AS SURELY AS SOME merchants jack up bottled water prices when a hurricane’s a-coming, some base instinct moves investors to ponder – even if for a flash – how to make a few clams in the face of a calamity.

Mind you, this needn’t be reprehensible, especially for investors. Billionaire Warren Buffett, a hero to many, once remarked that he loved to buy stocks when companies were “on the operating table.” And on the flip side, some already robust outfits could turn even more attractive during the touch-and-go trade war with China.

“The trade war is clearly putting pressure on global economic and corporate profit growth,” says Randy Watts, chief investment strategist and analyst at William O’Neil + Co. That’s led to slower growth and lower bond yields – and means looking for stronger growth elsewhere.

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