May 9, 2016

Ford, Citi Better With Trump; GE, Apple Clinton: Evercore ISI

Hillary Clinton would be "tougher on competition policy" while Donald Trump, would be better for M&A, write Evercore ISI strategists Krishna Guha, Terry Haines and Ernie Tedeschi in note. Trump "stock basket": Ford, Coca-Cola, Altria, ExxonMobil, Schlumberger, NRG, Citi, Pfizer, Gilead, DeVry, CCA,Verizon Clinton "stock basket": GE, Deere, Monsanto, Nike, Tesla, HCA, CHS, NextEra, D.R. Horton, Alphabet, Apple, Netflix Autos, airlines,fossil fuel producers benefit under Trump "relative to gr

Source: Bloomberg Politics