Core Insights - The S&P 500 index fell 7.1% and the Nasdaq Composite index dropped 11.1% in the first 100 days of the second Trump administration, indicating a challenging market environment [1][2] - Despite the overall market decline, 161 out of 502 S&P 500 stocks posted positive returns during this period, highlighting pockets of resilience [2] Company Performance - Palantir Technologies: Achieved a 100-day price gain of 65% and a 1-year total return of 428.9%, with a market cap of 264.7 billion [4] - Dollar General: Experienced a 100-day price gain of 36.9%, despite a previous negative total return of 47% over the past year. The company reported a 4.5% year-over-year revenue increase and positive same-store sales growth [4][13][14] - VeriSign: Achieved a 100-day price gain of 34.5% and a 1-year total return of 65%, with a market cap of 482.4 billion. The company reported strong earnings growth and industry-leading profit margins [4][10][11] Market Trends - The performance of low-priced retailers like Dollar General tends to improve during economic uncertainty, as consumer confidence declines [15] - Companies like Netflix have shown resilience and growth independent of government policies, indicating a strong business model [10][12]
These S&P 500 Stocks Soared During Trump's First 100 Days in Office. Are They No-Brainer Buys Today?