Donald Trump's election has ushered in a "new world order" for American industry and especially energy suppliers. As a result, investors need to prepare for the growth and reflation trade.
The infrastructure play is not limited to the U.S. and investors should check out shares of Quebec-based Stella Jones and the Sydney Airport, said Preserver fund manager Floyd Tyler.
Add one more item to the growing list of things Millennials are changing as they inherit the U.S. economy: Beef consumption.
Investors should use last week's selloff in PVH shares as a buying opportunity and should stick with Thor Industries even after its run-up, said Hennessy portfolio manager Brian Peery.