Briggs & Stratton (BGG) ? Sherwin-Williams (SHW) ? Stanley Black & Decker (SWK) ? All three blew the numbers away. All three are classic Home Depot (HD) /Lowe's (LOW) plays.
Perhaps they are the best way to play the French elections.
Let me explain.
I think if we come in and the panic button has been hit all big cap stocks will go down.
Both Home Depot and Lowe's are uniquely North American. They have nothing to do with France.
Both have been doing very well.
We are on the verge of planting season where the numbers could be excellent for the outdoor garden business. They make fortunes in a couple of weeks' time.
But the worry had been "how is the consumer doing? How is the small business person doing?" Ever since the morass of the failure to repeal and replace there's been a pall cast over the consumer.
But, if we know the consumer is still painting her house...
If we know the small business person is still buying tools right alongside the do it yourselfer...
If we know that Briggs & Stratton gasoline engines are selling well...
Then we have a huge number of aisles covered away from gardening.
So here's what I would do.
I would buy some of these now and then if the "wrong" candidates win, I would buy the rest on Monday morning.
Best strategy I can think of to make money right now.
