MY POP WAS VERY PROUD THE DAY I BECAME A STOCKBROKER
Fracking
An obvious and possibly most lucrative place to begin is right here. Halliburton (HAL) is one of the world’s largest providers of equipment for fracking and leads the way in products and services for the ever-evolving Energy industry. Furthermore the ownership of Halliburton is a mix of institutional, retail and individual investors. The largest shareholders include Black Rock Inc., Capital World Investors and the Vanguard Group Inc.. Individuals, such as Donald Trump and some of his richest friends also hold large shareholder positions here.
Halliburton uses a fleet of over 5600 tractors, 2800 trucks and 11000 trailers to do nearly $15.5 billion in annual sales. The company went public in 1948 and was listed as the Halliburton Oil Well Cementing Company (HOWCO) and eventually became the Halliburton Company (HAL) in 1961. The company employed over 48000 people as of 2023.
THE COMPANY’S Sweetheart Deal
Halliburton has come under intense scrutiny over it’s multi-billion dollar contracts with the U.S. military in Iraq. Critics charging that Halliburton has seemingly become another branch of the U.S. military, while the company’s former CEO, Dick Cheney, is now the vice president. A Halliburton subsidiary, Kellogg, Brown & Root (KBR) since 09/11/2001, has constructed base camps at more than 60 locations throughout the Middle East and South Asia. And, America’s war on terrorism has created a windfall for KBR. The latest quarterly report of KBR’s shows profit margins on military services is at 3.8% which lauds the company’s efficiency.
The overall consensus is: While trading in an environment with an administration that is anti fracking the stock is near it’s 52 week low. Consequently, it will do well in an administration that holds high regard for expanding fracking.
Tesla
Trump’s good buddy and major presidential campaign contributor, Elon Musk, is ready for another bounce in his company’s (TSLA) stock price. Trump has already committed and will do what he has promised to the automotive industry. He is going to stop all government subsidies to EV companies. This favors Elon Musk significantly, as Tesla no longer need subsidies as their competitors do.
Tesla’s business platform has been unmatched by both domestic and foreign auto manufacturers. Phase 1: To build and supply worldwide the “Ultimate Battery”. Phase 2: Building massive utility projects around the world. These would be considered “Micro Grids”. Tesla is already revolutionizing these grids in over 40 countries. Houston, Texas is home to the largest U.S. Tesla grid. Phase 3: Tesla operating as a giant decentralized “Electric Utility Company” worldwide. There definitely will be some small energy players that will rise with Tesla’s grid growth. I like (FCEL) Fuel Cell Energy, Inc. and (PLUG) Plug Power Inc. just to mention a couple.
In the next decade over 150 million EVs will be on the roads. Most of you know I touted Tesla way back in 2018, and in a short three year period the stock rose an incredible 2500%. Now that the last two years have trimmed the price considerably, and it’s trading close to it’s 52 week low, this would be a good investment both for a short term jolt and as a hold-long term.
Immigration
Donald Trump has stated over and over how he will put an end to illegal immigration. He intends to round up and deport well over a million immigrants. So, who will benefit from this endeavor. The answer is, private prison companies. Obviously, you cannot deport a million people all at once.
Geo Group Inc. (GEO) is a publicly traded company that also is an enormous contributor to Trump’s Super PACs; and, will greatly benefit with Donald Trump in the Whitehouse. They construct, finance and invest in private prisons and mental health facilities in the United States. Similar to Halliburton, their largest shareholders include Black Rock Inc. and Vanguard Group Inc..
The influx of inmates will be a direct result of holding illegal immigrants until deportation and/or rehabilitation leading to various reintegration programs. As with the other companies I’ve listed here, they have positive earnings and growth revenue.
Banking
Donald Trump definitely favors deregulation, so a sound buy and hold long term stock position would be JPMorgan Chase & Company (JPM).
Oil
Whether you’re and investor, a business analyst, or someone fascinated by the ever-changing landscape of corporate financial health, a list of the U.S. largest ranking companies by “Market Cap” is an excellent place to determine a company’s size instead of sales or total asset value. For instance, in an acquisition, the market cap helps determine whether a takeover candidate represents a good value for the acquirer. Market capitalization shows how much a company is worth as determined by total market value of all outstanding shares. To calculate a company’s market cap, simply multiply the number of outstanding shares by the current market value of one share. With that being said, in the oil industry you might look at Exxon (XOM).
Big Pharma
I would stay far away from this sector. With the promise of a cabinet position for Robert Kennedy Jr. and what he will bring to the table, I would stand clear of Big Pharma. In fact, I think the major players in this sector will take a hit. However, I wouldn’t go as far as shorting any one particular stock in this sector.
Media
I’ve saved the best for last. (DJT) – Truth Social. This is Donald Trump’s baby.
Trump’s Media & Technology Corp.
The company is near it’s 52 week low since shares that were restricted have just become unrestricted. I’m thinking that at some point DJT will merge with Rumble (RUM), which has become the “Conservative” You Tube. Looking further, I’ve found out that 51% of the Rumble shares are owned by four individuals. This gives them effective control of the company. The insider ownership of Rumble can make this merger happen quickly following a Donald Trump victory on November 5th. That happening should give DJT a tremendous boost in the short term.
Quite Mercenary
This article might come across as sort of mercenary. Like I don’t particularly care who wins the election but that I just want to make a lot of money. The truth is, I’m writing this not just because I want to make money; but, that’s what I want for all of you. Those of you who know me, know that I’m a lifelong Democrat and proudly stand with Kamala Harris.
Investing Disclosure Statement
All of the information presented here has been obtained from various sources believed to be reliable. With that being said, the accuracy of this information can and will change from month to month or even as soon as day to day. Investors should always carefully review and investigate stock prospectuses; furthermore, most should consult with investment counsel before investing.
Remember, the three most important words in investing are: “I don’t know”. The past performance of the market can not guarantee the future performance. Investing money that is critical to your current needs is never recommended.
THE SOURCES
The Oxford Club Journals / The Wall Street Journal / Paradigm Press / Market Beat / Gold Century Investing / Fidelity Investments / Behind the Markets / The Altucher Confidential
