With worries over the end of stimulus front and center in the past week, CNBC's "" asked its traders for their top taper-tolerant stock picks – names that can survive, and even thrive, with a less dovish Fed.
"We think probably the most taper-resistant pick right now is something happening in the infrastructure play, and the infrastructure play leads us right to Nucor," Sanchez said Friday.has already rallied nearly 120% this year. The shares are up 12% just this month. Craig Johnson, chief market technician at Piper Sandler, said it serves investors to take a look back to the last time tapering was mentioned – in May 2013, when then Fed Chair Ben Bernanke first suggested changing policy. Johnson said the best-performing sectors in the second half of 2013 were materials, industrials and technology.