As uncertainty around President Donald Trump’s tariff plan hangs over markets, investors should consider snapping up shares of Cheniere Energy , according to G Squared Private Wealth’s Victoria Greene. The firm’s chief investment officer joined CNBC’s ” Power Lunch ” on Monday to offer her view on the energy play, along with two other names she thinks investors should be watching amid market volatility. Here’s what Greene said during the segment. Cheniere Energy Greene thinks natural gas play Cheniere would be the “biggest primary beneficiary” of any deals that emerge from the tariff debacle. “If you’re in a trade argument with the United States and you need to now import something, what is the easiest thing for you to make a deal to import? Natural gas,” she said. Moving past the potential future tariff developments, Greene also pointed to the success of the company’s Corpus Christi Stage 3 Liquefaction Project, which started producing liquefied natural gas in December 2024. The first LNG cargo from the project was produced in February this year. “They are long-term contracts, fixed-rate contracts and they continue to grow production. Just absolutely love this stock,” she said. Shares of the company have risen more than 9% over the past week and more than 17% over the past six months, outpacing the broader market. Novo Nordisk U.S.-traded shares of Danish pharmaceutical giant Novo Nordisk have been hit hard this year, falling more than 23% in 2025. The stock has also plummeted nearly 45% over the past six months. “I think they’re getting caught up in the panic on European pharmaceuticals,” Greene said, noting the insulation provided by its U.S. headquarters being in New Jersey and large-scale manufacturing facility being in North Carolina. “I look at this as they’re a little bit safer from tariffs even if they are Danish and we are in a little bit of a kerfuffle over Greenland with the Danes, but they’re a great company,” the investor added. “I see the growth as very, very intact.” Welltower Even as Welltower , a real estate investment trust that specializes in senior housing, has risen more than 15% this year, Greene thinks there could still be more room to grow. “You have this silver tsunami happening,” she said. “As the baby boomer generation continues to age, the number of caregivers that can actually give care are continuing to decline. So, we’re seeing huge growth and opportunity even for this real estate stock.” Greene noted that she anticipates the company is going to grow its net operating income by 15% to 20% in the future. “They’re growing rent and they’re controlling costs, and we see this though as an expanding sector,” the investor remarked. “We want to be in senior living, and they are by far and away the best senior living stock.” Get Your Ticket to Pro LIVE Join us at the New York Stock Exchange! Uncertain markets? Gain an edge with CNBC Pro LIVE , an exclusive, inaugural event at the historic New York Stock Exchange. In today’s dynamic financial landscape, access to expert insights is paramount. As a CNBC Pro subscriber, we invite you to join us for our first exclusive, in-person CNBC Pro LIVE event at the iconic NYSE on Thursday, June 12. Join interactive Pro clinics led by our Pros Carter Worth, Dan Niles and Dan Ives, with a special edition of Pro Talks with Tom Lee. You’ll also get the opportunity to network with CNBC experts, talent and other Pro subscribers during an exciting cocktail hour on the legendary trading floor. Tickets are limited!
