Will The Tariff “Taco Trade” End The Rally? 5 High-Yield Value Stocks Are Strong Buys Now

Will The Tariff

Main Image

<p>-

  • Will The Tariff "Taco Trade" End The Rally? 5 High-Yield Value Stocks Are Strong Buys Now</p>

<p>Lee JacksonJuly 8, 2025 at 3:35 AM</p>

<p>Value stocks are generally companies that trade at a price lower than their fundamental value or what their performance suggests they should be worth. Typically, these are shares of a company with solid fundamentals that are priced below those of its peers, based on an analysis of the price-to-earnings ratio, yield, price-to-book value, and other relevant factors. Value stocks are often overlooked by the market or undervalued due to factors such as market volatility, economic downturns, or negative news surrounding the company, which may be temporary in nature. Value stocks could be the best move now, with the potential for a "Taco Trade" tariff-driven market meltdown.</p>

<p>24/7 Wall St. Key Points: -</p>

<p>The "Taco Trade" stands for Trump Always Chickens Out or TACO</p>

<p>When this is applied to the Tariff policy of the U.S., it adds another layer of volatility to the market</p>

<p>After a massive run off the market lows in April, we could be poised for a 10% or bigger retracement</p>

<p>Is now a good time to rebalance your stock and bond holdings? Why not schedule a meeting with an experienced financial advisor near you for a complete portfolio review? Click here to get started today. (Sponsored)</p>

<p>One of Wall Street's top quant strategists and one of 24/7 Wall St.'s favorite writers, Harry Colt, believes that the reason there is a degree of anxiety over the "Taco Trade" and the current situation with tariffs is that the President often sets hard and fast deadlines. Then, as they approach, they are frequently moved as they were three months ago when the President granted a 90-day extension for tariff negotiations. With a July 9th deadline for tariff negotiations to be completed and rumors circulating about whether deals have been completed or not, the problem for Wall Street is the one issue it always despises: the unknown and more uncertainty.</p>

<p>The reality is that with the country employing the most aggressive trade policy since 1930, following the Smoot-Hawley Act, and investors stuck with more questions than answers, we may be headed back to a 1970s Stagflation environment, characterized by a slowing or stagnant economy with persistent, sticky inflation. Now is the time to capitalize on technology profits and shift to high-yield value leaders. We have five that are Buy-rated and tremendous values now.</p>

<p>Why do we cover Value dividend stocks?</p>

<p>Value dividend stocks offer investors a reliable source of passive income from stocks that are overvalued and undervalued. Passive income is characterized by its ability to generate revenue without requiring the earner's continuous active effort, making it a desirable financial strategy for those seeking to diversify their income streams or achieve financial independence.</p>

<p>Chevron</p>

<p>Chevron Corporation is an American multinational energy corporation specializing in oil and gas. This integrated giant is a safer option for investors looking to position themselves in the energy sector and pays a rich dividend. Chevron Corporation (NYSE: CVX) operates integrated energy and chemicals businesses worldwide through its subsidiaries.</p>

<p>The company operates in two segments:</p>

<p>Upstream</p>

<p>Downstream</p>

<p>The Upstream segment is involved in the following:</p>

<p>Exploration, development, production, and transportation of crude oil and natural gas</p>

<p>Processing, liquefaction, transportation, and regasification associated with liquefied natural gas</p>

<p>Transportation of crude oil through pipelines</p>

<p>Transportation, storage, and marketing of natural gas, as well as operating a gas-to-liquids plant</p>

<p>The Downstream segment engages in:</p>

<p>Refining crude oil into petroleum products</p>

<p>Marketing crude oil, refined products, and lubricants</p>

<p>Manufacturing and marketing renewable fuels</p>

<p>Transporting crude oil and advanced products by pipeline, marine vessel, motor equipment, and rail car</p>

<p>Manufacturing and marketing of commodity petrochemicals, plastics for industrial uses, and fuel and lubricant additives</p>

<p>Chevron announced in the fall of 2023 that it had entered into a definitive agreement with Hess Corporation (NYSE: HES) to acquire all of the outstanding shares of Hess in an all-stock transaction valued at $53 billion, or $171 per share based on Chevron's closing price on October 20, 2023. Under the terms of the agreement, Hess shareholders will receive 1.0250 shares of Chevron for each Hess share. The transaction's total enterprise value, including debt, is $60 billion, and it is expected to close this summer.</p>

<p>Conagra Brands</p>

<p>Conagra manufactures and sells products under various brands in supermarkets, restaurants, and foodservice establishments. This is the ideal company for nervous investors, as it pays shareholders a substantial and secure dividend. Conagra Brands, Inc. (NYSE: CAG) and its subsidiaries operate primarily as a consumer packaged goods food company in the United States.</p>

<p>The company operates through four segments:</p>

<p>Grocery & Snacks</p>

<p>Refrigerated & Frozen</p>

<p>International</p>

<p>Foodservice</p>

<p>The Grocery & Snacks segment primarily offers shelf-stable food products through various retail channels.</p>

<p>The Refrigerated & Frozen segment provides temperature-controlled food products through various retail channels.</p>

<p>The International segment offers food products in various temperature states through retail and food service channels outside the United States.</p>

<p>The food service segment offers branded and customized food products, including meals, entrees, sauces, and various custom-manufactured culinary products packaged for restaurants and other food service establishments.</p>

<p>The company sells its products under these familiar brands:</p>

<p>Birds Eye</p>

<p>Marie Callender's</p>

<p>Duncan Hines</p>

<p>Healthy Choice</p>

<p>Slim Jim</p>

<p>Reddi-Wip</p>

<p>Angie's</p>

<p>Eversource Energy</p>

<p>Eversource is an energy provider serving customers in the Northeast part of the United States and posted strong first-quarter earnings. This conservative stock idea is off the radar and pays a rich dividend. Eversource Energy (NYSE: ES) is a public utility holding company that delivers energy to its customers.</p>

<p>The company operates through four segments:</p>

<p>Electric Distribution</p>

<p>Electric Transmission</p>

<p>Natural Gas Distribution</p>

<p>Water Distribution segments</p>

<p>It is involved in transmitting and distributing electricity, as well as operating solar power facilities and natural gas facilities.</p>

<p>The company operates regulated water utilities that provide water services to approximately 241,000 customers. It serves residential, commercial, industrial, municipal, and fire protection customers in Connecticut, Massachusetts, and New Hampshire.</p>

<p>LyondellBasell</p>

<p>[</p>

<p>LyondellBasell is a global leader in developing and supplying materials that enable packaging, health, and transportation solutions. This blue-chip chemical giant offers a long history of strong performance. LyondellBasell Industries N.V. (NYSE: LYB) operates as a chemical company in:</p>

<p>the United States</p>

<p>Germany</p>

<p>Mexico</p>

<p>Italy</p>

<p>Poland</p>

<p>France</p>

<p>Japan</p>

<p>China</p>

<p>the Netherlands</p>

<p>Internationally</p>

<p>The company operates in six segments:</p>

<p>Olefins and Polyolefins-Americas</p>

<p>Olefins and Polyolefins-Europe, Asia, International</p>

<p>Intermediates and Derivatives</p>

<p>Advanced Polymer Solutions</p>

<p>Refining Technology</p>

<p>It produces and markets olefins and co-products, including polyethylene and polypropylene, propylene oxide and its derivatives, oxyfuels and related products, as well as intermediate chemicals such as styrene monomer, acetyls, ethylene oxide, and ethylene glycol.</p>

<p>In addition, the company produces and markets compounding and solutions, including:</p>

<p>Polypropylene compounds</p>

<p>Engineered plastics, masterbatches</p>

<p>Engineered composites, colors, and powders</p>

<p>Advanced polymers, including catalloy and polybutene-1</p>

<p>Refines heavy, high-sulfur crude oil, other crude oils, and refined products, including gasoline and distillates</p>

<p>Furthermore, it develops and licenses chemical and polyolefin process technologies, manufactures and sells polyolefin catalysts, and serves applications in food packaging, home furnishings, automotive components, and paints and coatings.</p>

<p>Wells Fargo has an Outperform rating with a $85 target price objective.</p>

<p>Pfizer</p>

<p>Pfizer was established in 1849 in New York by two German entrepreneurs. This top pharmaceutical stock was a massive winner in the COVID-19 vaccine sweepstakes, but has been crushed over the last two years as many people have not received boosters. Pfizer Inc. (NYSE: PFE) discovers, develops, manufactures, markets, distributes, and sells biopharmaceutical products worldwide. It pays a dependable dividend, which has risen yearly for the last 14 years.</p>

<p>The company offers medicines and vaccines in various therapeutic areas, including:</p>

<p>Cardiovascular, metabolic, and women's health under the Premarin family and Eliquis brands</p>

<p>Biologics, small molecules, immunotherapies, and biosimilars under the Ibrance, Xtandi, Sutent, Inlyta, Retacrit, Lorbrena, and Braftovi brands</p>

<p>Sterile injectable and anti-infective medicines and oral COVID-19 treatment under the Sulperazon, Medrol, Zavicefta, Zithromax, Vfend, Panzyga, and Paxlovid brands.</p>

<p>Pfizer also provides medicines and vaccines in various therapeutic areas, such as:</p>

<p>Pneumococcal disease, meningococcal disease, and tick-borne encephalitis</p>

<p>COVID-19 under the Comirnaty/BNT162b2, Nimenrix, FSME/IMMUN-TicoVac, Trumenba, and the Prevnar family brands</p>

<p>Biosimilars for chronic immune and inflammatory diseases under the Xeljanz, Enbrel, Inflectra, Eucrisa/Staquis, and Cibinqo brands</p>

<p>Amyloidosis, hemophilia, and endocrine diseases under the Vyndaqel/Vyndamax, BeneFIX, and Genotropin brands</p>

<p>Pfizer anticipates full-year 2025 revenues in the range of $61.0 to $64.0 billion. This includes the expectation that revenues from COVID-19 products in 2025 will be broadly consistent with those in 2024, after excluding approximately $1.2 billion of non-recurring revenue for Paxlovid in 2024.</p>

<p>If you're one of the over 4 Million Americans set to retire this year, you may want to pay attention.</p>

<p>Finding a financial advisor who puts your interest first can be the difference between a rich retirement and barely getting by, and today it's easier than ever. SmartAsset's free tool matches you with up to three fiduciary financial advisors that serve your area in minutes. Each advisor has been carefully vetted, and must act in your best interests. Start your search now.</p>

<p>Don't waste another minute; get started right here and help your retirement dreams become a retirement reality. (sponsor)</p>

<p>The post Will The Tariff "Taco Trade" End The Rally? 5 High-Yield Value Stocks Are Strong Buys Now appeared first on 24/7 Wall St..</p>

<a href="https://ift.tt/czNYwpL" class="dirlink-1">Orign Aricle on Source</a>


Source: AOL Money

Читать на сайте


Source: AsherMag

Full Article on Source: Astro Blog

#LALifestyle #USCelebrities

 

CR MAG © 2015 | Distributed By My Blogger Themes | Designed By Templateism.com