3 Stocks To Turn Tariffs Into Opportunities (CORRECTED)

Editor's note: This article has been updated for accuracy regarding Marathon Petroleum's year-to-date performance.

Editor’s Note: Today, we’re hearing from Tom Gentile, one of America’s most successful pattern traders, with 30 years of trading and teaching experience under his belt. You may recognize him from Money Morning, CNBC, or the numerous options books he has authored. Most importantly, Tom has spent the last two decades building some of the most sophisticated pattern-tracking software in the markets, with the help of actual rocket scientists from NASA and Raytheon. Below, he reveals three “tariff-proof” stocks his system has identified. 

The tariff threats might be paused for now—but the uncertainty isn't going anywhere. It's not a matter of if they flare back up, it's when.

Sure, we’ve seen a few rallies since the tariffs were first announced in early April, and the DOW tanked by 4,000 points. But let's be honest: those rallies were more like dead cat bounces. The underlying issues—higher tariffs on Chinese imports and retaliation overseas—haven't gone anywhere. And they're still weighing heavy on the markets.

The simple truth? The tariff war isn't over. Not even close. And it's created an environment where what used to be “safe” plays just aren't so safe anymore.

Here's the good news: There's still a path to profits—even in the choppiest markets—if you know where to look.

So, I've been busy running my scans, checking my seasonal patterns and analyzing the stocks and sectors that actually benefit from tariffs. That's right: some companies are positioned to thrive in this environment.

And today, I want to show you the top three stocks I consider to be “tariff-proof” and why they’re primed to soar this spring.

Let’s dig in.

U.S. Steel

U.S. Steel X is still one of the clearest beneficiaries when it comes to tariff dynamics.

Why? Because X is heavily invested in domestic production and because foreign competitors face higher barriers, they've gained serious pricing power. And with tariffs once again dominating the headlines, U.S. Steel is right back in the spotlight.

Now, has the stock seen its share of volatility this year? Absolutely.

Shares pulled back sharply in early April, along with the broader market selloff. But even with the turbulence, X has stabilized faster than many other industrial names—and it’s showing signs of strength as infrastructure spending ramps up.

So, as long as the tariff battle continues—and as long as domestic steel demand stays firm—U.S. Steel is positioned to outperform. It's one of the few companies that stands to benefit as Washington puts more pressure on imports.

Marathon Petroleum

Marathon Petroleum MPC remains one of the quiet winners as trade tensions reshape the energy market. Domestic refining stands to gain when tariffs hit Canadian oil—and Marathon is built to thrive on U.S. supply.

With a massive nationwide network and deep investment in American energy, MPC is positioned right where the demand shift is heading.

And they’ve proven they can capitalize.

While Marathon has faced some headwinds this year and is down over 2% since January, the company's underlying fundamentals remain solid. Its latest earnings report showed revenue topping $36.2 billion—a clear sign that demand is holding firm, even as the stock has lagged.

Bottom line?

As the push toward U.S. energy independence grows and foreign oil faces even more hurdles, Marathon is built to keep winning.

Archer Daniels Midland

Archer Daniels Midland ADM is still my favorite of the group—and for good reason.

What sets ADM apart is its seasonal strength. Between March and May, this stock has moved higher nine out of the last ten years. That's 90% accuracy over the last decade—a consistency you don't find very often.

When I ran these three stocks through my Money Calendar software, ADM was the clear standout.

It's delivered an average 6% move higher during this window, and just last year, it popped nearly 13% between March and May. That's the kind of reliability I want in my corner.

And here's the best part: ADM doesn't care about tariffs.

Its seasonal pattern—and its position as a global agriculture powerhouse—gives it pattern-driven potential, strong fundamentals and technical momentum all at once.

In a choppy market, that’s the triple threat you want working for you.

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Editorial content from our Expert contributors is intended to be information for the general public and not individualized investment advice. Editors/contributors are presenting their individual opinions and strategies, which are neither expressly nor impliedly approved or endorsed by Benzinga.

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