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15 handpicked stocks

U.S. Protectionism: American Advantage

This carefully selected group of stocks represents companies set to benefit from the new 35% tariff on Canadian imports. Our professional analysts have identified these U.S. businesses as being uniquely positioned to capture greater market share and increase their pricing power as foreign competition becomes more expensive.

Author avatar

Han Tan | Market Analyst

Published on July 14

Your Basket's Financial Footprint

Interpretation of the basket market capitalisation and investor takeaways, following FCA guidance and developer instructions.

Key Takeaways for Investors:
  • Large-cap concentration (~72%) generally implies lower volatility and more stable, broad-market‑like performance.
  • Suitable as a core holding for diversification; may not be appropriate as a speculative, high-growth allocation.
  • Likely to deliver steady long-term value rather than explosive, short-term gains.
Total Market Cap
  • NUE: $32.25B

  • STLD: $22.64B

  • CLF: $6.62B

  • Other

About This Group of Stocks

1

Our Expert Thinking

These stocks represent a tactical play on a major shift in U.S. trade policy. As Canadian imports become 35% more expensive, domestic manufacturers of steel, aluminum, and industrial products are gaining a significant competitive edge, potentially boosting their revenue and profits without facing these new import costs.

2

What You Need to Know

This is an event-driven investment opportunity based on a specific government policy change. The companies in this group are primarily materials producers and processors that supply critical components to construction, automotive, and manufacturing industries—all sectors where domestic production now has a clear price advantage.

3

Why These Stocks

Each company was selected because its core operations are based in the United States, effectively shielding them from the new import duties. These businesses are directly positioned to capture market share from Canadian competitors and potentially raise prices as imports become more expensive.

Why You'll Want to Watch These Stocks

🛡️

Protected by Policy

These companies just got a major advantage from the government. With the new 35% tariff on Canadian imports, U.S. manufacturers can raise prices and expand market share without facing the same overseas competition.

🏭

Made in America Momentum

As Canadian goods become significantly more expensive, companies producing steel, aluminum, and industrial products within U.S. borders are suddenly in a much stronger position to compete and grow.

💰

Pricing Power Potential

When competition gets hit with a 35% tariff, domestic producers gain incredible flexibility to optimize their prices. This could translate directly into higher profit margins for these U.S. manufacturers.

Get the full story on this Basket. Read our detailed article on its risks and potential.

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