Post-Election Rally Stalls, but These 3 Stocks Can Keep Going

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Caterpillar Inc أخبار

Jpmorgan Chase & Co,Adobe Systems Incorporated,Exxon Mobil Corp

Stocks Analysis by MarketBeat.com (Gabriel Osorio-Mazzilli) covering: Caterpillar Inc, JPMorgan Chase & Co, Adobe Systems Incorporated, Exxon Mobil Corp. Read MarketBeat.com (Gabriel Osorio-Mazzilli)'s latest article on Investing.com

A weaker dollar boosts manufacturing exports and favors companies like Caterpillar with international exposure.Adobe's subscription model and high margins offer growth and stability in uncertain markets.

The new direction seems to call for a weaker dollar, which would help boost employment figures in the manufacturing sector. According to the manufacturing PMI index, the sector has been contracting for over 24 months now. A weaker currency would incentivize foreign buyers, who would then have a relatively stronger currency, to buy American exports.

The stock has delivered a rally 16.5% over the past 12 months. However, Exxon's scale may limit the potential for another similar rally, much like Caterpillar. Jefferies Financial Group recently reiterated their Buy rating on Exxon Mobil stock, this time placing a price target of $145 a share. Druckenmiller has now focused his portfolio on high-margin technology stocks in the United States. However, due to the size of his fund, he can only buy into the biggest ones. But retail investors can ride this theme with more flexibility on the size of the companies they choose to buy, and this is where Adobe stock comes into play.

 

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