Mckesson Corporation (MCK)

summary

Since the Trump administration is implementing its plan to impose a tariff on some countries, industries and specific commodities, the financial markets responded to volatility. Among the uncertainty, and with other factors that also affect stock indicators, the S&P 500 decreased by 4 % so far. The long -term influence on American companies, consumers and the public economy was not yet clear. The markets have proven over time that they do not like uncertainty. Companies that reports at the end of the current profit cycle had more time to assess the potential impact of definitions, some of which have added elements of coherent lines to potentially possible profits. As we see, one of the investment strategy is to avoid the entire opposite wind by switching to industries that we believe are relatively fortified from the risk of commercial conversation. These include groups that focus more on local markets, such as some regional facilities, banks, restaurants, retailers and exchanges (which must benefit from increased trading activity). At the sector level, we believe that healthcare companies are well protected. For this week’s list, we highlight health care companies that should feel small or non -definitions, and are likely to be safe havens of potential hypothesis of imports on imports. These companies focus primarily on the US market and have strong growth profiles a