InvestorPlace names four stocks to buy on ‘Trump’s turbocharged news cycle’

InvestorPlace has highlighted four stocks in its newsletter that are worth buying amid a news cycle turbocharged by U.S. President Donald Trump. The companies vary in size, but all could generate returns for investors as markets whipsaw with Trump policy pivots, the financial news and research firm argues.

Media giant Fox Corp, with a market capitalization of around $24 billion, owns Fox News, the leading conservative cable news network.

“[Fox Corp] is the master of benefiting from the news cycle, especially on controversial topics. Shares surged in the wake of the January 6 U.S. Capitol attack in 2021, and again in the lead-up to the divisive 2024 election,” InvestorPlace writes.

Since the start of the new year, Fox Corp shares are up nearly 80% (as of the close on Friday, February 7). In fiscal 2024 (ended June 30), revenue declined 6.6% to $13.98 billion, but net income increased 24.0% to $1.55 billion. InvestorPlace notes that the bottom line is expected to rise to $2 billion in 2025.

“Donald Trump’s second term has been even more volatile than his first. And that’s meant more eyes glued to TV screens… more ad revenues… and a potential surge in profits,” the publication explains.

Fox Corp has 25 analyst ratings, according to MarketWatch: 10 “buys,” 14 “holds,” and only one “sell.” The average target price of $55.30 per share suggests upside of just 5%.

InvestorPlace thinks that analysts’ “bullish forecasts might not be bullish enough.” Many assumed that television viewership would drop off after the U.S. presidential election in November, but the decline has failed to materialize. In January, Fox News saw a 40% year-over-year increase in audience size and recorded the highest January ratings in its history, according to advertising trade outlet Adweek.

Intuit, with a market cap of $162 billion, makes software for businesses, including TurboTax for tax reporting and QuickBooks for accounting.

InvestorPlace believes the company will benefit from planned changes in the tax code under Trump. After his tax reform back in 2018, Intuit stock surged 75% in two years, the publication notes.

Additionally, on February 3, the head of the so-called U.S. Government Efficiency Department (DOGE), Elon Musk, announced that he had “deleted” 18F, a federal tech team responsible for the tax service’s direct-file program, which allows Americans in 25 states to submit simple tax returns for free. While the direct-file website remains operational, a potential shutdown in the middle of the upcoming tax season could cause chaos and push Intuit shares sharply higher, InvestorPlace argues.

Currently, of the 34 analysts tracking the company, 25 have it as a “buy,” eight as a “hold,” and one as a “sell,” according to MarketWatch.

Cal-Maine Foods, with a market cap of $5.31 billion, is the largest producer and distributor of fresh eggs in the U.S. Nearly one in five eggs sold in the country comes from Cal-Maine, InvestorPlace notes. The company is one of the few benefitting from high egg prices amid ongoing shortages.

Egg prices in the U.S. have “shot through the roof,” jumping 58% in 2024, according to Business Insider. The primary cause has been an avian flu outbreak among poultry flocks. In December alone, 13.2 million birds were culled due to the virus, according to the U.S. Department of Agriculture. Farms will not see the end of flu season until early spring, and even then, it will take another 19-20 weeks for hens to begin laying eggs again, InvestorPlace explains.

This could boost Cal-Maine shares even more, as happened during previous shortages in 2015 and 2022, the publication suggests.

The stock has just two analyst ratings on MarketWatch: one “buy” and one “hold.” The average target price of $101 per share is below the current share price.

Douglas Dynamics, with a market cap of $592.4 million, manufactures plows and other snow and ice removal equipment outfitted on work trucks.

The last five years — aside from a brief period in 2022 — have seen significantly less snowfall than usual in the U.S., and that has been “devastating” for Douglas, InvestorPlace writes. Its market value has plunged 51%, while revenue growth has stalled. In 2019, revenue increased 9% year over year before plunging 16% in 2020.

But 2025 has been “a turnaround year for snow lovers,” InvestorPlace notes. January blizzards, recorded in such different cities as Boston and New Orleans, are expected to spur a surge in demand, fueled in part by buyers who have delayed equipment purchases due to snowless winters, the publication argues.

Douglas Dynamics has two analyst ratings on MarketWatch: one “buy” and one “hold.” The average target price of $32.33 per share suggests upside of 26% versus the last closing price.