All in Global financial markets It is focused on the potential consequences that can continue to develop from the recent trading tariffs of President Trump in the United States, affecting the shares in any other country and sector. With this in mind, there are two probable scenarios that retail investors should take into account with the strategy of their future portfolios.
The first is a complex trade environment that will be supported in the coming years, Slow down global GDP growth and economic activity. This is unlikely to be played out, since the world economy should be significantly reduced to effectively de-globalization. The other, most likely, the script is that in the near future a deal with the United States and their trading partners is concluded, leaving the majority (if not all) of these fears in the past, advancing forward.
In accordance with this more realistic scenario, there are three actions that investors must remember about the future of their portfolios, since there are almost Status “without brain” It is attached to them as soon as the fears of tariffs are removed from the equation. For technological actions in China, Alibaba Group NYSE: Baby Unrivaled, and then West Fraser Timber Co. NYSE: WFG Together with Canadian National Railway NYSE: CNI For the Canadian industrial sector, the rebound.
Stock Alibaba: unlikely beloved
Alibaba Group today
From 13:59 on East
- 52-week range
- $ 71.80
▼
$ 148.43
- Dividend profitability
- 0.81%
- P/e ratio.
- 17.39
- Value is valuable
- $ 150.36
When this action has escaped from the developed range over the past two years, everyone thought that Alibaba was the best thing in the market, forgetting about China and all the negative, which today seems to be the only thing that investors associate with the country’s stock market.
Now that the deployment of tariffs makes it clear that China is the main goal of these blockade, short sellers and panicked bulls focused on Alibaba to bring it to lower prices, forgetting that only a couple of months ago it was a favorite promotion with a lot of growth. However, some in the market did not forget the future potential of the company.
When they ask analysts on Wall Schell, Alibaba is still a good place to beThe field as of mid -2025, those of Mizhuho decided to initiate their rating for promotions with a strong purchase, without evaluating prices this time. For prices at prices, investors must put more weight on ratings that appeared before ads on tariffs, since they reflect more reality in the basic business.
Since some exceptions and pauses were made at these tariffs, the worst scripts Alibabs begin to disappear. That is why an assessment of $ 180 per share from Morgan Stanley analysts (posted in February 2025) can be a more realistic view of the company. From this point of view, investors imply that Alibaba shares can rally as many as 51% of where it is traded today.
Canadian lumber are traded again
West Fraser Timber Today
Western Fraser Trimber
From 13:59 on East
- 52-week range
- $ 69.48
▼
$ 102.40
- Dividend profitability
- 1.74%
- Value is valuable
- $ 100.40
As the agenda of President Trump becomes more clear, which consists in returning the logistics and firepower of the supply chain to the North American region (including Mexico and Canada), investors may begin to aim at some of the previously injured Canadian actions that are indispensable for the functioning of the economy.
One of these shares is West Fraser, one of The largest exporters of Canadian forestsWhich annually satisfies most of the needs of the housing market in the United States. At the same time, the status and share of the market is almost a guarantee that the price will be restored, the clarity will reach the market once again.
Short sellers also recognized this trend, given that the short interest of the company has decreased by 8.2% only in the last month, which is a clear sign of bear surrender. This surrender concerns the previous fundamental thesis and review, and how Wall Scheter refers to the Western Fraser.
Thanks to the consensus target price in the amount of $ 100.4 per share, analysts see that shares are raised by as much as 38% of where it is being traded today, and this is probably the prices of the true value of the company, excluding the uncertainty of tariffs.
Transport needs will not leave
Canadian National Railway Today
Canadian National Railway
- 52-week range
- $ 91.65
▼
$ 129.18
- Dividend profitability
- 2.51%
- P/e ratio.
- 18.97
- Value is valuable
- $ 120.36
Suppose that the market is optimistic regarding the production of lumber and exports from Canada. In this case, he must (to expand) also be optimistic in relation to transport services that deliver this lumber to their destination throughout Canada and the United States. That’s where Canadian National railway reserve enters the gameField
This connection can be immediately made by considering how analysts from the Royal Bank of Canada saw shares in January 2025, again reflecting a more clear reality for the company, with the exception of the current time consequences of negotiations on trade tariffs.
These analysts still think (as evidenced by the lack of changes in their ranking) that Canadian national railway shares should be traded about $ 171 per share, calling for 75.2% of the growth, from the place where it fell today. As in the case of the Western Fraser, 35% of the short interest of shares has declined over the past month, which made it clear that this bull tendency should occur.
Before considering Alibaba, you will want to hear it.
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