Bottom Line Inc and Vahan Janjigian discuss the upcoming election and stocks that may be affected by the different candidates with two of his friends, John Linehan and Sam Stovall

1. How to Profit from
the Upcoming Election

2. • Chief Investment Officer, Greenwich Wealth
Management
• #1 Stock Picker from 2003-2012, according to
Hulbert Financial Digest
• PhD in Finance, Chartered Financial Analyst
Vahan Janjigian, Editor of Bottom Line’s Money Masters Stock Report

3. • Managing Director, U.S. Equity Strategy of S&P
Global Market Intelligence
• Chairman of the S&P Investment Policy Committee
• Author of The Seven Rules of Wall Street and The
Standard & Poor’s Guide to Sector Investing
Sam Stovall, Managing Director, Standard and Poor’s

4. • Vice president, T. Rowe Price
• Portfolio manager of the $22 billion T. Rowe Price
Equity Income fund
• Special expertise in dividend stocks and energy
markets
John D. Linehan, CFA, Vice President, T. Rowe Price

5. The Economy

6. Under which president, Hillary Clinton or Donald
Trump, do you think the economy and the stock
market would do better—and why?

7. Under which president, Hillary Clinton or Donald Trump, do you think
the economy and the stock market would do better—and why?
Sam Stovall:
• Better under Clinton
• Less hostile position toward trading partners, particularly China and
Mexico
• Focus more on growth than protectionism
• Less uncertainty than Trump
• Concern: More Congressional gridlock if Clinton elected

8. Under which president, Hillary Clinton or Donald Trump, do you think
the economy and the stock market would do better—and why?
Vahan Janjigian:
• Safe choice is Clinton; “The devil we know”
• Taxes raised on investment class
• Taxes cut on middle class
• Not well but less uncertain than Trump
• Trump will bring radical changes
• Trump likely to lower tax rates, causing a temporary rally

9. Under which president, Hillary Clinton or Donald Trump, do you think
the economy and the stock market would do better—and why?
John Linehan:
• Clinton
• Same as last 8 years under Obama
• Will Trump change, become presidential?
• Possible Senate gridlock under Clinton, easier change for Trump
• Clinton likely more pro market than Obama
• More accommodating regulative stance

10. Industries

11. Which specific industries do you think would do especially
well/suffer with Clinton as president?

12. Which specific industries do you think would do especially well/suffer
with Clinton as president?
Sam Stovall:
Do well under Clinton
• Managed Care (HMOs)
Suffer under Clinton:
• Restaurants

13. Which specific industries do you think would do especially well/suffer
with Clinton as president?
John Linehan:
Do well under Clinton
• Infrastructure
• Environmental Services
Suffer under Clinton:
• Biotech
• Pharmaceutical
• Managed Care

14. Which specific industries do you think would do especially well/suffer
with Clinton as president?
Vahan Janjigian:
Do well under Clinton
• HMOs
• Infrastructure
• Consumer Staples
• Alternative/clean energy
• Defense
Suffer under Clinton:
• Financial Companies
• Traditional Energy/Fossil Fuels

15. Which specific industries do you think would
do especially well with Trump as president?

16. Which specific industries do you think would do especially well with
Trump as president?
Sam Stovall:
• Traditional Energy/Fossil Fuels
• Aerospace/Defense
• Companies with domestic revenue

17. Which specific industries do you think would do especially well with
Trump as president?
Vahan Janjigian:
• Traditional Energy/Coal/Oil
• Restaurants
• Biotech/Pharmaceutical
• Infrastructure

18. Which specific industries do you think would do especially well with
Trump as president?
John Linehan:
• Banking
• Oil Infrastructure
• Utilities
• Chemical

19. Which specific industries do you think would
suffer with Trump as president?

20. Which specific industries do you think would
suffer with Trump as president?
John Linehan:
• Multinational industrial conglomerates
• Air Freight

21. Which specific industries do you think would
suffer with Trump as president?
Vahan Janjigian:
• Aerospace/Defense
• Agriculture
• Companies that import foreign commodities
• Hospital Management

22. Which specific industries do you think would
suffer with Trump as president?
Sam Stovall:
• Hospital Management

23. Stocks

24. What are stocks you think would do especially
well with Clinton as president?

25. What are stocks you think would do especially well with Clinton as
president?
Vahan Janjigian:
• Boeing (BA)
• Wal-Mart (WMT)
• Caterpillar (CAT)

26. What are stocks you think would do especially well with Clinton as
president?
John Linehan:
• Vulcan Materials (VMC)

27. What are stocks you think would do especially well with Clinton as
president?
Sam Stovall:
• Aetna (AET)
• FedEx (FDX)
• Korn/Ferry Int’l (KFY)

28. What are stocks you think would
suffer with Clinton as president?

29. What are stocks you think would suffer with Clinton as president?
Sam Stovall:
• Lockheed Martin (LMT)
• GlaxoSmithKline (GSK)
• Panera Bread Co. (PNRA)

30. What are stocks you think would suffer with Clinton as president?
John Linehan:
• Eli Lilly (LLY)
• Merck (MRK)

31. What are stocks you think would suffer with Clinton as president?
Vahan Janjigian:
• Incyte Corp. (INCY)
• McDonald’s (MCD)
• Exxon Mobile (XOM)

32. What are stocks you think would do especially
well with Trump as president?

33. What are stocks you think would do especially well with Trump as
president?
Vahan Janjigian:
• Consol Energy (CNX)
• Boston Scientific (BSX)
• Buffalo Wild Wings (BWLD)

34. What are stocks you think would do especially well with Trump as
president?
John Linehan:
• Morgan Stanley (MS)
• Citigroup (C)
• TransCanada (TRP)

35. What are stocks you think would do especially well with Trump as
president?
Sam Stovall:
• Consol Energy (CNX)
• Triumph Group (TGI)
• Johnson Controls (JCI)

36. What are stocks you think would
suffer with Trump as president?

37. What are stocks you think would suffer with Trump as president?
Sam Stovall:
• Universal Health Services (UHS)
• Advance Auto Parts (AAP)
• Nabors Industries (NBR)

38. What are stocks you think would suffer with Trump as president?
John Linehan:
• Boeing (BA)
• General Electric (GE)
• United Parcel Service (UPS)
• Kansas City Southern (KSU)

39. What are stocks you think would suffer with Trump as president?
Vahan Janjigian:
• Apple (AAPL)
• Whirlpool (WHR)
• HCA Holdings (HCA)

40. How to Profit from
the Upcoming Election
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