Trump Says the Iran War Ends Soon: 5 Stocks for What Comes Next

Recently at a rally in Mobile, Alabama, President Trump said the war with Iran will end very soon and quote probably right after the midterms and when it does, he says oil prices will come tumbling down. Now, who we all hope is true and certainly will be true at some point. The problem is that we have heard about a looming peace deal too many times without it coming true. Kind of like the boy who cried wolf situation. With the future of oil prices uncertain, I want to give you ideas for both possible outcomes. meaning I will share three stocks that win if oil prices stay higher for longer and two stocks if a peace deal is indeed on the way with lower prices soon in hand. This is called a barbell trade where we win on both sides of the trade. Now, as with all my videos, I will save the most compelling stock for last. So, be sure to watch all the way to the end. For now, we will start with a stock that continues to benefit from higher oil prices, and that would be Front Line with a symbol of FRO. Now, before we get too far into that story, I should probably tell you who I am. I'm Steve Wrightmeister, but everyone calls me Righty. I'm a partner at Wall Streetzen.com, where our Zen ratings quant evaluates stocks across 115 different fundamental, technical, and AI factors to identify those most likely to beat the market. And just one quick favor before we dig in. If this kind of stock breakdown is useful to you, then tap that like button. It tells the YouTube algorithm to put more content like this in front of you in the future. Okay, let's get back to the story. Frontline. It is one of the largest crude oil tanker companies on the planet and they have a fleet of super tankers that haul oil across the world's oceans. Right. And right now the bad news with Iran is actually good news for front line. That's because Iran has been firing on ships and stopping traffic through the straight hormuz the single most important oil choke point in the entire world. Now when tankers have to reroute and dodge that trouble, shipping rates spike higher. This proves out as Front Light just posted record profits in the face of this disruption, meaning those higher shipping rates flow straight through to the bottom line. Now, let's pop the hood on this stock with the help of our Zen ratings quant model. Once again, the model analyzes every stock across 115 different factors, then boils it all down to an intuitive letter grade of A2F. Indeed, you want a portfolio loaded with A-rated stocks as they have historically beaten the S&P 500 by nearly 3 to one over the years. Now, the model also spotlights each stock's unique strength and weaknesses via seven underlying component grades. Now, we're talking about areas like growth, value, momentum, safety, sentiment, and more. Indeed, Frontline earns that desirable A rating, which amounts to a strong buy recommendation that comes from them scoring the top 4% of all stocks as we factor in 100 all those 115 different criteria. Now, let's uh dig deeper with the component grades where growth lands in the top 20% of all stocks. value is uh much better in the top 8% of all stocks and then we have a top 3% showing for momentum proving that these are indeed timely shares. We also have a top 3% showing for financial strength which is truly unusual for a shipping company as they carry such massive fixed costs you know given the large fleet of ships but it shows you the operational excellence of their management team. Now the one real risk here is the shipping cycle. Tanker rates go up, tanker rates go down. So if the conflict cools and the the Gulf settle down, those rich shipping rates can come back down to earth in a hurry. But for as long as the oil has to dodge trouble there, especially in the straight hormuz, then this is a pretty good idea to be in front line. It's one of the most direct ways to profit uh given its proven recent stellar earnings and also by the proven a rating from the Zen rings model. So plenty of good reasons to consider Frontline if it has a space in your portfolio. Now, before I get to the next pick, here's something that might interest you. I've put together a list of three stocks I believe could double in the year ahead. Yeah, I located all these stocks using the same Zen ratings quant rating model featured in this video. You can get your free copy of this report with those three stocks by visiting wall streets.com/double or scanning QR code on your screen or clicking the link in the description below. Pause the video for a moment, get your copy right now. Okay. Now, hauling the oil across the ocean is one way to profit from a supply squeeze. Now, refining oil is yet another way to do it. That brings us to the bullcase for par pacific, the symbol of P A R. This one takes the same oil chaos and turns it into fat refining margins. Here's the setup. Refiners make uh their money on the spread between what they pay for the crude and what they can sell uh gasoline, diesel, and jet fuel for, right? This is commonly known as the crack spread. Yes, I will always find that term very funny. When a conflict scrambles the oil market, that spread widens and that is pure profit for a well-run refiner like PAR. This was on full display and their most recent, I mean massive earnings speed, right? Even with some gains already in hand for these shares, Wall Street analysts are still pounding the table for even more upside ahead. This includes two buy and four strong buy recommendations. Now, the Zen rings agrees with the idea of this being a strong buy recommendation. That's because PAR scores in the top 1% of all stocks we track. Yes, I mean that the model finds it more attractive than 99% of all the other stocks analyzed. Better yet, it is the single highest rated refiner in our system. Number one out of 23, sitting above giants like Marathon and Valero, right? Nearly all of the component grades are similarly strong. So, let me give you a quick rundown. Sentiment top 20% of all stocks telling you the smart money is picking up on what they are putting down. The AI factor grade is in the top 17% and that is our proprietary algorithm that uses AI to detect signals of stocks likely to outperform. Uh growth is top 7%, momentum top 6%, value top 4% and financial strength is in the top 2% of all stocks. That is a lot of fundamental goodness packed into these shares. The risk is that the crack spread may not stay this wide forever. So as it narrows, it will point to lower profits in a flagging share price. But as long as the spread is wide, then it's off to the races for these stocks. And yes, sorry for all the crack jokes. I could not help myself. All right, quick ass before we get to the purest oil play of the pack. Uh, if you are getting value out of this video, then go ahead and hit subscribe and the notification bell. That's because I publish data driven stock analysis like this every single week. And these actions are the best way to ensure you don't miss my next timely stock picks. Okay, our third stock to benefit from oil prices staying aloft is Perium Resources with a symbol of PR. Now, Perian Resources is a pure play, oil producers focus on the Delaware Basin, which is the richest, lowest cost slice of the famed Perium Basin uh in Texas and New Mexico. So, when the war keeps crew crew prices elevated, nobody pulls more profit out of a barrel than the aptly named company of Perian, right? The proof was in the pudding of their latest earnings report, beating expectations by a full 60%. Now, in fact, business was so good that management also raised guidance for the future. Now, here's an interesting little wrinkle that explains why the trajectory higher should continue. Now, Perium Resources grows by being the disciplined buyer in the region, scooping a prime acreage at a fraction of what rivals pay. This points to dual growth drivers. First is the higher oil prices and second is higher production from those new beneficial acquisitions. Just like Frontline, this one has ample Wall Street support. All in all, they have five buy and eight strong buy recommendations, most pointing to a lot more upside ahead for shares. At this stage, you know what I'm going to say next. This is an A-rated stock from the Zen ratings model. That stems from Perian Resources scoring the top 2% of every stock we track, pointing to a truly stellar fundamental profile. Now, as you might expect, the component grades also are strong across the board. Sentiment is in the top 16% telling you the smart money crowd is already moving into shares. Growth top 12%, momentum top 10%, AI factor, timeliness grade top 6%, and the standout grade is financial strength top 5%. Truly one of the best operators in the energy industry. Now, obviously, the biggest risk in these shares is what happens when a peace deal finally comes together and oil prices head lower. However, every portfolio should have some allocation to energy stocks and perium is about as good as they get. That proves out with a large Wall Street support and the seal of approval from the Zen ratings model. Now, that rounds out the trio of stocks that benefit the most from the war dragging on and energy prices staying alive. Now, let's picture the other side of the trade. The war ends, the straight reopens, oil slides down, and a whole different set of stocks are ready to rock. I'm going to point out my two favorite to thrive in that environment. Now, first up is TFI International with a symbol of TFI, one of North America's largest trucking and freight operators. Now, as you know, trucking runs on diesel fuel, and diesel is a trucker's single biggest variable cost. So, the end of the war with Iran should lead to cheaper diesel, lower costs for TFI, and yes, higher profits. But right now, TFI and their peers are feeling the pain from that rising diesel. This explains why shares are a full 30% off their heights. So this is a classic buy the dip opportunity on one of the best operators in the industry. Now the key of course is to unlock that trade is falling oil prices and then TFI is uh going to be off the races truly burning rubber to the previous highs and likely beyond. Wall Street has been unwavering in their support of these shares as they know at some states the trend will indeed become their friend. Right? That is why TFI sports two buy and seven strong buy recommendations. Even better is seeing the lofty fair value target prices put on by these analysts. Now the average analyst is looking for about 40% upside in shares in the year ahead whereas the street height is calling for about 60% gains from current levels. In this case our Zen rings model labels these shares as a B-grade which amounts to a buy recommendation. Note that B-rated stocks have nearly doubled the S&P 500 uh returns over the past uh 20 years. However, I should be clear. TFI scored in the top 5.2% of all stocks, but only the top 5% earned that coveted A rating. Perhaps it would be more accurate to label these shares as a minus. As for the component grades, that party starts with the top 23% showing for financial strength, top 20% for momentum, top 16% for AI factor grade, top 14% for growth, which foreshadows more earnings beats ahead, and the standard rate is for safety, way up in the top 6% of all stocks track. All this goodness explains why TFA is the top rated company in the entire trucking industry. Now, it's almost embarrassing to say the problem out loud, but yes, if diesel prices stay a loft, then these shares will continue to suffer gladly. That seems to be more than baked into the cake given the recent 30% pullback from the highs. That gives us an enticing entry point to get on board the top rated trucking company. Indeed, they're ready to roll as soon as energy prices roll back. Okay, before we get to that last stock, I got one quick thing for you. If you want to stay a step ahead of the pack, then you got to join me live every Monday. That is when I share my updated market outlook and trading plan to outperform. It's also when I unveil my trade of the week based upon our proven ZenRingsquap model and my greater than 40 years of investing experience. Now, it's a free event, but you do need to register and you can do that now at wall streetzen.com/live or click the link that you see down in the description below or scan the QR code that's coming up on your screen. Now, just pause the video for a moment to sign up. I'll be patient. wait for you and I look forward to seeing you there on Monday. And even if you can't join live this Monday, you should still sign up. That's because we send a replay to all registrants to watch whenever it's convenient. All right. Now, we get to our fifth and final pick in Kronos Worldwide with a symbol of KRO. And yes, this is another one that would benefit from lower oil prices. Right here is the logic. Kronos makes titanium dioxide, the white pigment in paint, plastics, and coatings. It is a chemical business. And as you probably know, chemical businesses run on a lot of energy and raw material costs, right? So when oil and energy prices fall, those massive input costs come down, helping to reinvigorate the profit margins. Now, you could say this is a peace dividend hiding inside a pigment company. All right, Wall Street is pretty asleep at the wheel on this one with only one covering analyst. Gladly is the top ranked analyst from Deutsche Bank who has pounded the table on shares that a turnaround should soon unfold. Now gladly when Wall Street is looking elsewhere, we have the benefit of the Zen ratings deep dive, right? Meaning it analyzes 115 different factors for every stock to point out those with the most appealing investment profile. Kronos makes the grade with that coveted A rating as they score in the top 3% of all stocks in the model. Now, the component grades lights the way starting with safety in the top 19% of all stocks tracked. Then we make a big leap into the top 8% for sentiment mean. The smart money knows what time it is. Then we have uh top 5% for momentum and the standout greatest for growth way up in the top 2% foreshadowing more growth and more earning speeds ahead. Now the strength of Kronos' turnaround depends a lot on lower energy prices to improve their profit outlook. If that does come to fruition, then it's easy to see why these shares are a tremendous outperformer in the months ahead. Now, so there you have it. three stocks that benefit from oil prices staying aloft and two others that would prefer an Iran peace deal leading to lower oil prices. Now, this is known as a barbell trade where you are covered either way things evolve from here. You see the there I am by barbell. All right, now is a good time to remind you the Zen rings are updated daily on the quote pages at wall streetzen.com. Be sure to check the latest ratings before making any of your moves. So, now is a good time to bookmark the site for all your future uh visits to check out those Zen ratings. Now, I want to hear from you. Which of these five stocks do you like the most and why? And are there any names I didn't mention that you think belong on this list? Share it with the community down in the comments section below. And if you're interested in another profitable corner of the market, then check out the video that's popping up in your screen right now. In that one, I broke down the four defense tech stocks that I'd buy right now. Hey, go ahead and enjoy it.