Editors' pick: Originally published March 10.
As the Trump presidency forges on with executive orders, cabinet appointments and changes to various policies and agencies, this edition of TheStreet's Trading Strategies analyzes industries and asset classes that are likely to be affected in the month of March.
While markets have, for the most part, endorsed the Trump administration's pro-business, pro-America strategy, there are other signs that investors have overlooked or ignored some aspects of the new president's policies that may present risks to corporate interests.
So what do investors need to know to position their portfolios in March? We're focusing on that favorite safe-haven investment -- gold, as well as currencies, fixed-income and select equities. Not to mention a potential tax cut, or even a tax holiday, that could impact companies with huge overseas cash piles such as Action Alerts PLUS portfolio holdings Apple (AAPL) and Cisco (CSCO) as well as, Johnson & Johnson (JNJ) and Pfizer (PFE) , among others.
Mark Hulbert identifies six stocks most likely to benefit from a corporate tax cut -- but which also should do well if that cut doesn't materialize. And Peter Tchir writes about how lower individual tax rates will have the most immediate impact on municipal bond funds and dividend paying stocks. Plus, Douglas Borthwick says a Trump tax cut would likely strengthen the dollar.
A full rundown of TheStreet's guide to trading in March can be found here:
Editors' pick: Originally published March 3.