Buy 3 U.S. Giants Flying High Year to Date Defying Severe Volatility

Market Overview - U.S. stock markets have experienced significant volatility, with major indexes like the Dow, S&P 500, and Nasdaq Composite in negative territory year to date, and the Nasdaq in a correction zone [1] - The S&P 400 and Russell 2000 are also showing negative performance, with the latter in bear territory year to date [1] Economic Factors - Uncertainty surrounding the Trump administration's tariffs and trade policies is affecting market sentiment, particularly in relation to the elevated inflation rate [2] - Signs of weakness in the labor market, lower-than-expected retail sales, and ongoing softness in the manufacturing sector are contributing to a dampened investor sentiment [3] - The Federal Reserve's unclear stance on interest rate adjustments is adding to market volatility and recession fears [3] Corporate Performance - Despite market headwinds, some large U.S. corporations (market cap > $100 billion) have achieved over 15% returns year to date [4] - Recommended stocks include Gilead Sciences Inc. (GILD), The Progressive Corp. (PGR), and GE Aerospace (GE), all of which have favorable Zacks Ranks [4][5] Gilead Sciences Inc. (GILD) - GILD reported better-than-expected fourth-quarter results and optimistic guidance for 2025, driven by strong growth in its HIV therapy, Biktarvy [7] - Expected revenue and earnings growth rates for GILD are -0.7% and 70.4% for the current year, with a current dividend yield of 2.81% [9] - GILD's stock is trading at a forward P/E of 14.27X, below industry and S&P 500 averages, with a return on equity (ROE) of 31.63% [11] The Progressive Corp. (PGR) - PGR is benefiting from higher premiums and a strong product portfolio, focusing on becoming a one-stop insurance destination [12] - Expected revenue and earnings growth rates for PGR are 16.5% and 7.7% for the current year, with a current dividend yield of 0.14% [14][15] - PGR's ROE stands at 33.79%, significantly higher than industry and S&P 500 averages [15] GE Aerospace - GE Aerospace is experiencing strong demand for its commercial engines and technologies, supported by rising defense budgets and positive airline dynamics [16] - The company raised its dividend by 28.6% and expects organic revenue growth in the low-double-digit range for 2025 [17] - Expected revenue and earnings growth rates for GE are -6.8% and 17.4% for the current year, with a current dividend yield of 0.71% [20][21] - The average short-term price target for GE indicates a potential increase of 14.2% from its last closing price, with a maximum upside of 29.9% [22]