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"content": "Pro: these two stocks are a \u2018fundamental part of the economy\u2019\nBy Wajeeh Khan\nPublished on: 2022-07-20T16:26:09Z\n\nInvest in companies that are a \u201cfundamental part of the economy\u201d ahead of a recession that many believe is now a matter of \u201cwhen\u201d and not \u201cif\u201d, says Heather Brilliant. She\u2019s the President and CEO of Diamond Hill Capital Management. That makes Caterpillar stock a \u2018buy\u2019 One such name that pops out to her is [\u2026]\nThe post Pro: these two stocks are a \u2018fundamental part of the economy\u2019 appeared first on Invezz.\n\nArticle Content:\n\nFollow Invezz on Telegram, Twitter, and Google News for instant updates >\nInvest in companies that are a \u201cfundamental part of the economy\u201d ahead of a recession that many believe is now a matter of \u201cwhen\u201d and not \u201cif\u201d, says Heather Brilliant. She\u2019s the President and CEO of Diamond Hill Capital Management.\nOne such name that pops out to her is Caterpillar Inc (NYSE: CAT) \u2013 the world\u2019s largest construction-equipment manufacturer that\u2019s down nearly 25% from its year-to-date high. Explaining why on CNBC\u2019s \u201cWorldwide Exchange\u201d, Brilliant said:\nThey\u2019re manufacturing the equipment needed to move things forward in the economy and mining new rare earths that are critical part of everything that underlies growth in the economy coming out of the technology sector.\nAccording to Motiur Rahman; market analyst at Invezz, $190 a share is the near-term resistance for the CAT stock.\nThe U.S. central bank is expected to lift rates by another 75 basis points next week after CPI hit a new forty-year high of 9.1% in June. That, in turn, will likely raise the probability of a recession by that much.\nAnother name that she believes supports the \u201ccore functions of an economy\u201d is Union Pacific Corporation (NYSE: UNP) \u2013 an Omaha-headquartered transport behemoth that\u2019s set to report its Q2 results tomorrow. Brilliant said:\nWe see opportunity in Union Pacific. It\u2019s a company that is able to do well when anything sells. It doesn\u2019t matter which parts of the economy are doing well. As long as anyone needs to move anything on the west coast, Union Pacific is there.\nHer view is in line with Wall Street that currently rates the stock at \u201coverweight\u201d and sees a 15% upside from here on average.\nThe U.S. economy shrank at an annualised pace of 1.60% in the first quarter of 2022. Another quarter of negative GDP will check the technical definition of a recession.\nCopy expert traders easily with eToro. Invest in stocks like Tesla & Apple. Instantly trade ETFs like FTSE 100 & S&P 500. Sign-up in minutes.\n77% of retail CFD accounts lose money.\n\nSource: Invezz\n",
"timestamp_ms": 1658334369000,
"published_utc": "2022-07-20T16:26:09Z",
"article_url": "https://invezz.com/news/2022/07/20/two-stocks-that-are-fundamental-part-of-the-economy/",
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"[2][c] Stock Recommendations"
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"[3][a] Short-Term Outlook (Next 3\u20136 months)"
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