Chinese demand for copper sent supply plummeting and prices climbing. This supply-demand calculation looks ripe for more price gains. Walsh also highlights that this is far from a short-term phenomenon. Copper use has grown almost 40% in the last decade along with clean-energy initiatives, and with a boom in electric vehicles underway, it should just keep going. Electric cars also far from the only products using copper. Most alternative energy sources, such as wind and solar, also require a ton of the mineral.

By 2050, demand for copper could grow as much as 350%.

So put it all together. Consumers, Wall Street and a presidential candidate are all coming together to support a boom in electric vehicles and clean energy. That boom will require more copper, and increased demand will lead to higher mineral prices. Clearly the top players in the copper space stand to benefit.

Without a doubt, Freeport-McMoRan is the winner. It was the leading copper miner in terms of output in 2018, producing 1.9 million metric tons. With Freeport-McMoRan leading the way in production, it should also lead the way in profits as copper prices rise.

Still need more convincing? InvestorPlace analyst Eric Fry has long been bullish on FCX, even choosing it as his pick for the Best Stocks contest. If he thinks this copper miner can win, you should too.

4 Election-Proof Stocks to Buy to Secure Your Portfolio

[Wednesday, September 9, 4:44 pm]
Contributed by Sarah Smith

InvestorPlace’s Joel Baglole puts it best. Anything could happen between now and Election Day. Investors could spend a lot of time, and potentially lose a ton of money, trying to predict the future. What if you could fill your portfolio with election-proof stocks? Companies that would not only survive, but thrive, no matter who ends up in the White House?

As David Kass, a finance professor at the University of Maryland’s Robert H. Smith School of Business, told InvestorPlace, the election outcome does matter. He shared:

“If President Donald Trump is re-elected, the principal beneficiaries are likely to include financial and defense stocks. If Joe Biden is elected president, infrastructure, renewable energy and health care related companies should benefit.”

There is no doubt that Kass is right. Taking a look at the campaign priorities of Trump and Biden, their outlined plans will certainly boost certain groups of stocks.

While this live blog has, and will continue, to chase down sector- and candidate-specific investing opportunities ahead of the election, Baglole has a good point. Why not invest in a way that doesn’t tie your fortunes to an election outcome?

If you want to sleep a little easier at night, take a look at these four election-proof stocks to buy:

  • Facebook (NASDAQ:FB)
  • CrowdStrike (NASDAQ:CRWD)
  • Lockheed Martin (NYSE:LMT)
  • Alibaba (NYSE: BABA)

7 Cybersecurity Stocks to Buy as Election Interference Looms

[Wednesday, September 9, 3:29 pm]
Contributed by Sarah Smith

Have you checked the news lately? There are not many things that Republicans and Democrats agree on these days. Immigration. Trade. Gun control. You name it — the two major political parties have starkly opposing views.

However, lawmakers on both sides of the aisle have come together to agree on one thing. Foreign election interference is occurring, and it is having a tangible impact on the outcome of U.S. politics. After almost three years, the Senate — along with key witnesses and intelligence agencies — concluded that Russia had influenced the 2016 election. Efforts by Moscow aided President Donald Trump, and further divided the country along partisan lines.

Granted, Republicans and Democrats disagree on the how, why and who of the matter.

This theme is once again in play ahead of the 2020 election. Democrats warn of Russian interference, digging up links between Trump and Russian President Vladimir Putin. Republicans see another issue. Late last week, U.S. national security adviser Robert O’Brien announced that China was the biggest threat. China, according to O’Brien, desperately wants to see former Vice President Joe Biden in office.

Whether you are more afraid of Russia or China, it is clear that election interference is a problem. Cybersecurity is the solution.

In the digital world, cybersecurity matters so much more. We are working from home, learning from home, socializing from home. To protect ourselves from cyber attacks, we should protect our connected devices. To protect our portfolios, we should buy cybersecurity stocks that prevent volatility-inducing foreign election involvement.

Next time you cover up your webcam, take a close look at this list of cybersecurity stocks to buy from InvestorPlace analyst Neil George:

  • CrowdStrike Holdings (NASDAQ:CRWD)
  • Okta (NASDAQ:OKTA)
  • Cisco Systems (NASDAQ:CSCO)
  • Cloudflare (NYSE:NET)
  • Zscaler (NASDAQ:ZS)
  • Check Point Software Technologies (NASDAQ:CHKP)
  • Palo Alto Networks (NYSE:PANW)

10 Obama-Era Winners to Watch for a Biden Presidency

[Tuesday, September 8, 4:17 pm]
Contributed by Sarah Smith

Who exactly is former Vice President Joe Biden, and what will his presidency mean?

Astute investors should be paying attention to this very question. How Biden aligns himself — and how others evaluate his potential presidency — could make a big difference in swaying moderate voters.

President Donald Trump has likened the Democrat to his more left-leaning peers like Sen. Bernie Sanders and Rep. Alexandria Ocasio-Cortez. However, unlike those politicians, Biden has promised not to ban fracking and has shied away from a tougher stance on defunding or abolishing the police. This reality has not stopped Trump from invoking fear, warning voters that a Biden presidency would usher in an era of lawlessness.

Biden himself has worked to align himself more closely with former President Barack Obama. His campaign priorities include expanding on legislation like the Patient Protection and Affordable Care Act, and furthering protections under the Deferred Action for Childhood Arrivals (DACA) program. If you look closely, you will notice Obama is mentioned by name more than a few times.

For investors then, this understanding of a Biden presidency comes with more of a roadmap. While the Democratic party has as a whole become more progressive, thereby shifting some of the presidential priorities, investors can still look back to Obama-era winners in the stock market to see what works. From there, you can ready your portfolio for four years of success.

According to The Motley Fool, these were the 10 best-performing stocks during the Obama presidency:

  • Ulta (NASDAQ:ULTA)
  • Netflix (NASDAQ:NFLX)
  • General Growth Properties
  • Regeneron Pharmaceuticals (NASDAQ:REGN)
  • Booking Holdings (NASDAQ:BKNG)
  • Skyworks Solutions (NASDAQ:SWKS)
  • United Rentals (NYSE:URI)
  • Amazon (NASDAQ:AMZN)
  • Expedia (NASDAQ:EXPE)
  • XL Group

By no means is this an exact blueprint of how to invest under a President Joe Biden. In fact, two of the companies on this list no longer exist as independent businesses.

What investors should take away, however, is just how diverse this list is.

E-commerce companies, tech-focused travel plays, a pharmaceutical leader and a makeup retailer all are Obama-era stars. While many are focused on positioning Biden as an extreme leader who would only benefit certain niches, perhaps this list can provide some peace of mind. A Biden presidency would certainly benefit electric car stocks, but it could also usher in another bull market that lifts many sectors.

5 Financial Stocks to Buy for a Trump Win

[Tuesday, September 8, 3:16 pm]
Contributed by Sarah Smith

Ahead of the election, there are a few big reasons why financial stocks should be on your radar.

Over the last few days, investors have witnessed some ugly action in the stock market. Major indices have been sinking deeper into the red despite a number of positive news items. It seems that after leading an impressive rally, tech stocks like Amazon (NASDAQ:AMZN) and Facebook (NASDAQ:FB) are in need of a break.

Many market experts like InvestorPlace’s Tyler Craig view this potential sector rotation as an opportunity to find profit in financial stocks. Ahead of the election, that is great news.

To start, pretty much no one in Washington likes Big Tech. Democrats and Republicans joined forces earlier this summer as the CEOs of Amazon, Facebook, Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL) and Apple (NASDAQ:AAPL) testified. Granted, lawmakers on different sides of the aisle have different issues with these companies. Many Republicans feel that tech businesses are working to censor support for President Donald Trump and other conservative ideals. Democrats call out privacy scandals, anti-competitive practices and the failure to block misinformation from internet platforms.

Perhaps then, ahead of the election, finding an opportunity for success outside of Silicon Valley is the right move for your wallet.

Going further, we all know that President Donald Trump has positioned himself as the enemy of regulation. Just last week, the head of the Environmental Protection Agency said Trump would continue to remove environmental regulations if he remains in the White House for a second term. As a tree-hugging millennial it feels bad to consider profiting from environmental deregulation, but I am laying out all of the facts.

Financial stocks are squarely in a sector that would benefit from a lack of further regulation. After the Great Recession, regulation became the name of the came. As companies in this space have learned to survive and thrive through these regulations, a status-quo future would give them more runway to grow.

So if these catalysts of sector rotation and Trump-driven deregulation continue, investors should consider arming themselves with financial stocks. Here are five that look particularly strong:

  • JPMorgan (NYSE:JPM)
  • Wells Fargo (NYSE:WFC)
  • Financial Select Sector SPDR Fund (NYSEARCA:XLF)
  • Synchrony Financial (NYSE:SYF)
  • Berkshire Hathaway (NYSE:BRK.A, NYSE:BRK.B)

6 Pharmaceutical Stocks to Buy Ahead of the Election

[Tuesday, September 8, 2:43 pm]
Contributed by Sarah Smith

Many investors likely find themselves eyeing pharmaceutical stocks right about now. Is it time to sell?

This has been an amazing year for pharmaceutical firms and more innovative biotech players. Advancements in technology like artificial intelligence have aided drug discovery. The novel coronavirus pandemic — while a dreadful force on the rest of the world — has sent the sector skyrocketing higher. Seemingly every company on the public markets is developing a vaccine or a treatment for Covid-19.

But just a few months away is the U.S. presidential election.

Investors are scared about their portfolios, especially when it comes to pharmaceutical stocks. Is there any hope for these red-hot names to continue their success? Both President Donald Trump and former Vice President Joe Biden have criticized the state of the American healthcare system, and both have proposed sweeping changes. At the surface, it seems that the sector is doomed regardless of who wins.

Not so fast. Despite claims from Trump that prescription drug prices and insurance premiums have dropped during his time in office, the evidence is not there. If a second term brings more talk than action, investors can find confidence investing in the strongest names in the sector.

Former Vice President Joe Biden also has big plans to reform healthcare. Biden wants to expand the Patient Protection and Affordable Care Act, a piece of legislation from the era of President Barack Obama. According to Will Reese, the director of equity research at UMB Bank, this would be bullish for healthcare stocks. Additionally, such a move could offset the profit damage done by initiatives to lower prescription drug prices.

There is no denying that the future of pharma is more uncertain than many in the industry would like. However, worst-case scenarios are far from the immediate reality. Follow the professionals and stick to the companies in sector that the world truly needs. For instance, InvestorPlace analyst Louis Navellier recommends companies that offer in-demand drugs and innovative treatments.

To follow his lead, here are six top pharmaceutical stocks to buy now:

  • AstraZeneca (NYSE:AZN)
  • Dr Reddy’s Laboratories (NYSE:RDY)
  • Repligen (NASDAQ:RGEN)
  • Zoetis (NYSE:ZTS)
  • Horizon Therapeutics (NASDAQ:HZNP)
  • Eli Lilly (NYSE:LLY)

4 Stocks to Buy as QuantumScape Preps to Come Public

[Friday, September 4, 2:57 pm]
Contributed by Sarah Smith

Are you ready to drive off with some major profits?

The stock market cheered on news yesterday that QuantumScape, a maker of solid-state batteries perfect for electric vehicles, was planning to come public. This summer has been huge for new offerings, and especially huge for special purpose acquisition companies, like the one QS is set to complete a reverse merger with. But more importantly for investors, this summer has also seen an unquenchable thirst for electric car stocks.

There are many catalysts that explain why — and former Vice President Joe Biden is behind one. Embracing what has been described as the most radical energy and climate campaign ahead of the November presidential election, Biden has big plans for clean tech. He promises to invest $2 trillion in furthering clean and sustainable energy.

Flying slightly more under the radar is his support for the Clean Cars for America proposal, an initiative of Senate Minority Leader Chuck Schumer. Schumer wants to incentivize Americans to swap out their traditional cars for EVs with cash vouchers. He wants to make charging stations more accessible through state and local grants. And he wants to convert factories to clean car production.

Part of the problem is that although Tesla (NASDAQ:TSLA) has become the most valuable carmaker by market capitalization, many Americans still prefer to drive massive SUVs and pickup trucks. Consumers fret over short driving ranges — can an EV compete with their gas guzzlers?

As Biden and Schumer call to invest more money in making America — and its drivers — a leader in the clean car space, the companies that support the carmakers will become even more important. Right now, that means you should invest in the companies that make charging stations. The companies that make batteries. You need to invest in the companies that make it possible to have sleek, fast, long-range EVs.

If you are betting on a Biden win, here are four such stocks to buy:

  • Blink Charging (NASDAQ:BLNK)
  • Tesla (NASDAQ:TSLA)
  • Panasonic (OTCMKTS:PCRFY)
  • Energizer Holdings (NYSE:ENR)

5 Vaccine Stocks to Buy as Trump Eyes Early Approval

[Friday, September 4, 1:08 pm]
Contributed by Sarah Smith

Have you checked your calendar for Nov. 3? Imaging waking up, eating breakfast, getting your vaccine for the novel coronavirus and then heading to the polls. Would you be more likely to vote for President Donald Trump with the knowledge you had just received some protection against a deadly pandemic?

Trump and his supporters are betting that you would. That is why over the last several days, the message from the White House has been that a vaccine could be just around the corner. He flirted with the idea at the Republican National Convention. Rumors swirled that the U.S. Food and Drug Administration was considering granting AstraZeneca (NYSE:AZN) emergency-use authorization for its vaccine candidate. So-called “vaccine nationalism” came into the mainstream, as China and Russia ramped up their own efforts.

Now, it looks like the FDA and the Centers for Disease Control and Prevention are preparing for that reality. In a memo sent to all 50 states, and separately to five large cities, the CDC outlined a plan to deploy a vaccine across America. According to the New York Times, AstraZeneca and other vaccine makers are on track to request government approval as early as October. From there, top agencies are tracking a plan to deploy vaccines as early as November — right before the election wraps up.

The plan has no doubt stirred up controversy, with many worrying about the possible health risks from the vaccines and the clear Election-Day motives. But from the looks of it, Wall Street and Main Street are both counting on a coronavirus vaccine. Such a vaccine would begin the return to normal.

With key regulatory meetings just weeks away, how should investors approach the space? Start by looking for vaccine makers that are already in late-stage Phase 3 trials. These companies are leading the way, and are the most likely to receive such early approval. Then, filter out the likes of CanSino Biologics (OTCMKTS:CASBF). While the pharmaceutical company is by no means a bad play, it is unlikely Trump would consider delivering a victory to anything hailing from China. Granting early vaccine approval is as much about the ballot box as it is about sticking it to a key Trump rival.

Here are four vaccine stocks to keep on your radar:

  • Moderna (NASDAQ:MRNA)
  • Pfizer (NYSE:PFE)
  • BioNTech (NASDAQ:BNTX)
  • AstraZeneca (NYSE:AZN)

3 Natural Gas Stocks to Buy No Matter Who Wins the Election

[Friday, September 4, 11:46 am]
Contributed by Sarah Smith

Much to the dismay of environmental activists, natural gas stocks should benefit whether President Donald Trump gets reelected or former Vice President Joe Biden swoops in to take the White House.

Trump has long positioned himself as opposed to regulation — removing barriers he and his supporters see as roadblocks to progress, profit and American domination. When environmental restrictions stood in the way of fast-paced infrastructure innovation, he removed them. A quick glance at his second-term campaign priorities highlights that he will “continue [his] deregulatory agenda” so the United States can have energy independence.

Regulators and public sentiment have interfered with his vision. A federal judge ruled the hotly debated Dakota Access Pipeline must be emptied earlier this summer, and Duke Energy (NYSE:DUK) and Dominion Energy (NYSE:D) decided to abandon the 600-mile Atlantic Coast Pipeline because of legal uncertainties.

But overall, Trump would clearly benefit the traditional oil and gas industry. He would continue to focus on removing environmental regulations, and would likely support any future pipeline construction. Many Americans therefore see a Biden victory as outright damaging to the industry.

Things are not that black and white.

Experts see Biden as “fuzzy” on natural gas in particular. He recently promised he would not ban fracking, much to the disappointment of activists. His campaign most clearly benefits companies behind alternative energy sources like wind and solar, as he has outlined a plan to invest $2 trillion in sustainable energy infrastructure. But after walking back his anti-fracking vision, natural gas companies could still benefit under his presidency.

Why? Natural gas was initially viewed as environmentally friendly, although that has started to change. It powers 50% of the U.S. electrical grid, up from 10% last year. Long viewed as a so-called bridge fuel — a step between coal and alternative sources — it appears that Biden is not ready to cross the bridge.

There are a few things to keep in mind. Although sentiment in the U.S. is broadly shifting from natural gas to more climate-friendly energy sources, other nations are just beginning the shift from coal to natural gas. As part of this, exports from the U.S. are in question. Will Biden prevent the U.S. from supplying gas because it is a fossil fuel?

His more progressive advisors hope so, but Axios’ Amy Harder writes that it is unclear. Yes, natural gas is a fossil fuel, but the global appetite for gas is growing. It may benefit the U.S. to supply gas needed for other countries to make that intermediate switch.

Examining the situation, David Livingston, a senior analyst at the Eurasia Group, said that there are two things to watch in the short term. Increased regulation under Biden would likely lead natural gas production costs to increase. But at least over the next few years, he sees this creating a real investment opportunity as natural gas “accelerates” its displacement of coal in market.

In other words, if Biden keeps his promise to not ban fracking while still pushing for climate-friendly change, we could see natural gas ramp up in the short term. That would benefit natural gas stocks. Plus, although Biden has promised to end oil and gas leasing on federal lands, Livingston highlights that federal land only accounts for 15%-20% of shale production. Because of this, he sees the impact being more “incremental” than flat-out detrimental to natural gas companies.

With that in mind, InvestorPlace’s Divya Premkumar recently recommended three natural gas stocks to buy. At least in the short term, these present compelling opportunities, regardless of who ends up in the White House.

  • NextEra Energy (NYSE:NEE)
  • Clean Energy Fuels (NASDAQ:CLNE)
  • Dominion Energy (NYSE:D)

CFRA: Don't Panic Ahead of the Presidential Election

[Thursday, September 3, 3:25 pm]
Contributed by Sarah Smith

Talk about volatility. Yesterday we saw the S&P 500 and the Nasdaq Composite hit all-time highs. Investors cheered. September appeared off to a great start. So far on Thursday, however, the Dow Jones Industrial Average is down more than 700 points as selling takes hold of the market.

Plenty of analysts have hyped up the “curse” of September — the idea that out of the 12 calendar months, stock returns in September are notoriously poor. Plus, with the U.S. presidential election just around the corner, there have been seemingly infinite headlines about election-year volatility, the potential for a stock market crash and the long lists of other negative impacts either President Donald Trump or former Vice President Joe Biden could have on your portfolio.

So it would seem then that the volatility investors are experiencing this week is a symptom of election woes. Does that mean you should sell and brace yourself for the worst?

Sam Stovall, the chief investment strategist at CFRA, resoundingly says no.

In fact, Stovall thinks all the talk of election-year hype does not match up with reality. Looking at 60 years of data, he believes investors worry too much about who ends up in the White House. In non-election years, the three-month period before November actually tends to be more volatile.

From Stovall, via CNBC:

“A lot of strategists are saying that as we head into the election, markets are likely to get a lot more volatile. But actually history says the opposite.”

Although 2020 has been filled with unprecedented circumstances, it is good to know that history is not setting us up for utter failure in the stock market just because of the election. Stay calm. Hold on to your stocks — and consider adding new, profitable positions.

5 Biden Stocks to Buy as Wall Street Shifts Blue

[Thursday, September 3, 2:47 pm]
Contributed by Sarah Smith

Wall Street is gradually embracing former Vice President Joe Biden. But many individual investors likely still believe President Donald Trump — who boasts of his economic accomplishments — is best for the stock market. Leading up to the novel coronavirus, we saw the major indices notch new highs, money flow into innovative technology and corporate taxes fall. Republicans had the economy on their side.

Even during the pandemic, that messaging has held up, with the Republican National Convention playing on the successes seen before the virus turned the world upside down. Plus, the fact that Wall Street continues to climb higher is helping matters.

But CNN highlighted yesterday that the case is not so simple. A basket of stocks picked to benefit under a Biden presidency has actually been outperforming the broader market — and a comparable basket of stocks picked to thrive under Trump.

So to start, what types of stocks will broadly do well under Biden? Investors have largely accepted that cannabis stocks will benefit from a higher likelihood of legalization or decriminalization, although there is no guarantee Biden would approve such an initiative. Alternative energy plays like solar companies and electric vehicle manufacturers would benefit from his plan to invest $2 trillion in clean infrastructure. And companies that have been hurt by the U.S.-China trade war — and any other trade spats started under Trump — could see a recovery.

Excluding the trade-war plays, this makes sense even outside the context of the upcoming presidential election. Public sentiment on marijuana use continues to warm, as even many Republicans support some form of legalization. The success of Tesla (NASDAQ:TSLA) has also ushered in an electric vehicle boom, and more and more consumers are considering driving off in an eco-friendly vehicle.

In other words, Biden is riding the wave of shifting consumer behavior and up-and-coming trends. If you and your portfolio are looking to hop on this trend, here are five stocks to buy:

  • Granite Construction (NYSE:GVA)
  • Tesla (NASDAQ:TSLA)
  • First Solar (NASDAQ:FSLR)
  • Broadcom (NASDAQ:AVGO)
  • iShares MSCI Germany ETF (NYSEARCA:EWG)

4 Stocks to Buy as Democrats and Republicans Scramble for Data

[Thursday, September 3, 2:02 pm]
Contributed by Sarah Smith

Thanks to our personal data, all of us matter a whole lot.

And that data matters a whole lot to President Donald Trump and former Vice President Joe Biden. Ahead of the November election, Republicans, Democrats and a whole host of publicly traded companies will use our data to attract voters and target advertisements. After the election, regardless of who wins the White House, our data will shape political boundaries as politicians scramble for seats in Congress.

So there are two plays here in data. The first focuses on November. Sure, there are plenty of people who, as a rule, vote Democrat or Republican. And we have polling and all sorts of other measures of public sentiment to see if Biden or Trump is performing better ahead of Election Day. However, the major parties will still wage advertising campaigns to sway people in the middle. Our data matters here.

According to Recode, social media companies sell themselves as providers of access to our data. Facebook (NASDAQ:FB), for instance, does not just give out a file of everything we do and like. Instead, advertisers come to Facebook, asking for a targeted audience likely to resonate with their message or buy their products. Your News Feed is a hot commodity.

That makes social media stocks, plays on that targeted advertisement, great companies to watch ahead of the election. Especially with campaigning altered by the novel coronavirus, moves made in the digital realm matter more than ever. What you see on Facebook or Instagram will take the place of local rallies and in-person convention activities.

The next way to think about this is the data brokers — the companies that do sell access to your data. According to CNBC, both Democrats and Republicans are spending “hundreds of millions” on personal data. Why? Upcoming elections for state legislatures will determine who is in power during the 2021 redistricting process set to take place in 31 states. This redistricting — closely associated with the more ominous gerrymandering — can help certain politicians or political parties remain in power.

Before, politicians relied on data from the U.S. Census Bureau and voter registration files. Welcome to the digital age. Now, what magazines you subscribe to and what cars you drive can say a lot about you — and data brokers have access to that information.

As politicians look to spend big to control the future, data broker stocks should benefit. Ahead of November, keep these four names on your radar:

  • CoreLogic (NYSE:CGLX)
  • TransUnion (NYSE:TRU)
  • Harte Hanks (OTCMKTS:HRTH)
  • Facebook (NASDAQ:FB)

4 Hydrogen Stocks to Buy for a Biden Victory

[Wednesday, September 2, 3:23 pm]
Contributed by Sarah Smith

At the very start of 2020, the Atlantic Council wrote that at no point in history had Democrats and Republicans been more divided on energy than they are now. Republicans — represented by President Donald Trump — are pushing for energy dominance via fossil fuels. Democrats want clean energy, and former Vice President Joe Biden has promised to invest $2 trillion in the required infrastructure.

Since Biden accepted the Democratic presidential nomination and rolled out his proposals for clean and sustainable energy, a certain group of stocks has been steadily climbing higher. Why? According to the Wall Street Journal, a Biden presidency would provide a long-awaited catalyst to all sorts of alternative energy niches. Solar stocks. Hydrogen power. Electric vehicles. Battery stocks.

Of these investing niches, perhaps hydrogen gets the least attention. Plenty of experts want to see hydrogen come into its own, but as InvestorPlace’s Chris Markoch wrote today, it seems as if there has always been an excuse to avoid making more progress. Some say it is too expensive. Others say it is too complicated.

But as Biden embraces progressive energy goals, hydrogen looks like it is getting its chance in the spotlight. Plus, the debut of Nikola (NASDAQ:NKLA) has brought new attention to the space. The electric vehicle company has plans to roll out more traditional, battery-powered EVs. In the long run, however, its key offering will be trucks powered by hydrogen fuel cells, allowing even the freight industry to see an environmentally friendly overhaul.

If you are betting on Biden taking the White House, make sure these four hydrogen stocks to buy are on your radar now:

  • Bloom Energy (NYSE:BE)
  • FuelCell Energy (NASDAQ:FCEL)
  • Plug Power (NASDAQ:PLUG)
  • Ballard Power Systems (NASDAQ:BLDP)

3 Ammo Stocks to Buy as Trump Shifts Public Sentiment

[Wednesday, September 2, 11:59 am]
Contributed by Sarah Smith

One analyst at JPMorgan has a clear message for investors: Start positioning for President Donald Trump to retake the White House come November. Why? The analyst, Marko Kolavanic, wrote that as public sentiment over ongoing protests shifts, Trump is starting to narrow the gap between himself and former Vice President Joe Biden.

Kolavanic is not alone in that prediction. According to past research from Axios, if Trump can successfully frame the protests as an issue of violence instead of an issue of justice — something his campaign has long been working to do — he has a much better shot at reelection.

With the Republican National Convention underway, we reported that gun stocks were great investment opportunities as Trump and his supporters focused his campaign on law and order.

Now, with protests ongoing across the U.S. in response to police brutality, including the recent shooting of Jacob Blake in Kenosha, Wisconsin, Trump is framing his campaign as the solution. Playing on fears of murder and rising crime rates, Trump is promoting the use of the National Guard. Through recent tweets, he has also criticized governors for allowing protests to continue.

Kolavanic thinks this strategy is working. By focusing on violence — calling protesters mobs and domestic terrorists — Trump is tapping into a widely held fear. Ammunition is hard to come by, and gun sales have been skyrocketing. Many Americans see these purchases as a way to protect themselves from what Trump says will be a lawless nation under Biden. Although his critics have been quick to saw “law and order” is more about his personal gains as president, fear is a powerful force.

Expect these gun and ammo sales to continue climbing until November. If Trump retakes the presidency like Kolavanic predicts, things could quickly reverse like in 2016. But in the meantime, arm your portfolio with these three law-and-order plays from InvestorPlace’s Muslim Farooque:

  • Vista Outdoor (NYSE:VSTO)
  • Olin Corporation (NYSE:OLN)

3 Stocks to Buy as Trump Makes Healthcare Promises

[Tuesday, September 1, 2:52 pm]
Contributed by Sarah Smith

Ahead of the election, healthcare stocks are in a rocky space. President Donald Trump framed his first term as a campaign against pharmaceutical companies, promising to lower prescription drug prices and end surprise hospital billings. As many Americans question his track record — and as the novel coronavirus remains top of mind — Trump is doubling down. During one of the last nights of the Republican National Convention, he reiterated those healthcare goals.

That means Trump and former Vice President Joe Biden align, at least in rhetoric, against Big Pharma. Both call to reimagine the healthcare world, they just take different approaches. That means that investors — for good reason — are wary when it comes to healthcare stocks after November. Will sweeping regulation come through?

However, Trump has another big healthcare promise. According to Axios’ Caitlin Owens, Trump is also telling voters he will make massive moves against the coronavirus, hyping up the potential for a vaccine and other treatments.

There is no denying that Trump has taken a controversial stance when it comes to coronavirus treatments. He touted hydroxychloroquine, a drug that the U.S. Food and Drug Administration has since revoked its emergency-use authorization for. He has flirted with granting vaccine makers early approval and fast-tracked approval for convalescent plasma treatments.

Controversy or not, the actions of the president do have a lot of weight. With that in mind, and as the clock starts ticking before the election, here are three coronavirus-driven healthcare stocks to keep on your radar:

  • AstraZeneca (NYSE:AZN)
  • Takeda (NYSE:TAK)
  • Grifols (NASDAQ:GRFS)

8 ESG Stocks to Buy as Biden Promises to Fight Climate 'Crisis'

[Tuesday, September 1, 10:49 am]
Contributed by Sarah Smith

Do you remember in January, way back before the novel coronavirus, investors were tracking another disaster? Wildfires tore across Australia, burning approximately 25.5 million acres and leaving destruction in their wake. Scientists have since confirmed that these tragic fires were worsened by human-driven climate change, meaning there may be more disaster in store.

Now, in the United States, we are watching fires burn across California, a hurricane wreak havoc on Louisiana and a derecho — a long-lived wind storm — destroy the Midwest. Like the fires in Australia, scientists believe climate change is at work.

Former Vice President Joe Biden, riding a growing wave of climate activism around the world, announced that climate change would be a “crisis” his administration would prioritize addressing. Importantly, he put climate change on the same short list as the pandemic, the economic crisis and the need for racial justice.

Positioning himself in opposition to President Donald Trump, who recently weakened environmental regulations to speed up construction, Biden is making this climate fight an important part of his campaign. He promises to invest $2 trillion in sustainable and clean infrastructure, laying out plans to build sustainable homes, support mass transit and generate clean, American-made power.

In short, the policies of Biden much more closely align with the tenets of environmental, social and governance (ESG) investing. As fires continue to burn and hurricane season ramps up, make sure these eight ESG stocks to buy from InvestorPlace analyst Neil George are on your radar:

  • Hannon Armstrong Sustainable Infrastructure Capital (NYSE:HASI)
  • Brookfield Renewable Partners (NYSE:BEP)
  • Prologis (NYSE:PLD)
  • Waste Management (NYSE:WM)
  • FMC Corporation (NYSE:FMC)
  • NextEra Energy (NYSE:NEE)
  • Xcel Energy (NYSE:XEL)
  • Dominion Energy (NYSE:D)
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