TrumpNation

[achilles28]

This thread is reserved for Trump picks. Stocks, bonds, futures, commodities, currencies...whatever. Everyone welcome. With each pick, please include your rational for the trade.

In the spirit of Trumps 35% tariff on imported goods, many S&P500 constituents should take a massive hit. The key is to find companies who manufacture predominately offshore AND who do large business in America. Those companies get hit the hardest. Lets count the ways?

SHRT BABA (Aibaba)
SHRT FOXCONN (apple contract manufacturer/assembler).
SHRT APPL (onshoring/tariffs = reduced earnings)

More US manufacturers? lol

• 3M
• Alienware
• Amazon
• AMD
• Analog Devices
• Apple
• Apex
• Audiovox
• Avaya
• Averatec
• Bose
• Cisco Systems
• Dell
• eMachines
• Emerson Electric
• Emerson Radio
• Fitbit
• Gateway
• Google
• Hewlett-Packard
• HP
• IBM
• Intel
• Kingston
• Koss
• Magnavox
• Microsoft
• Motorola
• NVIDIA
• Packard Bell
• Qualcomm
• RCA
• Sandisk
• Seagate
• SGI
• Sonic Blue
• Sun Microsystems
• Texas Instruments
• Unisonic Products Corporation
• Unisys
• Vizio
• Viewsonic
• Western Digital
• Westinghouse
• Xerox
• Zenith

 

[achilles28]

Next logical question: how do we locate geographical-specific sales revenue for each company?

Food for thought?

List of largest manufacturing companies by revenue

1 Samsung Electronics, various 305,000 South Korea
2 Toyota Automotive 235,364 Japan
3 Volkswagen Group 221,551

Germany
4 Daimler Automotive 148,139

Germany
5 General Electric Engineering, various 147,616 United States
6 General Motors Automotive 155,929 United States
7 Ford 136,264 United States
8 Hewlett-Packard Electronics 127,245 United States
9 Hitachi Engineering, various 122,419 Japan
10 Nissan Automotive 119,166 Japan
11 Hon Hai Precision Industry Electronics 117,514 Taiwan
12 Exor Investment 117,297 Italy
13 Siemens Engineering, various 113,349 Germany
14 Apple Electronics 108,249 United States
15 IBM 106,916 United States
16 Cardinal Health Pharmaceuticals 102,644 United States
17 BASF Chemicals 102,194 Germany
18 Honda Automotive 100,664 Japan
19 Panasonic Engineering, various 99,373 Japan
20 BMW Automotive 95,692 Germany
21 ArcelorMittal Steel 94,444 Luxembourg
22 Nestle Food & Beverages 94,405 Switzerland
23 Peugeot Automotive 83,305 France
24 Procter & Gamble Consumer goods 82,559 United States
25 Sony Electronics 82,237 Japan
26 Toshiba Engineering, various 77,261 Japan
27 Bosch 71,600 Germany
28 Sinochem Chemicals 70,990 China
29 Mitsubishi Engineering, various 70,492 Japan
30 Hyundai Motor Company Automotive 70,227 South Korea
31 ThyssenKrupp Steel 68,791Germany
32 Boeing Aerospace & Defense 68,735 United States
33 Airbus Group 68,310 Netherlands
34 Pfizer Pharmaceuticals 67,932 United States
35 SAIC Motor Automotive 67,255 China
36 Mitsui Engineering, various 66,512 Japan
37 PepsiCo Food & Beverages 66,504 United States
38 Johnson & Johnson Personal care products 65,030 United States
39 Unilever Consumer goods 64,610 Netherlands
40 Dongfeng Motor Group Automotive 62,911 China
41 POSCO Steel 62,230 South Korea
42 Dell Electronics 62,071 United States
43 Caterpillar Construction equipment 60,138 United States
44 Dow Chemical Chemicals 59,985 United States
45 Novartis Pharmaceuticals 59,375 Switzerland
46 Renault Automotive 59,272 France
47 Saint-Gobain Building materials 58,560 France
48 United Technologies Engineering, various 58,190 United States
49 FAW Group Automotive 57,003 China
50 Fujitsu Electronics 56,582 Japan
51 China Minmetals Metals 54,509 China
52 Kraft Foods Food & Beverages 54,365 United States
53 Intel Electronics 53,999 United States
54 Nokia 53,753 Finland
55 Nippon Steel Steel 51,812 Japan
56 LyondellBasell Chemicals 51,035 Netherlands
57 Bayer Pharmaceuticals 50,790 Germany
58 SABIC Chemicals 50,639 Saudi Arabia
59 Hoffmann-La Roche Pharmaceuticals 49,714 Switzerland
60 LG Electronics Electronics 48,977 South Korea
61 Sanofi Pharmaceuticals 48,746 France
62 Hyundai Heavy Industries Engineering, various 48,485 South Korea
63 Norinco 48,154 China
64 Merck & Co. Pharmaceuticals 48,047 United States
65 AB Volvo Automotive 47,814 Sweden
66 Lockheed Martin Aerospace & Defence 46,692 United States
67 Coca-Cola Food & Beverages 46,542 United States
68 Mitsubishi Electric Engineering, various 46,094 Japan
69 Koc Holding Consumer durables 45,098 Turkey
70 Wilmar International Food & Beverages 44,710 Singapore
71 Canon Inc. Electronics 44,631 Japan
72 GlaxoSmithKline Pharmaceuticals 43,907 United Kingdom
73 Cisco Systems Telecommunications equipment 43,218 United States
74 China South Industries Group Automotive, Electronics 43,160 China
75 Continental Tyres 42,416 Germany
76 Sumitomo Engineering, various 41,301 Japan
77 Aviation Industry Corporation of China Aerospace & Defence 40,835 China
78 Johnson Controls Engineering, various 40,833 United States
79 Mitsubishi Chemical Holdings Chemicals 40,632 Japan
80 JFE Holdings Steel 40,104 Japan
81 Denso Engineering, various 39,954 Japan
82 Anheuser-Busch InBev Food & Beverages 39,046 Belgium
83 Kia Motors Automotive 38,988 South Korea
84 Abbott Laboratories Pharmaceuticals 38,851 United States
85 Hesteel Group Steel 38,722 China
86 DuPont Chemicals 38,719 United States
88 ABB Engineering, various 37,990 Switzerland
89 Bridgestone Tyres 37,943 Japan
90 Quanta Computer Electronics 37,770 Taiwan
91 China Metallurgical Group Engineering, various 37,613 China
92 Honeywell 37,059 United States
93 JBS S.A. Food & Beverages 36,921 Brazil
94 Heraeus Holding Engineering, various 36,406 Germany
95 Ingram Micro Electronics 36,329 United States
96 Shougang Corporation Steel 36,117 China
97 Aluminum Corporation of China Aluminium 35,839 China
98 Mitsubishi Heavy Industries Engineering, various 35,727 Japan
99 Oracle Corporation Electronics 35,622 United States
100 Royal Philips Electronics 35,152 Netherlands
101 Ericsson Telecommunications equipment, Electronics 34,958 Sweden
102 Tata Motors Automotive 34,575 India
103 Wuhan Iron and Steel Corporation Steel 34,260 China
104 Christian Dior Luxury goods 34,244 France
105 AstraZeneca Pharmaceuticals 33,591 United Kingdom
106 Ineos Chemicals 33,160 Luxembourg
107 George Weston Limited Food & Beverages 32,735 Canada
108 General Dynamics Defense 32,677 United States
109 Tyson Foods Food & Beverages 32,266 United States
110 Jiangsu Shagang Group Steel 32,097 China
111 John Deere Agricultural equipment 32,013 United States
112 Suzuki Motor Automotive 31,817 Japan
113 Huawei Telecommunications equipment, Electronics 31,543 China
114 Schneider Electric Engineering, various 31,128 France
115 Sharp Corporation Electronics 31,104 Japan
116 Philip Morris International Tobacco 31,097 United States
117 China National Building Material Company Building materials 30,022 China
118 Sinomach Engineering, various 29,846 China
119 3M 29,611 United States
120 Lenovo Electronics 29,574 China
121 Alfresa Holdings Pharmaceuticals, Medical equipment 29,551 Japan
122 Flextronics Electronics 29,470 Singapore
123 Aisin Seiki Automotive components 29,183 Japan
124 Michelin Tyres 28,809 France
125 Magna International Automotive components 28,748 Canada
126 BAE Systems Defense 28,624 United Kingdom
127 L'Oreal Cosmetics 28,286 France
128 COFCO Food & Beverages 28,190 China
129 Northrop Grumman Aerospace & Defence 28,058 United States
130 Henan Coal & Chemical Chemicals 27,919 China
131 Fujifilm Photographic equipment 27,804 Japan
132 Tata Steel Steel 27,739

India
133 ChemChina Chemicals 27,707

China
134 Alstom Engineering, various 27,417

France
135 Danone Food & Beverages 26,861

France
136 Sumitomo Electric Industries Electrical cable 26,082

Japan
137 International Paper Pulp & Paper 26,034

United States
138 Tejas Networks Telecommunication Equipments 26,023

India
139 Japan Tobacco Tobacco 25,759

Japan
140 Mazda Motor Automotive 25,749

Japan
141 China Shipbuilding Industry Corporation Shipbuilding 25,145

China
142 CRH Building materials 25,141

Ireland
143 Komatsu Limited Construction equipment 25,099

Japan

 

[cdcaveman]

A currency war and a lowering of the standard of living... Tariffs benefit one group at the expense of another . It nets negative in total... This interventionist ideology is destructionism

 

[achilles28]

A currency war and a lowering of the standard of living... Tariffs benefit one group at the expense of another . It nets negative in total... This interventionist ideology is destructionism

Tell that to China and Japan who built dirt-floor economies from "destructive interventionism"....

Smells like CNBC propaganda to me...Who are CNBC's biggest advertisers? Look no further then companies listed above....1 + 1 = ??

 

[Palindrome]

Long banks..reduced obama b.s. excellent theme for the next 24 months. BAC doubles from here for example. No more obama is excellent for US banks. This is obvious in my opinion.

Overweight us banks (hold for 18 months) **** don't worry about "overbought Technicals" that's bs as well as "bho"

Overweight us energy oil stocks ( sell in June ) *** don't worry about bho's focus on global warming, that is no longer a major rediculous focus.

Long copper/RSX

VRX - hits 50 before it hits zero

Don't overlook the obvious fellas...

 

[achilles28]

Long banks..reduced obama b.s. excellent theme for the next 24 months. BAC doubles from here for example. No more obama is excellent for us banks. This is obvious in my opinion.

Please explain further? I'm a simple day-trader.

Bigger margins from higher interest rates? + bullish economy and stock market = more loans?

 

[cdcaveman]

Tell that to China and Japan who built dirt-floor economies from "destructive interventionism"....

Smells like CNBC propaganda to me...Who are CNBC's biggest advertisers? Look no further then companies listed above....1 + 1 = ??

Let China and Japan subsidize.. they will ruin themselves doing it.. why do we have to join in this protectionism..Over the long term any country that subsidizes or puts tariffs on trade hurts themselves.. first China subsidizes with fiat or taxes.. both of which reduces their standard of living ... This subsidizing doesn't come free ya know... I can't believe people buy into this crazyness.. do you really think China can just print money out of free air or tax with no reprocussion? And on top of that if we tarriff why wouldn't they subsidize more then to compensate.. besides according to most navie thinkers wouldn't that be harmless to them? Tarriff protectionism is only going to reduce the choices of the American people and increase the costs of good which will lower the standard of living .. this is elementary economics

 

[achilles28]

Let China and Japan subsidize.. they will ruin themselves doing it.. why do we have to join in this protectionism..Over the long term any country that subsidizes or puts tariffs on trade hurts themselves.. first China subsidizes with fiat or taxes.. both of which reduces their standard of living ... This subsidizing doesn't come free ya know... I can't believe people buy into this crazyness.. do you really think China can just print money out of free air or tax with no reprocussion? And on top of that if we tarriff why wouldn't they subsidize more then to compensate.. besides according to most navie thinkers wouldn't that be harmless to them? Tarriff protectionism is only going to reduce the choices of the American people and increase the costs of good which will lower the standard of living .. this is elementary economics

That's all theory. In real life, Japan and China built flattened countries and economies out of protectionism and mercantile trade policies. Subsidies are a small component. Currency debasement and tariffs did the bulk of work. Debasement is just another subsidy, you might argue. Either way, you're telling me the sky isn't blue. Sorry, but it is. I suggest reading up on Mercantile trade policies. That's exactly what the Asian tigers are doing. And its destroyed our middle class.

Anyway, this thread is about Trump stock picks. So lets stay on topic.

 

[Palindrome]

Don't worry about trade and tariffs, all bs politics.

Focus on the positive themes of removing obama/democrats. Thats simply all that matters.

The tariffs/currency wars are fiction, echoed by media over and over again to keep us from focusing on the simple/obvious REAL THEMES.

Those real themes stem from no more BHO.

Simplify your analysis

Lastly... Simply stay optimistic on all risk assets...especially inflationary assets because that's the 5 year theme

 

[achilles28]

^First point is highly debatable. I agree 100% we're in a new bull market, and a very different one. Most trades should be double long.