🕷️ Crawler Inspector

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Raw Queries and Responses

1. Shard Calculation

Query:

Response:

Calculated Shard: 57 (from laksa015)

2. Crawled Status Check

Query:

curl -X POST \
  'http://laksa057.int.ahrefs:8124/' \
  -H 'Content-Type: text/plain' \
  -H 'X-ClickHouse-Database: crawler3' \
  -H 'Authorization: Basic YXBpOg==' \
  -d 'SELECT getAhrefsURLFromUnparsed(src_unparsed) AS found_url, ifNull(toUnixTimestamp(download_stamp), 0) AS crawl_time, ifNull(toUnixTimestamp(props_url_first_seen), 0) AS first_indexed_time, download_http_code AS http_code, src_unparsed AS src_unparsed, src_root_hash AS src_root_hash, history_drop_reason AS history_drop_reason, meta_title AS meta_title, meta_descriptions AS meta_descriptions, attrs_boilerpipe_text AS attrs_boilerpipe_text, attrs_markdown AS attrs_markdown, attrs_readable_markdown AS attrs_readable_markdown, meta_canonical AS meta_canonical FROM crawler3.page_info_local FINAL PREWHERE (src_root_hash, src_unparsed) IN ((getAhrefsRootHashFromUnparsed(getAhrefsUnparsedNoserviceFromURL(\'https://seekingalpha.com/article/4801688-tariffs-reignited-best-stocks-to-buy-now\')), getAhrefsUnparsedNoserviceFromURL(\'https://seekingalpha.com/article/4801688-tariffs-reignited-best-stocks-to-buy-now\'))) FORMAT JSONEachRow'

Response:

{"found_url":"https:\/\/seekingalpha.com\/article\/4801688-tariffs-reignited-best-stocks-to-buy-now","crawl_time":1774545089,"first_indexed_time":1752687065,"http_code":200,"src_unparsed":"com,seekingalpha!\/article\/4801688-tariffs-reignited-best-stocks-to-buy-now s443","src_root_hash":"11478393694123815657","history_drop_reason":null,"meta_title":"Tariffs Reignited: Best Stocks To Buy Now | Seeking Alpha","meta_descriptions":["Inflation, tariffs, and trade wars have investors seeking resilient investments. Click here to learn about 5 top stocks."],"attrs_boilerpipe_text":"More Tariffs, More Problems?\nTit-for-tat tariffs are back in the spotlight after Trump\nannounced\nan end to the 90-day pause on tariffs, which are scheduled to kick in on Aug. 1. As investors look for stability amid persistently elevated inflation and geopolitical uncertainty, I’m\nbullish on five Quant Strong-Buy stocks that could benefit from the\npassage\nof Trump’s One Big Beautiful Bill.\nStock Markets: Inflation and More Tariffs\nStock markets have been mixed, with the Nasdaq 100 and S&P 500 notching new record closes on Thursday, July 10, before ending the week in the red. Leading up to this week, President Trump advised he would impose 35% tariffs on Canadian goods and a 30% tariff on imports from the European Union and Mexico, which prompted an S&P 500 and Nasdaq decline on Monday as the Dow Jones gained 0.1%.\nJune CPI Monthly Changes\n(NY Times, BLS, Karl Russell)\nAs investors digest renewed trade tensions, inflation showed signs of acceleration in June, yet rose less than anticipated for a fifth consecutive month. Declines in auto prices helped mitigate some of the tariff-related increases.\nUnderlying June CPI Impacts\n(Bloomberg, BLS)\nJune CPI increased 2.7% year-over-year, with core inflation, which removes food and energy prices, growing 2.9% Y\/Y. Some products with the\ngreatest exposure to tariffs\n, like household goods that include furnishings, appliances, and apparel, increased from last month.\nThe S&P 500 briefly topped 6,300 points during this week – a busy week of\nbank earnings\n, as traders assess the inflation data. At the same time, the path forward is marred with uncertainty as a major unknown remains: Who will bear the brunt of tariffs?\nWill tariffs be passed onto the consumer? If so, consumer spending is likely to slow even further, which would likely result in the highest probability of recession, given that consumers make up two-thirds of the US economy.\nWill companies absorb tariffs? If so, they could erode profit margins, which could result in fewer capital expenditures, still a potential drag on the economy.\nWill other nations feel the brunt?\nOther factors to consider are the much-talked-about potential ousting of Fed Chair Jay Powell. While the administration has\nthreatened to replace\nPowell, another understated risk is Powell stepping down. Whether he’s fired or steps down, the loss of Powell and not knowing his replacement could create more uncertainty in the market, a potential collapse of the currency and bond market, spikes in inflation, and an overall equities sell-off. In a\nstatement\n, Deutsche Bank's head of FX research, George Saravelos, noted:\n\"It is hard to quantify the impact on FX and rates, but on the first 24 hours of an announcement of a Powell removal we would expect a drop in the trade-weighted dollar of at least 3%-4% accompanied by a 30-40bps sell-off in U.S. fixed income led by the back-end… In sum, we consider the removal of Chair Powell as one of the largest underpriced event risks over the coming months.\"\nSeparately, if employment continues to deteriorate and inflation rises, we may see another bad scenario –\nstagflation\n– rising unemployment and inflation, and slow economic growth. Stagflation is troublesome because the Fed’s traditional tools and strategies would conflict (the Fed typically lowers rates, which could accelerate growth but also apply more upward pricing pressure on inflation). The Fed is not expected to start easing until December. While economists have\nlowered\nthe recession risk on strong jobs growth and\nJPMorgan\ndecreased its recession odds from 60% to 40% – the odds remain. As things currently stand, market swings indicate that emotions are high. As showcased in the\nfear and greed index\n, investors are opportunistic.\nCNN Fear & Greed Index\n(CNN Fear & Greed Index)\nSeeking Alpha’s\nQuant Rating system\nremoves emotion from the investment process to help avoid knee-jerk reactions. This article offers stocks that could benefit from policy changes impacted by tariffs and\nTrump’s recent tax bill\n. While asset rotations can be head fakes, fundamentally strong stocks can offer investors opportunities to prepare for market swings, which is why I have selected five diversified \"Strong Buy\"-rated stocks to consider for a portfolio.\n1. Sterling Infrastructure, Inc. (\nSTRL\n)\nMarket Capitalization: $7.25B\nQuant Rating: Strong Buy\nQuant Sector Ranking (as of 7\/16\/25): 22 out of 615\nQuant Industry Ranking (as of 7\/16\/25): 6 out of 36\nSterling Infrastructure has demonstrated exceptional growth and bullish momentum, highlighted by a one-year price performance of +84% compared to the sector median of 3%. A\ntop industrial\nthat may capitalize on Trum\np’s \"\nMade in America\n\" ag\nenda, Texas-based e-infrastructure, transportation, and building solutions STRL has benefited from data center demand throughout the United States. Demand for data centers drove STRL’s Q1 2025 backlog of $2.1B, a 17% YoY increase on a pro forma basis. Additionally, $1.2B in E-Infrastructure backlog was up 27% in Q1 and continues to drive revenue growth with substantial margins despite market volatility.\nSTRL Stock Q12025 Financial Successes\n(STRL Q1 2025 Investor Presentation)\nAmid expansion and its recent\nacquisition\nof CEC Facilities Group to enhance earnings and scale, STRL appointed a\nnew CFO\n. Sterling has demonstrated incredible revenue growth, as highlighted by the Q1 2025 results above. STRL has consecutively beaten EPS and showcases strong forward EPS long-term growth (3-5Y CAGR) OF 20.50% vs. the sector’s 11.37%. The company offers solid financials that include over $523M in cash and as demonstrated by its\nProfitability Grade\n. Return on Total Capital (TTM) of 16%, vs. 7% for the sector, and 13% Return on Total Assets (TTM) highlight some of its areas of strength. Despite its bullish momentum, STRL trades in line with the sector as highlighted by a\nD+ valuation grade\n. However, STRL’s trailing PEG GAAP of 0.35x vs. 1.25 indicates some discount for this stock, which could offer excellent growth potential.\n2. Primoris Services Corporation (\nPRIM\n)\nMarket Capitalization: $4.65B\nQuant Rating: Strong Buy\nQuant Sector Ranking (as of 7\/16\/25): 28 out of 615\nQuant Industry Ranking (as of 7\/16\/25): 8 out of 36\nAnother top industrial that could benefit from \"Made in America\" policies is Primoris Services Corporation. PRIM delivers crucial infrastructure services to utility and energy markets and is also headquartered in Texas, and has rallied 60%-plus in the last year.\nDriven by record energy segment revenue from renewables and above-expected Q1 2025 revenue and margin improvements from its utilities segment, PRIM has demonstrated strong growth and profitability. As highlighted by consecutive top and bottom-line increases, PRIM’s Q1 2025 EPS of $0.98 beat by $0.32 and revenue of $1.65B increased by nearly 17% Y\/Y.\nPRIM Stock Revisions and EPS Surprise Estimates\nPRIM Stock Revisions & EPS Surprise Estimates\n(Seeking Alpha)\nDemonstrating shareholder value, PRIM has consecutively paid a dividend for 16 years and recently declared a $0.08 per share\ndividend\n, supported by a robust $11.4B backlog, which highlights its financial health. Primoris' strategic investments position it well to capitalize on the growing demand for infrastructure services. Eight Wall Street analysts have revised estimates up in the last 90 days, with zero downward revisions. And despite its bullish momentum, Primoris continues to trade in line with the sector. Its\nC+ valuation grade\nis supported by a trailing PEG GAAP of 0.55x vs. 1.26, indicating a 56% discount for this stock, which could offer excellent growth potential, similar to my next stock selection.\n3. Great Lakes Dredge & Dock Corporation (\nGLDD\n)\nMarket Capitalization: $741.76M\nQuant Rating: Strong Buy\nQuant Sector Ranking (as of 7\/16\/25): 45 out of 615\nQuant Industry Ranking (as of 7\/16\/25): 11 out of 36\nHouston, Texas-headquartered GLDD is a leading provider of dredging services in the US. Offering projects to improve and protect coastline infrastructure, GLDD presents an attractive investment opportunity highlighted by strong financial results, including $242.9M in Q1 2025 revenues and $60.1M in adjusted EBITDA.\nLNG export trends and federal funding bolster the company's strong revenues. The company’s expansion into offshore energy markets provides versatility and growth, as highlighted by its 23% one-year price performance +28% revenue growth Y\/Y, and 32% forward EBITDA growth.\nGLDD Stock Growth Grade\n(Seeking Alpha)\nAlthough the company’s profitability can use some improvement, particularly in terms of levered FCF margin and cash per share, GLDD’s strong project performance, net income margin, and return on total assets continue to surpass its sector median peers. With bullish momentum and severely discounted valuation, highlighted by a forward PEG ratio that’s nearly 50% undervalued, this stock trades at a near-steal!\n4. Bank of America Corporation (\nBAC\n)\nMarket Capitalization: $347.60B\nQuant Rating: Strong Buy\nQuant Sector Ranking (as of 7\/16\/25): 67 out of 689\nQuant Industry Ranking (as of 7\/16\/25): 14 out of 66\nThis week, Financials kicked off\nearnings\n, with many\nbenefiting from capital markets\n. While BAC missed\nQ2 2025\nrevenue by $270M, its GAAP EPS of $0.89 beat by $0.03, benefiting from four consecutive quarters of net interest income growth, year-over-year loan growth, and resilient consumer spending. Commercial borrower utilization rates also experienced an increase.\nBank of America, a diversified bank offering global financial products and services, has a tremendous cash balance and strong profitability. It has also shown resilience with strong capital returns for its robust balance sheet. Demonstrating shareholder value, the company plans to\nincrease its dividend\nby 8% to $0.28 per share in Q3 2025 after passing the Federal Reserve’s stress test. BAC currently offers a modest 2.25% forward dividend yield and has 30 years of consecutive dividend payments and 11 years of consecutive dividend growth – appealing for investors looking for income amid high inflation and market volatility.\nBAC Stock Dividend Scorecard\n(Seeking Alpha)\nBAC’s diversified business model, customer loyalty, and brand have aided its\nprofitability metrics\n. With a net income margin of 29% and sector median of 22%, BAC demonstrates efficient sales conversion into profits. Although the company trades at a premium according to its ‘D’ Valuation Grade, which is impacted by a trailing Price\/Cash Flow of 77.35 versus the sector’s 9.82, its forward PEG Non-GAAP of 1.04x is a 17% discount. Consider BAC as a potential option for a portfolio, along with my final stock, benefiting from investment in\nAerospace and Defense\n.\n5. ATI Inc. (\nATI\n)\nMarket Capitalization: $12.68B\nQuant Rating: Strong Buy\nQuant Sector Ranking (as of 7\/16\/25): 17out of 615\nQuant Industry Ranking (as of 7\/16\/25): 3 out of 59\nATI has seen incredible momentum, capitalizing on demand for aerospace and defense amid geopolitical tensions and US strikes near nuclear sites in Iran. Despite a KeyBanc\ndowngrade\nin May, the global specialty materials and components producer signed a multi-year deal to supply Airbus with titanium plates.\n\"Our investments in titanium capacity give us the ability to respond to our customer's increased need for high purity melt and exceptional titanium products as they grow their production,\"\nsaid\nATI President and CEO Kimberly A. Fields.\nSince the May 28 deal, ATI has rallied +10%. ATI has consecutively topped earnings and revenue, with the latest Q1 2025 EPS of $0.72 beating by $0.13 and revenue of $1.14B increasing by nearly 10% Y\/Y, driven by its commercial jet engine segment, 37% of total Q1 revenue. This figure increased 35% Y\/Y, and with continued strategic investment, ATI hopes to extend its competitive advantages.\nATI Stock Q1 2025 Financial Highlights\n( ATI Stock Q1 2025 investor presentation)\nATI is expected to see double-digit earnings growth over the next four years, driven by the strong demand environment in the aerospace and defense end market and elevated backlog. ATI trades in line with the sector, as highlighted by a\nD+ Valuation Grade\n, but offers a 35% discount to the sector median, as reflected by a forward PEG ratio of 1.20x. When seeking securities that will stand the test of time, consider stocks with capital appreciation potential and strong fundamentals.\nConclusion\nSTRL, PRIM, GLDD, BAC, and ATI have been positive over the last year despite market volatility and possess excellent outlooks. While some catalysts can cause a downturn, economists have lowered expectations of recession from the fallout of tariffs. Being on alert for market indicators that display warning signals is crucial, and with the appropriate investments, preparation, and strategy, you may be able to reduce risks associated with monetary policy changes, trade war escalation, or potential downturn. The five US stocks featured here offer strong fundamentals, attractive valuations, and portfolio diversification, and solid earnings, and may benefit from the Buy American agenda.\nFor more compelling investment ideas, our\nnew PRO Quant Portfolio\noffers a curated selection of up to 30 Strong Buy stocks designed to help you uncover high-conviction opportunities and confidently track their performance. The list is rebalanced weekly and spans various geographies and market capitalizations, making it ideal for active investors who value long-term capital appreciation. Alternatively, if you're looking for a select number of Quant Strong Buy recommendations every month, you might want to explore\nAlpha Picks\n.","attrs_markdown":"[Skip to content](https:\/\/seekingalpha.com\/article\/4801688-tariffs-reignited-best-stocks-to-buy-now#content)\n\n[Home page Seeking Alpha - Power to Investors](https:\/\/seekingalpha.com\/#source=source%3Asite_navigation)\n\n- Create Free Account\n- [About Premium](https:\/\/seekingalpha.com\/subscriptions\/premium#source=why_premium%3Aexpanded%3Anavbar_left)\n- [Explore Alpha Picks](https:\/\/subscriptions.seekingalpha.com\/lp_alpha-picks_sub\/#source=explore_alpha_picks%3Aexpanded%3Anavbar_left)\n- [NEW Summary report](https:\/\/seekingalpha.com\/subscriptions\/premium-virtual-analyst-report#source=virtual_analyst_report%3Aexpanded%3Anavbar_left)\n- [FREE Newsletters](https:\/\/seekingalpha.com\/free-investing-newsletters#source=free_newsletters%3Aexpanded%3Anavbar_left)\n\n- [Home](https:\/\/seekingalpha.com\/#source=home%3Aexpanded%3Anavbar_left)\n- [Stock Analysis](https:\/\/seekingalpha.com\/latest-articles#source=analysis%3Aexpanded%3Anavbar_left)\n  \n  ## Stock Analysis\n  - 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[Notable Calls](https:\/\/seekingalpha.com\/market-news\/notable-calls#source=notable_calls%3Aexpanded%3Anavbar_left)\n  - [On The Move](https:\/\/seekingalpha.com\/market-news\/on-the-move#source=on-the-move%3Aexpanded%3Anavbar_left)\n  - [Energy Stock News](https:\/\/seekingalpha.com\/market-news\/energy#source=energy_stock_news%3Aexpanded%3Anavbar_left)\n  - [Tech Stock News](https:\/\/seekingalpha.com\/market-news\/technology#source=tech_stock_news%3Aexpanded%3Anavbar_left)\n  - [IPO News](https:\/\/seekingalpha.com\/market-news\/ipos#source=ipo_news%3Aexpanded%3Anavbar_left)\n  - [Artificial Intelligence (AI) News](https:\/\/seekingalpha.com\/market-news\/ai-tech-stocks#source=ai-tech-stocks%3Aexpanded%3Anavbar_left)\n  - [Budget & DOGE News](https:\/\/seekingalpha.com\/market-news\/budget-regulation#source=budget-regulation%3Aexpanded%3Anavbar_left)\n  - [Merger & Acquisition News](https:\/\/seekingalpha.com\/market-news\/m-a#source=merger_acquisition_news%3Aexpanded%3Anavbar_left)\n- [Market Data](https:\/\/seekingalpha.com\/etfs-and-funds\/etf-tables\/key_markets#source=market_performance%3Aexpanded%3Anavbar_left)\n  \n  ## Market Data\n  - [Key Market Data](https:\/\/seekingalpha.com\/etfs-and-funds\/etf-tables\/key_markets#source=key_markets%3Aexpanded%3Anavbar_left)\n  - [Earnings Calendar](https:\/\/seekingalpha.com\/earnings\/earnings-calendar#source=earnings_calendar%3Aexpanded%3Anavbar_left)\n  - [Currencies](https:\/\/seekingalpha.com\/etfs-and-funds\/etf-tables\/currencies#source=currencies%3Aexpanded%3Anavbar_left)\n  - [Cryptocurrency Prices](https:\/\/seekingalpha.com\/etfs-and-funds\/etf-tables\/cryptocurrency#source=cryptocurrency_prices%3Aexpanded%3Anavbar_left)\n- [Sectors](https:\/\/seekingalpha.com\/sectors#source=sectors%3Aexpanded%3Anavbar_left)\n  \n  ## Sectors\n  - [Technology](https:\/\/seekingalpha.com\/sectors\/technology#source=technology%3Aexpanded%3Anavbar_left)\n  - [Financial](https:\/\/seekingalpha.com\/sectors\/financial#source=financial%3Aexpanded%3Anavbar_left)\n  - [Consumer Discretionary](https:\/\/seekingalpha.com\/sectors\/consumer-discretionary#source=consumer_discretionary%3Aexpanded%3Anavbar_left)\n  - [Communication](https:\/\/seekingalpha.com\/sectors\/communication-services#source=communication_services%3Aexpanded%3Anavbar_left)\n  - [Healthcare](https:\/\/seekingalpha.com\/sectors\/healthcare#source=healthcare%3Aexpanded%3Anavbar_left)\n  - [Industrials](https:\/\/seekingalpha.com\/sectors\/industrials#source=industrials%3Aexpanded%3Anavbar_left)\n  - [Consumer Staples](https:\/\/seekingalpha.com\/sectors\/consumer-staples#source=consumer_staples%3Aexpanded%3Anavbar_left)\n  - [Energy](https:\/\/seekingalpha.com\/sectors\/energy#source=energy%3Aexpanded%3Anavbar_left)\n  - [Materials](https:\/\/seekingalpha.com\/sectors\/materials#source=materials%3Aexpanded%3Anavbar_left)\n  - [Real Estate](https:\/\/seekingalpha.com\/sectors\/real-estate#source=real_estate%3Aexpanded%3Anavbar_left)\n  - [Utilities](https:\/\/seekingalpha.com\/sectors\/utilities#source=utilities%3Aexpanded%3Anavbar_left)\n- [Dividends](https:\/\/seekingalpha.com\/dividends#source=dividends%3Aexpanded%3Anavbar_left)\n  \n  ## Dividends\n  - [Top Dividend Stocks](https:\/\/seekingalpha.com\/screeners\/9679329c-Top-Dividend-Stocks#source=top_dividend_stocks%3Aexpanded%3Anavbar_left)\n  - [Top Quant Dividend Stocks](https:\/\/seekingalpha.com\/screeners\/9408317dce-Top-Quant-Dividend-Stocks#source=top_quant_dividend_stocks%3Aexpanded%3Anavbar_left)\n  - [Dividend Ideas](https:\/\/seekingalpha.com\/dividends\/dividend-ideas#source=dividend_ideas%3Aexpanded%3Anavbar_left)\n  - [Dividend Quick Picks](https:\/\/seekingalpha.com\/dividends\/dividend-quick-picks#source=dividend_quick_picks%3Aexpanded%3Anavbar_left)\n  - [Dividend Strategy](https:\/\/seekingalpha.com\/dividends\/dividend-strategy#source=dividend_strategy%3Aexpanded%3Anavbar_left)\n  - [Dividend News - Funds](https:\/\/seekingalpha.com\/market-news\/dividend-funds#source=dividend_news_funds%3Aexpanded%3Anavbar_left)\n  - [Dividend News - Stocks](https:\/\/seekingalpha.com\/market-news\/dividend-stocks#source=dividend_news_stocks%3Aexpanded%3Anavbar_left)\n  - [Dividends Data](https:\/\/seekingalpha.com\/etfs-and-funds\/etf-tables\/dividends#source=etf_dividends%3Aexpanded%3Anavbar_left)\n- [ETFs](https:\/\/seekingalpha.com\/etfs-and-funds#source=etfs%3Aexpanded%3Anavbar_left)\n  \n  ## ETFs\n  - [Top Rated ETFs](https:\/\/seekingalpha.com\/screeners\/etfs\/922b797269-Top-Rated-ETFs#source=top_rated_etfs%3Aexpanded%3Anavbar_left)\n  - [ETF Strategies](https:\/\/seekingalpha.com\/etfs-and-funds\/etf-tables\/strategies#source=etf_strategies%3Aexpanded%3Anavbar_left)\n  - [REITs & Real Estate ETFs](https:\/\/seekingalpha.com\/etfs-and-funds\/etf-tables\/real_estate#source=reits_real_estate_etfs%3Aexpanded%3Anavbar_left)\n  - [Commodity ETFs](https:\/\/seekingalpha.com\/etfs-and-funds\/etf-tables\/commodities#source=commodity_etfs%3Aexpanded%3Anavbar_left)\n  - [Emerging Markets ETFs](https:\/\/seekingalpha.com\/etfs-and-funds\/etf-tables\/emerging_markets#source=emerging_markets_etfs%3Aexpanded%3Anavbar_left)\n  - [Growth vs. Value ETFs](https:\/\/seekingalpha.com\/etfs-and-funds\/etf-tables\/growth_vs_value#source=growth_vs_value_etfs%3Aexpanded%3Anavbar_left)\n  - [Bonds](https:\/\/seekingalpha.com\/etfs-and-funds\/etf-tables\/bonds#source=bonds%3Aexpanded%3Anavbar_left)\n  - [Country ETFs](https:\/\/seekingalpha.com\/etfs-and-funds\/etf-tables\/countries#source=countries_etfs%3Aexpanded%3Anavbar_left)\n- [Earnings](https:\/\/seekingalpha.com\/market-news\/earnings#source=earnings%3Aexpanded%3Anavbar_left)\n  \n  ## Earnings\n  - [Earnings Calendar](https:\/\/seekingalpha.com\/earnings\/earnings-calendar#source=earnings_calendar%3Aexpanded%3Anavbar_left)\n  - [Earnings Call Transcripts](https:\/\/seekingalpha.com\/earnings\/earnings-call-transcripts#source=earnings_call_transcripts%3Aexpanded%3Anavbar_left)\n  - [Earnings Call Insights](https:\/\/seekingalpha.com\/market-news\/earnings-calls-insights#source=earnings_call_insights%3Aexpanded%3Anavbar_left)\n- [Education](https:\/\/seekingalpha.com\/investing-resources#source=education%3Aexpanded%3Anavbar_left)\n- [Podcasts](https:\/\/seekingalpha.com\/podcasts#source=podcasts%3Aexpanded%3Anavbar_left)\n- [Videos](https:\/\/seekingalpha.com\/videos#source=videos%3Aexpanded%3Anavbar_left)\n\n## Investing Groups\n- [Explore Investing Groups](https:\/\/seekingalpha.com\/marketplace\/directory#source=investing_groups%3Aexpanded%3Anavbar_left)\n\n## Portfolios\n- [Create Portfolio\\+](https:\/\/seekingalpha.com\/account\/portfolio#source=create_first_portfolio%3Aexpanded%3Anavbar_left)\n- [Portfolio Health Check](https:\/\/seekingalpha.com\/portfolio-health-check#source=portfolio_health_check%3Aexpanded%3Anavbar_left)\n- [About Portfolio](https:\/\/subscriptions.seekingalpha.com\/portfolio_about\/#source=about_portfolio%3Aexpanded%3Anavbar_left)\n\n## Find & Compare\n- [Stock Screener](https:\/\/seekingalpha.com\/screeners#source=stock_screener%3Aexpanded%3Anavbar_left)\n  \n  ## Stock Screener\n  - [All Stocks](https:\/\/seekingalpha.com\/screeners\/967aaa441702-All-Stocks#source=all_stocks%3Aexpanded%3Anavbar_left)\n  - [Top Rated Stocks](https:\/\/seekingalpha.com\/screeners\/96793299-Top-Rated-Stocks#source=top_rated_stocks%3Aexpanded%3Anavbar_left)\n  - [Top Growth Stocks](https:\/\/seekingalpha.com\/screeners\/9679348d-Top-Growth-Stocks#source=top_growth_stocks%3Aexpanded%3Anavbar_left)\n  - [Top Value Stocks](https:\/\/seekingalpha.com\/screeners\/96793482-Top-Value-Stocks#source=top_value_stocks%3Aexpanded%3Anavbar_left)\n  - [Top Small Cap Stocks](https:\/\/seekingalpha.com\/screeners\/967930eb-Top-Small-Cap-Stocks#source=top_small_cap_stocks%3Aexpanded%3Anavbar_left)\n  - [Stocks by Quant](https:\/\/seekingalpha.com\/screeners\/95b9990b-Stocks-by-Quant#source=stocks_by_quant%3Aexpanded%3Anavbar_left)\n  - [Most Shorted Stocks](https:\/\/seekingalpha.com\/screeners\/940d08e1dd-Most-Shorted-Stocks#source=most_shorted_stocks%3Aexpanded%3Anavbar_left)\n  - [Strong Buy Stocks - 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[Top Sector Equity ETFs](https:\/\/seekingalpha.com\/screeners\/etfs\/922b7973d5-Top-Sector-Equity-ETFs#source=top_sector_equity_etfs%3Aexpanded%3Anavbar_left)\n  - [Top U.S. Equity ETFs](https:\/\/seekingalpha.com\/screeners\/etfs\/922b797268-Top-U-S--Equity-ETFs#source=top_us_equity_etfs%3Aexpanded%3Anavbar_left)\n  - [Most Shorted ETFs](https:\/\/seekingalpha.com\/screeners\/etfs\/9ecdd541a8-Most-Shorted-ETFs#source=most_shorted_etfs%3Aexpanded%3Anavbar_left)\n- [Comparisons](https:\/\/seekingalpha.com\/comparison#source=comparisons%3Aexpanded%3Anavbar_left)\n  \n  ## Comparisons\n  - [AI Stocks](https:\/\/seekingalpha.com\/comparison\/91b2fbba4e-Artificial-Intelligence-%28AI%29-Stocks#source=ai_stocks%3Aexpanded%3Anavbar_left)\n  - [5G Stocks](https:\/\/seekingalpha.com\/comparison\/91b2fdf02e-5G-Stocks#source=5g_stocks%3Aexpanded%3Anavbar_left)\n  - [Aerospace & Defense Stocks](https:\/\/seekingalpha.com\/comparison\/91b2fbba40-Aerospace-%26-Defense-Stocks#source=aerospace_defense_stocks%3Aexpanded%3Anavbar_left)\n  - 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[Home](https:\/\/seekingalpha.com\/#source=first_level_url%3Aarticle%7Ccontent_type%3Aall%7Csection%3Apage_breadcrumbs)\n2. [Stock Ideas](https:\/\/seekingalpha.com\/stock-ideas#source=first_level_url%3Aarticle%7Ccontent_type%3Aall%7Csection%3Apage_breadcrumbs)\n3. [Long Ideas](https:\/\/seekingalpha.com\/stock-ideas\/long-ideas#source=first_level_url%3Aarticle%7Ccontent_type%3Aall%7Csection%3Apage_breadcrumbs)\n# Tariffs Reignited: Best Stocks To Buy Now\nJul 16, 2025, 1:30 PM ET[STRL](https:\/\/seekingalpha.com\/symbol\/STRL#source=section%3Amain_content%7Csection_asset%3Ameta%7Cfirst_level_url%3Aarticle%7Csymbol%3ASTRL), [PRIM](https:\/\/seekingalpha.com\/symbol\/PRIM#source=section%3Amain_content%7Csection_asset%3Ameta%7Cfirst_level_url%3Aarticle%7Csymbol%3APRIM), [GLDD](https:\/\/seekingalpha.com\/symbol\/GLDD#source=section%3Amain_content%7Csection_asset%3Ameta%7Cfirst_level_url%3Aarticle%7Csymbol%3AGLDD), [BAC](https:\/\/seekingalpha.com\/symbol\/BAC#source=section%3Amain_content%7Csection_asset%3Ameta%7Cfirst_level_url%3Aarticle%7Csymbol%3ABAC), [ATI](https:\/\/seekingalpha.com\/symbol\/ATI#source=section%3Amain_content%7Csection_asset%3Ameta%7Cfirst_level_url%3Aarticle%7Csymbol%3AATI)\n\n![](https:\/\/seekingalpha.com\/images\/users_profile\/050\/113\/560\/big_pic.png?io=w36)\n\n[Steven Cress, Quant Team](https:\/\/seekingalpha.com\/author\/steven-cress-quant-team#source=url_first_level%3Aarticle%7Csection%3Aauthor_brief%3Asteven-cress-quant-team%7Csection_asset%3Aauthor_brief%7Cauthor_name)\n\n[SA Quant Strategist](https:\/\/seekingalpha.com\/alpha-picks\/subscribe#source=section%3Aauthor%7Cbutton%3Aap%20badge)\n\nFollow\n\n- 5\n  \n  Share\n- Save\n- Play(17min)\n- [Comments (77)](https:\/\/seekingalpha.com\/article\/4801688-tariffs-reignited-best-stocks-to-buy-now#scroll_comments)\n\n## Summary\n- Aug. 1 tariff deadlines and a potential firing of Fed Chair Powell, according to reports, are reintroducing uncertainty for the markets, which have been volatile in both directions, despite major US indices notching new peaks.\n- But who will bear the brunt of tariff increases? New tariff threats on the EU, Canada, and Mexico could impact consumer spending, which accounts for roughly two-thirds of US GDP.\n- The recent passage of Trump’s tax bill could boost consumer spending in the US, help incentivize companies to bring back profits held overseas, and aid job creation in the US.\n- With the appropriate investments, preparation, and strategy, you may be able to reduce the risk to your portfolio amid trade war escalation or potential downturn.\n- The five US stocks featured here offer strong fundamentals, attractive valuations, and solid earnings, and may benefit from the Buy American agenda.\n- I am Steven Cress, Head of Quantitative Strategies at Seeking Alpha. I manage the quant ratings and factor grades on stocks and ETFs in Seeking Alpha Premium. I also lead [Alpha Picks](https:\/\/seekingalpha.com\/alpha-picks\/subscribe), which selects the two most attractive stocks to buy each month, and also determines when to sell them.\n\n![Container tariffs word on Flag of the United States of America background. Tariff US trade war with Canada and Mexico.](https:\/\/static.seekingalpha.com\/cdn\/s3\/uploads\/getty_images\/2205487321\/image_2205487321.jpg?io=getty-c-w750)\n\n## More Tariffs, More Problems?\nTit-for-tat tariffs are back in the spotlight after Trump [announced](https:\/\/seekingalpha.com\/news\/4465540-trump-says-higher-tariffs-set-to-kick-in-on-aug-1#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link) an end to the 90-day pause on tariffs, which are scheduled to kick in on Aug. 1. As investors look for stability amid persistently elevated inflation and geopolitical uncertainty, I’m bullish on five Quant Strong-Buy stocks that could benefit from the [passage](https:\/\/www.whitehouse.gov\/articles\/2025\/07\/president-trumps-one-big-beautiful-bill-a-win-for-workers-farmers-and-americas-future\/#:~:text=%E2%80%9CThe%20One%20Big%20Beautiful%20Bill,charge%20of%20the%20frozen%20frontier. \"https:\/\/www.whitehouse.gov\/articles\/2025\/07\/president-trumps-one-big-beautiful-bill-a-win-for-workers-farmers-and-americas-future\/#:~:text=%E2%80%9CThe%20One%20Big%20Beautiful%20Bill,charge%20of%20the%20frozen%20frontier.\") of Trump’s One Big Beautiful Bill.\n\n## Stock Markets: Inflation and More Tariffs\nStock markets have been mixed, with the Nasdaq 100 and S\\&P 500 notching new record closes on Thursday, July 10, before ending the week in the red. Leading up to this week, President Trump advised he would impose 35% tariffs on Canadian goods and a 30% tariff on imports from the European Union and Mexico, which prompted an S\\&P 500 and Nasdaq decline on Monday as the Dow Jones gained 0.1%.\n\n![June CPI Monthly Changes](https:\/\/static.seekingalpha.com\/uploads\/2025\/7\/15\/saupload_3572187173b818f286d08bcce1d0d134.png?io=w640)\n\nJune CPI Monthly Changes (NY Times, BLS, Karl Russell)\n\nAs investors digest renewed trade tensions, inflation showed signs of acceleration in June, yet rose less than anticipated for a fifth consecutive month. Declines in auto prices helped mitigate some of the tariff-related increases.\n\n![Underlying June CPI Impacts](https:\/\/static.seekingalpha.com\/uploads\/2025\/7\/15\/saupload_d4dd22a05f9804f58eefacf6dd50ff6f.png?io=w640)\n\nUnderlying June CPI Impacts (Bloomberg, BLS)\n\nJune CPI increased 2.7% year-over-year, with core inflation, which removes food and energy prices, growing 2.9% Y\/Y. Some products with the [greatest exposure to tariffs](https:\/\/www.nytimes.com\/2025\/07\/15\/business\/cpi-report-inflation-june.html \"https:\/\/www.nytimes.com\/2025\/07\/15\/business\/cpi-report-inflation-june.html\"), like household goods that include furnishings, appliances, and apparel, increased from last month.\n\nThe S\\&P 500 briefly topped 6,300 points during this week – a busy week of [bank earnings](https:\/\/seekingalpha.com\/earnings\/earnings-calendar#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link), as traders assess the inflation data. At the same time, the path forward is marred with uncertainty as a major unknown remains: Who will bear the brunt of tariffs?\n\n- Will tariffs be passed onto the consumer? If so, consumer spending is likely to slow even further, which would likely result in the highest probability of recession, given that consumers make up two-thirds of the US economy.\n- Will companies absorb tariffs? If so, they could erode profit margins, which could result in fewer capital expenditures, still a potential drag on the economy.\n- Will other nations feel the brunt?\n\nOther factors to consider are the much-talked-about potential ousting of Fed Chair Jay Powell. While the administration has [threatened to replace](https:\/\/seekingalpha.com\/news\/4467967-trump-seeking-to-fire-federal-reserve-chair-powell---report#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link) Powell, another understated risk is Powell stepping down. Whether he’s fired or steps down, the loss of Powell and not knowing his replacement could create more uncertainty in the market, a potential collapse of the currency and bond market, spikes in inflation, and an overall equities sell-off. In a [statement](https:\/\/seekingalpha.com\/news\/4466971-powells-ouster-one-of-the-largest-underpriced-event-risks-over-the-coming-months#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link), Deutsche Bank's head of FX research, George Saravelos, noted:\n\n> \"It is hard to quantify the impact on FX and rates, but on the first 24 hours of an announcement of a Powell removal we would expect a drop in the trade-weighted dollar of at least 3%-4% accompanied by a 30-40bps sell-off in U.S. fixed income led by the back-end… In sum, we consider the removal of Chair Powell as one of the largest underpriced event risks over the coming months.\"\n\nSeparately, if employment continues to deteriorate and inflation rises, we may see another bad scenario – [stagflation](https:\/\/seekingalpha.com\/article\/4796118-the-stagflation-economy#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link) – rising unemployment and inflation, and slow economic growth. Stagflation is troublesome because the Fed’s traditional tools and strategies would conflict (the Fed typically lowers rates, which could accelerate growth but also apply more upward pricing pressure on inflation). The Fed is not expected to start easing until December. While economists have [lowered](https:\/\/www.wsj.com\/economy\/economists-see-lower-recession-risk-and-stronger-job-growth-wsj-survey-10d6e476?gaa_at=eafs&gaa_n=ASWzDAjM-ihMyG_2WEp8R6inZQ4uYLEMQAKrYofuqMRbOKmyvBazi5MYwKDetfVKOoM%3D&gaa_ts=6875193f&gaa_sig=4lyTgk2rqnM1wpS1ES--EEwmHev6I9cJD6jc9dOGamURLfe26HNxipXCmLN_baFWMl0Sp5b6uDY231rb3zjW9g%3D%3D \"https:\/\/www.wsj.com\/economy\/economists-see-lower-recession-risk-and-stronger-job-growth-wsj-survey-10d6e476?gaa_at=eafs&gaa_n=ASWzDAjM-ihMyG_2WEp8R6inZQ4uYLEMQAKrYofuqMRbOKmyvBazi5MYwKDetfVKOoM%3D&gaa_ts=6875193f&gaa_sig=4lyTgk2rqnM1wpS1ES--EEwmHev6I9cJD6jc9dOGamURLfe26HNxipXCmLN_baFWMl0Sp5b6uDY231rb3zjW9g%3D%3D\") the recession risk on strong jobs growth and [JPMorgan](https:\/\/www.jpmorgan.com\/insights\/global-research\/economy\/recession-probability \"https:\/\/www.jpmorgan.com\/insights\/global-research\/economy\/recession-probability\") decreased its recession odds from 60% to 40% – the odds remain. As things currently stand, market swings indicate that emotions are high. As showcased in the [fear and greed index](https:\/\/seekingalpha.com\/article\/4453044-fear-and-greed-index#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link), investors are opportunistic.\n\n![CNN Fear & Greed Index](https:\/\/static.seekingalpha.com\/uploads\/2025\/7\/15\/saupload_e0744477630d49afcc0d212bbce13925.png?io=w640)\n\nCNN Fear & Greed Index (CNN Fear & Greed Index)\n\nSeeking Alpha’s [Quant Rating system](https:\/\/seekingalpha.com\/article\/4263303-quant-ratings-and-factor-grades-faq#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link) removes emotion from the investment process to help avoid knee-jerk reactions. This article offers stocks that could benefit from policy changes impacted by tariffs and [Trump’s recent tax bill](https:\/\/seekingalpha.com\/article\/4798971-ignite-your-big-beautiful-portfolio-best-stocks-to-buy-before-4th-of-july#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link). While asset rotations can be head fakes, fundamentally strong stocks can offer investors opportunities to prepare for market swings, which is why I have selected five diversified \"Strong Buy\"-rated stocks to consider for a portfolio.\n\n### 1\\. Sterling Infrastructure, Inc. ([STRL](https:\/\/seekingalpha.com\/symbol\/STRL#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link))\n- Market Capitalization: \\$7.25B\n- Quant Rating: Strong Buy\n- Quant Sector Ranking (as of 7\/16\/25): 22 out of 615\n- Quant Industry Ranking (as of 7\/16\/25): 6 out of 36\n  Sterling Infrastructure has demonstrated exceptional growth and bullish momentum, highlighted by a one-year price performance of +84% compared to the sector median of 3%. A [top industrial](https:\/\/seekingalpha.com\/screeners\/96793112-Top-Industrial-Stocks#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link) that may capitalize on Trump’s \"[Made in America](https:\/\/seekingalpha.com\/article\/4798971-ignite-your-big-beautiful-portfolio-best-stocks-to-buy-before-4th-of-july#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link)\" agenda, Texas-based e-infrastructure, transportation, and building solutions STRL has benefited from data center demand throughout the United States. Demand for data centers drove STRL’s Q1 2025 backlog of \\$2.1B, a 17% YoY increase on a pro forma basis. Additionally, \\$1.2B in E-Infrastructure backlog was up 27% in Q1 and continues to drive revenue growth with substantial margins despite market volatility.\n\n![STRL Stock Q12025 Financial Successes](https:\/\/static.seekingalpha.com\/uploads\/2025\/7\/15\/saupload_7ad44cb76fb1f937533c9419f256c824.png?io=w640)\n\nSTRL Stock Q12025 Financial Successes (STRL Q1 2025 Investor Presentation)\n\nAmid expansion and its recent [acquisition](https:\/\/seekingalpha.com\/news\/4458825-sterling-to-acquire-cec-facilities-group#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link) of CEC Facilities Group to enhance earnings and scale, STRL appointed a [new CFO](https:\/\/seekingalpha.com\/news\/4457628-sterling-infrastructure-announces-cfo-appointment#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link). Sterling has demonstrated incredible revenue growth, as highlighted by the Q1 2025 results above. STRL has consecutively beaten EPS and showcases strong forward EPS long-term growth (3-5Y CAGR) OF 20.50% vs. the sector’s 11.37%. The company offers solid financials that include over \\$523M in cash and as demonstrated by its [Profitability Grade](https:\/\/seekingalpha.com\/symbol\/STRL\/profitability#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link). Return on Total Capital (TTM) of 16%, vs. 7% for the sector, and 13% Return on Total Assets (TTM) highlight some of its areas of strength. Despite its bullish momentum, STRL trades in line with the sector as highlighted by a [D+ valuation grade](https:\/\/seekingalpha.com\/symbol\/STRL\/valuation\/metrics#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link). However, STRL’s trailing PEG GAAP of 0.35x vs. 1.25 indicates some discount for this stock, which could offer excellent growth potential.\n\n### 2\\. Primoris Services Corporation ([PRIM](https:\/\/seekingalpha.com\/symbol\/PRIM#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link))\n- Market Capitalization: \\$4.65B\n- Quant Rating: Strong Buy\n- Quant Sector Ranking (as of 7\/16\/25): 28 out of 615\n- Quant Industry Ranking (as of 7\/16\/25): 8 out of 36\n\nAnother top industrial that could benefit from \"Made in America\" policies is Primoris Services Corporation. PRIM delivers crucial infrastructure services to utility and energy markets and is also headquartered in Texas, and has rallied 60%-plus in the last year.\n\nDriven by record energy segment revenue from renewables and above-expected Q1 2025 revenue and margin improvements from its utilities segment, PRIM has demonstrated strong growth and profitability. As highlighted by consecutive top and bottom-line increases, PRIM’s Q1 2025 EPS of \\$0.98 beat by \\$0.32 and revenue of \\$1.65B increased by nearly 17% Y\/Y.\n\n**PRIM Stock Revisions and EPS Surprise Estimates**\n\n[![PRIM Stock Revisions & EPS Surprise Estimates](https:\/\/static.seekingalpha.com\/uploads\/2025\/7\/16\/saupload_8d831514c7d311ae770ae881d3e9cdf1.png?io=w640)](https:\/\/static.seekingalpha.com\/uploads\/2025\/7\/16\/saupload_8d831514c7d311ae770ae881d3e9cdf1.png)\n\nPRIM Stock Revisions & EPS Surprise Estimates (Seeking Alpha)\n\nDemonstrating shareholder value, PRIM has consecutively paid a dividend for 16 years and recently declared a \\$0.08 per share [dividend](https:\/\/seekingalpha.com\/news\/4441626-primoris-services-declares-0_08-dividend#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link), supported by a robust \\$11.4B backlog, which highlights its financial health. Primoris' strategic investments position it well to capitalize on the growing demand for infrastructure services. Eight Wall Street analysts have revised estimates up in the last 90 days, with zero downward revisions. And despite its bullish momentum, Primoris continues to trade in line with the sector. Its [C+ valuation grade](https:\/\/seekingalpha.com\/symbol\/PRIM\/valuation\/metrics#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link) is supported by a trailing PEG GAAP of 0.55x vs. 1.26, indicating a 56% discount for this stock, which could offer excellent growth potential, similar to my next stock selection.\n\n### 3\\. Great Lakes Dredge & Dock Corporation ([GLDD](https:\/\/seekingalpha.com\/symbol\/GLDD#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link))\n- Market Capitalization: \\$741.76M\n- Quant Rating: Strong Buy\n- Quant Sector Ranking (as of 7\/16\/25): 45 out of 615\n- Quant Industry Ranking (as of 7\/16\/25): 11 out of 36\n\nHouston, Texas-headquartered GLDD is a leading provider of dredging services in the US. Offering projects to improve and protect coastline infrastructure, GLDD presents an attractive investment opportunity highlighted by strong financial results, including \\$242.9M in Q1 2025 revenues and \\$60.1M in adjusted EBITDA.\n\nLNG export trends and federal funding bolster the company's strong revenues. The company’s expansion into offshore energy markets provides versatility and growth, as highlighted by its 23% one-year price performance +28% revenue growth Y\/Y, and 32% forward EBITDA growth.\n\n![GLDD Stock Growth Grade](https:\/\/static.seekingalpha.com\/uploads\/2025\/7\/15\/saupload_8f98a955b4d3d2911e1e15e8b0b0f60d.png?io=w640)\n\nGLDD Stock Growth Grade (Seeking Alpha)\n\nAlthough the company’s profitability can use some improvement, particularly in terms of levered FCF margin and cash per share, GLDD’s strong project performance, net income margin, and return on total assets continue to surpass its sector median peers. With bullish momentum and severely discounted valuation, highlighted by a forward PEG ratio that’s nearly 50% undervalued, this stock trades at a near-steal\\!\n\n###\n### 4\\. Bank of America Corporation ([BAC](https:\/\/seekingalpha.com\/symbol\/BAC#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link))\n- Market Capitalization: \\$347.60B\n- Quant Rating: Strong Buy\n- Quant Sector Ranking (as of 7\/16\/25): 67 out of 689\n- Quant Industry Ranking (as of 7\/16\/25): 14 out of 66\n\nThis week, Financials kicked off [earnings](https:\/\/seekingalpha.com\/news\/4466837-earnings-week-ahead-jpm-bac-gs-ms-c-jnj-tsm-abt-pep-mmm-slb-ual-nflx-and-more#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link), with many [benefiting from capital markets](https:\/\/seekingalpha.com\/news\/4466872-q2-bank-earnings-seen-benefiting-from-capital-markets-volatile-trading#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link). While BAC missed [Q2 2025](https:\/\/seekingalpha.com\/news\/4467782-bank-of-america-gaap-eps-of-0_89-beats-by-0_03-revenue-of-26_46b-misses-by-270m#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link) revenue by \\$270M, its GAAP EPS of \\$0.89 beat by \\$0.03, benefiting from four consecutive quarters of net interest income growth, year-over-year loan growth, and resilient consumer spending. Commercial borrower utilization rates also experienced an increase.\n\nBank of America, a diversified bank offering global financial products and services, has a tremendous cash balance and strong profitability. It has also shown resilience with strong capital returns for its robust balance sheet. Demonstrating shareholder value, the company plans to [increase its dividend](https:\/\/seekingalpha.com\/news\/4464474-bank-of-america-plans-to-lift-dividend-by-8-after-passing-fed-stress-test#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link) by 8% to \\$0.28 per share in Q3 2025 after passing the Federal Reserve’s stress test. BAC currently offers a modest 2.25% forward dividend yield and has 30 years of consecutive dividend payments and 11 years of consecutive dividend growth – appealing for investors looking for income amid high inflation and market volatility.\n\n![BAC Stock Dividend Scorecard](https:\/\/static.seekingalpha.com\/uploads\/2025\/7\/16\/saupload_ce784018d4216afb28d1e4484de7b3cc.png?io=w640)\n\nBAC Stock Dividend Scorecard (Seeking Alpha)\n\nBAC’s diversified business model, customer loyalty, and brand have aided its [profitability metrics](https:\/\/seekingalpha.com\/symbol\/BAC\/profitability#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link). With a net income margin of 29% and sector median of 22%, BAC demonstrates efficient sales conversion into profits. Although the company trades at a premium according to its ‘D’ Valuation Grade, which is impacted by a trailing Price\/Cash Flow of 77.35 versus the sector’s 9.82, its forward PEG Non-GAAP of 1.04x is a 17% discount. Consider BAC as a potential option for a portfolio, along with my final stock, benefiting from investment in [Aerospace and Defense](https:\/\/seekingalpha.com\/screeners\/9409af15b7-Top-Aerospace-and-Defense-Stocks#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link).\n\n### 5\\. ATI Inc. ([ATI](https:\/\/seekingalpha.com\/symbol\/ATI#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link))\n- Market Capitalization: \\$12.68B\n- Quant Rating: Strong Buy\n- Quant Sector Ranking (as of 7\/16\/25): 17out of 615\n- Quant Industry Ranking (as of 7\/16\/25): 3 out of 59\n\nATI has seen incredible momentum, capitalizing on demand for aerospace and defense amid geopolitical tensions and US strikes near nuclear sites in Iran. Despite a KeyBanc [downgrade](https:\/\/seekingalpha.com\/news\/4450464-ati-downgraded-at-keybanc-after-rapid-rise-in-stock-price#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link) in May, the global specialty materials and components producer signed a multi-year deal to supply Airbus with titanium plates.\n\n> \"Our investments in titanium capacity give us the ability to respond to our customer's increased need for high purity melt and exceptional titanium products as they grow their production,\" [said](https:\/\/seekingalpha.com\/news\/4452902-ati-signs-multi-year-agreement-with-airbus-for-titanium-plate-sheet-and-billet#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link) ATI President and CEO Kimberly A. Fields.\n\nSince the May 28 deal, ATI has rallied +10%. ATI has consecutively topped earnings and revenue, with the latest Q1 2025 EPS of \\$0.72 beating by \\$0.13 and revenue of \\$1.14B increasing by nearly 10% Y\/Y, driven by its commercial jet engine segment, 37% of total Q1 revenue. This figure increased 35% Y\/Y, and with continued strategic investment, ATI hopes to extend its competitive advantages.\n\n![ATI Stock Q1 2025 Financial Highlights](https:\/\/static.seekingalpha.com\/uploads\/2025\/7\/15\/saupload_82822ff2b286c05e9b84001772d0d371.png?io=w640)\n\nATI Stock Q1 2025 Financial Highlights ( ATI Stock Q1 2025 investor presentation)\n\nATI is expected to see double-digit earnings growth over the next four years, driven by the strong demand environment in the aerospace and defense end market and elevated backlog. ATI trades in line with the sector, as highlighted by a [D+ Valuation Grade](https:\/\/seekingalpha.com\/symbol\/ATI\/valuation\/metrics#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link), but offers a 35% discount to the sector median, as reflected by a forward PEG ratio of 1.20x. When seeking securities that will stand the test of time, consider stocks with capital appreciation potential and strong fundamentals.\n\n## Conclusion\nSTRL, PRIM, GLDD, BAC, and ATI have been positive over the last year despite market volatility and possess excellent outlooks. While some catalysts can cause a downturn, economists have lowered expectations of recession from the fallout of tariffs. Being on alert for market indicators that display warning signals is crucial, and with the appropriate investments, preparation, and strategy, you may be able to reduce risks associated with monetary policy changes, trade war escalation, or potential downturn. The five US stocks featured here offer strong fundamentals, attractive valuations, and portfolio diversification, and solid earnings, and may benefit from the Buy American agenda.\n\nFor more compelling investment ideas, our [new PRO Quant Portfolio](https:\/\/seekingalpha.com\/pro-quant-portfolio\/about#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link) offers a curated selection of up to 30 Strong Buy stocks designed to help you uncover high-conviction opportunities and confidently track their performance. The list is rebalanced weekly and spans various geographies and market capitalizations, making it ideal for active investors who value long-term capital appreciation. Alternatively, if you're looking for a select number of Quant Strong Buy recommendations every month, you might want to explore [Alpha Picks](https:\/\/seekingalpha.com\/alpha-picks\/subscribe?hasComeFromMpArticle=true&source=content_type%253Areact%257Csection%253Amain_content%257Cbutton%253Abody_link#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link).\n\n## More on my IG service\n- I am Steven Cress, Head of Quantitative Strategies at Seeking Alpha. I manage the quant ratings and factor grades on stocks and ETFs in Seeking Alpha Premium. I also lead [Alpha Picks](https:\/\/seekingalpha.com\/alpha-picks\/subscribe?service_id=mp_1409&source=content_type%3Areact%7Curl_first_level%3Aarticle%7Csection%3Aauthor_bullets%3A50113560%7Csection_asset%3Aauthor_bullets%3A-alpha-picks#source=ig_inline_banner), which selects the two most attractive stocks to buy each month, and also determines when to sell them.\n\nThis article was written by\n\n![](https:\/\/seekingalpha.com\/images\/users_profile\/050\/113\/560\/big_pic.png?io=w36)\n\n[Steven Cress, Quant Team](https:\/\/seekingalpha.com\/author\/steven-cress-quant-team#source=url_first_level%3Aarticle%7Csection%3Aauthor_root%3Asteven-cress-quant-team%7Csection_asset%3Aauthor_root%7Cauthor_name)\n\n88\\.61K Followers\n\nFollow\n\nSteven Cress is VP of Quantitative Strategy and Market Data at Seeking Alpha. Steve is also the creator of the platform’s quantitative stock rating system and many of the analytical tools on Seeking Alpha. His contributions form the cornerstone of the Seeking Alpha Quant Rating system, designed to interpret data for investors and offer insights on investment directions, thereby saving valuable time for users. He is also the Founder and Co-Manager of Alpha Picks, a systematic stock recommendation tool designed to help long-term investors create a best-in-class portfolio.Steve is passionate and dedicated to removing emotional biases from investment decisions. Utilizing a data-driven approach, he leverages sophisticated algorithms and technologies to simplify complex, laborious investment research, creating an easy-to-follow, daily updated grading system for stock trading recommendations.Steve was previously the Founder and CEO of CressCap Investment Research until its acquisition by Seeking Alpha in 2018 for its unparalleled quant analysis and market data capabilities. Prior to that, he had also founded the quant hedge fund Cress Capital Management, after spending most of his career running a proprietary trading desk at Morgan Stanley and leading international business development at Northern Trust.With over 30 years of experience in equity research, quantitative strategies, and portfolio management, Steve is well-positioned to speak on a wide range of investment topics.\n\nShow more\n\nShow more\n\n**Analyst’s Disclosure:** I\/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.\n\n**Seeking Alpha's Disclosure:** Past performance is no guarantee of future results. No recommendation or advice is being given that any particular security, portfolio, transaction or investment strategy is suitable for any specific person. The author is not advising you personally concerning the nature, potential, value or suitability of any particular security or other matter. You alone are solely responsible for determining whether any investment, security or strategy, or any product or service, is appropriate or suitable for you based on your investment objectives and personal and financial situation. Steven Cress is the Head of Quantitative Strategy at Seeking Alpha. Any views or opinions expressed herein may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.\n\n- Like (5)\n- Share\n- Print\n- [Comments (77)](https:\/\/seekingalpha.com\/article\/4801688-tariffs-reignited-best-stocks-to-buy-now#scroll_comments)\n\n### Recommended For You\n![](https:\/\/seekingalpha.com\/images\/users_profile\/050\/113\/560\/big_pic.png?io=w36)\n\n### [Buy The Dip - Top Tech Stocks After The Pullback](https:\/\/seekingalpha.com\/article\/4885059-buy-the-dip-top-tech-stocks-after-the-pullback#source=section%3Arecommended_for_you%7Csection_asset%3Aintegrated%7Cfirst_level_url%3Aarticle%7Cvariation_group%3Avariation_a%7Cline%3A1)\nSteven Cress, Quant Team\n\n![](https:\/\/seekingalpha.com\/images\/users_profile\/054\/857\/510\/big_pic.png?io=w36)\n\n### [Markets Are About To Bounce Higher: 3 Stocks I'm Doubling Down On](https:\/\/seekingalpha.com\/article\/4885722-markets-are-about-to-bounce-higher-3-stocks-im-doubling-down-on#source=section%3Arecommended_for_you%7Csection_asset%3Aintegrated%7Cfirst_level_url%3Aarticle%7Cvariation_group%3Avariation_a%7Cline%3A2)\nAmrita Roy\n\n![](https:\/\/seekingalpha.com\/images\/users_profile\/054\/869\/375\/big_pic.png?io=w36)\n\n### [Alpha Hunters - How To Navigate The Potential Recession And Position Your Portfolio](https:\/\/seekingalpha.com\/article\/4885401-alpha-hunters-how-to-navigate-the-potential-recession-and-position-your-portfolio#source=section%3Arecommended_for_you%7Csection_asset%3Aintegrated%7Cfirst_level_url%3Aarticle%7Cvariation_group%3Avariation_a%7Cline%3A3)\nDividend Collection Agency\n\n![](https:\/\/seekingalpha.com\/images\/users_profile\/031\/557\/165\/big_pic.png?io=w36)\n\n### [Why Investing Matters More Than Ever - And How I'm Positioning For What's Next](https:\/\/seekingalpha.com\/article\/4885796-why-investing-matters-more-than-ever-and-how-im-positioning-for-whats-next#source=section%3Arecommended_for_you%7Csection_asset%3Aintegrated%7Cfirst_level_url%3Aarticle%7Cvariation_group%3Avariation_a%7Cline%3A4)\nLeo Nelissen\n\n![](https:\/\/seekingalpha.com\/images\/users_profile\/043\/339\/876\/big_pic.png?io=w36)\n\n### [Is Corporate America Stepping In? 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You can remove the link by deleting the \\$ in the comment.\n\nPublish\n\nN\n\n[Noah2013](https:\/\/seekingalpha.com\/user\/38082836)\n\nJul 21, 2025, 6:19 AM\n\nPremium\n\n[Comments (47)](https:\/\/seekingalpha.com\/user\/38082836)\n\n\\|\n\n\\+ Follow\n\nPut all 5 in a model portfolio today (July 21) and will see how they go.\n\nReply\n\nLike\n\nj\n\n[jmaw](https:\/\/seekingalpha.com\/user\/1085530)\n\nJul 18, 2025, 11:59 AM\n\nPremium\n\n[Investing Group](https:\/\/seekingalpha.com\/alpha-picks#source=first_level_url%3Anews%7Csection%3Acomments%7Csection_asset%3Abadge%7Cbutton%3AInvesting%20Group)\n\n[Comments (5)](https:\/\/seekingalpha.com\/user\/1085530)\n\n\\|\n\n\\+ Follow\n\nSteven Cress’s articles are always well thought out, rational , and well documented.\n\nReply\n\nLike\n\n(2)\n\n![](https:\/\/seekingalpha.com\/images\/users_profile\/014\/934\/652\/small_pic.png?t=72c4e15ad1)\n\n[Hudson Investments](https:\/\/seekingalpha.com\/user\/14934652)\n\nJul 17, 2025, 7:51 PM\n\nPremium\n\n[Comments (24.95K)](https:\/\/seekingalpha.com\/user\/14934652)\n\n\\|\n\n\\+ Follow\n\nTariffs scream buy NFLX. But TACO in one way or other on Aug 1, 2025 or before.\n\nReply\n\nLike\n\n(2)\n\n![](https:\/\/seekingalpha.com\/images\/users_profile\/002\/671\/511\/small_pic.png?t=08dfe57b6e)\n\n[Phil in OKC](https:\/\/seekingalpha.com\/user\/2671511)\n\nJul 17, 2025, 8:02 PM\n\nPremium\n\n[Investing Group](https:\/\/seekingalpha.com\/checkout\/mp_1006#source=first_level_url%3Anews%7Csection%3Acomments%7Csection_asset%3Abadge%7Cbutton%3AInvesting%20Group)\n\n[Comments (8.81K)](https:\/\/seekingalpha.com\/user\/2671511)\n\n\\|\n\n\\+ Follow\n\n[@Hudson Investments](https:\/\/seekingalpha.com\/user\/14934652#source=section%3Acomment%7Csection_asset%3Acomment%7Cfirst_level_url%3Aarticle%7Ccontent_id%3A4801688%7Ccomment_id%3A100681352) The beauty of the Trump Golden Age is even those inflicted with TDS will benefit greatly financially.\n\nReply\n\nLike\n\n(6)\n\n![](https:\/\/seekingalpha.com\/images\/users_profile\/014\/934\/652\/small_pic.png?t=72c4e15ad1)\n\n[Hudson Investments](https:\/\/seekingalpha.com\/user\/14934652)\n\nJul 17, 2025, 9:43 PM\n\nPremium\n\n[Comments (24.95K)](https:\/\/seekingalpha.com\/user\/14934652)\n\n\\|\n\n\\+ Follow\n\n[@Phil in OKC](https:\/\/seekingalpha.com\/user\/2671511#source=section%3Acomment%7Csection_asset%3Acomment%7Cfirst_level_url%3Aarticle%7Ccontent_id%3A4801688%7Ccomment_id%3A100681752) Yes you are right.\n\nReply\n\nLike\n\n(1)\n\nb\n\n[blaba295](https:\/\/seekingalpha.com\/user\/52795075)\n\nJul 18, 2025, 11:43 AM\n\n[PRO](https:\/\/seekingalpha.com\/checkout\/proplus#source=first_level_url%3Anews%7Csection%3Acomments%7Csection_asset%3Abadge%7Cbutton%3APRO)[Investing Group](https:\/\/seekingalpha.com\/alpha-picks#source=first_level_url%3Anews%7Csection%3Acomments%7Csection_asset%3Abadge%7Cbutton%3AInvesting%20Group)\n\n[Comments (9)](https:\/\/seekingalpha.com\/user\/52795075)\n\n\\|\n\n\\+ Follow\n\n[@Phil in OKC](https:\/\/seekingalpha.com\/user\/2671511#source=section%3Acomment%7Csection_asset%3Acomment%7Cfirst_level_url%3Aarticle%7Ccontent_id%3A4801688%7Ccomment_id%3A100684817) Except for the poor and those afflicted by natural disasters and pollution, but yes we who are well off enough to own stocks have much to crow about.\n\nReply\n\nLike\n\n(6)\n\nSee More Replies\n\nk\n\n[kevinconway](https:\/\/seekingalpha.com\/user\/3975271)\n\nJul 17, 2025, 9:52 AM\n\n[Investing Group](https:\/\/seekingalpha.com\/checkout\/mp_1026#source=first_level_url%3Anews%7Csection%3Acomments%7Csection_asset%3Abadge%7Cbutton%3AInvesting%20Group)\n\n[Comments (7.14K)](https:\/\/seekingalpha.com\/user\/3975271)\n\n\\|\n\n\\+ Follow\n\nThe new cost for U.S. consumers\n\nAnderson published a new report yesterday showing expected price increases at U.S. car dealers. Costs per vehicle due to steel and aluminum tariffs vary widely, and can be tough to separate from other tariff costs. But here are the expected price increases in the U.S., according to Anderson:  \nUS\\$200 to US\\$800 on U.S.-assembled cars that use “substantial” parts from Canada and Mexico.  \nUS\\$500 to US\\$1,500 on EV sedans, small SUVs and trucks.  \nUS\\$1,500 to US\\$2,200 on EVs made in the U.S. and Mexico.  \nThe increases exclude higher costs for Chinese-produced battery components and tariffs on copper.\n\nReply\n\nLike\n\n(1)\n\n![](https:\/\/seekingalpha.com\/images\/users_profile\/002\/671\/511\/small_pic.png?t=08dfe57b6e)\n\n[Phil in OKC](https:\/\/seekingalpha.com\/user\/2671511)\n\nJul 17, 2025, 7:32 PM\n\nPremium\n\n[Investing Group](https:\/\/seekingalpha.com\/checkout\/mp_1006#source=first_level_url%3Anews%7Csection%3Acomments%7Csection_asset%3Abadge%7Cbutton%3AInvesting%20Group)\n\n[Comments (8.81K)](https:\/\/seekingalpha.com\/user\/2671511)\n\n\\|\n\n\\+ Follow\n\n[@kevinconway](https:\/\/seekingalpha.com\/user\/3975271#source=section%3Acomment%7Csection_asset%3Acomment%7Cfirst_level_url%3Aarticle%7Ccontent_id%3A4801688%7Ccomment_id%3A100681209) I guess car companies will need to buy their steel and aluminum from American manufacturers, right?\n\nReply\n\nLike\n\n(2)\n\nk\n\n[kevinconway](https:\/\/seekingalpha.com\/user\/3975271)\n\nJul 17, 2025, 9:31 PM\n\n[Investing Group](https:\/\/seekingalpha.com\/checkout\/mp_1026#source=first_level_url%3Anews%7Csection%3Acomments%7Csection_asset%3Abadge%7Cbutton%3AInvesting%20Group)\n\n[Comments (7.14K)](https:\/\/seekingalpha.com\/user\/3975271)\n\n\\|\n\n\\+ Follow\n\n[@Phil in OKC](https:\/\/seekingalpha.com\/user\/2671511#source=section%3Acomment%7Csection_asset%3Acomment%7Cfirst_level_url%3Aarticle%7Ccontent_id%3A4801688%7Ccomment_id%3A100681704) In the US, except the demand can not be met..you do not just flip a switch to up production and you need the capacity. Also certain types of steel are not made in the US.\n\nReply\n\nLike\n\n(4)\n\n![](https:\/\/seekingalpha.com\/images\/users_profile\/002\/671\/511\/small_pic.png?t=08dfe57b6e)\n\n[Phil in OKC](https:\/\/seekingalpha.com\/user\/2671511)\n\nJul 17, 2025, 9:36 PM\n\nPremium\n\n[Investing Group](https:\/\/seekingalpha.com\/checkout\/mp_1006#source=first_level_url%3Anews%7Csection%3Acomments%7Csection_asset%3Abadge%7Cbutton%3AInvesting%20Group)\n\n[Comments (8.81K)](https:\/\/seekingalpha.com\/user\/2671511)\n\n\\|\n\n\\+ Follow\n\n[@kevinconway](https:\/\/seekingalpha.com\/user\/3975271#source=section%3Acomment%7Csection_asset%3Acomment%7Cfirst_level_url%3Aarticle%7Ccontent_id%3A4801688%7Ccomment_id%3A100681726) That is why Trump is starting the process to, with the tariffs, to begin the transition from foreign sources to American Free Enterprise built factories and mills. Yes it will take time, but when it is done it will last forever. The Tariffs are designed to encourage foreign countries to make a deal with the U.S. in order to do business here.\n\nReply\n\nLike\n\n(4)\n\nC\n\n[Chuck Becker Artist](https:\/\/seekingalpha.com\/user\/61369870)\n\nJul 17, 2025, 4:57 AM\n\nPremium\n\n[Comments (56)](https:\/\/seekingalpha.com\/user\/61369870)\n\n\\|\n\n\\+ Follow\n\nSince more and more nuclear plants are being planned, there might be an interest in additional build-out stocks beyond the current ones. When will it be time to look at uranium?\n\nReply\n\nLike\n\nW\n\n[William Cohen](https:\/\/seekingalpha.com\/user\/57469347)\n\nJul 16, 2025, 2:48 PM\n\nPremium\n\n[Investing Group](https:\/\/seekingalpha.com\/checkout\/mp_1026#source=first_level_url%3Anews%7Csection%3Acomments%7Csection_asset%3Abadge%7Cbutton%3AInvesting%20Group)\n\n[Comments (2.44K)](https:\/\/seekingalpha.com\/user\/57469347)\n\n\\|\n\n\\+ Follow\n\nAs a wise investor said, the time to be greedy is when everyone else is fearful, and the time to be fearful is when everyone else is greedy. Right now, everyone is EXTREMELY greedy in Big Tech and AI, and valuations are stretched. However, demand for shares of REITs and pharmaceutical companies has plummeted, and share prices are down slightly. THAT is where I would put my money now. When the AI bubble bursts, and trust me it will, there will be a massive rotation into dividend stocks.\n\nReply\n\nLike\n\n(19)\n\nt\n\n[tfizzle](https:\/\/seekingalpha.com\/user\/18719)\n\nJul 16, 2025, 4:00 PM\n\nPremium\n\n[Investing Group](https:\/\/seekingalpha.com\/alpha-picks#source=first_level_url%3Anews%7Csection%3Acomments%7Csection_asset%3Abadge%7Cbutton%3AInvesting%20Group)\n\n[Comments (995)](https:\/\/seekingalpha.com\/user\/18719)\n\n\\|\n\n\\+ Follow\n\n[@William Cohen](https:\/\/seekingalpha.com\/user\/57469347#source=section%3Acomment%7Csection_asset%3Acomment%7Cfirst_level_url%3Aarticle%7Ccontent_id%3A4801688%7Ccomment_id%3A100672110) I'm collecting almost 7% on PFE while I wait this out, but still have a bunch of tech in my portfolio to have it go higher.\n\nReply\n\nLike\n\n(4)\n\n![](https:\/\/seekingalpha.com\/images\/users_profile\/002\/671\/511\/small_pic.png?t=08dfe57b6e)\n\n[Phil in OKC](https:\/\/seekingalpha.com\/user\/2671511)\n\nJul 16, 2025, 8:41 PM\n\nPremium\n\n[Investing Group](https:\/\/seekingalpha.com\/checkout\/mp_1006#source=first_level_url%3Anews%7Csection%3Acomments%7Csection_asset%3Abadge%7Cbutton%3AInvesting%20Group)\n\n[Comments (8.81K)](https:\/\/seekingalpha.com\/user\/2671511)\n\n\\|\n\n\\+ Follow\n\n[@William Cohen](https:\/\/seekingalpha.com\/user\/57469347#source=section%3Acomment%7Csection_asset%3Acomment%7Cfirst_level_url%3Aarticle%7Ccontent_id%3A4801688%7Ccomment_id%3A100673938) Would you consider Sirius as big tech?\n\nReply\n\nLike\n\nh\n\n[howrad](https:\/\/seekingalpha.com\/user\/862712)\n\nJul 16, 2025, 10:07 PM\n\nPremium\n\n[Comments (169)](https:\/\/seekingalpha.com\/user\/862712)\n\n\\|\n\n\\+ Follow\n\n[@Phil in OKC](https:\/\/seekingalpha.com\/user\/2671511#source=section%3Acomment%7Csection_asset%3Acomment%7Cfirst_level_url%3Aarticle%7Ccontent_id%3A4801688%7Ccomment_id%3A100674313) I had Sirius\/xm in my vehicles up to last year when my subscription expired. I now stream music, podcasts, channels (cnbc, Bloomberg) through my smart phone, Bluetooth through my vehicles audio systems. No need for xm radio. I am sure I am not alone. Hard pass\n\nReply\n\nLike\n\n(7)\n\nSee More Replies\n\ns\n\n[saddazi](https:\/\/seekingalpha.com\/user\/58718045)\n\nJul 16, 2025, 2:36 PM\n\nPremium\n\n[Investing Group](https:\/\/seekingalpha.com\/alpha-picks#source=first_level_url%3Anews%7Csection%3Acomments%7Csection_asset%3Abadge%7Cbutton%3AInvesting%20Group)\n\n[Comments (604)](https:\/\/seekingalpha.com\/user\/58718045)\n\n\\|\n\n\\+ Follow\n\nOwn STRL for a long time, very profitable trade.  \nNot a fan of BAC, prefer JPM.\n\nReply\n\nLike\n\n(3)\n\nk\n\n[kben55](https:\/\/seekingalpha.com\/user\/47877792)\n\nJul 16, 2025, 2:11 PM\n\nPremium\n\n[Comments (1)](https:\/\/seekingalpha.com\/user\/47877792)\n\n\\|\n\n\\+ Follow\n\nCress’s guidance serves an incredible value for me in my managing and making decisions on our portfolio with our goals for retirement.\n\nReply\n\nLike\n\n(4)\n\nr\n\n[reasonableperson1](https:\/\/seekingalpha.com\/user\/48870535)\n\nJul 16, 2025, 2:08 PM\n\nPremium\n\n[Comments (552)](https:\/\/seekingalpha.com\/user\/48870535)\n\n\\|\n\n\\+ Follow\n\n\"If employment continues to deteriorate\". There is no if. AI is in the process of wiping out millions, probably tens of millions jobs. Rapidly rising unemployment is a given. Almost everyone agrees. Nobody knows what's going to happen to all those folks other then they won't have a job that pays anything like what they were making, if they have one at all.\n\nReply\n\nLike\n\n(6)\n\ns\n\n[saddazi](https:\/\/seekingalpha.com\/user\/58718045)\n\nJul 16, 2025, 2:38 PM\n\nPremium\n\n[Investing Group](https:\/\/seekingalpha.com\/alpha-picks#source=first_level_url%3Anews%7Csection%3Acomments%7Csection_asset%3Abadge%7Cbutton%3AInvesting%20Group)\n\n[Comments (604)](https:\/\/seekingalpha.com\/user\/58718045)\n\n\\|\n\n\\+ Follow\n\n[@reasonableperson1](https:\/\/seekingalpha.com\/user\/48870535#source=section%3Acomment%7Csection_asset%3Acomment%7Cfirst_level_url%3Aarticle%7Ccontent_id%3A4801688%7Ccomment_id%3A100671398) Still need farm pickers, burger flippers, baggage handlers.\n\nReply\n\nLike\n\n(4)\n\n![](https:\/\/seekingalpha.com\/images\/users_profile\/054\/596\/175\/small_pic.png?t=845e60d74d)\n\n[scruffy henry](https:\/\/seekingalpha.com\/user\/54596175)\n\nJul 16, 2025, 7:16 PM\n\nPremium\n\n[Investing Group](https:\/\/seekingalpha.com\/checkout\/mp_1026#source=first_level_url%3Anews%7Csection%3Acomments%7Csection_asset%3Abadge%7Cbutton%3AInvesting%20Group)\n\n[Comments (2.1K)](https:\/\/seekingalpha.com\/user\/54596175)\n\n\\|\n\n\\+ Follow\n\n[@saddazi](https:\/\/seekingalpha.com\/user\/58718045#source=section%3Acomment%7Csection_asset%3Acomment%7Cfirst_level_url%3Aarticle%7Ccontent_id%3A4801688%7Ccomment_id%3A100673510) ROBOTS are coming.\n\nReply\n\nLike\n\n(1)\n\n![](https:\/\/seekingalpha.com\/images\/users_profile\/048\/427\/097\/small_pic.png?t=8b3d18772e)\n\n[Subtle](https:\/\/seekingalpha.com\/user\/48427097)\n\nJul 16, 2025, 1:57 PM\n\nPremium\n\n[Comments (1.99K)](https:\/\/seekingalpha.com\/user\/48427097)\n\n\\|\n\n\\+ Follow\n\nThe thing with the tariffs is that nobody knows where they’re going to land. Base on term 1 there’s a lot of posturing and the end result ends up being a lot less ominous. A lot of bark but little bite.  \nSo I wouldn’t change my investment strategy as if the tariffs dominate the stock market. Thank you for the suggestions though. These companies are worth a look regardless.\n\nReply\n\nLike\n\n(3)\n\nL\n\n[Les Goldford](https:\/\/seekingalpha.com\/user\/58882621)\n\nJul 16, 2025, 2:33 PM\n\nPremium\n\n[Comments (909)](https:\/\/seekingalpha.com\/user\/58882621)\n\n\\|\n\n\\+ Follow\n\n[@Subtle](https:\/\/seekingalpha.com\/user\/48427097#source=section%3Acomment%7Csection_asset%3Acomment%7Cfirst_level_url%3Aarticle%7Ccontent_id%3A4801688%7Ccomment_id%3A100671329) Probably around 10%. What I don’t like is all the chaos Trump creates. He has ZERO legal authority for tariffs as they are a tax-notwithstanding his lies . Trade deficits ARE NOT a national emergency. He has usurped congressional authority. But the GOP is spineless and lets him get away with it.\n\nReply\n\nLike\n\n(11)\n\n![](https:\/\/seekingalpha.com\/images\/users_profile\/048\/427\/097\/small_pic.png?t=8b3d18772e)\n\n[Subtle](https:\/\/seekingalpha.com\/user\/48427097)\n\nJul 16, 2025, 2:47 PM\n\nPremium\n\n[Comments (1.99K)](https:\/\/seekingalpha.com\/user\/48427097)\n\n\\|\n\n\\+ Follow\n\n[@Les Goldford](https:\/\/seekingalpha.com\/user\/58882621#source=section%3Acomment%7Csection_asset%3Acomment%7Cfirst_level_url%3Aarticle%7Ccontent_id%3A4801688%7Ccomment_id%3A100671490) Zero authority? You’re talking about the president of USA. He’s got all the authority he needs to impose tariffs. I believe that there’s a method to the madness and everything will turn out ok. Introducing all this TDS doesn’t help the conversation or sound investment judgment.\n\nReply\n\nLike\n\n(12)\n\nL\n\n[Les Goldford](https:\/\/seekingalpha.com\/user\/58882621)\n\nJul 16, 2025, 2:53 PM\n\nPremium\n\n[Comments (909)](https:\/\/seekingalpha.com\/user\/58882621)\n\n\\|\n\n\\+ Follow\n\n[@Subtle](https:\/\/seekingalpha.com\/user\/48427097#source=section%3Acomment%7Csection_asset%3Acomment%7Cfirst_level_url%3Aarticle%7Ccontent_id%3A4801688%7Ccomment_id%3A100671551) Article 1 , Section 8 clearly delineates taxation as a CONGRESSIONAL power. He usurped this by declaring an “emergency “. Trade deficits ARE NOT an emergency . I don’t have TDS . He has done a lot of good -but he’s dead wrong here. And if the GOP had a spine -it would be the 25th amendment or impeachment . Notwithstanding your opinions , POTUS must follow the constitution. In this case , he has not .\n\nReply\n\nLike\n\n(9)\n\nSee More Replies\n\nAdd A Comment\n\nDisagree with this article? [Submit your own](https:\/\/about.seekingalpha.com\/become-an-analyst).\n\nTo report a factual error in this article,\n\nclick here\n\n.\n\nYour feedback matters to us\\!\n\n## Related Stocks\n| Symbol | Last Price | % Chg |\n|---|---|---|\n| [STRL](https:\/\/seekingalpha.com\/symbol\/STRL#source=first_level_url%3Aarticle%7Csection%3Aright_rail%7Csection_asset%3Arelated_stocks%7Csymbol%3Astrl%7Cline%3A1) | 417\\.14 | \\-7.90% |\n| Sterling Infrastructure, Inc. |   |   |\n| [PRIM](https:\/\/seekingalpha.com\/symbol\/PRIM#source=first_level_url%3Aarticle%7Csection%3Aright_rail%7Csection_asset%3Arelated_stocks%7Csymbol%3Aprim%7Cline%3A2) | 142\\.33 | \\-4.73% |\n| Primoris Services Corporation |   |   |\n| [GLDD](https:\/\/seekingalpha.com\/symbol\/GLDD#source=first_level_url%3Aarticle%7Csection%3Aright_rail%7Csection_asset%3Arelated_stocks%7Csymbol%3Agldd%7Cline%3A3) | 16\\.97 | \\-0.09% |\n| Great Lakes Dredge & Dock Corporation |   |   |\n| [BAC](https:\/\/seekingalpha.com\/symbol\/BAC#source=first_level_url%3Aarticle%7Csection%3Aright_rail%7Csection_asset%3Arelated_stocks%7Csymbol%3Abac%7Cline%3A4) | 48\\.28 | \\-0.97% |\n| Bank of America Corporation |   |   |\n| [ATI](https:\/\/seekingalpha.com\/symbol\/ATI#source=first_level_url%3Aarticle%7Csection%3Aright_rail%7Csection_asset%3Arelated_stocks%7Csymbol%3Aati%7Cline%3A5) | 143\\.40 | \\-3.76% |\n| ATI Inc. |   |   |\n\nCompare\n\n### Related Analysis\n![](https:\/\/seekingalpha.com\/images\/users_profile\/013\/071\/522\/big_pic.png?io=w36)\n\n### [Brixmor Property: Solid Fundamentals Reflected In Valuation (Downgrade)](https:\/\/seekingalpha.com\/article\/4886247-brixmor-property-solid-fundamentals-reflected-in-valuation-downgrade#source=section_asset%3Arelated-analysis%7Csection%3Aright_rail%7Cfirst_level_url%3Aarticle%7Cline%3A1%7Cpos%3Aundefined)\n[Seeking Profits](https:\/\/seekingalpha.com\/author\/seeking-profits#source=section_asset%3Arelated-analysis%7Csection%3Aright_rail%7Cfirst_level_url%3Aarticle%7Cline%3A1%7Cpos%3Aundefined)\n\n![](https:\/\/seekingalpha.com\/images\/users_profile\/000\/219\/293\/big_pic.png?io=w36)\n\n### [The Wealth Distribution](https:\/\/seekingalpha.com\/article\/4886245-the-wealth-distribution#source=section_asset%3Arelated-analysis%7Csection%3Aright_rail%7Cfirst_level_url%3Aarticle%7Cline%3A2%7Cpos%3Aundefined)\n[John M. 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Please [report it on our feedback forum.](https:\/\/help.seekingalpha.com\/kb-tickets\/new)\n\nIf you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.\n\n![](https:\/\/seekingalpha.com\/_sa_track\/samw\/noscript?noscript[disabled]=true)\n\n![](https:\/\/www.facebook.com\/tr?id=228550053985270&ev=PageView&noscript=1)","attrs_readable_markdown":"![Container tariffs word on Flag of the United States of America background. Tariff US trade war with Canada and Mexico.](https:\/\/static.seekingalpha.com\/cdn\/s3\/uploads\/getty_images\/2205487321\/image_2205487321.jpg?io=getty-c-w750)\n\n## More Tariffs, More Problems?\nTit-for-tat tariffs are back in the spotlight after Trump [announced](https:\/\/seekingalpha.com\/news\/4465540-trump-says-higher-tariffs-set-to-kick-in-on-aug-1#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link) an end to the 90-day pause on tariffs, which are scheduled to kick in on Aug. 1. As investors look for stability amid persistently elevated inflation and geopolitical uncertainty, I’m bullish on five Quant Strong-Buy stocks that could benefit from the [passage](https:\/\/www.whitehouse.gov\/articles\/2025\/07\/president-trumps-one-big-beautiful-bill-a-win-for-workers-farmers-and-americas-future\/#:~:text=%E2%80%9CThe%20One%20Big%20Beautiful%20Bill,charge%20of%20the%20frozen%20frontier. \"https:\/\/www.whitehouse.gov\/articles\/2025\/07\/president-trumps-one-big-beautiful-bill-a-win-for-workers-farmers-and-americas-future\/#:~:text=%E2%80%9CThe%20One%20Big%20Beautiful%20Bill,charge%20of%20the%20frozen%20frontier.\") of Trump’s One Big Beautiful Bill.\n\n## Stock Markets: Inflation and More Tariffs\nStock markets have been mixed, with the Nasdaq 100 and S\\&P 500 notching new record closes on Thursday, July 10, before ending the week in the red. Leading up to this week, President Trump advised he would impose 35% tariffs on Canadian goods and a 30% tariff on imports from the European Union and Mexico, which prompted an S\\&P 500 and Nasdaq decline on Monday as the Dow Jones gained 0.1%.\n\n![June CPI Monthly Changes](https:\/\/static.seekingalpha.com\/uploads\/2025\/7\/15\/saupload_3572187173b818f286d08bcce1d0d134.png?io=w640)\n\nJune CPI Monthly Changes (NY Times, BLS, Karl Russell)\n\nAs investors digest renewed trade tensions, inflation showed signs of acceleration in June, yet rose less than anticipated for a fifth consecutive month. Declines in auto prices helped mitigate some of the tariff-related increases.\n\n![Underlying June CPI Impacts](https:\/\/static.seekingalpha.com\/uploads\/2025\/7\/15\/saupload_d4dd22a05f9804f58eefacf6dd50ff6f.png?io=w640)\n\nUnderlying June CPI Impacts (Bloomberg, BLS)\n\nJune CPI increased 2.7% year-over-year, with core inflation, which removes food and energy prices, growing 2.9% Y\/Y. Some products with the [greatest exposure to tariffs](https:\/\/www.nytimes.com\/2025\/07\/15\/business\/cpi-report-inflation-june.html \"https:\/\/www.nytimes.com\/2025\/07\/15\/business\/cpi-report-inflation-june.html\"), like household goods that include furnishings, appliances, and apparel, increased from last month.\n\nThe S\\&P 500 briefly topped 6,300 points during this week – a busy week of [bank earnings](https:\/\/seekingalpha.com\/earnings\/earnings-calendar#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link), as traders assess the inflation data. At the same time, the path forward is marred with uncertainty as a major unknown remains: Who will bear the brunt of tariffs?\n\n- Will tariffs be passed onto the consumer? If so, consumer spending is likely to slow even further, which would likely result in the highest probability of recession, given that consumers make up two-thirds of the US economy.\n- Will companies absorb tariffs? If so, they could erode profit margins, which could result in fewer capital expenditures, still a potential drag on the economy.\n- Will other nations feel the brunt?\n\nOther factors to consider are the much-talked-about potential ousting of Fed Chair Jay Powell. While the administration has [threatened to replace](https:\/\/seekingalpha.com\/news\/4467967-trump-seeking-to-fire-federal-reserve-chair-powell---report#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link) Powell, another understated risk is Powell stepping down. Whether he’s fired or steps down, the loss of Powell and not knowing his replacement could create more uncertainty in the market, a potential collapse of the currency and bond market, spikes in inflation, and an overall equities sell-off. In a [statement](https:\/\/seekingalpha.com\/news\/4466971-powells-ouster-one-of-the-largest-underpriced-event-risks-over-the-coming-months#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link), Deutsche Bank's head of FX research, George Saravelos, noted:\n\n> \"It is hard to quantify the impact on FX and rates, but on the first 24 hours of an announcement of a Powell removal we would expect a drop in the trade-weighted dollar of at least 3%-4% accompanied by a 30-40bps sell-off in U.S. fixed income led by the back-end… In sum, we consider the removal of Chair Powell as one of the largest underpriced event risks over the coming months.\"\n\nSeparately, if employment continues to deteriorate and inflation rises, we may see another bad scenario – [stagflation](https:\/\/seekingalpha.com\/article\/4796118-the-stagflation-economy#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link) – rising unemployment and inflation, and slow economic growth. Stagflation is troublesome because the Fed’s traditional tools and strategies would conflict (the Fed typically lowers rates, which could accelerate growth but also apply more upward pricing pressure on inflation). The Fed is not expected to start easing until December. While economists have [lowered](https:\/\/www.wsj.com\/economy\/economists-see-lower-recession-risk-and-stronger-job-growth-wsj-survey-10d6e476?gaa_at=eafs&gaa_n=ASWzDAjM-ihMyG_2WEp8R6inZQ4uYLEMQAKrYofuqMRbOKmyvBazi5MYwKDetfVKOoM%3D&gaa_ts=6875193f&gaa_sig=4lyTgk2rqnM1wpS1ES--EEwmHev6I9cJD6jc9dOGamURLfe26HNxipXCmLN_baFWMl0Sp5b6uDY231rb3zjW9g%3D%3D \"https:\/\/www.wsj.com\/economy\/economists-see-lower-recession-risk-and-stronger-job-growth-wsj-survey-10d6e476?gaa_at=eafs&gaa_n=ASWzDAjM-ihMyG_2WEp8R6inZQ4uYLEMQAKrYofuqMRbOKmyvBazi5MYwKDetfVKOoM%3D&gaa_ts=6875193f&gaa_sig=4lyTgk2rqnM1wpS1ES--EEwmHev6I9cJD6jc9dOGamURLfe26HNxipXCmLN_baFWMl0Sp5b6uDY231rb3zjW9g%3D%3D\") the recession risk on strong jobs growth and [JPMorgan](https:\/\/www.jpmorgan.com\/insights\/global-research\/economy\/recession-probability \"https:\/\/www.jpmorgan.com\/insights\/global-research\/economy\/recession-probability\") decreased its recession odds from 60% to 40% – the odds remain. As things currently stand, market swings indicate that emotions are high. As showcased in the [fear and greed index](https:\/\/seekingalpha.com\/article\/4453044-fear-and-greed-index#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link), investors are opportunistic.\n\n![CNN Fear & Greed Index](https:\/\/static.seekingalpha.com\/uploads\/2025\/7\/15\/saupload_e0744477630d49afcc0d212bbce13925.png?io=w640)\n\nCNN Fear & Greed Index (CNN Fear & Greed Index)\n\nSeeking Alpha’s [Quant Rating system](https:\/\/seekingalpha.com\/article\/4263303-quant-ratings-and-factor-grades-faq#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link) removes emotion from the investment process to help avoid knee-jerk reactions. This article offers stocks that could benefit from policy changes impacted by tariffs and [Trump’s recent tax bill](https:\/\/seekingalpha.com\/article\/4798971-ignite-your-big-beautiful-portfolio-best-stocks-to-buy-before-4th-of-july#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link). While asset rotations can be head fakes, fundamentally strong stocks can offer investors opportunities to prepare for market swings, which is why I have selected five diversified \"Strong Buy\"-rated stocks to consider for a portfolio.\n\n### 1\\. Sterling Infrastructure, Inc. ([STRL](https:\/\/seekingalpha.com\/symbol\/STRL#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link))\n- Market Capitalization: \\$7.25B\n- Quant Rating: Strong Buy\n- Quant Sector Ranking (as of 7\/16\/25): 22 out of 615\n- Quant Industry Ranking (as of 7\/16\/25): 6 out of 36\n  Sterling Infrastructure has demonstrated exceptional growth and bullish momentum, highlighted by a one-year price performance of +84% compared to the sector median of 3%. A [top industrial](https:\/\/seekingalpha.com\/screeners\/96793112-Top-Industrial-Stocks#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link) that may capitalize on Trump’s \"[Made in America](https:\/\/seekingalpha.com\/article\/4798971-ignite-your-big-beautiful-portfolio-best-stocks-to-buy-before-4th-of-july#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link)\" agenda, Texas-based e-infrastructure, transportation, and building solutions STRL has benefited from data center demand throughout the United States. Demand for data centers drove STRL’s Q1 2025 backlog of \\$2.1B, a 17% YoY increase on a pro forma basis. Additionally, \\$1.2B in E-Infrastructure backlog was up 27% in Q1 and continues to drive revenue growth with substantial margins despite market volatility.\n\n![STRL Stock Q12025 Financial Successes](https:\/\/static.seekingalpha.com\/uploads\/2025\/7\/15\/saupload_7ad44cb76fb1f937533c9419f256c824.png?io=w640)\n\nSTRL Stock Q12025 Financial Successes (STRL Q1 2025 Investor Presentation)\n\nAmid expansion and its recent [acquisition](https:\/\/seekingalpha.com\/news\/4458825-sterling-to-acquire-cec-facilities-group#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link) of CEC Facilities Group to enhance earnings and scale, STRL appointed a [new CFO](https:\/\/seekingalpha.com\/news\/4457628-sterling-infrastructure-announces-cfo-appointment#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link). Sterling has demonstrated incredible revenue growth, as highlighted by the Q1 2025 results above. STRL has consecutively beaten EPS and showcases strong forward EPS long-term growth (3-5Y CAGR) OF 20.50% vs. the sector’s 11.37%. The company offers solid financials that include over \\$523M in cash and as demonstrated by its [Profitability Grade](https:\/\/seekingalpha.com\/symbol\/STRL\/profitability#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link). Return on Total Capital (TTM) of 16%, vs. 7% for the sector, and 13% Return on Total Assets (TTM) highlight some of its areas of strength. Despite its bullish momentum, STRL trades in line with the sector as highlighted by a [D+ valuation grade](https:\/\/seekingalpha.com\/symbol\/STRL\/valuation\/metrics#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link). However, STRL’s trailing PEG GAAP of 0.35x vs. 1.25 indicates some discount for this stock, which could offer excellent growth potential.\n\n### 2\\. Primoris Services Corporation ([PRIM](https:\/\/seekingalpha.com\/symbol\/PRIM#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link))\n- Market Capitalization: \\$4.65B\n- Quant Rating: Strong Buy\n- Quant Sector Ranking (as of 7\/16\/25): 28 out of 615\n- Quant Industry Ranking (as of 7\/16\/25): 8 out of 36\n\nAnother top industrial that could benefit from \"Made in America\" policies is Primoris Services Corporation. PRIM delivers crucial infrastructure services to utility and energy markets and is also headquartered in Texas, and has rallied 60%-plus in the last year.\n\nDriven by record energy segment revenue from renewables and above-expected Q1 2025 revenue and margin improvements from its utilities segment, PRIM has demonstrated strong growth and profitability. As highlighted by consecutive top and bottom-line increases, PRIM’s Q1 2025 EPS of \\$0.98 beat by \\$0.32 and revenue of \\$1.65B increased by nearly 17% Y\/Y.\n\n**PRIM Stock Revisions and EPS Surprise Estimates**\n\n[![PRIM Stock Revisions & EPS Surprise Estimates](https:\/\/static.seekingalpha.com\/uploads\/2025\/7\/16\/saupload_8d831514c7d311ae770ae881d3e9cdf1.png?io=w640)](https:\/\/static.seekingalpha.com\/uploads\/2025\/7\/16\/saupload_8d831514c7d311ae770ae881d3e9cdf1.png)\n\nPRIM Stock Revisions & EPS Surprise Estimates (Seeking Alpha)\n\nDemonstrating shareholder value, PRIM has consecutively paid a dividend for 16 years and recently declared a \\$0.08 per share [dividend](https:\/\/seekingalpha.com\/news\/4441626-primoris-services-declares-0_08-dividend#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link), supported by a robust \\$11.4B backlog, which highlights its financial health. Primoris' strategic investments position it well to capitalize on the growing demand for infrastructure services. Eight Wall Street analysts have revised estimates up in the last 90 days, with zero downward revisions. And despite its bullish momentum, Primoris continues to trade in line with the sector. Its [C+ valuation grade](https:\/\/seekingalpha.com\/symbol\/PRIM\/valuation\/metrics#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link) is supported by a trailing PEG GAAP of 0.55x vs. 1.26, indicating a 56% discount for this stock, which could offer excellent growth potential, similar to my next stock selection.\n\n### 3\\. Great Lakes Dredge & Dock Corporation ([GLDD](https:\/\/seekingalpha.com\/symbol\/GLDD#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link))\n- Market Capitalization: \\$741.76M\n- Quant Rating: Strong Buy\n- Quant Sector Ranking (as of 7\/16\/25): 45 out of 615\n- Quant Industry Ranking (as of 7\/16\/25): 11 out of 36\n\nHouston, Texas-headquartered GLDD is a leading provider of dredging services in the US. Offering projects to improve and protect coastline infrastructure, GLDD presents an attractive investment opportunity highlighted by strong financial results, including \\$242.9M in Q1 2025 revenues and \\$60.1M in adjusted EBITDA.\n\nLNG export trends and federal funding bolster the company's strong revenues. The company’s expansion into offshore energy markets provides versatility and growth, as highlighted by its 23% one-year price performance +28% revenue growth Y\/Y, and 32% forward EBITDA growth.\n\n![GLDD Stock Growth Grade](https:\/\/static.seekingalpha.com\/uploads\/2025\/7\/15\/saupload_8f98a955b4d3d2911e1e15e8b0b0f60d.png?io=w640)\n\nGLDD Stock Growth Grade (Seeking Alpha)\n\nAlthough the company’s profitability can use some improvement, particularly in terms of levered FCF margin and cash per share, GLDD’s strong project performance, net income margin, and return on total assets continue to surpass its sector median peers. With bullish momentum and severely discounted valuation, highlighted by a forward PEG ratio that’s nearly 50% undervalued, this stock trades at a near-steal\\!\n\n### 4\\. Bank of America Corporation ([BAC](https:\/\/seekingalpha.com\/symbol\/BAC#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link))\n- Market Capitalization: \\$347.60B\n- Quant Rating: Strong Buy\n- Quant Sector Ranking (as of 7\/16\/25): 67 out of 689\n- Quant Industry Ranking (as of 7\/16\/25): 14 out of 66\n\nThis week, Financials kicked off [earnings](https:\/\/seekingalpha.com\/news\/4466837-earnings-week-ahead-jpm-bac-gs-ms-c-jnj-tsm-abt-pep-mmm-slb-ual-nflx-and-more#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link), with many [benefiting from capital markets](https:\/\/seekingalpha.com\/news\/4466872-q2-bank-earnings-seen-benefiting-from-capital-markets-volatile-trading#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link). While BAC missed [Q2 2025](https:\/\/seekingalpha.com\/news\/4467782-bank-of-america-gaap-eps-of-0_89-beats-by-0_03-revenue-of-26_46b-misses-by-270m#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link) revenue by \\$270M, its GAAP EPS of \\$0.89 beat by \\$0.03, benefiting from four consecutive quarters of net interest income growth, year-over-year loan growth, and resilient consumer spending. Commercial borrower utilization rates also experienced an increase.\n\nBank of America, a diversified bank offering global financial products and services, has a tremendous cash balance and strong profitability. It has also shown resilience with strong capital returns for its robust balance sheet. Demonstrating shareholder value, the company plans to [increase its dividend](https:\/\/seekingalpha.com\/news\/4464474-bank-of-america-plans-to-lift-dividend-by-8-after-passing-fed-stress-test#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link) by 8% to \\$0.28 per share in Q3 2025 after passing the Federal Reserve’s stress test. BAC currently offers a modest 2.25% forward dividend yield and has 30 years of consecutive dividend payments and 11 years of consecutive dividend growth – appealing for investors looking for income amid high inflation and market volatility.\n\n![BAC Stock Dividend Scorecard](https:\/\/static.seekingalpha.com\/uploads\/2025\/7\/16\/saupload_ce784018d4216afb28d1e4484de7b3cc.png?io=w640)\n\nBAC Stock Dividend Scorecard (Seeking Alpha)\n\nBAC’s diversified business model, customer loyalty, and brand have aided its [profitability metrics](https:\/\/seekingalpha.com\/symbol\/BAC\/profitability#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link). With a net income margin of 29% and sector median of 22%, BAC demonstrates efficient sales conversion into profits. Although the company trades at a premium according to its ‘D’ Valuation Grade, which is impacted by a trailing Price\/Cash Flow of 77.35 versus the sector’s 9.82, its forward PEG Non-GAAP of 1.04x is a 17% discount. Consider BAC as a potential option for a portfolio, along with my final stock, benefiting from investment in [Aerospace and Defense](https:\/\/seekingalpha.com\/screeners\/9409af15b7-Top-Aerospace-and-Defense-Stocks#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link).\n\n### 5\\. ATI Inc. ([ATI](https:\/\/seekingalpha.com\/symbol\/ATI#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link))\n- Market Capitalization: \\$12.68B\n- Quant Rating: Strong Buy\n- Quant Sector Ranking (as of 7\/16\/25): 17out of 615\n- Quant Industry Ranking (as of 7\/16\/25): 3 out of 59\n\nATI has seen incredible momentum, capitalizing on demand for aerospace and defense amid geopolitical tensions and US strikes near nuclear sites in Iran. Despite a KeyBanc [downgrade](https:\/\/seekingalpha.com\/news\/4450464-ati-downgraded-at-keybanc-after-rapid-rise-in-stock-price#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link) in May, the global specialty materials and components producer signed a multi-year deal to supply Airbus with titanium plates.\n\n> \"Our investments in titanium capacity give us the ability to respond to our customer's increased need for high purity melt and exceptional titanium products as they grow their production,\" [said](https:\/\/seekingalpha.com\/news\/4452902-ati-signs-multi-year-agreement-with-airbus-for-titanium-plate-sheet-and-billet#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link) ATI President and CEO Kimberly A. Fields.\n\nSince the May 28 deal, ATI has rallied +10%. ATI has consecutively topped earnings and revenue, with the latest Q1 2025 EPS of \\$0.72 beating by \\$0.13 and revenue of \\$1.14B increasing by nearly 10% Y\/Y, driven by its commercial jet engine segment, 37% of total Q1 revenue. This figure increased 35% Y\/Y, and with continued strategic investment, ATI hopes to extend its competitive advantages.\n\n![ATI Stock Q1 2025 Financial Highlights](https:\/\/static.seekingalpha.com\/uploads\/2025\/7\/15\/saupload_82822ff2b286c05e9b84001772d0d371.png?io=w640)\n\nATI Stock Q1 2025 Financial Highlights ( ATI Stock Q1 2025 investor presentation)\n\nATI is expected to see double-digit earnings growth over the next four years, driven by the strong demand environment in the aerospace and defense end market and elevated backlog. ATI trades in line with the sector, as highlighted by a [D+ Valuation Grade](https:\/\/seekingalpha.com\/symbol\/ATI\/valuation\/metrics#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link), but offers a 35% discount to the sector median, as reflected by a forward PEG ratio of 1.20x. When seeking securities that will stand the test of time, consider stocks with capital appreciation potential and strong fundamentals.\n\n## Conclusion\nSTRL, PRIM, GLDD, BAC, and ATI have been positive over the last year despite market volatility and possess excellent outlooks. While some catalysts can cause a downturn, economists have lowered expectations of recession from the fallout of tariffs. Being on alert for market indicators that display warning signals is crucial, and with the appropriate investments, preparation, and strategy, you may be able to reduce risks associated with monetary policy changes, trade war escalation, or potential downturn. The five US stocks featured here offer strong fundamentals, attractive valuations, and portfolio diversification, and solid earnings, and may benefit from the Buy American agenda.\n\nFor more compelling investment ideas, our [new PRO Quant Portfolio](https:\/\/seekingalpha.com\/pro-quant-portfolio\/about#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link) offers a curated selection of up to 30 Strong Buy stocks designed to help you uncover high-conviction opportunities and confidently track their performance. The list is rebalanced weekly and spans various geographies and market capitalizations, making it ideal for active investors who value long-term capital appreciation. Alternatively, if you're looking for a select number of Quant Strong Buy recommendations every month, you might want to explore [Alpha Picks](https:\/\/seekingalpha.com\/alpha-picks\/subscribe?hasComeFromMpArticle=true&source=content_type%253Areact%257Csection%253Amain_content%257Cbutton%253Abody_link#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link).","meta_canonical":null}

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URL	https://seekingalpha.com/article/4801688-tariffs-reignited-best-stocks-to-buy-now
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Boilerpipe Text	More Tariffs, More Problems? Tit-for-tat tariffs are back in the spotlight after Trump announced an end to the 90-day pause on tariffs, which are scheduled to kick in on Aug. 1. As investors look for stability amid persistently elevated inflation and geopolitical uncertainty, I’m bullish on five Quant Strong-Buy stocks that could benefit from the passage of Trump’s One Big Beautiful Bill. Stock Markets: Inflation and More Tariffs Stock markets have been mixed, with the Nasdaq 100 and S&P 500 notching new record closes on Thursday, July 10, before ending the week in the red. Leading up to this week, President Trump advised he would impose 35% tariffs on Canadian goods and a 30% tariff on imports from the European Union and Mexico, which prompted an S&P 500 and Nasdaq decline on Monday as the Dow Jones gained 0.1%. June CPI Monthly Changes (NY Times, BLS, Karl Russell) As investors digest renewed trade tensions, inflation showed signs of acceleration in June, yet rose less than anticipated for a fifth consecutive month. Declines in auto prices helped mitigate some of the tariff-related increases. Underlying June CPI Impacts (Bloomberg, BLS) June CPI increased 2.7% year-over-year, with core inflation, which removes food and energy prices, growing 2.9% Y/Y. Some products with the greatest exposure to tariffs , like household goods that include furnishings, appliances, and apparel, increased from last month. The S&P 500 briefly topped 6,300 points during this week – a busy week of bank earnings , as traders assess the inflation data. At the same time, the path forward is marred with uncertainty as a major unknown remains: Who will bear the brunt of tariffs? Will tariffs be passed onto the consumer? If so, consumer spending is likely to slow even further, which would likely result in the highest probability of recession, given that consumers make up two-thirds of the US economy. Will companies absorb tariffs? If so, they could erode profit margins, which could result in fewer capital expenditures, still a potential drag on the economy. Will other nations feel the brunt? Other factors to consider are the much-talked-about potential ousting of Fed Chair Jay Powell. While the administration has threatened to replace Powell, another understated risk is Powell stepping down. Whether he’s fired or steps down, the loss of Powell and not knowing his replacement could create more uncertainty in the market, a potential collapse of the currency and bond market, spikes in inflation, and an overall equities sell-off. In a statement , Deutsche Bank's head of FX research, George Saravelos, noted: "It is hard to quantify the impact on FX and rates, but on the first 24 hours of an announcement of a Powell removal we would expect a drop in the trade-weighted dollar of at least 3%-4% accompanied by a 30-40bps sell-off in U.S. fixed income led by the back-end… In sum, we consider the removal of Chair Powell as one of the largest underpriced event risks over the coming months." Separately, if employment continues to deteriorate and inflation rises, we may see another bad scenario – stagflation – rising unemployment and inflation, and slow economic growth. Stagflation is troublesome because the Fed’s traditional tools and strategies would conflict (the Fed typically lowers rates, which could accelerate growth but also apply more upward pricing pressure on inflation). The Fed is not expected to start easing until December. While economists have lowered the recession risk on strong jobs growth and JPMorgan decreased its recession odds from 60% to 40% – the odds remain. As things currently stand, market swings indicate that emotions are high. As showcased in the fear and greed index , investors are opportunistic. CNN Fear & Greed Index (CNN Fear & Greed Index) Seeking Alpha’s Quant Rating system removes emotion from the investment process to help avoid knee-jerk reactions. This article offers stocks that could benefit from policy changes impacted by tariffs and Trump’s recent tax bill . While asset rotations can be head fakes, fundamentally strong stocks can offer investors opportunities to prepare for market swings, which is why I have selected five diversified "Strong Buy"-rated stocks to consider for a portfolio. 1. Sterling Infrastructure, Inc. ( STRL ) Market Capitalization: $7.25B Quant Rating: Strong Buy Quant Sector Ranking (as of 7/16/25): 22 out of 615 Quant Industry Ranking (as of 7/16/25): 6 out of 36 Sterling Infrastructure has demonstrated exceptional growth and bullish momentum, highlighted by a one-year price performance of +84% compared to the sector median of 3%. A top industrial that may capitalize on Trum p’s " Made in America " ag enda, Texas-based e-infrastructure, transportation, and building solutions STRL has benefited from data center demand throughout the United States. Demand for data centers drove STRL’s Q1 2025 backlog of $2.1B, a 17% YoY increase on a pro forma basis. Additionally, $1.2B in E-Infrastructure backlog was up 27% in Q1 and continues to drive revenue growth with substantial margins despite market volatility. STRL Stock Q12025 Financial Successes (STRL Q1 2025 Investor Presentation) Amid expansion and its recent acquisition of CEC Facilities Group to enhance earnings and scale, STRL appointed a new CFO . Sterling has demonstrated incredible revenue growth, as highlighted by the Q1 2025 results above. STRL has consecutively beaten EPS and showcases strong forward EPS long-term growth (3-5Y CAGR) OF 20.50% vs. the sector’s 11.37%. The company offers solid financials that include over $523M in cash and as demonstrated by its Profitability Grade . Return on Total Capital (TTM) of 16%, vs. 7% for the sector, and 13% Return on Total Assets (TTM) highlight some of its areas of strength. Despite its bullish momentum, STRL trades in line with the sector as highlighted by a D+ valuation grade . However, STRL’s trailing PEG GAAP of 0.35x vs. 1.25 indicates some discount for this stock, which could offer excellent growth potential. 2. Primoris Services Corporation ( PRIM ) Market Capitalization: $4.65B Quant Rating: Strong Buy Quant Sector Ranking (as of 7/16/25): 28 out of 615 Quant Industry Ranking (as of 7/16/25): 8 out of 36 Another top industrial that could benefit from "Made in America" policies is Primoris Services Corporation. PRIM delivers crucial infrastructure services to utility and energy markets and is also headquartered in Texas, and has rallied 60%-plus in the last year. Driven by record energy segment revenue from renewables and above-expected Q1 2025 revenue and margin improvements from its utilities segment, PRIM has demonstrated strong growth and profitability. As highlighted by consecutive top and bottom-line increases, PRIM’s Q1 2025 EPS of $0.98 beat by $0.32 and revenue of $1.65B increased by nearly 17% Y/Y. PRIM Stock Revisions and EPS Surprise Estimates PRIM Stock Revisions & EPS Surprise Estimates (Seeking Alpha) Demonstrating shareholder value, PRIM has consecutively paid a dividend for 16 years and recently declared a $0.08 per share dividend , supported by a robust $11.4B backlog, which highlights its financial health. Primoris' strategic investments position it well to capitalize on the growing demand for infrastructure services. Eight Wall Street analysts have revised estimates up in the last 90 days, with zero downward revisions. And despite its bullish momentum, Primoris continues to trade in line with the sector. Its C+ valuation grade is supported by a trailing PEG GAAP of 0.55x vs. 1.26, indicating a 56% discount for this stock, which could offer excellent growth potential, similar to my next stock selection. 3. Great Lakes Dredge & Dock Corporation ( GLDD ) Market Capitalization: $741.76M Quant Rating: Strong Buy Quant Sector Ranking (as of 7/16/25): 45 out of 615 Quant Industry Ranking (as of 7/16/25): 11 out of 36 Houston, Texas-headquartered GLDD is a leading provider of dredging services in the US. Offering projects to improve and protect coastline infrastructure, GLDD presents an attractive investment opportunity highlighted by strong financial results, including $242.9M in Q1 2025 revenues and $60.1M in adjusted EBITDA. LNG export trends and federal funding bolster the company's strong revenues. The company’s expansion into offshore energy markets provides versatility and growth, as highlighted by its 23% one-year price performance +28% revenue growth Y/Y, and 32% forward EBITDA growth. GLDD Stock Growth Grade (Seeking Alpha) Although the company’s profitability can use some improvement, particularly in terms of levered FCF margin and cash per share, GLDD’s strong project performance, net income margin, and return on total assets continue to surpass its sector median peers. With bullish momentum and severely discounted valuation, highlighted by a forward PEG ratio that’s nearly 50% undervalued, this stock trades at a near-steal! 4. Bank of America Corporation ( BAC ) Market Capitalization: $347.60B Quant Rating: Strong Buy Quant Sector Ranking (as of 7/16/25): 67 out of 689 Quant Industry Ranking (as of 7/16/25): 14 out of 66 This week, Financials kicked off earnings , with many benefiting from capital markets . While BAC missed Q2 2025 revenue by $270M, its GAAP EPS of $0.89 beat by $0.03, benefiting from four consecutive quarters of net interest income growth, year-over-year loan growth, and resilient consumer spending. Commercial borrower utilization rates also experienced an increase. Bank of America, a diversified bank offering global financial products and services, has a tremendous cash balance and strong profitability. It has also shown resilience with strong capital returns for its robust balance sheet. Demonstrating shareholder value, the company plans to increase its dividend by 8% to $0.28 per share in Q3 2025 after passing the Federal Reserve’s stress test. BAC currently offers a modest 2.25% forward dividend yield and has 30 years of consecutive dividend payments and 11 years of consecutive dividend growth – appealing for investors looking for income amid high inflation and market volatility. BAC Stock Dividend Scorecard (Seeking Alpha) BAC’s diversified business model, customer loyalty, and brand have aided its profitability metrics . With a net income margin of 29% and sector median of 22%, BAC demonstrates efficient sales conversion into profits. Although the company trades at a premium according to its ‘D’ Valuation Grade, which is impacted by a trailing Price/Cash Flow of 77.35 versus the sector’s 9.82, its forward PEG Non-GAAP of 1.04x is a 17% discount. Consider BAC as a potential option for a portfolio, along with my final stock, benefiting from investment in Aerospace and Defense . 5. ATI Inc. ( ATI ) Market Capitalization: $12.68B Quant Rating: Strong Buy Quant Sector Ranking (as of 7/16/25): 17out of 615 Quant Industry Ranking (as of 7/16/25): 3 out of 59 ATI has seen incredible momentum, capitalizing on demand for aerospace and defense amid geopolitical tensions and US strikes near nuclear sites in Iran. Despite a KeyBanc downgrade in May, the global specialty materials and components producer signed a multi-year deal to supply Airbus with titanium plates. "Our investments in titanium capacity give us the ability to respond to our customer's increased need for high purity melt and exceptional titanium products as they grow their production," said ATI President and CEO Kimberly A. Fields. Since the May 28 deal, ATI has rallied +10%. ATI has consecutively topped earnings and revenue, with the latest Q1 2025 EPS of $0.72 beating by $0.13 and revenue of $1.14B increasing by nearly 10% Y/Y, driven by its commercial jet engine segment, 37% of total Q1 revenue. This figure increased 35% Y/Y, and with continued strategic investment, ATI hopes to extend its competitive advantages. ATI Stock Q1 2025 Financial Highlights ( ATI Stock Q1 2025 investor presentation) ATI is expected to see double-digit earnings growth over the next four years, driven by the strong demand environment in the aerospace and defense end market and elevated backlog. ATI trades in line with the sector, as highlighted by a D+ Valuation Grade , but offers a 35% discount to the sector median, as reflected by a forward PEG ratio of 1.20x. When seeking securities that will stand the test of time, consider stocks with capital appreciation potential and strong fundamentals. Conclusion STRL, PRIM, GLDD, BAC, and ATI have been positive over the last year despite market volatility and possess excellent outlooks. While some catalysts can cause a downturn, economists have lowered expectations of recession from the fallout of tariffs. Being on alert for market indicators that display warning signals is crucial, and with the appropriate investments, preparation, and strategy, you may be able to reduce risks associated with monetary policy changes, trade war escalation, or potential downturn. The five US stocks featured here offer strong fundamentals, attractive valuations, and portfolio diversification, and solid earnings, and may benefit from the Buy American agenda. For more compelling investment ideas, our new PRO Quant Portfolio offers a curated selection of up to 30 Strong Buy stocks designed to help you uncover high-conviction opportunities and confidently track their performance. The list is rebalanced weekly and spans various geographies and market capitalizations, making it ideal for active investors who value long-term capital appreciation. Alternatively, if you're looking for a select number of Quant Strong Buy recommendations every month, you might want to explore Alpha Picks .
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[Home](https://seekingalpha.com/#source=first_level_url%3Aarticle%7Ccontent_type%3Aall%7Csection%3Apage_breadcrumbs) 2. [Stock Ideas](https://seekingalpha.com/stock-ideas#source=first_level_url%3Aarticle%7Ccontent_type%3Aall%7Csection%3Apage_breadcrumbs) 3. [Long Ideas](https://seekingalpha.com/stock-ideas/long-ideas#source=first_level_url%3Aarticle%7Ccontent_type%3Aall%7Csection%3Apage_breadcrumbs) # Tariffs Reignited: Best Stocks To Buy Now Jul 16, 2025, 1:30 PM ET[STRL](https://seekingalpha.com/symbol/STRL#source=section%3Amain_content%7Csection_asset%3Ameta%7Cfirst_level_url%3Aarticle%7Csymbol%3ASTRL), [PRIM](https://seekingalpha.com/symbol/PRIM#source=section%3Amain_content%7Csection_asset%3Ameta%7Cfirst_level_url%3Aarticle%7Csymbol%3APRIM), [GLDD](https://seekingalpha.com/symbol/GLDD#source=section%3Amain_content%7Csection_asset%3Ameta%7Cfirst_level_url%3Aarticle%7Csymbol%3AGLDD), [BAC](https://seekingalpha.com/symbol/BAC#source=section%3Amain_content%7Csection_asset%3Ameta%7Cfirst_level_url%3Aarticle%7Csymbol%3ABAC), [ATI](https://seekingalpha.com/symbol/ATI#source=section%3Amain_content%7Csection_asset%3Ameta%7Cfirst_level_url%3Aarticle%7Csymbol%3AATI) ![](https://seekingalpha.com/images/users_profile/050/113/560/big_pic.png?io=w36) [Steven Cress, Quant Team](https://seekingalpha.com/author/steven-cress-quant-team#source=url_first_level%3Aarticle%7Csection%3Aauthor_brief%3Asteven-cress-quant-team%7Csection_asset%3Aauthor_brief%7Cauthor_name) [SA Quant Strategist](https://seekingalpha.com/alpha-picks/subscribe#source=section%3Aauthor%7Cbutton%3Aap%20badge) Follow - 5 Share - Save - Play(17min) - [Comments (77)](https://seekingalpha.com/article/4801688-tariffs-reignited-best-stocks-to-buy-now#scroll_comments) ## Summary - Aug. 1 tariff deadlines and a potential firing of Fed Chair Powell, according to reports, are reintroducing uncertainty for the markets, which have been volatile in both directions, despite major US indices notching new peaks. - But who will bear the brunt of tariff increases? New tariff threats on the EU, Canada, and Mexico could impact consumer spending, which accounts for roughly two-thirds of US GDP. - The recent passage of Trump’s tax bill could boost consumer spending in the US, help incentivize companies to bring back profits held overseas, and aid job creation in the US. - With the appropriate investments, preparation, and strategy, you may be able to reduce the risk to your portfolio amid trade war escalation or potential downturn. - The five US stocks featured here offer strong fundamentals, attractive valuations, and solid earnings, and may benefit from the Buy American agenda. - I am Steven Cress, Head of Quantitative Strategies at Seeking Alpha. I manage the quant ratings and factor grades on stocks and ETFs in Seeking Alpha Premium. I also lead [Alpha Picks](https://seekingalpha.com/alpha-picks/subscribe), which selects the two most attractive stocks to buy each month, and also determines when to sell them. ![Container tariffs word on Flag of the United States of America background. Tariff US trade war with Canada and Mexico.](https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2205487321/image_2205487321.jpg?io=getty-c-w750) ## More Tariffs, More Problems? Tit-for-tat tariffs are back in the spotlight after Trump [announced](https://seekingalpha.com/news/4465540-trump-says-higher-tariffs-set-to-kick-in-on-aug-1#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link) an end to the 90-day pause on tariffs, which are scheduled to kick in on Aug. 1. As investors look for stability amid persistently elevated inflation and geopolitical uncertainty, I’m bullish on five Quant Strong-Buy stocks that could benefit from the [passage](https://www.whitehouse.gov/articles/2025/07/president-trumps-one-big-beautiful-bill-a-win-for-workers-farmers-and-americas-future/#:~:text=%E2%80%9CThe%20One%20Big%20Beautiful%20Bill,charge%20of%20the%20frozen%20frontier. "https://www.whitehouse.gov/articles/2025/07/president-trumps-one-big-beautiful-bill-a-win-for-workers-farmers-and-americas-future/#:~:text=%E2%80%9CThe%20One%20Big%20Beautiful%20Bill,charge%20of%20the%20frozen%20frontier.") of Trump’s One Big Beautiful Bill. ## Stock Markets: Inflation and More Tariffs Stock markets have been mixed, with the Nasdaq 100 and S\&P 500 notching new record closes on Thursday, July 10, before ending the week in the red. Leading up to this week, President Trump advised he would impose 35% tariffs on Canadian goods and a 30% tariff on imports from the European Union and Mexico, which prompted an S\&P 500 and Nasdaq decline on Monday as the Dow Jones gained 0.1%. ![June CPI Monthly Changes](https://static.seekingalpha.com/uploads/2025/7/15/saupload_3572187173b818f286d08bcce1d0d134.png?io=w640) June CPI Monthly Changes (NY Times, BLS, Karl Russell) As investors digest renewed trade tensions, inflation showed signs of acceleration in June, yet rose less than anticipated for a fifth consecutive month. Declines in auto prices helped mitigate some of the tariff-related increases. ![Underlying June CPI Impacts](https://static.seekingalpha.com/uploads/2025/7/15/saupload_d4dd22a05f9804f58eefacf6dd50ff6f.png?io=w640) Underlying June CPI Impacts (Bloomberg, BLS) June CPI increased 2.7% year-over-year, with core inflation, which removes food and energy prices, growing 2.9% Y/Y. Some products with the [greatest exposure to tariffs](https://www.nytimes.com/2025/07/15/business/cpi-report-inflation-june.html "https://www.nytimes.com/2025/07/15/business/cpi-report-inflation-june.html"), like household goods that include furnishings, appliances, and apparel, increased from last month. The S\&P 500 briefly topped 6,300 points during this week – a busy week of [bank earnings](https://seekingalpha.com/earnings/earnings-calendar#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link), as traders assess the inflation data. At the same time, the path forward is marred with uncertainty as a major unknown remains: Who will bear the brunt of tariffs? - Will tariffs be passed onto the consumer? If so, consumer spending is likely to slow even further, which would likely result in the highest probability of recession, given that consumers make up two-thirds of the US economy. - Will companies absorb tariffs? If so, they could erode profit margins, which could result in fewer capital expenditures, still a potential drag on the economy. - Will other nations feel the brunt? Other factors to consider are the much-talked-about potential ousting of Fed Chair Jay Powell. While the administration has [threatened to replace](https://seekingalpha.com/news/4467967-trump-seeking-to-fire-federal-reserve-chair-powell---report#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link) Powell, another understated risk is Powell stepping down. Whether he’s fired or steps down, the loss of Powell and not knowing his replacement could create more uncertainty in the market, a potential collapse of the currency and bond market, spikes in inflation, and an overall equities sell-off. In a [statement](https://seekingalpha.com/news/4466971-powells-ouster-one-of-the-largest-underpriced-event-risks-over-the-coming-months#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link), Deutsche Bank's head of FX research, George Saravelos, noted: > "It is hard to quantify the impact on FX and rates, but on the first 24 hours of an announcement of a Powell removal we would expect a drop in the trade-weighted dollar of at least 3%-4% accompanied by a 30-40bps sell-off in U.S. fixed income led by the back-end… In sum, we consider the removal of Chair Powell as one of the largest underpriced event risks over the coming months." Separately, if employment continues to deteriorate and inflation rises, we may see another bad scenario – [stagflation](https://seekingalpha.com/article/4796118-the-stagflation-economy#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link) – rising unemployment and inflation, and slow economic growth. Stagflation is troublesome because the Fed’s traditional tools and strategies would conflict (the Fed typically lowers rates, which could accelerate growth but also apply more upward pricing pressure on inflation). The Fed is not expected to start easing until December. While economists have [lowered](https://www.wsj.com/economy/economists-see-lower-recession-risk-and-stronger-job-growth-wsj-survey-10d6e476?gaa_at=eafs&gaa_n=ASWzDAjM-ihMyG_2WEp8R6inZQ4uYLEMQAKrYofuqMRbOKmyvBazi5MYwKDetfVKOoM%3D&gaa_ts=6875193f&gaa_sig=4lyTgk2rqnM1wpS1ES--EEwmHev6I9cJD6jc9dOGamURLfe26HNxipXCmLN_baFWMl0Sp5b6uDY231rb3zjW9g%3D%3D "https://www.wsj.com/economy/economists-see-lower-recession-risk-and-stronger-job-growth-wsj-survey-10d6e476?gaa_at=eafs&gaa_n=ASWzDAjM-ihMyG_2WEp8R6inZQ4uYLEMQAKrYofuqMRbOKmyvBazi5MYwKDetfVKOoM%3D&gaa_ts=6875193f&gaa_sig=4lyTgk2rqnM1wpS1ES--EEwmHev6I9cJD6jc9dOGamURLfe26HNxipXCmLN_baFWMl0Sp5b6uDY231rb3zjW9g%3D%3D") the recession risk on strong jobs growth and [JPMorgan](https://www.jpmorgan.com/insights/global-research/economy/recession-probability "https://www.jpmorgan.com/insights/global-research/economy/recession-probability") decreased its recession odds from 60% to 40% – the odds remain. As things currently stand, market swings indicate that emotions are high. As showcased in the [fear and greed index](https://seekingalpha.com/article/4453044-fear-and-greed-index#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link), investors are opportunistic. ![CNN Fear & Greed Index](https://static.seekingalpha.com/uploads/2025/7/15/saupload_e0744477630d49afcc0d212bbce13925.png?io=w640) CNN Fear & Greed Index (CNN Fear & Greed Index) Seeking Alpha’s [Quant Rating system](https://seekingalpha.com/article/4263303-quant-ratings-and-factor-grades-faq#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link) removes emotion from the investment process to help avoid knee-jerk reactions. This article offers stocks that could benefit from policy changes impacted by tariffs and [Trump’s recent tax bill](https://seekingalpha.com/article/4798971-ignite-your-big-beautiful-portfolio-best-stocks-to-buy-before-4th-of-july#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link). While asset rotations can be head fakes, fundamentally strong stocks can offer investors opportunities to prepare for market swings, which is why I have selected five diversified "Strong Buy"-rated stocks to consider for a portfolio. ### 1\. Sterling Infrastructure, Inc. ([STRL](https://seekingalpha.com/symbol/STRL#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link)) - Market Capitalization: \$7.25B - Quant Rating: Strong Buy - Quant Sector Ranking (as of 7/16/25): 22 out of 615 - Quant Industry Ranking (as of 7/16/25): 6 out of 36 Sterling Infrastructure has demonstrated exceptional growth and bullish momentum, highlighted by a one-year price performance of +84% compared to the sector median of 3%. A [top industrial](https://seekingalpha.com/screeners/96793112-Top-Industrial-Stocks#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link) that may capitalize on Trump’s "[Made in America](https://seekingalpha.com/article/4798971-ignite-your-big-beautiful-portfolio-best-stocks-to-buy-before-4th-of-july#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link)" agenda, Texas-based e-infrastructure, transportation, and building solutions STRL has benefited from data center demand throughout the United States. Demand for data centers drove STRL’s Q1 2025 backlog of \$2.1B, a 17% YoY increase on a pro forma basis. Additionally, \$1.2B in E-Infrastructure backlog was up 27% in Q1 and continues to drive revenue growth with substantial margins despite market volatility. ![STRL Stock Q12025 Financial Successes](https://static.seekingalpha.com/uploads/2025/7/15/saupload_7ad44cb76fb1f937533c9419f256c824.png?io=w640) STRL Stock Q12025 Financial Successes (STRL Q1 2025 Investor Presentation) Amid expansion and its recent [acquisition](https://seekingalpha.com/news/4458825-sterling-to-acquire-cec-facilities-group#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link) of CEC Facilities Group to enhance earnings and scale, STRL appointed a [new CFO](https://seekingalpha.com/news/4457628-sterling-infrastructure-announces-cfo-appointment#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link). Sterling has demonstrated incredible revenue growth, as highlighted by the Q1 2025 results above. STRL has consecutively beaten EPS and showcases strong forward EPS long-term growth (3-5Y CAGR) OF 20.50% vs. the sector’s 11.37%. The company offers solid financials that include over \$523M in cash and as demonstrated by its [Profitability Grade](https://seekingalpha.com/symbol/STRL/profitability#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link). Return on Total Capital (TTM) of 16%, vs. 7% for the sector, and 13% Return on Total Assets (TTM) highlight some of its areas of strength. Despite its bullish momentum, STRL trades in line with the sector as highlighted by a [D+ valuation grade](https://seekingalpha.com/symbol/STRL/valuation/metrics#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link). However, STRL’s trailing PEG GAAP of 0.35x vs. 1.25 indicates some discount for this stock, which could offer excellent growth potential. ### 2\. Primoris Services Corporation ([PRIM](https://seekingalpha.com/symbol/PRIM#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link)) - Market Capitalization: \$4.65B - Quant Rating: Strong Buy - Quant Sector Ranking (as of 7/16/25): 28 out of 615 - Quant Industry Ranking (as of 7/16/25): 8 out of 36 Another top industrial that could benefit from "Made in America" policies is Primoris Services Corporation. PRIM delivers crucial infrastructure services to utility and energy markets and is also headquartered in Texas, and has rallied 60%-plus in the last year. Driven by record energy segment revenue from renewables and above-expected Q1 2025 revenue and margin improvements from its utilities segment, PRIM has demonstrated strong growth and profitability. As highlighted by consecutive top and bottom-line increases, PRIM’s Q1 2025 EPS of \$0.98 beat by \$0.32 and revenue of \$1.65B increased by nearly 17% Y/Y. PRIM Stock Revisions and EPS Surprise Estimates [![PRIM Stock Revisions & EPS Surprise Estimates](https://static.seekingalpha.com/uploads/2025/7/16/saupload_8d831514c7d311ae770ae881d3e9cdf1.png?io=w640)](https://static.seekingalpha.com/uploads/2025/7/16/saupload_8d831514c7d311ae770ae881d3e9cdf1.png) PRIM Stock Revisions & EPS Surprise Estimates (Seeking Alpha) Demonstrating shareholder value, PRIM has consecutively paid a dividend for 16 years and recently declared a \$0.08 per share [dividend](https://seekingalpha.com/news/4441626-primoris-services-declares-0_08-dividend#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link), supported by a robust \$11.4B backlog, which highlights its financial health. Primoris' strategic investments position it well to capitalize on the growing demand for infrastructure services. Eight Wall Street analysts have revised estimates up in the last 90 days, with zero downward revisions. And despite its bullish momentum, Primoris continues to trade in line with the sector. Its [C+ valuation grade](https://seekingalpha.com/symbol/PRIM/valuation/metrics#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link) is supported by a trailing PEG GAAP of 0.55x vs. 1.26, indicating a 56% discount for this stock, which could offer excellent growth potential, similar to my next stock selection. ### 3\. Great Lakes Dredge & Dock Corporation ([GLDD](https://seekingalpha.com/symbol/GLDD#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link)) - Market Capitalization: \$741.76M - Quant Rating: Strong Buy - Quant Sector Ranking (as of 7/16/25): 45 out of 615 - Quant Industry Ranking (as of 7/16/25): 11 out of 36 Houston, Texas-headquartered GLDD is a leading provider of dredging services in the US. Offering projects to improve and protect coastline infrastructure, GLDD presents an attractive investment opportunity highlighted by strong financial results, including \$242.9M in Q1 2025 revenues and \$60.1M in adjusted EBITDA. LNG export trends and federal funding bolster the company's strong revenues. The company’s expansion into offshore energy markets provides versatility and growth, as highlighted by its 23% one-year price performance +28% revenue growth Y/Y, and 32% forward EBITDA growth. ![GLDD Stock Growth Grade](https://static.seekingalpha.com/uploads/2025/7/15/saupload_8f98a955b4d3d2911e1e15e8b0b0f60d.png?io=w640) GLDD Stock Growth Grade (Seeking Alpha) Although the company’s profitability can use some improvement, particularly in terms of levered FCF margin and cash per share, GLDD’s strong project performance, net income margin, and return on total assets continue to surpass its sector median peers. With bullish momentum and severely discounted valuation, highlighted by a forward PEG ratio that’s nearly 50% undervalued, this stock trades at a near-steal\! ### ### 4\. Bank of America Corporation ([BAC](https://seekingalpha.com/symbol/BAC#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link)) - Market Capitalization: \$347.60B - Quant Rating: Strong Buy - Quant Sector Ranking (as of 7/16/25): 67 out of 689 - Quant Industry Ranking (as of 7/16/25): 14 out of 66 This week, Financials kicked off [earnings](https://seekingalpha.com/news/4466837-earnings-week-ahead-jpm-bac-gs-ms-c-jnj-tsm-abt-pep-mmm-slb-ual-nflx-and-more#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link), with many [benefiting from capital markets](https://seekingalpha.com/news/4466872-q2-bank-earnings-seen-benefiting-from-capital-markets-volatile-trading#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link). While BAC missed [Q2 2025](https://seekingalpha.com/news/4467782-bank-of-america-gaap-eps-of-0_89-beats-by-0_03-revenue-of-26_46b-misses-by-270m#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link) revenue by \$270M, its GAAP EPS of \$0.89 beat by \$0.03, benefiting from four consecutive quarters of net interest income growth, year-over-year loan growth, and resilient consumer spending. Commercial borrower utilization rates also experienced an increase. Bank of America, a diversified bank offering global financial products and services, has a tremendous cash balance and strong profitability. It has also shown resilience with strong capital returns for its robust balance sheet. Demonstrating shareholder value, the company plans to [increase its dividend](https://seekingalpha.com/news/4464474-bank-of-america-plans-to-lift-dividend-by-8-after-passing-fed-stress-test#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link) by 8% to \$0.28 per share in Q3 2025 after passing the Federal Reserve’s stress test. BAC currently offers a modest 2.25% forward dividend yield and has 30 years of consecutive dividend payments and 11 years of consecutive dividend growth – appealing for investors looking for income amid high inflation and market volatility. ![BAC Stock Dividend Scorecard](https://static.seekingalpha.com/uploads/2025/7/16/saupload_ce784018d4216afb28d1e4484de7b3cc.png?io=w640) BAC Stock Dividend Scorecard (Seeking Alpha) BAC’s diversified business model, customer loyalty, and brand have aided its [profitability metrics](https://seekingalpha.com/symbol/BAC/profitability#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link). With a net income margin of 29% and sector median of 22%, BAC demonstrates efficient sales conversion into profits. Although the company trades at a premium according to its ‘D’ Valuation Grade, which is impacted by a trailing Price/Cash Flow of 77.35 versus the sector’s 9.82, its forward PEG Non-GAAP of 1.04x is a 17% discount. Consider BAC as a potential option for a portfolio, along with my final stock, benefiting from investment in [Aerospace and Defense](https://seekingalpha.com/screeners/9409af15b7-Top-Aerospace-and-Defense-Stocks#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link). ### 5\. ATI Inc. ([ATI](https://seekingalpha.com/symbol/ATI#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link)) - Market Capitalization: \$12.68B - Quant Rating: Strong Buy - Quant Sector Ranking (as of 7/16/25): 17out of 615 - Quant Industry Ranking (as of 7/16/25): 3 out of 59 ATI has seen incredible momentum, capitalizing on demand for aerospace and defense amid geopolitical tensions and US strikes near nuclear sites in Iran. Despite a KeyBanc [downgrade](https://seekingalpha.com/news/4450464-ati-downgraded-at-keybanc-after-rapid-rise-in-stock-price#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link) in May, the global specialty materials and components producer signed a multi-year deal to supply Airbus with titanium plates. > "Our investments in titanium capacity give us the ability to respond to our customer's increased need for high purity melt and exceptional titanium products as they grow their production," [said](https://seekingalpha.com/news/4452902-ati-signs-multi-year-agreement-with-airbus-for-titanium-plate-sheet-and-billet#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link) ATI President and CEO Kimberly A. Fields. Since the May 28 deal, ATI has rallied +10%. ATI has consecutively topped earnings and revenue, with the latest Q1 2025 EPS of \$0.72 beating by \$0.13 and revenue of \$1.14B increasing by nearly 10% Y/Y, driven by its commercial jet engine segment, 37% of total Q1 revenue. This figure increased 35% Y/Y, and with continued strategic investment, ATI hopes to extend its competitive advantages. ![ATI Stock Q1 2025 Financial Highlights](https://static.seekingalpha.com/uploads/2025/7/15/saupload_82822ff2b286c05e9b84001772d0d371.png?io=w640) ATI Stock Q1 2025 Financial Highlights ( ATI Stock Q1 2025 investor presentation) ATI is expected to see double-digit earnings growth over the next four years, driven by the strong demand environment in the aerospace and defense end market and elevated backlog. ATI trades in line with the sector, as highlighted by a [D+ Valuation Grade](https://seekingalpha.com/symbol/ATI/valuation/metrics#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link), but offers a 35% discount to the sector median, as reflected by a forward PEG ratio of 1.20x. When seeking securities that will stand the test of time, consider stocks with capital appreciation potential and strong fundamentals. ## Conclusion STRL, PRIM, GLDD, BAC, and ATI have been positive over the last year despite market volatility and possess excellent outlooks. While some catalysts can cause a downturn, economists have lowered expectations of recession from the fallout of tariffs. Being on alert for market indicators that display warning signals is crucial, and with the appropriate investments, preparation, and strategy, you may be able to reduce risks associated with monetary policy changes, trade war escalation, or potential downturn. The five US stocks featured here offer strong fundamentals, attractive valuations, and portfolio diversification, and solid earnings, and may benefit from the Buy American agenda. For more compelling investment ideas, our [new PRO Quant Portfolio](https://seekingalpha.com/pro-quant-portfolio/about#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link) offers a curated selection of up to 30 Strong Buy stocks designed to help you uncover high-conviction opportunities and confidently track their performance. The list is rebalanced weekly and spans various geographies and market capitalizations, making it ideal for active investors who value long-term capital appreciation. Alternatively, if you're looking for a select number of Quant Strong Buy recommendations every month, you might want to explore [Alpha Picks](https://seekingalpha.com/alpha-picks/subscribe?hasComeFromMpArticle=true&source=content_type%253Areact%257Csection%253Amain_content%257Cbutton%253Abody_link#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link). ## More on my IG service - I am Steven Cress, Head of Quantitative Strategies at Seeking Alpha. I manage the quant ratings and factor grades on stocks and ETFs in Seeking Alpha Premium. I also lead [Alpha Picks](https://seekingalpha.com/alpha-picks/subscribe?service_id=mp_1409&source=content_type%3Areact%7Curl_first_level%3Aarticle%7Csection%3Aauthor_bullets%3A50113560%7Csection_asset%3Aauthor_bullets%3A-alpha-picks#source=ig_inline_banner), which selects the two most attractive stocks to buy each month, and also determines when to sell them. This article was written by ![](https://seekingalpha.com/images/users_profile/050/113/560/big_pic.png?io=w36) [Steven Cress, Quant Team](https://seekingalpha.com/author/steven-cress-quant-team#source=url_first_level%3Aarticle%7Csection%3Aauthor_root%3Asteven-cress-quant-team%7Csection_asset%3Aauthor_root%7Cauthor_name) 88\.61K Followers Follow Steven Cress is VP of Quantitative Strategy and Market Data at Seeking Alpha. Steve is also the creator of the platform’s quantitative stock rating system and many of the analytical tools on Seeking Alpha. His contributions form the cornerstone of the Seeking Alpha Quant Rating system, designed to interpret data for investors and offer insights on investment directions, thereby saving valuable time for users. He is also the Founder and Co-Manager of Alpha Picks, a systematic stock recommendation tool designed to help long-term investors create a best-in-class portfolio.Steve is passionate and dedicated to removing emotional biases from investment decisions. Utilizing a data-driven approach, he leverages sophisticated algorithms and technologies to simplify complex, laborious investment research, creating an easy-to-follow, daily updated grading system for stock trading recommendations.Steve was previously the Founder and CEO of CressCap Investment Research until its acquisition by Seeking Alpha in 2018 for its unparalleled quant analysis and market data capabilities. Prior to that, he had also founded the quant hedge fund Cress Capital Management, after spending most of his career running a proprietary trading desk at Morgan Stanley and leading international business development at Northern Trust.With over 30 years of experience in equity research, quantitative strategies, and portfolio management, Steve is well-positioned to speak on a wide range of investment topics. Show more Show more Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given that any particular security, portfolio, transaction or investment strategy is suitable for any specific person. The author is not advising you personally concerning the nature, potential, value or suitability of any particular security or other matter. You alone are solely responsible for determining whether any investment, security or strategy, or any product or service, is appropriate or suitable for you based on your investment objectives and personal and financial situation. Steven Cress is the Head of Quantitative Strategy at Seeking Alpha. Any views or opinions expressed herein may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. - Like (5) - Share - Print - [Comments (77)](https://seekingalpha.com/article/4801688-tariffs-reignited-best-stocks-to-buy-now#scroll_comments) ### Recommended For You ![](https://seekingalpha.com/images/users_profile/050/113/560/big_pic.png?io=w36) ### [Buy The Dip - Top Tech Stocks After The Pullback](https://seekingalpha.com/article/4885059-buy-the-dip-top-tech-stocks-after-the-pullback#source=section%3Arecommended_for_you%7Csection_asset%3Aintegrated%7Cfirst_level_url%3Aarticle%7Cvariation_group%3Avariation_a%7Cline%3A1) Steven Cress, Quant Team ![](https://seekingalpha.com/images/users_profile/054/857/510/big_pic.png?io=w36) ### [Markets Are About To Bounce Higher: 3 Stocks I'm Doubling Down On](https://seekingalpha.com/article/4885722-markets-are-about-to-bounce-higher-3-stocks-im-doubling-down-on#source=section%3Arecommended_for_you%7Csection_asset%3Aintegrated%7Cfirst_level_url%3Aarticle%7Cvariation_group%3Avariation_a%7Cline%3A2) Amrita Roy ![](https://seekingalpha.com/images/users_profile/054/869/375/big_pic.png?io=w36) ### [Alpha Hunters - How To Navigate The Potential Recession And Position Your Portfolio](https://seekingalpha.com/article/4885401-alpha-hunters-how-to-navigate-the-potential-recession-and-position-your-portfolio#source=section%3Arecommended_for_you%7Csection_asset%3Aintegrated%7Cfirst_level_url%3Aarticle%7Cvariation_group%3Avariation_a%7Cline%3A3) Dividend Collection Agency ![](https://seekingalpha.com/images/users_profile/031/557/165/big_pic.png?io=w36) ### [Why Investing Matters More Than Ever - And How I'm Positioning For What's Next](https://seekingalpha.com/article/4885796-why-investing-matters-more-than-ever-and-how-im-positioning-for-whats-next#source=section%3Arecommended_for_you%7Csection_asset%3Aintegrated%7Cfirst_level_url%3Aarticle%7Cvariation_group%3Avariation_a%7Cline%3A4) Leo Nelissen ![](https://seekingalpha.com/images/users_profile/043/339/876/big_pic.png?io=w36) ### [Is Corporate America Stepping In? 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You can remove the link by deleting the \$ in the comment. Publish N [Noah2013](https://seekingalpha.com/user/38082836) Jul 21, 2025, 6:19 AM Premium [Comments (47)](https://seekingalpha.com/user/38082836) \\| \+ Follow Put all 5 in a model portfolio today (July 21) and will see how they go. Reply Like j [jmaw](https://seekingalpha.com/user/1085530) Jul 18, 2025, 11:59 AM Premium [Investing Group](https://seekingalpha.com/alpha-picks#source=first_level_url%3Anews%7Csection%3Acomments%7Csection_asset%3Abadge%7Cbutton%3AInvesting%20Group) [Comments (5)](https://seekingalpha.com/user/1085530) \\| \+ Follow Steven Cress’s articles are always well thought out, rational , and well documented. Reply Like (2) ![](https://seekingalpha.com/images/users_profile/014/934/652/small_pic.png?t=72c4e15ad1) [Hudson Investments](https://seekingalpha.com/user/14934652) Jul 17, 2025, 7:51 PM Premium [Comments (24.95K)](https://seekingalpha.com/user/14934652) \\| \+ Follow Tariffs scream buy NFLX. But TACO in one way or other on Aug 1, 2025 or before. Reply Like (2) ![](https://seekingalpha.com/images/users_profile/002/671/511/small_pic.png?t=08dfe57b6e) [Phil in OKC](https://seekingalpha.com/user/2671511) Jul 17, 2025, 8:02 PM Premium [Investing Group](https://seekingalpha.com/checkout/mp_1006#source=first_level_url%3Anews%7Csection%3Acomments%7Csection_asset%3Abadge%7Cbutton%3AInvesting%20Group) [Comments (8.81K)](https://seekingalpha.com/user/2671511) \\| \+ Follow [@Hudson Investments](https://seekingalpha.com/user/14934652#source=section%3Acomment%7Csection_asset%3Acomment%7Cfirst_level_url%3Aarticle%7Ccontent_id%3A4801688%7Ccomment_id%3A100681352) The beauty of the Trump Golden Age is even those inflicted with TDS will benefit greatly financially. Reply Like (6) ![](https://seekingalpha.com/images/users_profile/014/934/652/small_pic.png?t=72c4e15ad1) [Hudson Investments](https://seekingalpha.com/user/14934652) Jul 17, 2025, 9:43 PM Premium [Comments (24.95K)](https://seekingalpha.com/user/14934652) \\| \+ Follow [@Phil in OKC](https://seekingalpha.com/user/2671511#source=section%3Acomment%7Csection_asset%3Acomment%7Cfirst_level_url%3Aarticle%7Ccontent_id%3A4801688%7Ccomment_id%3A100681752) Yes you are right. Reply Like (1) b [blaba295](https://seekingalpha.com/user/52795075) Jul 18, 2025, 11:43 AM [PRO](https://seekingalpha.com/checkout/proplus#source=first_level_url%3Anews%7Csection%3Acomments%7Csection_asset%3Abadge%7Cbutton%3APRO)[Investing Group](https://seekingalpha.com/alpha-picks#source=first_level_url%3Anews%7Csection%3Acomments%7Csection_asset%3Abadge%7Cbutton%3AInvesting%20Group) [Comments (9)](https://seekingalpha.com/user/52795075) \\| \+ Follow [@Phil in OKC](https://seekingalpha.com/user/2671511#source=section%3Acomment%7Csection_asset%3Acomment%7Cfirst_level_url%3Aarticle%7Ccontent_id%3A4801688%7Ccomment_id%3A100684817) Except for the poor and those afflicted by natural disasters and pollution, but yes we who are well off enough to own stocks have much to crow about. Reply Like (6) See More Replies k [kevinconway](https://seekingalpha.com/user/3975271) Jul 17, 2025, 9:52 AM [Investing Group](https://seekingalpha.com/checkout/mp_1026#source=first_level_url%3Anews%7Csection%3Acomments%7Csection_asset%3Abadge%7Cbutton%3AInvesting%20Group) [Comments (7.14K)](https://seekingalpha.com/user/3975271) \\| \+ Follow The new cost for U.S. consumers Anderson published a new report yesterday showing expected price increases at U.S. car dealers. Costs per vehicle due to steel and aluminum tariffs vary widely, and can be tough to separate from other tariff costs. But here are the expected price increases in the U.S., according to Anderson: US\$200 to US\$800 on U.S.-assembled cars that use “substantial” parts from Canada and Mexico. US\$500 to US\$1,500 on EV sedans, small SUVs and trucks. US\$1,500 to US\$2,200 on EVs made in the U.S. and Mexico. The increases exclude higher costs for Chinese-produced battery components and tariffs on copper. Reply Like (1) ![](https://seekingalpha.com/images/users_profile/002/671/511/small_pic.png?t=08dfe57b6e) [Phil in OKC](https://seekingalpha.com/user/2671511) Jul 17, 2025, 7:32 PM Premium [Investing Group](https://seekingalpha.com/checkout/mp_1006#source=first_level_url%3Anews%7Csection%3Acomments%7Csection_asset%3Abadge%7Cbutton%3AInvesting%20Group) [Comments (8.81K)](https://seekingalpha.com/user/2671511) \\| \+ Follow [@kevinconway](https://seekingalpha.com/user/3975271#source=section%3Acomment%7Csection_asset%3Acomment%7Cfirst_level_url%3Aarticle%7Ccontent_id%3A4801688%7Ccomment_id%3A100681209) I guess car companies will need to buy their steel and aluminum from American manufacturers, right? Reply Like (2) k [kevinconway](https://seekingalpha.com/user/3975271) Jul 17, 2025, 9:31 PM [Investing Group](https://seekingalpha.com/checkout/mp_1026#source=first_level_url%3Anews%7Csection%3Acomments%7Csection_asset%3Abadge%7Cbutton%3AInvesting%20Group) [Comments (7.14K)](https://seekingalpha.com/user/3975271) \\| \+ Follow [@Phil in OKC](https://seekingalpha.com/user/2671511#source=section%3Acomment%7Csection_asset%3Acomment%7Cfirst_level_url%3Aarticle%7Ccontent_id%3A4801688%7Ccomment_id%3A100681704) In the US, except the demand can not be met..you do not just flip a switch to up production and you need the capacity. Also certain types of steel are not made in the US. Reply Like (4) ![](https://seekingalpha.com/images/users_profile/002/671/511/small_pic.png?t=08dfe57b6e) [Phil in OKC](https://seekingalpha.com/user/2671511) Jul 17, 2025, 9:36 PM Premium [Investing Group](https://seekingalpha.com/checkout/mp_1006#source=first_level_url%3Anews%7Csection%3Acomments%7Csection_asset%3Abadge%7Cbutton%3AInvesting%20Group) [Comments (8.81K)](https://seekingalpha.com/user/2671511) \\| \+ Follow [@kevinconway](https://seekingalpha.com/user/3975271#source=section%3Acomment%7Csection_asset%3Acomment%7Cfirst_level_url%3Aarticle%7Ccontent_id%3A4801688%7Ccomment_id%3A100681726) That is why Trump is starting the process to, with the tariffs, to begin the transition from foreign sources to American Free Enterprise built factories and mills. Yes it will take time, but when it is done it will last forever. The Tariffs are designed to encourage foreign countries to make a deal with the U.S. in order to do business here. Reply Like (4) C [Chuck Becker Artist](https://seekingalpha.com/user/61369870) Jul 17, 2025, 4:57 AM Premium [Comments (56)](https://seekingalpha.com/user/61369870) \\| \+ Follow Since more and more nuclear plants are being planned, there might be an interest in additional build-out stocks beyond the current ones. When will it be time to look at uranium? Reply Like W [William Cohen](https://seekingalpha.com/user/57469347) Jul 16, 2025, 2:48 PM Premium [Investing Group](https://seekingalpha.com/checkout/mp_1026#source=first_level_url%3Anews%7Csection%3Acomments%7Csection_asset%3Abadge%7Cbutton%3AInvesting%20Group) [Comments (2.44K)](https://seekingalpha.com/user/57469347) \\| \+ Follow As a wise investor said, the time to be greedy is when everyone else is fearful, and the time to be fearful is when everyone else is greedy. Right now, everyone is EXTREMELY greedy in Big Tech and AI, and valuations are stretched. However, demand for shares of REITs and pharmaceutical companies has plummeted, and share prices are down slightly. THAT is where I would put my money now. When the AI bubble bursts, and trust me it will, there will be a massive rotation into dividend stocks. Reply Like (19) t [tfizzle](https://seekingalpha.com/user/18719) Jul 16, 2025, 4:00 PM Premium [Investing Group](https://seekingalpha.com/alpha-picks#source=first_level_url%3Anews%7Csection%3Acomments%7Csection_asset%3Abadge%7Cbutton%3AInvesting%20Group) [Comments (995)](https://seekingalpha.com/user/18719) \\| \+ Follow [@William Cohen](https://seekingalpha.com/user/57469347#source=section%3Acomment%7Csection_asset%3Acomment%7Cfirst_level_url%3Aarticle%7Ccontent_id%3A4801688%7Ccomment_id%3A100672110) I'm collecting almost 7% on PFE while I wait this out, but still have a bunch of tech in my portfolio to have it go higher. Reply Like (4) ![](https://seekingalpha.com/images/users_profile/002/671/511/small_pic.png?t=08dfe57b6e) [Phil in OKC](https://seekingalpha.com/user/2671511) Jul 16, 2025, 8:41 PM Premium [Investing Group](https://seekingalpha.com/checkout/mp_1006#source=first_level_url%3Anews%7Csection%3Acomments%7Csection_asset%3Abadge%7Cbutton%3AInvesting%20Group) [Comments (8.81K)](https://seekingalpha.com/user/2671511) \\| \+ Follow [@William Cohen](https://seekingalpha.com/user/57469347#source=section%3Acomment%7Csection_asset%3Acomment%7Cfirst_level_url%3Aarticle%7Ccontent_id%3A4801688%7Ccomment_id%3A100673938) Would you consider Sirius as big tech? Reply Like h [howrad](https://seekingalpha.com/user/862712) Jul 16, 2025, 10:07 PM Premium [Comments (169)](https://seekingalpha.com/user/862712) \\| \+ Follow [@Phil in OKC](https://seekingalpha.com/user/2671511#source=section%3Acomment%7Csection_asset%3Acomment%7Cfirst_level_url%3Aarticle%7Ccontent_id%3A4801688%7Ccomment_id%3A100674313) I had Sirius/xm in my vehicles up to last year when my subscription expired. I now stream music, podcasts, channels (cnbc, Bloomberg) through my smart phone, Bluetooth through my vehicles audio systems. No need for xm radio. I am sure I am not alone. Hard pass Reply Like (7) See More Replies s [saddazi](https://seekingalpha.com/user/58718045) Jul 16, 2025, 2:36 PM Premium [Investing Group](https://seekingalpha.com/alpha-picks#source=first_level_url%3Anews%7Csection%3Acomments%7Csection_asset%3Abadge%7Cbutton%3AInvesting%20Group) [Comments (604)](https://seekingalpha.com/user/58718045) \\| \+ Follow Own STRL for a long time, very profitable trade. Not a fan of BAC, prefer JPM. Reply Like (3) k [kben55](https://seekingalpha.com/user/47877792) Jul 16, 2025, 2:11 PM Premium [Comments (1)](https://seekingalpha.com/user/47877792) \\| \+ Follow Cress’s guidance serves an incredible value for me in my managing and making decisions on our portfolio with our goals for retirement. Reply Like (4) r [reasonableperson1](https://seekingalpha.com/user/48870535) Jul 16, 2025, 2:08 PM Premium [Comments (552)](https://seekingalpha.com/user/48870535) \\| \+ Follow "If employment continues to deteriorate". There is no if. AI is in the process of wiping out millions, probably tens of millions jobs. Rapidly rising unemployment is a given. Almost everyone agrees. Nobody knows what's going to happen to all those folks other then they won't have a job that pays anything like what they were making, if they have one at all. Reply Like (6) s [saddazi](https://seekingalpha.com/user/58718045) Jul 16, 2025, 2:38 PM Premium [Investing Group](https://seekingalpha.com/alpha-picks#source=first_level_url%3Anews%7Csection%3Acomments%7Csection_asset%3Abadge%7Cbutton%3AInvesting%20Group) [Comments (604)](https://seekingalpha.com/user/58718045) \\| \+ Follow [@reasonableperson1](https://seekingalpha.com/user/48870535#source=section%3Acomment%7Csection_asset%3Acomment%7Cfirst_level_url%3Aarticle%7Ccontent_id%3A4801688%7Ccomment_id%3A100671398) Still need farm pickers, burger flippers, baggage handlers. Reply Like (4) ![](https://seekingalpha.com/images/users_profile/054/596/175/small_pic.png?t=845e60d74d) [scruffy henry](https://seekingalpha.com/user/54596175) Jul 16, 2025, 7:16 PM Premium [Investing Group](https://seekingalpha.com/checkout/mp_1026#source=first_level_url%3Anews%7Csection%3Acomments%7Csection_asset%3Abadge%7Cbutton%3AInvesting%20Group) [Comments (2.1K)](https://seekingalpha.com/user/54596175) \\| \+ Follow [@saddazi](https://seekingalpha.com/user/58718045#source=section%3Acomment%7Csection_asset%3Acomment%7Cfirst_level_url%3Aarticle%7Ccontent_id%3A4801688%7Ccomment_id%3A100673510) ROBOTS are coming. Reply Like (1) ![](https://seekingalpha.com/images/users_profile/048/427/097/small_pic.png?t=8b3d18772e) [Subtle](https://seekingalpha.com/user/48427097) Jul 16, 2025, 1:57 PM Premium [Comments (1.99K)](https://seekingalpha.com/user/48427097) \\| \+ Follow The thing with the tariffs is that nobody knows where they’re going to land. Base on term 1 there’s a lot of posturing and the end result ends up being a lot less ominous. A lot of bark but little bite. So I wouldn’t change my investment strategy as if the tariffs dominate the stock market. Thank you for the suggestions though. These companies are worth a look regardless. Reply Like (3) L [Les Goldford](https://seekingalpha.com/user/58882621) Jul 16, 2025, 2:33 PM Premium [Comments (909)](https://seekingalpha.com/user/58882621) \\| \+ Follow [@Subtle](https://seekingalpha.com/user/48427097#source=section%3Acomment%7Csection_asset%3Acomment%7Cfirst_level_url%3Aarticle%7Ccontent_id%3A4801688%7Ccomment_id%3A100671329) Probably around 10%. What I don’t like is all the chaos Trump creates. He has ZERO legal authority for tariffs as they are a tax-notwithstanding his lies . Trade deficits ARE NOT a national emergency. He has usurped congressional authority. But the GOP is spineless and lets him get away with it. Reply Like (11) ![](https://seekingalpha.com/images/users_profile/048/427/097/small_pic.png?t=8b3d18772e) [Subtle](https://seekingalpha.com/user/48427097) Jul 16, 2025, 2:47 PM Premium [Comments (1.99K)](https://seekingalpha.com/user/48427097) \\| \+ Follow [@Les Goldford](https://seekingalpha.com/user/58882621#source=section%3Acomment%7Csection_asset%3Acomment%7Cfirst_level_url%3Aarticle%7Ccontent_id%3A4801688%7Ccomment_id%3A100671490) Zero authority? You’re talking about the president of USA. He’s got all the authority he needs to impose tariffs. I believe that there’s a method to the madness and everything will turn out ok. Introducing all this TDS doesn’t help the conversation or sound investment judgment. Reply Like (12) L [Les Goldford](https://seekingalpha.com/user/58882621) Jul 16, 2025, 2:53 PM Premium [Comments (909)](https://seekingalpha.com/user/58882621) \\| \+ Follow [@Subtle](https://seekingalpha.com/user/48427097#source=section%3Acomment%7Csection_asset%3Acomment%7Cfirst_level_url%3Aarticle%7Ccontent_id%3A4801688%7Ccomment_id%3A100671551) Article 1 , Section 8 clearly delineates taxation as a CONGRESSIONAL power. He usurped this by declaring an “emergency “. Trade deficits ARE NOT an emergency . I don’t have TDS . He has done a lot of good -but he’s dead wrong here. And if the GOP had a spine -it would be the 25th amendment or impeachment . Notwithstanding your opinions , POTUS must follow the constitution. In this case , he has not . Reply Like (9) See More Replies Add A Comment Disagree with this article? [Submit your own](https://about.seekingalpha.com/become-an-analyst). To report a factual error in this article, click here . 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Readable Markdown	![Container tariffs word on Flag of the United States of America background. Tariff US trade war with Canada and Mexico.](https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2205487321/image_2205487321.jpg?io=getty-c-w750) ## More Tariffs, More Problems? Tit-for-tat tariffs are back in the spotlight after Trump [announced](https://seekingalpha.com/news/4465540-trump-says-higher-tariffs-set-to-kick-in-on-aug-1#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link) an end to the 90-day pause on tariffs, which are scheduled to kick in on Aug. 1. As investors look for stability amid persistently elevated inflation and geopolitical uncertainty, I’m bullish on five Quant Strong-Buy stocks that could benefit from the [passage](https://www.whitehouse.gov/articles/2025/07/president-trumps-one-big-beautiful-bill-a-win-for-workers-farmers-and-americas-future/#:~:text=%E2%80%9CThe%20One%20Big%20Beautiful%20Bill,charge%20of%20the%20frozen%20frontier. "https://www.whitehouse.gov/articles/2025/07/president-trumps-one-big-beautiful-bill-a-win-for-workers-farmers-and-americas-future/#:~:text=%E2%80%9CThe%20One%20Big%20Beautiful%20Bill,charge%20of%20the%20frozen%20frontier.") of Trump’s One Big Beautiful Bill. ## Stock Markets: Inflation and More Tariffs Stock markets have been mixed, with the Nasdaq 100 and S\&P 500 notching new record closes on Thursday, July 10, before ending the week in the red. Leading up to this week, President Trump advised he would impose 35% tariffs on Canadian goods and a 30% tariff on imports from the European Union and Mexico, which prompted an S\&P 500 and Nasdaq decline on Monday as the Dow Jones gained 0.1%. ![June CPI Monthly Changes](https://static.seekingalpha.com/uploads/2025/7/15/saupload_3572187173b818f286d08bcce1d0d134.png?io=w640) June CPI Monthly Changes (NY Times, BLS, Karl Russell) As investors digest renewed trade tensions, inflation showed signs of acceleration in June, yet rose less than anticipated for a fifth consecutive month. Declines in auto prices helped mitigate some of the tariff-related increases. ![Underlying June CPI Impacts](https://static.seekingalpha.com/uploads/2025/7/15/saupload_d4dd22a05f9804f58eefacf6dd50ff6f.png?io=w640) Underlying June CPI Impacts (Bloomberg, BLS) June CPI increased 2.7% year-over-year, with core inflation, which removes food and energy prices, growing 2.9% Y/Y. Some products with the [greatest exposure to tariffs](https://www.nytimes.com/2025/07/15/business/cpi-report-inflation-june.html "https://www.nytimes.com/2025/07/15/business/cpi-report-inflation-june.html"), like household goods that include furnishings, appliances, and apparel, increased from last month. The S\&P 500 briefly topped 6,300 points during this week – a busy week of [bank earnings](https://seekingalpha.com/earnings/earnings-calendar#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link), as traders assess the inflation data. At the same time, the path forward is marred with uncertainty as a major unknown remains: Who will bear the brunt of tariffs? - Will tariffs be passed onto the consumer? If so, consumer spending is likely to slow even further, which would likely result in the highest probability of recession, given that consumers make up two-thirds of the US economy. - Will companies absorb tariffs? If so, they could erode profit margins, which could result in fewer capital expenditures, still a potential drag on the economy. - Will other nations feel the brunt? Other factors to consider are the much-talked-about potential ousting of Fed Chair Jay Powell. While the administration has [threatened to replace](https://seekingalpha.com/news/4467967-trump-seeking-to-fire-federal-reserve-chair-powell---report#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link) Powell, another understated risk is Powell stepping down. Whether he’s fired or steps down, the loss of Powell and not knowing his replacement could create more uncertainty in the market, a potential collapse of the currency and bond market, spikes in inflation, and an overall equities sell-off. In a [statement](https://seekingalpha.com/news/4466971-powells-ouster-one-of-the-largest-underpriced-event-risks-over-the-coming-months#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link), Deutsche Bank's head of FX research, George Saravelos, noted: > "It is hard to quantify the impact on FX and rates, but on the first 24 hours of an announcement of a Powell removal we would expect a drop in the trade-weighted dollar of at least 3%-4% accompanied by a 30-40bps sell-off in U.S. fixed income led by the back-end… In sum, we consider the removal of Chair Powell as one of the largest underpriced event risks over the coming months." Separately, if employment continues to deteriorate and inflation rises, we may see another bad scenario – [stagflation](https://seekingalpha.com/article/4796118-the-stagflation-economy#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link) – rising unemployment and inflation, and slow economic growth. Stagflation is troublesome because the Fed’s traditional tools and strategies would conflict (the Fed typically lowers rates, which could accelerate growth but also apply more upward pricing pressure on inflation). The Fed is not expected to start easing until December. While economists have [lowered](https://www.wsj.com/economy/economists-see-lower-recession-risk-and-stronger-job-growth-wsj-survey-10d6e476?gaa_at=eafs&gaa_n=ASWzDAjM-ihMyG_2WEp8R6inZQ4uYLEMQAKrYofuqMRbOKmyvBazi5MYwKDetfVKOoM%3D&gaa_ts=6875193f&gaa_sig=4lyTgk2rqnM1wpS1ES--EEwmHev6I9cJD6jc9dOGamURLfe26HNxipXCmLN_baFWMl0Sp5b6uDY231rb3zjW9g%3D%3D "https://www.wsj.com/economy/economists-see-lower-recession-risk-and-stronger-job-growth-wsj-survey-10d6e476?gaa_at=eafs&gaa_n=ASWzDAjM-ihMyG_2WEp8R6inZQ4uYLEMQAKrYofuqMRbOKmyvBazi5MYwKDetfVKOoM%3D&gaa_ts=6875193f&gaa_sig=4lyTgk2rqnM1wpS1ES--EEwmHev6I9cJD6jc9dOGamURLfe26HNxipXCmLN_baFWMl0Sp5b6uDY231rb3zjW9g%3D%3D") the recession risk on strong jobs growth and [JPMorgan](https://www.jpmorgan.com/insights/global-research/economy/recession-probability "https://www.jpmorgan.com/insights/global-research/economy/recession-probability") decreased its recession odds from 60% to 40% – the odds remain. As things currently stand, market swings indicate that emotions are high. As showcased in the [fear and greed index](https://seekingalpha.com/article/4453044-fear-and-greed-index#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link), investors are opportunistic. ![CNN Fear & Greed Index](https://static.seekingalpha.com/uploads/2025/7/15/saupload_e0744477630d49afcc0d212bbce13925.png?io=w640) CNN Fear & Greed Index (CNN Fear & Greed Index) Seeking Alpha’s [Quant Rating system](https://seekingalpha.com/article/4263303-quant-ratings-and-factor-grades-faq#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link) removes emotion from the investment process to help avoid knee-jerk reactions. This article offers stocks that could benefit from policy changes impacted by tariffs and [Trump’s recent tax bill](https://seekingalpha.com/article/4798971-ignite-your-big-beautiful-portfolio-best-stocks-to-buy-before-4th-of-july#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link). While asset rotations can be head fakes, fundamentally strong stocks can offer investors opportunities to prepare for market swings, which is why I have selected five diversified "Strong Buy"-rated stocks to consider for a portfolio. ### 1\. Sterling Infrastructure, Inc. ([STRL](https://seekingalpha.com/symbol/STRL#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link)) - Market Capitalization: \$7.25B - Quant Rating: Strong Buy - Quant Sector Ranking (as of 7/16/25): 22 out of 615 - Quant Industry Ranking (as of 7/16/25): 6 out of 36 Sterling Infrastructure has demonstrated exceptional growth and bullish momentum, highlighted by a one-year price performance of +84% compared to the sector median of 3%. A [top industrial](https://seekingalpha.com/screeners/96793112-Top-Industrial-Stocks#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link) that may capitalize on Trump’s "[Made in America](https://seekingalpha.com/article/4798971-ignite-your-big-beautiful-portfolio-best-stocks-to-buy-before-4th-of-july#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link)" agenda, Texas-based e-infrastructure, transportation, and building solutions STRL has benefited from data center demand throughout the United States. Demand for data centers drove STRL’s Q1 2025 backlog of \$2.1B, a 17% YoY increase on a pro forma basis. Additionally, \$1.2B in E-Infrastructure backlog was up 27% in Q1 and continues to drive revenue growth with substantial margins despite market volatility. ![STRL Stock Q12025 Financial Successes](https://static.seekingalpha.com/uploads/2025/7/15/saupload_7ad44cb76fb1f937533c9419f256c824.png?io=w640) STRL Stock Q12025 Financial Successes (STRL Q1 2025 Investor Presentation) Amid expansion and its recent [acquisition](https://seekingalpha.com/news/4458825-sterling-to-acquire-cec-facilities-group#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link) of CEC Facilities Group to enhance earnings and scale, STRL appointed a [new CFO](https://seekingalpha.com/news/4457628-sterling-infrastructure-announces-cfo-appointment#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link). Sterling has demonstrated incredible revenue growth, as highlighted by the Q1 2025 results above. STRL has consecutively beaten EPS and showcases strong forward EPS long-term growth (3-5Y CAGR) OF 20.50% vs. the sector’s 11.37%. The company offers solid financials that include over \$523M in cash and as demonstrated by its [Profitability Grade](https://seekingalpha.com/symbol/STRL/profitability#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link). Return on Total Capital (TTM) of 16%, vs. 7% for the sector, and 13% Return on Total Assets (TTM) highlight some of its areas of strength. Despite its bullish momentum, STRL trades in line with the sector as highlighted by a [D+ valuation grade](https://seekingalpha.com/symbol/STRL/valuation/metrics#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link). However, STRL’s trailing PEG GAAP of 0.35x vs. 1.25 indicates some discount for this stock, which could offer excellent growth potential. ### 2\. Primoris Services Corporation ([PRIM](https://seekingalpha.com/symbol/PRIM#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link)) - Market Capitalization: \$4.65B - Quant Rating: Strong Buy - Quant Sector Ranking (as of 7/16/25): 28 out of 615 - Quant Industry Ranking (as of 7/16/25): 8 out of 36 Another top industrial that could benefit from "Made in America" policies is Primoris Services Corporation. PRIM delivers crucial infrastructure services to utility and energy markets and is also headquartered in Texas, and has rallied 60%-plus in the last year. Driven by record energy segment revenue from renewables and above-expected Q1 2025 revenue and margin improvements from its utilities segment, PRIM has demonstrated strong growth and profitability. As highlighted by consecutive top and bottom-line increases, PRIM’s Q1 2025 EPS of \$0.98 beat by \$0.32 and revenue of \$1.65B increased by nearly 17% Y/Y. PRIM Stock Revisions and EPS Surprise Estimates [![PRIM Stock Revisions & EPS Surprise Estimates](https://static.seekingalpha.com/uploads/2025/7/16/saupload_8d831514c7d311ae770ae881d3e9cdf1.png?io=w640)](https://static.seekingalpha.com/uploads/2025/7/16/saupload_8d831514c7d311ae770ae881d3e9cdf1.png) PRIM Stock Revisions & EPS Surprise Estimates (Seeking Alpha) Demonstrating shareholder value, PRIM has consecutively paid a dividend for 16 years and recently declared a \$0.08 per share [dividend](https://seekingalpha.com/news/4441626-primoris-services-declares-0_08-dividend#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link), supported by a robust \$11.4B backlog, which highlights its financial health. Primoris' strategic investments position it well to capitalize on the growing demand for infrastructure services. Eight Wall Street analysts have revised estimates up in the last 90 days, with zero downward revisions. And despite its bullish momentum, Primoris continues to trade in line with the sector. Its [C+ valuation grade](https://seekingalpha.com/symbol/PRIM/valuation/metrics#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link) is supported by a trailing PEG GAAP of 0.55x vs. 1.26, indicating a 56% discount for this stock, which could offer excellent growth potential, similar to my next stock selection. ### 3\. Great Lakes Dredge & Dock Corporation ([GLDD](https://seekingalpha.com/symbol/GLDD#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link)) - Market Capitalization: \$741.76M - Quant Rating: Strong Buy - Quant Sector Ranking (as of 7/16/25): 45 out of 615 - Quant Industry Ranking (as of 7/16/25): 11 out of 36 Houston, Texas-headquartered GLDD is a leading provider of dredging services in the US. Offering projects to improve and protect coastline infrastructure, GLDD presents an attractive investment opportunity highlighted by strong financial results, including \$242.9M in Q1 2025 revenues and \$60.1M in adjusted EBITDA. LNG export trends and federal funding bolster the company's strong revenues. The company’s expansion into offshore energy markets provides versatility and growth, as highlighted by its 23% one-year price performance +28% revenue growth Y/Y, and 32% forward EBITDA growth. ![GLDD Stock Growth Grade](https://static.seekingalpha.com/uploads/2025/7/15/saupload_8f98a955b4d3d2911e1e15e8b0b0f60d.png?io=w640) GLDD Stock Growth Grade (Seeking Alpha) Although the company’s profitability can use some improvement, particularly in terms of levered FCF margin and cash per share, GLDD’s strong project performance, net income margin, and return on total assets continue to surpass its sector median peers. With bullish momentum and severely discounted valuation, highlighted by a forward PEG ratio that’s nearly 50% undervalued, this stock trades at a near-steal\! ### 4\. Bank of America Corporation ([BAC](https://seekingalpha.com/symbol/BAC#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link)) - Market Capitalization: \$347.60B - Quant Rating: Strong Buy - Quant Sector Ranking (as of 7/16/25): 67 out of 689 - Quant Industry Ranking (as of 7/16/25): 14 out of 66 This week, Financials kicked off [earnings](https://seekingalpha.com/news/4466837-earnings-week-ahead-jpm-bac-gs-ms-c-jnj-tsm-abt-pep-mmm-slb-ual-nflx-and-more#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link), with many [benefiting from capital markets](https://seekingalpha.com/news/4466872-q2-bank-earnings-seen-benefiting-from-capital-markets-volatile-trading#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link). While BAC missed [Q2 2025](https://seekingalpha.com/news/4467782-bank-of-america-gaap-eps-of-0_89-beats-by-0_03-revenue-of-26_46b-misses-by-270m#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link) revenue by \$270M, its GAAP EPS of \$0.89 beat by \$0.03, benefiting from four consecutive quarters of net interest income growth, year-over-year loan growth, and resilient consumer spending. Commercial borrower utilization rates also experienced an increase. Bank of America, a diversified bank offering global financial products and services, has a tremendous cash balance and strong profitability. It has also shown resilience with strong capital returns for its robust balance sheet. Demonstrating shareholder value, the company plans to [increase its dividend](https://seekingalpha.com/news/4464474-bank-of-america-plans-to-lift-dividend-by-8-after-passing-fed-stress-test#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link) by 8% to \$0.28 per share in Q3 2025 after passing the Federal Reserve’s stress test. BAC currently offers a modest 2.25% forward dividend yield and has 30 years of consecutive dividend payments and 11 years of consecutive dividend growth – appealing for investors looking for income amid high inflation and market volatility. ![BAC Stock Dividend Scorecard](https://static.seekingalpha.com/uploads/2025/7/16/saupload_ce784018d4216afb28d1e4484de7b3cc.png?io=w640) BAC Stock Dividend Scorecard (Seeking Alpha) BAC’s diversified business model, customer loyalty, and brand have aided its [profitability metrics](https://seekingalpha.com/symbol/BAC/profitability#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link). With a net income margin of 29% and sector median of 22%, BAC demonstrates efficient sales conversion into profits. Although the company trades at a premium according to its ‘D’ Valuation Grade, which is impacted by a trailing Price/Cash Flow of 77.35 versus the sector’s 9.82, its forward PEG Non-GAAP of 1.04x is a 17% discount. Consider BAC as a potential option for a portfolio, along with my final stock, benefiting from investment in [Aerospace and Defense](https://seekingalpha.com/screeners/9409af15b7-Top-Aerospace-and-Defense-Stocks#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link). ### 5\. ATI Inc. ([ATI](https://seekingalpha.com/symbol/ATI#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link)) - Market Capitalization: \$12.68B - Quant Rating: Strong Buy - Quant Sector Ranking (as of 7/16/25): 17out of 615 - Quant Industry Ranking (as of 7/16/25): 3 out of 59 ATI has seen incredible momentum, capitalizing on demand for aerospace and defense amid geopolitical tensions and US strikes near nuclear sites in Iran. Despite a KeyBanc [downgrade](https://seekingalpha.com/news/4450464-ati-downgraded-at-keybanc-after-rapid-rise-in-stock-price#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link) in May, the global specialty materials and components producer signed a multi-year deal to supply Airbus with titanium plates. > "Our investments in titanium capacity give us the ability to respond to our customer's increased need for high purity melt and exceptional titanium products as they grow their production," [said](https://seekingalpha.com/news/4452902-ati-signs-multi-year-agreement-with-airbus-for-titanium-plate-sheet-and-billet#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link) ATI President and CEO Kimberly A. Fields. Since the May 28 deal, ATI has rallied +10%. ATI has consecutively topped earnings and revenue, with the latest Q1 2025 EPS of \$0.72 beating by \$0.13 and revenue of \$1.14B increasing by nearly 10% Y/Y, driven by its commercial jet engine segment, 37% of total Q1 revenue. This figure increased 35% Y/Y, and with continued strategic investment, ATI hopes to extend its competitive advantages. ![ATI Stock Q1 2025 Financial Highlights](https://static.seekingalpha.com/uploads/2025/7/15/saupload_82822ff2b286c05e9b84001772d0d371.png?io=w640) ATI Stock Q1 2025 Financial Highlights ( ATI Stock Q1 2025 investor presentation) ATI is expected to see double-digit earnings growth over the next four years, driven by the strong demand environment in the aerospace and defense end market and elevated backlog. ATI trades in line with the sector, as highlighted by a [D+ Valuation Grade](https://seekingalpha.com/symbol/ATI/valuation/metrics#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link), but offers a 35% discount to the sector median, as reflected by a forward PEG ratio of 1.20x. When seeking securities that will stand the test of time, consider stocks with capital appreciation potential and strong fundamentals. ## Conclusion STRL, PRIM, GLDD, BAC, and ATI have been positive over the last year despite market volatility and possess excellent outlooks. While some catalysts can cause a downturn, economists have lowered expectations of recession from the fallout of tariffs. Being on alert for market indicators that display warning signals is crucial, and with the appropriate investments, preparation, and strategy, you may be able to reduce risks associated with monetary policy changes, trade war escalation, or potential downturn. The five US stocks featured here offer strong fundamentals, attractive valuations, and portfolio diversification, and solid earnings, and may benefit from the Buy American agenda. For more compelling investment ideas, our [new PRO Quant Portfolio](https://seekingalpha.com/pro-quant-portfolio/about#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link) offers a curated selection of up to 30 Strong Buy stocks designed to help you uncover high-conviction opportunities and confidently track their performance. The list is rebalanced weekly and spans various geographies and market capitalizations, making it ideal for active investors who value long-term capital appreciation. Alternatively, if you're looking for a select number of Quant Strong Buy recommendations every month, you might want to explore [Alpha Picks](https://seekingalpha.com/alpha-picks/subscribe?hasComeFromMpArticle=true&source=content_type%253Areact%257Csection%253Amain_content%257Cbutton%253Abody_link#hasComeFromMpArticle=true#source=section%3Amain_content%7Cbutton%3Abody_link).
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