As global trade tensions play havoc with the financial markets, one strategy is to consider stocks with relatively large domestic sales exposure. This is the tactic recommended by Goldman Sachs.

“Below the surface of the market, trade conflict would benefit the performance of the most domestic-facing U.S. stocks relative to the most foreign-facing firms,” the firm says. Most encouragingly, the firm’s chief US economist- Jan Hatzius- is still bullish on the general economy despite China’s recent retaliation. He told CNBC: “We think that means there is more risk there, but not enough for us to change our baseline forecast for an economy that is growing above trend and a Federal Reserve that continues to hike once a quarter.”

So with this in mind, we extracted five intriguing stock ideas from Goldman Sachs’ domestic sales basket list. As you will see, all of these stocks have little to no international exposure.

At the same time, we delve into the outlook on these stocks from TipRanks’ top analysts. We rank analysts based on their success rate and average return so that you can follow the advice of analysts who consistently crush the market.

Let’s take a closer look now:

CVS Health

100% US Sales

Drugstore giant CVS Health (NYSE:CVS) has 100% support from top analysts right now. In the last three months, the stock has received three back-to-back buy ratings from the Street’s best-performing analysts. And luckily for investors, on average these analysts are predicting 48% upside potential from the current share price.

CVS Health is currently fighting hard to push through a massive $69 billion deal with one of the US’s biggest health insurers: Aetna (NYSE:AET). Oppenheimer’s Mohan Naidu has his fingers crossed that the deal will go through and says: “Increasing confidence on the successful Aetna transaction makes us excited.” He believes the deal would “strengthen CVS’s position and have significant positive long-term impact.”

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