"Markets are getting more efficient, not less efficient," says David Trainer. He believes investors are starting to recognize "real value" in the stock market and turning to names he believes will withstand tariff volatility. "People got to eat," says David, pointing to Kroger (KR) as a company all consumers will rely on. He sees Allstate (ALL) reaching $250 by the end of year, and expects HCA Healthcare (HCA) to benefit off its business model.