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JACK

Jack in the Box

$104.57

1.9 (1.85%)

, LOCO

El Pollo Loco

$10.60

0.15 (1.44%)

09:05
12/09/17
12/09
09:05
12/09/17
09:05

Week in review: How Trump's policies moved stocks

Catch up on the top industries and stocks that were impacted, or were predicted to be impacted, by the comments, actions and policies of President Trump and his administration with this weekly recap compiled by The Fly: 1. RESTAURANTS: On Monday, Baird analyst David Tarantino told investors that he believes most restaurant chains would benefit from tax reform. Jack in the Box (JACK), El Pollo Loco (LOCO), Wingstop (WING), Dunkin' Brands (DNKN), McDonald's (MCD), Yum! Brands (YUM), Buffalo Wild Wings (BWLD), and Texas Roadhouse (TXRH) appear to be best positioned to show meaningful step-up in comps following tax cuts, he contended. Wells Fargo analyst Jeff Farmer voiced a similar opinion, adding that small cap companies like Del Taco (TACO), Habit Restaurants (HABT), El Pollo Loco, Shake Shack (SHAK) and Noodles & Company (NDLS) could see the largest EPS accretion tailwind from a reduced corporate tax rate, with Red Robin (RRGB), Restaurant Brands (QSR), Yum! Brands and Bloomin' Brands (BLMN) the companies that could see the smallest tailwind. Meanwhile, Credit Suisse analyst Jason West said he sees Shake Shack, Chipotle (CMG), Jack in the Box, Wingstop, and Dunkin' Brands as the top tax reform beneficiaries. 2. SUPERNUS: Earlier this week, Janney Capital analyst Ken Trbovich upgraded Supernus (SUPN) to Buy from Neutral, calling it the best positioned among the companies he covers to be an immediate beneficiary of lower U.S. corporate tax rates. The analyst noted that a reduction in federal corporate taxes would provide a significant boost to the earnings outlook for Supernus.3. SOLAR/WIND SECTOR: On Wednesday, Roth Capital analyst Philip Shen told investors that he believes the Senate Tax Cuts and Jobs Act includes multiple elements that could negatively affect renewable tax equity capacity. Near-term, the analyst believes that continued negotiations on the Hill could cause increased volatility for his universe of stocks with exposure to the U.S. solar and wind markets, such as AMSC (AMSC), Broadwind Energy (BWEN), 8point3 Energy (CAFD), Canadian Solar (CSIQ), Daqo New Energy (DQ), Enphase Energy (ENPH), First Solar (FSLR), Hannon Armstrong (HASI), Hanwah Q CELLS (HQCL), JA Solar (JASO), JinkoSolar (JKS), SolarEdge (SEDG), Sky Solar (SKYS), ReneSola (SOL), Sunworks (SUNW), and TPI Composites (TPIC). 4. OTHERS IMPACTED BY TAX REFORM: Analysts also see Boston Beer (SAM), Dr Pepper Snapple (DPS), National Beverage (FIZZ), Monster Beverage (MNST), Huntington Ingalls (HII), Boeing (BA), GMS Inc. (GMS), Beacon Roofing (BECN), Fortune Brands (FBHS), Masco (MAS), Visa (V) and MasterCard (MA) as benefiting the most from a potential tax reform, while Brands (STZ, STZ.B) and Lockheed Martin (LMT) may benefit the least. 5. INFRASTRUCTURE SECTOR: According to a report by Bloomberg on Thursday, President Trump's infrastructure plan is expected to be released in early January. Companies that could benefit from infrastructure plans include Vulcan Materials (VMC), Fluor (FLR), Martin Marietta Materials (MLM), Aecom (ACM), CB&I (CBI), Jacobs Engineering (JEC), Granite Construction (GVA), Eagle Materials (EXP), and U.S. Concrete (USCR), and Caterpillar (CAT). 6. STEEL DYNAMICS: Later in the week, Steel Dynamics (STLD) said it was pleased with the announcement by the Department of Commerce concerning the preliminary affirmative circumvention determination against flat roll steel from China processed into cold roll and corrosion resistant flat roll steel in Vietnam. The circumvention investigation was made pursuant to a petition filed by Steel Dynamics on September 22, 2016. "Week in Review" is The Fly's weekly recap of its recurring series of "Trump Effect" exclusive stories.

JACK

Jack in the Box

$104.57

1.9 (1.85%)

LOCO

El Pollo Loco

$10.60

0.15 (1.44%)

WING

Wingstop

$40.70

1.13 (2.86%)

DNKN

Dunkin' Brands

$60.30

-0.3 (-0.50%)

MCD

McDonald's

$173.15

0.24 (0.14%)

YUM

Yum! Brands

$83.32

0.27 (0.33%)

BWLD

Taken private 2/18

$156.30

0.25 (0.16%)

TXRH

Texas Roadhouse

$51.46

0.63 (1.24%)

TACO

Del Taco

$12.17

0.08 (0.66%)

HABT

Habit Restaurants

$9.65

0.15 (1.58%)

SHAK

Shake Shack

$46.30

1.23 (2.73%)

NDLS

Noodles & Company

$4.70

-0.05 (-1.05%)

RRGB

Red Robin

$52.55

1 (1.94%)

QSR

Restaurant Brands

$60.71

-0.37 (-0.61%)

BLMN

Bloomin' Brands

$21.58

-0.13 (-0.60%)

CMG

Chipotle

$315.90

2.25 (0.72%)

SUPN

Supernus

$38.15

0.6 (1.60%)

AMSC

AMSC

$3.28

0.07 (2.18%)

BWEN

Broadwind Energy

CAFD

8point3 Energy

$14.50

0.31 (2.18%)

CSIQ

Canadian Solar

$17.25

0.13 (0.76%)

DQ

Daqo New Energy

$49.41

2.93 (6.30%)

ENPH

Enphase Energy

$2.77

-0.03 (-1.07%)

FSLR

First Solar

$70.02

1.59 (2.32%)

HASI

Hannon Armstrong

$23.13

-0.06 (-0.26%)

HQCL

Hanwah Q CELLS

$7.30

-0.12 (-1.62%)

JASO

JA Solar

$7.43

0.06 (0.81%)

JKS

JinkoSolar

$26.66

2.18 (8.91%)

SEDG

SolarEdge

$36.05

-0.1 (-0.28%)

SKYS

Sky Solar

$1.45

-0.032 (-2.16%)

SOL

ReneSola

$3.03

-0.03 (-0.98%)

SUNW

Sunworks

$0.99

-0.0055 (-0.55%)

TPIC

TPI Composites

$17.88

0.19 (1.07%)

SAM

Boston Beer

$194.00

4.05 (2.13%)

DPS

Dr Pepper Snapple

$94.15

0.05 (0.05%)

FIZZ

National Beverage

$100.84

-11.91 (-10.56%)

MNST

Monster Beverage

$63.22

0.92 (1.48%)

HII

Huntington Ingalls

$237.01

1.15 (0.49%)

BA

Boeing

$285.90

3.93 (1.39%)

GMS

GMS Inc.

$38.57

-0.25 (-0.64%)

BECN

Beacon Roofing

$61.96

-0.04 (-0.06%)

FBHS

Fortune Brands

$68.22

-0.02 (-0.03%)

MAS

Masco

$42.72

0.41 (0.97%)

V

Visa

$112.60

1.2 (1.08%)

MA

MasterCard

$149.89

0.44 (0.29%)

STZ

Constellation Brands, also tag STZ.B

$217.98

1.13 (0.52%)

STZ.B

Constellation Brands

$218.25

1.649 (0.76%)

LMT

Lockheed Martin

$315.85

1.43 (0.45%)

VMC

Vulcan Materials

$125.88

1 (0.80%)

FLR

Fluor

$50.38

0.84 (1.70%)

MLM

Martin Marietta

$214.10

5.55 (2.66%)

ACM

Aecom

$38.57

0.48 (1.26%)

CBI

CB&I

$17.89

0.84 (4.93%)

JEC

Jacobs Engineering

$68.51

0.82 (1.21%)

GVA

Granite Construction

$65.54

0.17 (0.26%)

EXP

Eagle Materials

$116.15

1.82 (1.59%)

USCR

U.S. Concrete

$85.25

3.1 (3.77%)

CAT

Caterpillar

$143.86

0.97 (0.68%)

STLD

Steel Dynamics

$40.70

0.96 (2.42%)

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03/08/13
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03/06/13
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