These S&P 500 warehouses rose during Trump’s first 100 office days. Are they brainer shopping today?

• The S&P 500 fell during the first 100 days of the new administration, but some shares still produced strong profits.

• Palantir met volatility when the new government’s cost surgery reached key defense agreements.

• I do not want financial uncertainty and the confidence of the low consumer, but these trends can be good news for price -sensitive retailers such as Dollar General.

The stock market took the drum’s second Trump administration during the first 100 days. It S&P 500 (SNPINDEX: ^GSPC) The market index decreased by 7.1% in this generally analyzed reference analysis time for new US governments. The more evaporated NASDAQ composite (Nasdaqindex: ^ixic) The directory took a heavier 11.1%hit.

But it was not Doom and the gloom on the whole market – the 502 stock of the 161 S&P 500 list was a positive return over this evaporation interval. Let’s look at some of the biggest benefits of 100 days. Are these shares benefit from Trump’s politics or were they just set up for success without the help of the White House?

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Here are the 5 biggest price winnings in the S&P 500 for the first three months of the Trump team (and change):

Information collected from Finviz.com and Yharts 1.5.2025.

Most of these winners simply increased more Heft positive long-term prices. Let me look at three recent markets: Palantir, Dollar General and Netflix.

Data Analytics expert Palantir is definitely rising today. It is difficult to win over five times a return of 52 weeks, and the share has not slowed down in the unpredictable policy of the Trump government.

In other words, the Palantir price you see today is not a record. It has actually supported 7% short -term In mid -February. The turning has really inspired a couple of Trump policies. The US Army is the most important customer group in Palantir, so investors quickly sold the stock as the new administration’s cost cuts reached Pentagon.

So the palantir is a mixed bag. The company clearly does not benefit from all Trump policy movements. At the same time, of course, it does something very right – the $ 274 billion market ceilings do not come out of thin air. Fourth quarter revenue increased by 36% after Free cash flow Margins grew from 50%to 63%. Palantir was on the roll in 2024.

How much of that pace can Palantir keep under the new system? Next week’s Q1 report should clarify how the Washington agenda will affect the results of the Palantir business.

At the other end of this elite spectrum, I think it is quite clear that Netflix largely moved without the help of the government.

Sure, the stock followed the wider market daily, often reflecting the same general market mood as the S&P 500. But big winnings came from a couple of analysts in January and April. The media -flowing pioneer has won a poor growth it saw in 2022, and the new stock prices in the march in 2025.

I can’t call Netflix a non-brainer shopping today, given the rather high valuation ratio under the belt. The share changes the hands 54 times to the remaining result and 65 times free cash flows. Netflix has earned these premium prices in an honest way, announcing a solid growth and a leading profit margin for the industry.

But neither do I sell anything about my Netflix shares at the moment. The company is moving from one strength to another, and its service -oriented business model looks almost immune to political risks, such as import tariffs and international trade tensions.

Dollar General is outside this conversation. The discount store salesman was deeply diving when Trump took off by looking at the negative 47%negative total in the last 52 weeks.

But the stock began to show the real strength at that point. The returns of the fourth quarter rose by 4.5% from the previous year in the midst of a positive sales growth in the same store. Management set optimistic long -term growth targets with steady store openings and continued to grow the same store in the coming years.

Candidates for stores, such as Dollar General, do well when consumers are concerned about the economy. When consumer trust is recently equivalent to the gloomy levels seen in the depth of the Coronavirus pandemic, this company seems to be ready for strong. And I would argue that the unpredictable policy of the Trump administration will help in this case.

Regardless of who is in a white house, focusing on the basics is still a stupid way to place. Government movements can change the operating conditions, but you can still build wealth with a clear eye business analysis. If nothing else, you may want to buy S&P 500 directory funds such as Vanguard S&P 500 ETF (Nysemkt: Flight) Although they are relatively cheap.

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Anders Bylund There are places in Netflix and Vanguard S&P 500 ETF. Motley Fool has places and recommends Netflix, Palantir Technologies, Vanguard S&P 500 ETF and Verisign. Motley Fool recommends Philip Morris International. Motley Fool has publication policy.

These S&P 500 warehouses rose during Trump’s first 100 office days. Are they brainer shopping today? Motley Fool originally published