EXCLUSIVE: Trump Or Harris? 12 Stocks, 2 ETFs Could Win No Matter Who's President, Says Market Strategist
Portfolio Pulse from Chris Katje
Market strategist Jay Woods identifies defense and cybersecurity sectors as potential winners regardless of the 2024 presidential election outcome. Key stocks in defense include Boeing, Northrop Grumman, General Dynamics, Lockheed Martin, RTX Corp, and GE Aerospace. In cybersecurity, CrowdStrike, Fortinet, Check Point Software, Palo Alto Networks, Cloudflare, and Cisco are highlighted.
August 22, 2024 | 7:13 pm
News sentiment analysis
Sort by:
Ascending
NEGATIVE IMPACT
Boeing has been a drag on the defense sector, affecting ETFs like iShares US Aerospace & Defense ETF.
Boeing is identified as a stock that has negatively impacted the defense sector, suggesting potential short-term underperformance.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80
NEGATIVE IMPACT
CrowdStrike has been a drag on the cybersecurity sector, affecting ETFs like Amplify Cybersecurity ETF.
CrowdStrike is identified as a stock negatively impacting the cybersecurity sector, suggesting potential short-term underperformance.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80
NEGATIVE IMPACT
Amplify Cybersecurity ETF is affected by CrowdStrike's performance.
The ETF is directly impacted by CrowdStrike's performance, which has been a drag on the sector.
CONFIDENCE 85
IMPORTANCE 60
RELEVANCE 70
NEGATIVE IMPACT
iShares US Aerospace & Defense ETF is affected by Boeing's performance.
The ETF is directly impacted by Boeing's performance, which has been a drag on the sector.
CONFIDENCE 85
IMPORTANCE 60
RELEVANCE 70
POSITIVE IMPACT
Check Point Software is a strong performer in the cybersecurity sector.
Check Point Software is identified as a strong performer, indicating potential positive short-term impact.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 60
POSITIVE IMPACT
Cisco is breaking out of a downtrend and could benefit from its acquisition of Splunk.
Cisco is noted for breaking out of a downtrend and potential benefits from its acquisition, suggesting positive short-term impact.
CONFIDENCE 85
IMPORTANCE 75
RELEVANCE 70
POSITIVE IMPACT
Fortinet is a strong performer in the cybersecurity sector.
Fortinet is highlighted as a strong performer, suggesting positive short-term momentum.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 60
POSITIVE IMPACT
General Dynamics is a strong performer in the defense sector, making new highs.
General Dynamics is identified as a strong performer, indicating potential positive short-term impact.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 60
POSITIVE IMPACT
GE Aerospace is highlighted as a strong performer in the defense sector.
GE Aerospace is noted for its strong performance, suggesting positive short-term impact.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 60
POSITIVE IMPACT
Lockheed Martin is a top performer in the defense sector, making new highs.
Lockheed Martin is highlighted as a strong performer, suggesting positive short-term momentum.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 60
POSITIVE IMPACT
Cloudflare is a strong performer in the cybersecurity sector.
Cloudflare is highlighted as a strong performer, suggesting positive short-term momentum.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 60
POSITIVE IMPACT
Northrop Grumman is a top performer in the defense sector, making new highs.
Northrop Grumman is highlighted as a strong performer, suggesting positive short-term momentum.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 60
POSITIVE IMPACT
Palo Alto Networks is poised for a comeback in the cybersecurity sector.
Palo Alto Networks is noted for its potential comeback, suggesting positive short-term impact.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 70
POSITIVE IMPACT
RTX Corp is a strong performer in the defense sector, making new highs.
RTX Corp is identified as a strong performer, indicating potential positive short-term impact.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 60