The stock market volatility will only worsen as the U.S. continues to threaten its trade partners with tariffs. Investors do not like uncertainty. They will look for companies that are immune to trade policies.
After stock markets fell by nearly 3%, led by the S&P 500 (IVV), investors bought tobacco stocks. British American Tobacco (BTI) added 4.65% in the last week. The stock pays a dividend that yields 6.61%. Demand for tobacco and nicotine will not change regardless of the tariff-driven trade war.
Altria (MO) and Philip Morris (PM) are also worth holding.
Eli Lilly (LLY) is close to re-testing its 52-week low of $677.09. In the last year, LLY stock would rally whenever shares fell to the low $700s. In Australia, regulators approved its Alzheimer’s therapy drug, Kisunla (donaemab).
In the energy sector, Vistra (VST) closed at $158.16. It could break out to a new 52-week high next. The firm expects an adjusted EBITDA of $1.24 billion this quarter. In the first quarter, EBITDA grew by 53% Y/Y. Operational performance improved. In addition, it included two months of contribution from its Energy Harbor acquisition.
After trading near its 52-week high, Uber Technologies (UBER) is a stock to hold forever. The firm announced a use case for AI for its freight business. Uber Freight will use AI to help shippers manage transportation.
