Trump's Tariff Shakeup: 5 Stocks to Buy Before Black Friday

They say there are only two certainties in life, death and taxes. Now, that's true, but the let me give you a third option, and that is the American consumer will always spend a ton of money during the holiday shopping season. In fact, the National Retail Federation recently projected this will be the first ever $1 trillion holiday shopping spree. On top of that, we have a second catalyst, which is the tariff refunds coming to many of the folks importing goods, especially those coming from China. That's why today I will hand you five perfect holiday stocks to buy before Black Friday. Stick around because I am saving the best one for last. Let's start with the retailer with the most to gain from recent tariff relief and that is Dollar Tree with the symbol DLTR. Now you know the pricing model, all these things at very low price. Now given that most of what they sell is imported and most of it straight from China, then recent tariff relief should nicely lower costs as well as increasing profit margins. Now before I continue with the case for Dollar Tree, I should probably tell you who the heck I am. I'm Steve Wrightmeister, but everyone calls me Righty. I'm a partner at wall streetzen.com, where our quant rating system pinpoints the stocks with the greatest likelihood to outperform the market. And if you like timely stock picks like this, then go ahead and hit that like button as that action ensures you'll see more videos like this in the future. Let's get back to the attractiveness of Dollar Tree shares coming into the holiday season. Yes, they are in a better position thanks to the recent lowering of tariffs, but also they recently spun off their struggling family dollar chain, which has their operations looking leaner and a lot meaner. These financial improvements show up in their current streak of six straight earnings beats. Now, Wall Street is taking notice. That's why seven analysts are firmly in the strong buy camp with another tagging along with a buy recommendation. Now, this includes some heavy hitters like JP Morgan's Matthew Boss. He ranks in the top 9% of all analysts we track in terms of his actual stock picking performance, meaning he knows a [snorts] thing or two about picking great stocks. Not only does Matthew Boss see these shares as a strong buy, but he also has the highest fair value target price, calling for nearly 40% upside in shares in the year ahead. Now, let's take a deep dive on the attractiveness of Dollar Tree shares through the lens of our Zen rings quant model that scores every stock across 115 different fundamental, technical, and AI factors. And then it gets all boiled down to one intuitive letter grade of A through F. Indeed, the higher the grade, the higher the expected returns for those shares. Now, in the case of Dollar Tree, they score in the top 8% of all stocks analyze leading to that hardy B- rating, which means a buy recommendation. Now, the Zen ratings further breaks out some component grade for each stock like value, growth, momentum, and more. So, you can appreciate all the unique strength and weaknesses of any stock. Now that component grade party gets started with the top 28% showing for our AI factor grade. That's not about how much AI is involved with the company. Instead, it's our usage of AI to track down the most timely stocks. From there, we have a top 26% showing for growth followed by top 24% for value. Now, our sentiment indicator tells us that the smart money think quite highly about that stock because we have a top 19% showing in this area, which is a very good sign. Then we take a big leap forward into top 3% of all stocks for financial strength. No doubt this improved greatly after they got rid of the follower uh family dollar chain. The biggest risk is what happens when the next round of terrorists come out. Now if that flares up again, especially with China, then Dollar Tree will feel that pain a bit more than most retailers. However, overall we have very favorable trends for Dollar Tree. The six beats in a row proves that out as does the growing Wall Street and Zen rating support. Thus, it's the perfect pick to kick off our holiday stock shopping list today. All right, before I get to my next holiday stock, I want to share something special with you. That being the list I put together of three stocks I believe could double in 2027. Yes, double. I found them all using the same Zen ratings quant model I use for the video today. You can grab those three tickets for free just by visiting wall street.com/double or scanning the QR code or clicking the link down description. Claim your copy of those three stocks. Now, let's get to the second stock on our holiday shopping list today in Lifetime Brands with a symbol of LCU. Now, Lifetime is the company behind a lot of the stuff that's like in your kitchen right now, covering brands like KitchenAid, uh, Farberware, and Micasa. These are classic holiday gifting items, and no shocker to anyone, almost all of it is sourced out of China. Here is why the timing is interesting. Shares have recently pulled back about 20% from the 52- week highs, including a sharp drop in the past week alone. But nothing about the businesses changed. Everything is looking great. Just a timely dip for us to scoop up before the next push higher. The company has been on a tear given three straight quarterly earnings beats. No, let let me let me restate that. Actually, they have three monster beats in a row. That is typically a sign of earnings momentum that has a way of sticking around leading to more growth and more share price gains ahead. Note that Lifetime is not even a $200 million market cap company. That's no surprise. It is under the radar of most Wall Street analysts. Gladly. While Wall Street is not on the job, we still had the benefit of the full 115 factor review of the Zen Rings quad model to assess the attractiveness of any stock. Gladly, lifetime scores in the top 1% of all stocks leading to the coveted A rating. Note that A-rated stocks have nearly tripled the S&P 500 over the last 20 years. So, this is a very good sign. Now, as you might expect, the component grades are equally impressive on these shares as well. Financial strength all the way up in the top 9% of all stocks. Momentum top 6%. Growth top 5% of all stocks. and sentiment uh top five as well. That means the smart money is already moving in and the stand out grade the top 3% showing for value. This is based upon 21 different measures of value. So kind of value from every perspective. One risk with lifetime is the balance sheet. It carries a bit more debt than I would like left from those lean tariff years, but they are paying it down aggressively right now thanks those three monster earnings beats. This is a great under the radar stock riding some serious earnings momentum and sparkling in light of the Zen ratings review. Perhaps you should gift wrap some of these shares for your portfolio right now. Our next stock takes us to a very different consumer brand for the holidays, but an equally impressive investment setup. That brings us to our third stock in Corsair Gaming with a symbol of CRSR. Now, if you've ever built a gaming PC, then you have likely touch Corsair gear. They do the keyboards, the headsets, the cooling equipment, the power supplies, plus the popular Elgato streaming kit and uh fanatic uh sim racing rigs. By the way, I use Elgato as well. These are the kind of electronics that fly off the shelves for the holiday season. So, it's the perfect time to discuss the bullcase for the company right now. 2026 has been a healthy turnaround year as Corsair shifted towards higher margin gear. And on top of that, the tariff relief allowing them to enjoy record profit margins. note that debt is near zero and they have been aggressively buying back shares. That means they feel pretty comfortable about the growth that lies ahead. Now the shift to premium higher margin products is the engine behind the future growth which is currently expected to be about 70% in the year ahead. That is well well well ahead of their competition. Now beyond that impressive growth we also have impressive value. Now that shows up in their low PEG ratio of just 0.65 65 less than half the valuation of the average company these days which runs at a peg about 1.5. The value also shows up in the Zen ratings. But let's uh first discuss the overall grade of A based upon being in the top 5% of all stocks after that full quant model review. And yes, the component grades are very strong starting with sentiment in the top 25% of all stocks. Then we move on up to top 13% for financial strength. Value as we were just talking about that's top 11%. This is based upon 21 different measures of value not just about the PEG ratio. And the standout grade is the top 9% showing for momentum proving that these are indeed very timely shares. Now horseair has the same problem as most computer hardware names. That is the cyclicality of demand, the cyclicality of component prices and the everchanging tariff landscape. But right now that cycle is in their favor that is showing up in stellar growth and surprisingly stellar value. The zen writing seal of approval is indeed the icing on the cake. So do you want a slice of the Corsair cake for your portfolio? Quick ass before we move on. If you are getting value from this video, then take a second to subscribe and click on the notification bell. That's because I publish datadriven stock analysis like this every single week and these actions are the best way to ensure you don't miss my next release. The next pick might be the purest Black Friday play in the whole video. We're talking about Jack specific with the symbol of J A KKK. Now, this is a toy maker action figures, dolls, roleplay costumes, the stuff that fills shopping carton Black Friday and beyond during the entire holiday season. and the toys are about the most China dependent category there is putting jacks right in the crosshairs or to the benefit of the current tariff story. Now in 2025 terrorists pretty much gutted this toy maker but 2026 been a different story entirely. Now on top of Jax rode the new Super Mario movie to the best first half since 2023 and has already filed to claw back the previous terrorists that had overpaid in the past. The proof of this earning success has shown up in the last three quarterly earnings reports. Not just beats, but big beats, which bodess well for more of the same in the quarters ahead. So, here's why this Toy Story might have legs. Yeah, Toy Story was a little play on words there. The licensing pipeline is downright stacked. From Super Mario to all the Disney products, right, which is why Wall Street analysts forecast earnings growth upwards of 40% a year going forward. Now, amazingly, investors are sleeping on that growth, which is what unveils a very attractive value story as well. That shows up in the PEG ratio of only 0.6, six, which means that shares could double in price and still be considered undervalued by normal standards. Our Zen rings paints a very convincing picture of Forjax as it scores in the top 3% of all stocks, leading to that coveted A rating. Now, let's take a deeper dive into that through the component grades for more clues. What makes it a truly elite stock pick? We have value in the top 30% of all stocks reviewed. The time of these shares shows up in both the top 15% showing for the AI factor and the top 14% showing for momentum. growth also scores in the top 14% as well. And then we make a big leap up all the way up in the top 2% of all stocks for sentiment. This tells you the smart money crowd is already keen [snorts] on these shares. All right, the main thing to watch here is that toy sales for this company live and die based upon the movies they're attached to. But with such a stack pipeline pointing to likely 40% earnings growth ahead, a tariff reach fund checked in the mail and a shockingly cheap valuation. Then the reward for Jax looks a lot more compelling than the risk this holiday shopping season. Before we get the last stock, just one quick thing for you. If you want to stay a step ahead of the market, then 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 Zen rings quant 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 popping up on your screen. Now, even if you can't join live this Monday, you should still sign up because we send the replay to everyone who registers to watch whenever it's more convenient. So, just pause the video for a moment. I'll be patient and wait for you and I look forward to seeing you there on Monday. We'll close the list with a stock almost nobody on Wall Street is talking about, but they certainly should be. That pick is Hamilton Beach with a symbol HBB. Now, I bet you recognize the name as a leader in kitchen appliances like blenders, mixers, coffee makers, even the exalted air fryer. If it's in the kitchen and it makes a woring noise, then it's likely in their wheelhouse. Almost all this stuff, of course, is made in China. So when tariffs spiked in 2025, Hamilton Beach got hit pretty hard. They even had a pause shipments for a stretch. But as the pressure eased and earnings came roaring back, I mean, last quarter, they came in at about 7.6 times what they earned a year ago. Yeah. Sevenfold increase in earnings. A chunk of that was a onetime tariff refund. But even stripping that out, the business has clearly turned for the best, right? And management has been pouring that upside into promotions right as the holiday season arrives. The price hasn't caught up with this new growth reality yet given that the shares trade for a poultry peg ratio of just 0.46. Now in this case, shares could triple, right? Triple and still be considered cheap compared to the average stock. Now here is something you rarely see on a healthy growth story. There is not a single Wall Street analyst covering uh Hamilton Beach at this time, right? Zero coverage. In my book, that is good news because in time or analysts will catch one of the growth and value story unfolding leading to some fresh buy recommendations. Each one of those uh new uh buy coverages will act as a catalyst to boost shares higher all to the benefit of the early movers into Hamilton Beach. Now, gladly when Wall Street coverage doesn't contribute to the narrative, we can lean on the Zen rings to reveal a company's true colors. Thus, I'm happy to say that after the full 115 factory review of our quant model, Hamilton Beach scores in the top 1%. Yes, that is an A rating, but really calling it an A+ is probably more accurate, giving a truly special investing profile. Now, the slate, a strong by component grades, proves that out once again. Here we find financial strength in top 5% of all stocks. This is truly a well-run operation. Now, growth comes in as top 3% foreshadowing more growth and more earnings beats ahead. Value is also impressive in the top 3% of all stocks and the standout grade is from Momentum in the top 1% of all stocks reviewed. Note there are seven component grades in total, but these are the foremost final that point to outperformance and thus truly special that they score so highly in each of these four categories. Now where Hamilton Beach could stumble is that a chunk of this year's earnings came from one-time tariff refunds that will not repeat. So the next few quarters have a higher hurdle to clear. Hamilton Beach is such a perfect hidden gem. It has the growth. It has the value and has the momentum. All the while, Wall Street is asleep at the wheel. This makes now a great time to snap up shares before the holiday shopping season kicks into high gear and other investors start to take notice. So, there you have it. Five stocks sitting right where tariff relief meets a record holiday shopping season. These are timely setups. And with Black Friday around the corner, the window to get ahead of it is closing fast. Well, that makes for a good time to remind you the Zen rings are updated daily on wall streetzen.com. It's always a good idea to check the latest ratings before making any buy or sell decisions. So, be sure to bookmark the site now for all your future visits. Now, I want to hear from you. Which of these five stocks your favorite? And is there a holiday shopping stock I left off the list I should discuss in a future video? Now, drop it all in the comment section below and let's talk it through as a community. Now, if you got a few more minutes on your hand, then you might want to check out the video that's coming up next. In there, I feature my favorite stocks for the AI boom. Go watch it now.