5 Broker-Loved Stocks to Watch Amid Tariff-Induced Market Bloodbath

Core Viewpoint - The Trump administration's tariff-related policies have led to significant volatility in U.S. equity markets, contributing to recession fears and a slowdown in the domestic economy, with major stock indexes in negative territory year to date [1]. Group 1: Market Conditions - Tariff-related market turmoil and rising inflation are expected to continue causing volatility in the near term [2]. - Despite market challenges, investors are encouraged to consider stocks favored by brokers, such as Cleveland-Cliffs, Peabody Energy, CVR Energy, Delek US Holdings, and Centene Corporation [2]. Group 2: Stock Screening Criteria - A screening process has been established to identify stocks based on improving broker recommendations and upward revisions in earnings estimates over the past four weeks [3]. - The screening criteria include net upgrades in ratings, percentage change in earnings estimates, price-to-sales ratio, market capitalization, and trading volume [4][5][6]. Group 3: Company Highlights - Cleveland-Cliffs is a leading iron ore producer in the U.S., benefiting from low-cost production and operational synergies from its merger with AK Steel, with a projected earnings growth of 20.6% for the current year [6][7]. - Peabody Energy, engaged in coal mining, has a current dividend yield of 2.9% and has seen a 5.9% decrease in its earnings estimate for 2025 [7][8]. - CVR Energy focuses on renewable energy and petroleum refining, with a mixed earnings performance but a commitment to reducing carbon emissions [8][9]. - Delek US Holdings operates as an independent refiner and has consistently beaten earnings estimates, with an average beat of 22.3% [10]. - Centene Corporation is expanding its market presence through contract wins, surpassing earnings estimates in three of the last four quarters with an average beat of 21.8% [11].