Five Stocks That Will Benefit If Donald Trump Wins Presidency

#3 Northrop Grumman Corporation (NYSE:NOC)

– Number of Hedge Fund Holders (as of June 30): 44
– Total Value of Hedge Fund Holdings (as of June 30): $2.42 billion
– Hedge Fund Holdings as Percent of Float (as of June 30): 6.00%

As another defense stock, Northrop Grumman Corporation (NYSE:NOC) would probably benefit more from a Trump Presidency than a Clinton Presidency. If the government spends more on the military, Northrop Grumman’s earnings might grow faster and its capital returns could be higher. The smart money was more optimistic on Northrop in the second quarter. According to our data, the number of funds with holdings in Northrop Grumman Corporation (NYSE:NOC) rose by two quarter-over-quarter to 44 at the end of June. Shares of the company have done well this year, rising 16.4% year-to-date.

#2 Continental Resources, Inc. (NYSE:CLR)

– Number of Hedge Fund Holders (as of June 30): 44
– Total Value of Hedge Fund Holdings (as of June 30): $713.4 million
– Hedge Fund Holdings as Percent of Float (as of June 30): 4.20%

Many believe a substantial number of anti-fracking regulations will be rolled back under a Trump Presidency. In addition, many believe the United States will ask the rich Arab states to do more in terms of paying for various activities in the Middle East under Trump. If that is the case, Saudi Arabia and others would not be able to keep the price of oil down as much to hurt U.S. frackers. If oil prices rise and fracking regulations are rolled back, leading fracker Continental Resources, Inc. (NYSE:CLR) would likely do well. A total of 44 funds out of the around 749 Insider Monkey tracks held $713.4 million worth of Continental Resources, Inc. (NYSE:CLR)’s stock, which accounted for 4.20% of the float on June 30, versus 50 funds and $754.21 million, respectively, on March 31.

#1 Halliburton Company (NYSE:HAL)

– Number of Hedge Fund Holders (as of June 30): 62
– Total Value of Hedge Fund Holdings (as of June 30): $2.27 billion
– Hedge Fund Holdings as Percent of Float (as of June 30): 5.80%

As is the case for Continental Resources, oil service giant Halliburton Company (NYSE:HAL) would likely do better under a Trump Presidency than a Clinton one. Not only would shale fracking activity increase due to the roll-back in regulations, but also crude prices might rise because of Trump’s America-first policy. If the United States no longer tries to be the policeman of the world, more conflicts might arise, and those conflicts could lead to higher and healthier prices for crude. At the end of June, 62 investors tracked by us had a bullish position in Halliburton Company (NYSE:HAL) at the end of June, up by eight funds from the previous quarter.

Disclosure: None