GET IN EARLY! My Top 4 Stocks Before Trump's Next Tariffs

People talk about higher tariffs like they're only bad news. That's certainly the case for the buyers of imported goods. But the fact of the matter is every tariff also creates winners. So when foreign competition gets squeezed out by tariffs, the American company making the same thing at home suddenly looks a whole lot more attractive. We've already seen 50% tariffs land on imported steel and aluminum. And with President Trump lining up the next round of tariffs, then I want to line up the next round of stock winners. So today I'm walking through four stocks that are worth a hard look before those new tariffs hit. Now one is steel, one's aluminum, one quietly building the hardware behind the AI boom right here in America, and one that might be the strongest name on the entire list. So be sure to stick around to the end. So with all that being said, let's get started. And that brings us to one of the most direct tariff plays there is with the leading American uh steel producer. We're talking about the very bullish case for New Core with a symbol of NUE, which has become the largest steel maker in the United States. Now, before I roll out the rest of the New Core story, I want to introduce myself. I'm Steve Wrightmeister, but everyone calls me Riley. I'm a partner at Wall Street Zen, where quant rating system analyzes a wide array of data points to find the stocks most likely to beat the market. And if that's your kind of thing, then do me a favor and tap that like button. It tells the algorithm to put more videos like this in front of you in the future. Okay, getting back to the uh case for new core. US-based steel is the textbook tariff winner, right? Those 50% tariffs make imported steel far more expensive, and that hands pricing power straight to the domestic guys like Newor. And you can already see it in their numbers. New just guided its third quarter earnings to more than double what it earned a year ago. Now, that's the tariff tailwind showing up in real time. And that's how a um more reasonable 20% revenue increase becomes a 100% earnings growth as so much more money flows straight to the bottom line. Now investors saw this coming which is why shares have had a nice runup over the past year. Gladly there's been a round of profit taking allowing us to get on board new core shares at a much much better entry price. Wall Street analysts are certainly on board with seven analysts in the strong buy camp plus another one saying it's a buy. each one of them saying the good times are far from over with fair value price targets nicely above current levels. Now we will put new core under the microscope of our Zen range quant model where it earns that coveted A rating that comes from scoring the top 5% of all stocks after the full 115 fundamental technical and AI factor review. It's good to know that A-rated stocks have historically outperformed the S&P 500 by nearly 3 to1 over the past two decades. Beyond the overall rating, you can further see a stock specific areas of strength and weaknesses by looking at seven underlying component grades. And that story starts off with new core with a top 23% showing for value. Growth is right behind it, even better in the top 18%. Safety right alongside in the top 18% as well. Financial strength is nicely higher in the top 11% of all stocks. And the standout grade is their top 10% showing for momentum, proving that these are indeed very timely shares. Now, the combination of growth, value, safety, and momentum is rare and very appealing. Plus, the thumb on the scale for New Core thanks to the current tariff regime. All that explains why I add this stock to my Zen Investor newsletter portfolio featuring the top 20 stocks for the long haul. Maybe it deserves a spot in your portfolio as well. Before we continue on to the next stock, I want to personally invite you to my next live training session this coming Monday. Now, the focus is on the current market outlook and my favorite stocks. Indeed, these live sessions are totally free, but you do need to register. You can do that now. Just to join me this Monday. Just go to wall streetzen.com/live. Now, let's get back to the next of those four stocks actually benefiting from tariffs. Now, steel is one of the obvious winners, but there's a second metal where the tariffs are hitting just as hard, and the company sitting at the very top of that industry is putting up some very compelling numbers that you need to be aware of right now. That company is Kaiser Aluminum with a symbol of KU. As the company name implies, Kaiser is a maker specialty aluminum products uh which they do for aerospace packaging and the auto industry. They too are benefiting from that 50% tariff being placed on imported aluminum. This is a major tailwind for Kaiser and all of its peers. Now that tailwind explains why Kaiser blew past estimates in the past quarter. In fact, they posted earnings more than double street expectations. Now, this is a much smaller company than new course. So, Wall Street coverage is a bit thin with just two analysts posting strong buy recommendations. Gladly, when Wall Street is asleep on the job, we get to turn to the Zen rings quant model, which scour uh each stock by 115 different uh factors. Overall, Kaiser earns that coveted A rating as it scores in the top 2% of all stocks, pointing to a truly stellar fundamental profile. The component grades points out two key areas of strength that we should note. First is the top 12% showing for growth. This is focused on the consistency of growth in the past which often has a good way of telling you that there is more growth ahead. Then we make a big jump in the top 3% of all stocks for sentiment. Now this is our smart money gauge and usually a pretty good idea to take their lead. The problem with all metals companies is they are very sensitive to change the economy. Gladly right now GDP looks strong. So the trend is our friend for Kaiser especially given the current tariff policies in place. So, let's give Kaiser a good look and see if it deserves a spot in your portfolio as well. And by the way, I should mention the Zen rings are updated daily. So, you can pull the latest ratings on Kaiser or any stock you're interested in on the quote pages at wall streetzen.com. Good time to bookmark the site for all your future research needs. Okay, quick before we move on. If you're getting value out of this video, then hit that subscribe button. That's because I publish datadriven stock analysis like this every single week, and I hate for you to miss any of the next ones. All right, the next name is quietly building the physical hardware behind the entire AI boom. And only a single analyst is covering this hidden gem. That spells a special opportunity ahead. All right, that brings us to the case for Benchmark Electronics with a symbol of BHE. And here's what it does in plain English. Benchmark is a contract manufacturer. So big companies handed a design and benchmark builds the actual electronic hardware for aerospace and defense, for medical devices, for semiconductors, and increasingly for AI. As for why it's worth watching right now, the AI buildout is pouring money into physical infrastructure at a mind-boggling pace, right? And because of terrorists, a lot more of that hardware is being built right here in the United States uh instead of overseas. Now, Benchmark sits right in that lane. For example, it already builds the highly popular Ullet Packard liquid cooled AI server blades right here in the US. This increased demand for their services is showing up in their earnings results. Not just the impressive growth uh to date, but the street still sees 100% more earnings growth coming in the year ahead. Now, there are strong odds they will achieve that goal because beating earnings expectations is becoming a pretty regular habit for benchmark. In fact, they are already on a heater with 13 consecutive earnings beats already on the books. Yes, some investors have taken notice with shares rising over the past year, but like many of their AI peers, they've endured a round of profit taking with shares about 20% off the highs, and that's not the only sign of value in these shares. Now, they also have a very appealing PEG ratio of just 0.63. That means shares could double from here and still be undervalued compared to the average stock. Yeah, deep value, right? Once again, we have an underfounded stock from Wall Street with just one analyst singing their praises. Now gladly desend rings can shine light on the merits for a stock when analysts don't do the job. Indeed, Benchmark earns that top-notch A rating, which is our strong buy recommendation. This comes from scoring the top 4% all stocks. Its strong fundamental profile is very evident in their impressive component grades. We're going to kick that off with a top 17% showing for financial strength. Right? This is based upon 26 different measures of how well a company is run. Momentum is in the top 16%. sentiment, that smart money gauge right alongside the top 15%. Then we make a big leap into the top 6% for growth. That bodess well for more uh earnings beats ahead, not just the 13 they already have on the books. Then we close out with a top 5% showing for safety. Rarely does safety and growth go together. And yet here we have it in benchmark shares where I'll be straight with you, benchmark runs on pretty thin margins. That's the nature of contract manufacturing. And it means execution has to stay really sharp to keep growth and the share price aloft. But right now their services are in high demand especially in the higher margin AI server uh work. This bodess well for more growth and more share price appreciation ahead. So benchmark is the picks and shovels play on Americanmade AI hardware. But I saved the highest rated stock for last. Wait till you see all the catalysts that are stacked up in their favor. Before I reveal that last stock, I have one quick thing to share with you, and that's if you want to stay one step ahead of the market, then join me live every Monday. That's when I detail 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 model and my greater than 40 years of investing experience. Now, it's a free event, but you do need to register. So, just go to wall streetzen.com/live or click the link that you see in the description down below or the scan the QR code coming up on your screen. Now, even if you can't join me live this Monday, you should still sign up. Why is that? That's because we send a replay to all registrants to watch when it's more convenient. Okay, just pause the video for a moment. I'll be patient and wait for you and then I look forward to seeing you there on Monday. Okay, it's time to finish this video strong with our fourth and final stock. Not only is it the highest rated stock in the video today, according to our quant uh ratings model, but it's also recently fell 20% from its heights, creating a stunning buy the dip opportunity. And that brings us to Eners, the symbol of ENS, who makes stored power products like industrial batteries and energy systems. Right? We're talking about things like the backup power that keeps data centers and telecom networks running whenever the power grid blinks and the batteries inside warehouse forklifts and the power systems that that soldiers and defense platforms rely upon. And right now, three market forces are pointing to more growth for the company ahead. First, the AI data center boom. Every one of those data centers needs to be up and running 24/7 and thus backup power is absolutely essential and that's NER's breadandbut business. Right. Second is the demand coming from the uh defense industry where uh in the field energy supply is truly vital as defense budgets climb. Enerc continues to see growing demand. And third, what we've been talking about with all the stocks, the tariff and reshoring angle. Enerc is building a brand new lithium ion battery factory right here in the United States backed by federal money. That is exactly the kind of domestic manufacturing the trade policy rewards. Now, these catalysts are not all new. This explains how Anderson has topped the Wall Street earnings expectations for astounding 19 quarters in a row. Wall Street coverage here may be a tad like, but it's potent. Both uh analysts covering the stock not only have uh strong buy recommendations, but they are in the top 6% of their peers, pointing to truly stellar stock picking uh track records, right? This is good to know as I shared that both these guys are pounding the table on a lot more upside ahead for shares. This includes a street high target calling for nearly 60% gains in the year ahead. Okay, I already tipped my hand on what comes next and that's about Enerips being the highest ranked stock from the Zen rings in our video today. Not just A-rated, but actually in the top 1% of all stocks after that full 115 uh factor review. On top of that, it's the number one ranked stock out of 40 in the electrical equipment industry. And as you might expect, the component grades reveal broad strength for these shares. That starts with safety in the top 22% of all stocks. Growth comes up in the top 16%. That likely means their earnings beat streak is far from over. The top 7% showing for sentiment pointing to the smart money crowd still being on board these shares. Not only is in the top 2% for financial strength, but also that same top 2% for value. Put simply, a generally cheap stock with a balance sheet built like a tank. Okay. The one knock on shares is the weakness in the momentum grade which comes from shares selling off from all-time highs. That is only a problem if the growth party has ended. And since that's not the case and since you're getting so much love from Wall Street and the Zen ratings, then I think you'll be hardressed to find a better stock to buy at this time. Okay, so there you have it. Four stocks perfectly aligned with current tariff policies. Each already showing the benefit in their earnings growth and each showing signs of a lot more upside ahead for shares. The market moves fast and opportunities like this don't last forever. So, if any of them appeal to you now, then what you need to do is explore them to determine if they deserve a spot in your portfolio. All right. Now, I want to hear from you. Which of these four stocks your favorite? And is there a tariff winner I left off the list that I should cover in a future video? Drop it all in the comments section below and let our community weigh in. And if you want to explore another exciting area of the market, then I suggest you click over to my recent video highlighting some of the best AI stocks. It's coming up on your screen right now. Go ahead and enjoy.