Tom Hulick, CEO of Strategy Asset Managers, joined CNBC Power Lunch to share his market outlook and top stock picks amid ongoing geopolitical uncertainty and market volatility. He discussed SAM’s conviction in companies positioned to benefit from sustained global defense demand, the expanding GLP-1 revolution in healthcare, and long-term American energy infrastructure growth.
During the conversation, Tom discussed Lockheed Martin, which he described as a defensive growth position and geopolitical hedge, highlighting the company’s ability to benefit from sustained global defense demand as markets position for a potential V-shaped recovery. He also shared a constructive outlook on Eli Lilly, noting the continued strength of its GLP-1 franchise — both oral and injectable — including a new oral drug poised to expand access and demand, as well as a strong pipeline in oncology and metabolic therapeutics that Tom believes represents a significant missed opportunity in the pharma and biotech sector.
The discussion also covered Kinder Morgan as a core energy infrastructure and income position, with its 79,000 miles of pipeline well-situated to meet growing demand for American fuels and liquid natural gas. Tom noted the company’s strong year-to-date performance and near all-time high trading levels as a reflection of its enduring value as an energy transport leader.