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Buy-and-Hold Tariff Winners
Kenny
April 18, 2025
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Buy-and-Hold Tariff Winners
Welcome to Money Masters!
In the face of rising global tariffs and trade uncertainty, some companies are better equipped than others to maintain stability and deliver long-term returns. This week, we spotlight four standout stocks: Microsoft, Deere, Clorox, and NextEra Energy. Each combines strong fundamentals, economic moats, and attractive valuations to power through turbulence and help investors stay the course.
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Let’s dive in.
THE MONEY IDEA💡
Buy-and-Hold Tariff Winners
Industry: Consumer Packaged Goods
Current Status: Roughly 20% undervalued; attractive 3.5% dividend yield, medium uncertainty rating, and wide moat.
Iconic Brands – Strong consumer loyalty and resistance against private-label competition sustain market dominance.
Stable Dividends – Consistent dividend yield appeals strongly to income-focused investors.
Efficient Operations – History of effective innovation, cost management, and profitability.
Limited Tariff Risk – Predominantly domestic operations minimize exposure to global tariff disruptions.
Reliable Demand – Essential household products ensure consistent sales even during economic downturns.
Bottom Line: Clorox offers investors reliable dividends and defensive strength, ideal for uncertain market conditions.
Industry: Utilities
Current Status: Approximately 12% undervalued; 3.4% dividend yield, medium uncertainty rating, and narrow moat.
Regulatory Stability – Leading Florida utility provider benefiting from supportive regulatory conditions.
Renewable Energy Leadership – Strong early positioning in renewable energy markets with secure long-term contracts.
Predictable Revenues – Stable cash flows from regulated utility operations and renewable energy agreements.
Financial Strength – Solid balance sheet backed by investment-grade credit ratings.
Expansion Potential – Clear growth trajectory through renewable energy projects and infrastructure development.
Bottom Line: NextEra Energy combines stable utility income with significant renewable energy growth potential, providing balanced returns.
Industry: Technology
Current Status: Over 20% undervalued; minimal dividend yield, medium uncertainty rating, and wide moat.
Diversified Revenue Streams – Leading positions in cloud computing (Azure), productivity software (Office 365, Teams), and gaming (Xbox).
Financial Resilience – AAA-rated credit, substantial cash reserves, and minimal debt enhance stability during economic downturns.
Innovation and AI – Strong commitment to artificial intelligence advancements, particularly with its Copilot initiative.
Minimal Tariff Exposure – Limited direct vulnerability to international trade tensions provides operational stability.
Attractive Valuation – Trading significantly below fair value, offering notable upside potential.
Bottom Line: Microsoft provides investors a powerful mix of growth, stability, and cutting-edge innovation, shielded from tariff risks.
Industry: Industrial Machinery
Current Status: Approximately 9% undervalued; 1.4% dividend yield, medium uncertainty rating, and wide moat.
Dominant Market Position – Controls over 50% of the North American agricultural machinery market.
Precision Agriculture Leader – Utilizes advanced technology to increase efficiency and reduce farming costs significantly.
Consistent Revenue Base – Reliable income generated from maintenance and servicing due to extensive installed equipment base.
Strong Credit Profile – Single A credit rating highlights robust financial health.
Long-Term Growth – Leveraging digital and technological innovation to drive future profitability.
Bottom Line: Deere offers solid industrial stability combined with promising technological growth prospects.
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