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- Daily Stock Watchlist - 03/28/2025
Daily Stock Watchlist - 03/28/2025
Hello Investor,
We’re doing something a little different today.
You’re getting a special peek at today’s stock watchlist — usually just for our premium subscribers!
Inside: a quick market rundown, upcoming catalysts, and a spotlight on Philip Morris International (PM), a tobacco giant making a big shift toward smoke-free products.
Let’s dive in.
Market Overview (As of Thursday’s Close)
S&P 500: 5,693.31 (-0.33%)
Nasdaq Composite: 17,804.03 (-0.53%)
Dow Jones Industrial Average: 42,299.70 (-0.37%)
On Thursday, major U.S. stock indexes declined for the second consecutive day, impacted by President Donald Trump's announcement of 25% tariffs on imported cars and auto parts.
Automotive stocks, including General Motors and Ford, experienced significant losses, while electric vehicle manufacturers like Tesla showed resilience.
Key Macro Notes
Auto Tariffs Impact
The newly announced 25% tariffs on imported vehicles and auto parts are expected to increase car prices in the U.S. and disrupt the automotive industry. The European Central Bank (ECB) has expressed concerns that the U.S. auto tariffs could significantly hinder economic growth in the Eurozone, which has been experiencing stagnation.
Economic Data
The final reading for fourth-quarter gross domestic product (GDP) growth was revised to 2.4%, slightly above the consensus estimate of 2.3%.
Stock Spotlight: Philip Morris International (PM)
Investment Thesis
Philip Morris International is a leading tobacco company that has been successfully transitioning towards smoke-free products, positioning itself for sustained growth in a changing industry landscape.
Why It Matters Now
Strategic Shift: Philip Morris has significantly increased its focus on smoke-free products, which accounted for 38% of sales in 2024. The company aims for this to reach 66% by 2030.
Product Innovation: The company's smoke-free portfolio, including products like the Zyn nicotine pouches, has bolstered its revenue and market presence.
Financial Performance: In 2025, Philip Morris' earnings are projected to grow 7.7%, with revenue expected to increase by 4.6%.
