We have one under-the-radar stock in our Run to $1 Model Portfolio which stands to benefit significantly from President Trump’s policies aimed at reviving U.S. fossil fuel energy production and bolstering economic expansion.

Under previous administrations, many smaller companies within the fossil fuel energy sector were dismissed as obsolete. The lack of valuation expansion in some traditional energy stocks has been driven by unfavorable political sentiment, a lack of pro-growth initiatives, and investor neglect.

We’re currently vetting a company in the defense industry that we believe may be uniquely positioned to benefit from the drone emergence by beginning to market existing technologies into the industry.

This isn’t a “fly-by-night” operation—it’s a business with strong, profitable operations, a solid backlog of contracts, an established relationship with the defense industry, and a 37-year operating history.

We believe this company’s position could give it an edge as drones become a more critical component of modern defense strategies.

As the data center industry undergoes transformation, there will be numerous opportunities to discover stocks poised to benefit from the resulting growth trends and emerging demands. Rack integration is just one of the pieces to the puzzle.

So, when I identify a winning theme, I attempt to see if I can find other stocks that will also benefit.