Back to top

Image: Bigstock

Trump Won: Value Stocks to Buy Now

Read MoreHide Full Article

Welcome to Episode #18 of the Value Investor Podcast

Every week, Zacks value stock strategist and the Editor of Zacks Value Investor portfolio service, Tracey Ryniec, talks about all things happening in the value stock universe, including her top stock picks.

With Donald Trump winning the US presidential election, a lot of investors might be afraid of the stock market. There could be considerable market volatility over the next few months until he takes office in January.

But value investors know that political events can create buying opportunities. When everyone else is fearful, value investors look to buy.

Tracey has put together a list of stocks that value investors should consider in the wake of the election results.

1.      Kansas City Southern sold off the day after the election on fears about Mexico. It is the only US railroad that has rail lines in Mexico. Tracey owns it in her own personal portfolio.

2.     Horizon Pharma plc is a drug manufacturer. It’s dirt cheap but the drug industry has been under investigation by several regulatory agencies, including the Justice Department. Many of the drug stocks have been caught up in the Valeant investigation as well as in the generic drug company subpoenas. Horizon has received subpoenas this year pertaining to its patience assistance programs. Be cautious.

3.     Tutor Perini (TPC - Free Report) does big infrastructure construction projects like casinos and airports.

4.     Mastec (MTZ - Free Report) also does big construction projects. Trump has said he wants to spend on highways, bridges and other infrastructure projects.

5.     KeyCorp (KEY - Free Report) is one of the large regional banks. The banks should benefit from a rise in the interest rates and the stocks are undervalued.

What does she think about investing in Mexico right now? It’s one of her favorite international plays and the Mexico ETF (EWW) has sold off. Should you be buying?

Find out what else Tracey is looking to buy in the post-election volatility on this week’s podcast.

Want more insights from Tracey?

Check out her weekly Value Investor service to receive more in-depth analysis on value companies and see which stocks she thinks are the best bargains now.

Click here to learn more>>


See More Zacks Research for These Tickers


Normally $25 each - click below to receive one report FREE:


KeyCorp (KEY) - free report >>

Tutor Perini Corporation (TPC) - free report >>

MasTec, Inc. (MTZ) - free report >>