8 High Yield Stocks For A President Trump

We recently profiled eight high yielding stocks that we think will get a bump when the Fed does not move on rates in June. In a sea of mixed data, the clearest data point is that inflation is stubbornly below target, and the Fed is very unlikely to move to send inflation lower.
Each of the eight gets most of its sales internationally, is yielding better than 3%, and has underperformed the S&P 500 since the May 18th FOMC minutes were released that sent these "weak dollar plays" lower. The stocks were General Electric (NYSE: GE), Caterpillar (NYSE: CAT), Boeing (NYSE: BA), Procter & Gamble (NYSE: PG), Chevron (NYSE: CVX), Exxon (NYSE: XOM), Dow Chemical (NYSE: DOW), and Philip Morris (NYSE: PM).
We had a commenter ask how these stocks would do with a Trump presidency. From an "isolationist" point of view, these stocks would either be hurt by a more challenging international sales environment, or maybe more likely, hurt by the uncertainty surrounding the international sales environment.
We like the eight stocks above for the bump we think they will get on no Fed rate hike, and think that for investors that like these stocks the market is throwing a sale.
But we have long advocated the US as the best place to invest for a long time to come, for six main reasons:
Military Might - The US military is unparalleled in the world, all of its strategic missions are accomplished and likely to remain so (strictly... Read more