3 shares established for new tariff policies News ad

With the new round of tariffs of President Trump, aimed at Canada, Mexico and China, investors carefully monitor how enterprises are adapted in the affected regions. Initially, having entered into force on February 4, the proposed 25% tariffs for Canadian and Mexican goods were suspended within 30 days after negotiations. In exchange, both countries committed themselves to deploy 10,000 troops on their borders of the United States to help curb illegal immigration and drug trafficking. Meanwhile, a 10% tariff for Chinese import remains in place.

While this temporary delay weakened some market problems, industries associated with cross -border trade remain in the spotlight. Investors are looking for stability companies to navigate in these changes and become stronger in the coming months. Three shares are allocated as potential beneficiaries: Canadian National Railway NYSE: CNICemex Sab de CV NYSE: CXand Tesla Inc. NASDAQ: TSLAField

Canadian transport activities are calling the national railway action

Since Canadian goods are subject to constant uncertainty of tariffs, a strong and effective logistics network is important for controlling violations of the supply chain. Canadian National Railway NYSE: CNIOne of the largest transport companies in North America relies well on these problems.

With this topic, it makes sense to see the shares of the Canadian National Railway, starting from the end of 2024, the support level from 98 to $ 100 per action, which has not been broken since then. It will also trade shares of only 74% of the 52-week maximum, the fundamental factor for this apparent value in the new tariff reality of Canada.

But this is why investors should trust this conviction. Wall analysts -stroke now predict up to $ 1.53 in the form of profit per share (EPS) for the same quarter of 12 months, calling for a net growth rate of 18% compared to today’s EP campaign in the amount of $ 1.30. . If the tariffs were bad for the logistics industry of Canada, then analysts would shift this forecast much lower.

And those who, in the Royal Bank of Canada, did not confirm their excellent ranking for shares, and will also provide an assessment of up to $ 171 for the promotion for Canadian national railway shares. This point of view now requires up to 73% of growth compared to today’s low price, another confirmation for investors to look at this name today.

Construction rebounds can help in the coems ​​warehouse

Mexico on cement and building materials is exported to the United States is unlikely to stop from the tariffs. In any case, in the coming months there will be more demand. Given that the mortgage market current currently fluctuates at a low level of 1996, the rebound in the American market can suddenly call for more construction.

It is here that the Cemex Sab de CV, known as Cemex, enters the game, which also became the day since the end of 2024 and the name, which is still trading with a low 60% of its 52-week maximum to make it another An attractive potential purchase in today’s market. That is why Wall Stest analysts retained a consensus target price of $ 7.65 for a promotion on CEMEX shares.

This point of view will require pure growth of 26.6% of where it is traded today. Recognizing this growth potential as a solid scenario, even bear traders decided to remove gas a little with their short positions, as can be seen from a shortage of 7.8% in a short share of the company only in the last month.

Moreover, the willingness of the market to pay a premium for a share compared to other colleagues in the cement industry is a clear sign. Thanks to trade in relation to the price of use (P/E) today to 19.7X CEMEX currently exceeds the average value in the industry in 11.4x.

Some investors can call it expensive, while others will know that markets always pay bonuses for shares that they know will surpass in the coming months.

Tesla’s technological advantage prevails

The main assembly process is the difference between Tesla and other car manufacturers as Ford Motor NYSE: F.The field while Tesla’s mainly automated, the Ford trade union labor prevented the company to introduce technology to help its assembly and fields as a result.

Without trade unions and count on more technologies in each of their assembly steps, Tesla stocks are not only capable of maintaining their prices below than competitors, but also create in order to take on part of the market that can be abandoned from the inability of these other brands To compete.

That is why, by 80% of its 52-week maximum, Tesla stocks are a potential benefit that should be paid attention to in this new tariff environment. It is also one of the reasons why Mizuho analysts felt comfortable, repeating their excellent Tesla promotions, and this time leaving up to $ 515 per share.

To prove that these analysts are right, Tesla shares will have to be rallying as many as 34.2% of the place where it is traded today, not to mention making a new 52-week maximum to help this thesis survive.

Before considering the Canadian national railway, you will want to hear it.

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