Group 1: Coca-Cola (KO) - Coca-Cola offers a 2.8% dividend yield and is considered relatively safe in the current market environment, making it a strong investment choice [2][3] - The company is insulated from cross-border tariffs due to its local production and sales strategy, which minimizes exposure to tariff impacts [2][3] - Increased packaging costs from tariffs on aluminum are not significant for Coca-Cola, as aluminum constitutes a small part of its overall cost structure [3] Group 2: Louisiana-Pacific (LPX) - Louisiana-Pacific specializes in engineered wood siding and oriented strand board (OSB), with its pricing heavily influenced by wood fiber and resin costs [4] - The company could benefit from tariffs on Canadian wood fiber, as it has the capacity to increase production in both Canada and the U.S. [5][6] - Long-term prospects for engineered wood siding are positive, with potential market share gains against alternatives like vinyl and fiber cement [7] Group 3: Pool Corp. (POOL) - Pool Corp. is a resilient business, with 65% of its sales coming from maintenance and minor repairs, which supports sales even in a slowing discretionary spending environment [8] - The company does not have significant direct imports and does not anticipate material impacts from current tariffs on sales for 2025 [10] - Long-term growth prospects remain strong due to ongoing pool maintenance spending and a potential recovery in new pool construction [11]