Core Viewpoint - The article highlights the emergence of stocks that exhibit immunity to recent trade tariffs as a new commodity in financial markets, suggesting that these stocks will be highly sought after due to their perceived safety and stability amid market volatility [1] Group 1: Waste Management Inc. (WM) - Waste Management's stock has outperformed the S&P 500 index by 10% over the past month, indicating strong market sentiment and price action [4] - The company's services are unaffected by trade tariffs, positioning it as a recession-proof investment, making it an attractive option for investors seeking safety [5][6] - Analysts from Scotiabank have set a price target of $260 per share for Waste Management, suggesting a potential upside of 13% from current levels [6] Group 2: UnitedHealth Group Inc. (UNH) - UnitedHealth's stock is currently trading at $427.10, which is 68% of its 52-week high, presenting significant upside potential in a stable sector unaffected by trade tariffs [7][8] - Analysts maintain a consensus price target of $608 per share, indicating an implied upside of 41.3%, which is notable for a company of its size [8] - The expected inflation effects from tariffs may allow UnitedHealth to increase premiums, further enhancing its financial outlook [9] Group 3: Goldman Sachs Group Inc. (GS) - Goldman Sachs has reported record trading revenue due to market volatility, positioning it favorably in the financial sector, which is not impacted by trade tariffs [11] - The firm is poised to benefit from increased activity in mergers and acquisitions and initial public offerings once market uncertainty subsides, with billions in fees anticipated [12] - Analysts at Barclays have reiterated an Overweight rating on Goldman Sachs, with a price target of $650 per share, suggesting a potential upside of 25.3% [13]