Market momentum clearly shifted in late February as the S&P 500 (NYSEARCA: SPY) began to sell off. The shift is caused by increased uncertainty related to Trump’s tariffs and policy changes and a growing risk of a recession. The takeaway for investors is that fundamentals have not shifted for many blue chip companies; that is what investors should focus on: blue chip companies with quality fundamentals. Fundamentals for the companies on this list include organic business growth, demand for products and services, and wide margins sufficient to sustain balance sheet health and capital returns.
