Trump + Stocks: The Week In Review, Jan. 27

As President Donald Trump signed several executive orders, from immigration to the Trans-Pacific Partnership, Affordable Care Act, and the Dakota Access and Keystone Pipelines, Dow Jones industrial average broke above 20,000 for the first time on Wednesday, with equities rising to all-time highs helped by increased bullish sentiment on Wall Street. This week, the President also met with CEOs from some major automakers, while analysts speculated on the potential impact of Trump's policies on American Vanguard (AVD), (CRCM) and Acuity Brands (AYI).

AUTOMAKERS: Earlier this week, President Donald Trump met with top executives from Ford (F), General Motors (GM) and Fiat Chrysler (FCAU), in a sit-down in which he laid out his desire to see the carmakers create new factories in the U.S. and said he will cut regulations "by 75%, maybe more," according to news reports.

AMERICAN VANGUARD: On Monday, Roth Capital analyst Joe Reagor upgraded American Vanguard to Buy from Neutral, saying the company is poised to benefit from the implementation of Donald Trump's political agenda. The analyst noted that the President has a clear agenda to bring jobs back to the U.S. This could be accomplished by placing tariffs on imported goods, which could benefit American Vanguard as it produces about 60% of its sales 100% domestically, with an additional 15% sourced domestically and only 25% sourced internationally, he argued. Additionally, Reagor pointed out that the company could become more aggressive in its efforts to sign partnership agreements with foreign companies to produce products in the U.S. Furthermore, the analyst told investors that the specialty chemicals industry is also poised to benefit from a more relaxed regulatory environment, with American Vanguard likely to be able to advance new products to market with lower costs and in less time, improving profitability.

CARE.COM: On Thursday, Loop Capital analyst Blake Harper told investors in a research note that President Donald Trump's executive actions regarding immigration may eventually constrain U.S. labor supply for caregivers, which could in turn benefit as more families look for caregivers to legally employ.

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Disclosure: None.

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