The Morning Filter cover image

5 Stocks to Buy to Profit from Trump’s Trade Deals

The Morning Filter

00:00

Market Valuations and Earnings Insights

This chapter analyzes the earnings outlook for Home Depot, Lowe's, Walmart, and NVIDIA, with Lowe's expected to perform better due to its focus on smaller projects. It also discusses the implications of tariffs on valuations, emphasizing the high premiums of certain stocks and the necessity of timing for investors. Additionally, it highlights cybersecurity stocks and Salesforce, suggesting potential entry points amidst market fluctuations.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app