History Says a Market Crash Would Be a Buying Opportunity for These 2 Industrial Stocks

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When Industrial Stocks Crash, These Names Could Shine

Two non-tech industrial stocks may offer solid buying opportunities if markets tumble.

Industrial stocks linked to AI infrastructure are expensive, but not every sector in this space benefits equally. Waste Management and Canadian Pacific Kansas City stand out because their business models don’t hinge on trendy tech cycles. Waste Management provides steady, inflation-linked cash flows from contracts that hold up even in downturns. Canadian Pacific Kansan City benefits from the North American manufacturing rebound and onshoring, with solid efficiency gains and resilient demand. Both have delivered exceptional long-term returns after past crashes, suggesting they could be reliable buy points if volatility picks up. South African investors should watch USD/ZAR closely here, as a weaker rand would make these dollar-earning businesses even more attractive. The risk is that newer shocks—like rapid regulatory changes or a sharper slowdown in the US economy—could hurt these companies’ growth outlooks more than history suggests. this is just our opinion and not financial advice