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4 Undervalued Trade Winners
Kenny Goodrich
May 23, 2025
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THE MONEY IDEA💡
4 Undervalued Trade Winners
Welcome, we are 32,708 Money Masters and counting!
As global trade realigns and investment in domestic manufacturing accelerates, several companies are emerging as quiet beneficiaries. According to Morningstar analysts, these stocks remain undervalued despite trade agreements and infrastructure spending. From aerospace to advanced tech, here are four names well positioned to thrive in a trade-fueled environment. For deeper investing insights, see The Money Path.
Let’s dive in.
THE MONEY IDEA💡
4 Undervalued Trade Winners
Industry: Industrials / Aerospace & Defense
Current Status: 15% undervalued; 4-star rating, wide moat, high uncertainty
Rising Backlog – New international plane orders, including a multibillion-dollar deal with Qatar Airways, are expanding Boeing’s long-term delivery pipeline.
Global Support – Increased government defense budgets and civil aviation orders create strong multi-year demand.
Valuation Upside – A recent 20% boost to fair value reflects growing confidence in earnings potential.
Improved Management – New leadership has stabilized operations and addressed safety concerns, restoring credibility.
Strategic Relevance – Trade policies prioritizing U.S. manufacturing directly benefit Boeing’s core business.
Bottom Line: Boeing is regaining altitude, fueled by strong global demand and operational recovery. A compelling pick for investors eyeing industrial rebounds.
Industry: Technology / Semiconductor Equipment
Current Status: 22% undervalued; 4-star rating, wide moat, high uncertainty
AI Infrastructure Catalyst – ASML’s lithography systems are critical for manufacturing high-end AI chips.
Global Fab Expansion – Trade deals have sparked tens of billions in U.S. chip facility construction.
Moat Monopoly – ASML is the exclusive provider of EUV lithography machines, commanding pricing power.
Secular Tailwinds – Long-term trends in AI, 5G, and cloud computing fuel consistent demand.
Backlog Strength – Orders are stacking up, supporting multi-year visibility in revenue growth.
Bottom Line: As the backbone of advanced chipmaking, ASML is uniquely positioned to benefit from both tech trends and strategic trade investment.
Industry: Industrials / Engineering & Construction
Current Status: 26% undervalued; 4-star rating, no moat, high uncertainty
Industrial Infrastructure Play – Positioned to win contracts as trade deals spark a wave of new U.S. manufacturing projects.
Sector Diversity – Operates across multiple growth verticals, including energy, pharma, and technology.
Margin of Safety – Deep discount to fair value offers upside potential as demand ramps up.
Execution Experience – Proven expertise in large-scale infrastructure projects makes Fluor a go-to partner.
High-CapEx Cycle Beneficiary – Trade-related investment cycles drive long-term visibility in construction demand.
Bottom Line: While higher risk, Fluor offers a unique way to ride the wave of U.S. manufacturing expansion triggered by trade agreements.
Industry: Industrials / Engineering & Defense
Current Status: 13% undervalued; 4-star rating, wide moat, medium uncertainty, 2.8% dividend yield
Defense Boom – Lockheed is benefiting from increased military spending in the U.S., Europe, and Middle East.
Contract Momentum – Recent trade agreements, like those with Saudi Arabia, support demand for its missile systems, aircraft, and drones.
Consistent Income – A near-3% dividend adds reliable yield to the growth narrative.
Balance Sheet Strength – Strong financials and steady government contracts ensure downside protection.
Wide Moat Advantage – Deep relationships with global defense agencies reinforce long-term relevance.
Bottom Line: Lockheed offers global exposure, stable cash flows, and defense sector upside—an attractive option for dividend-conscious investors.
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