How to Profit From the Upcoming Election

How to Profit from the Upcoming

Election

• Chief Investment Officer, Greenwich Wealth Management

• #1 Stock Picker from 2003-2012, according to Hulbert Financial Digest

• PhD in Finance, Chartered Financial Analyst

Vahan Janjigian, Editor of Bottom Line’s Money Masters Stock Report

• Managing Director, U.S. Equity Strategy of S&P Global Market Intelligence

• Chairman of the S&P Investment Policy Committee• Author of The Seven Rules of Wall Street and The

Standard & Poor’s Guide to Sector Investing

Sam Stovall, Managing Director, Standard and Poor’s

• Vice president, T. Rowe Price• Portfolio manager of the $22 billion T. Rowe Price

Equity Income fund• Special expertise in dividend stocks and energy

markets

John D. Linehan, CFA, Vice President, T. Rowe Price

The Economy

Under which president, Hillary Clinton or Donald Trump, do you think the economy and the stock

market would do better—and why?

Under which president, Hillary Clinton or Donald Trump, do you think the economy and the stock market

would do better—and why?Sam Stovall:• Better under Clinton• Less hostile position toward trading partners, particularly China and

Mexico• Focus more on growth than protectionism• Less uncertainty than Trump• Concern: More Congressional gridlock if Clinton elected


would do better—and why?Vahan Janjigian:• Safe choice is Clinton; “The devil we know”• Taxes raised on investment class• Taxes cut on middle class• Not well but less uncertain than Trump• Trump will bring radical changes• Trump likely to lower tax rates, causing a temporary rally


would do better—and why?John Linehan:• Clinton• Same as last 8 years under Obama• Will Trump change, become presidential?• Possible Senate gridlock under Clinton, easier change for Trump• Clinton likely more pro market than Obama• More accommodating regulative stance

Industries

Which specific industries do you think would do especially well/suffer with Clinton as president?


Sam Stovall:

Do well under Clinton• Managed Care (HMOs)

Suffer under Clinton:• Restaurants


John Linehan:

Do well under Clinton• Infrastructure• Environmental Services

Suffer under Clinton:• Biotech• Pharmaceutical• Managed Care


Vahan Janjigian:

Do well under Clinton• HMOs• Infrastructure• Consumer Staples• Alternative/clean energy• Defense

Suffer under Clinton:• Financial Companies• Traditional Energy/Fossil Fuels

Which specific industries do you think would do especially well with Trump as president?


Sam Stovall:• Traditional Energy/Fossil Fuels• Aerospace/Defense• Companies with domestic revenue


Vahan Janjigian:• Traditional Energy/Coal/Oil• Restaurants• Biotech/Pharmaceutical• Infrastructure


John Linehan:• Banking• Oil Infrastructure• Utilities• Chemical

Which specific industries do you think would suffer with Trump as president?


John Linehan:• Multinational industrial conglomerates• Air Freight


Vahan Janjigian:• Aerospace/Defense• Agriculture• Companies that import foreign commodities• Hospital Management


Sam Stovall:• Hospital Management

Stocks

What are stocks you think would do especially well with Clinton as president?


Vahan Janjigian:• Boeing (BA)• Wal-Mart (WMT)• Caterpillar (CAT)


John Linehan:• Vulcan Materials (VMC)


Sam Stovall:• Aetna (AET)• FedEx (FDX)• Korn/Ferry Int’l (KFY)

What are stocks you think would suffer with Clinton as president?


Sam Stovall:• Lockheed Martin (LMT)• GlaxoSmithKline (GSK)• Panera Bread Co. (PNRA)


John Linehan:• Eli Lilly (LLY)• Merck (MRK)


Vahan Janjigian:• Incyte Corp. (INCY)• McDonald’s (MCD)• Exxon Mobile (XOM)

What are stocks you think would do especially well with Trump as president?


Vahan Janjigian:• Consol Energy (CNX)• Boston Scientific (BSX)• Buffalo Wild Wings (BWLD)


John Linehan:• Morgan Stanley (MS)• Citigroup (C)• TransCanada (TRP)


Sam Stovall:• Consol Energy (CNX)• Triumph Group (TGI)• Johnson Controls (JCI)

What are stocks you think would suffer with Trump as president?


Sam Stovall:• Universal Health Services (UHS)• Advance Auto Parts (AAP)• Nabors Industries (NBR)


John Linehan:• Boeing (BA)• General Electric (GE)• United Parcel Service (UPS)• Kansas City Southern (KSU)


Vahan Janjigian:• Apple (AAPL)• Whirlpool (WHR)• HCA Holdings (HCA)

How to Profit from the Upcoming

Election

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Economy & Finance

How to Profit From the Upcoming Election