Editor’s Note: I’ve always appreciated how Karim Rahemtulla and the whole team at Monument Traders Alliance avoid any bias or political agenda and focus on one thing only: delivering results for their readers.
Today, I’ve invited Karim to share five sectors that he believes could make investors a lot of money as President Trump’s tariffs continue to go into effect.
Keep reading below to find out all five.
– James Ogletree, Managing Editor
At Monument Traders Alliance, we don’t play politics with our trading.
Whether you vote blue or red – it doesn’t matter.
We’re all about green, meaning we’re here to provide you with the best trade opportunities.
And the truth is…
In light of President Donald Trump’s latest tariff trade war, I’m looking at domestic companies with minimal exports as buy opportunities.
Here are 5 sectors worth paying attention to.
1. Steel and Aluminum
Higher tariffs on imported metals (e.g., from China) could benefit steel and aluminum producers like Nucor (NUE) and Steel Dynamics (STLD).
Nucor is the largest U.S. steel producer, with most sales in North America and a minimal reliance on exports.
Steel Dynamics is another major steel company with a primarily domestic customer base.
2. Defense & Aerospace
A more protectionist stance could favor domestic defense contractors like Lockheed Martin (LMT) and Raytheon (RTX), especially if national security concerns justify tariffs on foreign-made components.
Northrop Grumman (NOC) is another company that primarily serves the U.S. Department of Defense, with limited international sales.
Huntington Ingalls (HII) is the sole builder of U.S. aircraft carriers, with business almost entirely tied to the U.S. government.
3. Energy (Oil & Gas)
As the U.S. imposes tariffs and other countries like Mexico, Canada and China retaliate, there could be a higher demand for our own oil and energy.
Domestic companies like ExxonMobil (XOM) and Chevron (CVX) are in play.
For utilities, Duke Energy (DUK) is a regulated company with all operations in the U.S., benefitting from infrastructure spending.
4. Industrial Equipment
U.S.-based manufacturers of machinery, heavy equipment, and tools could gain if tariffs make foreign imports more expensive. Companies like Caterpillar (CAT) and Deere & Co. (DE) are among the top domestic providers.
5. Food & Consumer Goods
A couple of weeks ago, my colleague Bryan Bottarelli wrote about tariff-protected stock McCormick & Company (MKC).
He got positioned on MKC that same day and closed the position for a 25% winner in less than 1 trading day.
A few other heavily domestic food and consumer companies include Post Holdings (POST), a packaged food company with a heavy focus on U.S. markets, including cereals, frozen foods and snacks.
There’s also TreeHouse Foods (THS) – a private-label food manufacturer mainly supplying domestic grocery stores.
Your Action Plan
The Trump administration has made it clear: protecting U.S. industries is a top priority.
History has shown us that tariffs can drive profitability and growth in these five sectors – and the current conditions are aligning for a repeat performance.
