30 Stocks Built to Survive Tariffs and Tweets

Wall Street Hates Uncertainty. We Love It.

One minute, it’s “tariffs on everything.”
The next, it’s “never mind, we’re going to pause them.”

Now China’s getting hit with even bigger tariffs.
Electronics were definitely included.
Then there was an exception for them.
Now that was fake news, they’re back in…maybe.

Pharmaceuticals might be next.
Or maybe not.

It’s a mess, totally uncertain.

And Wall Street hates uncertainty.

Investors are scrambling to figure out who wins, who loses, who survives, and who thrives.

But here’s the thing:

Trying to game the tariff headlines is a losing game.

That’s not how you build long-term wealth.
It’s not how you sleep at night.

Instead…
We look for something different.

Great businesses.
The kind that shrug off the headlines.
The kind that keep paying you more every year - no matter what happens in D.C. or Beijing.

And in all that noise?

Traders hit the “sell” button first, and ask questions later.

That’s when good businesses can suddenly trade at bad prices.

Mr. Market is emotional.

He will absolutely throw some of these great businesses in the bargain bin.

That’s our cue.

Because for dividend growth investors like us…
Uncertainty isn’t a threat.
It’s an opportunity.

Where should we look first?

If tariffs keep coming…
If markets keep wobbling…
We want businesses that can keep making money anyway.

Here’s some of the areas I’m focusing on right now, and 30 example companies: