With slower economic growth ahead, Village Super Market may provide a haven to investors looking for companies that have defensive business models and enviable dividend yields.
The more the market knows about the weaknesses cited by Home Depot, the more cushion Lowe's has ahead of earnings.
HD isn't likely to be a casualty of the trade war.
Investors on the hunt for safe-haven stocks need to be wary of dividend yields that look too good to be true.
The elites may not realize it but President Trump is trying to develop a coalition of the willing to stand up to China.
It might not be a bad idea to move toward some conservative names such as PG, MDLZ and PEP.
We have to stipulate what makes a market really tick these days in a world where we are ruled by tariffs and trade with a Fed sideshow.
Given how much Trump loves this fight, and how he will not back down, the companies that move out of China will get a higher multiple than those that don't.
China is almost out of ammo in the trade war. To us, that might look like we are close to a solution. Don't bet on it.
Trade data out of China should have signaled that they must come to the table, but instead we are fed invincibility.