Dan Moskowitz:

The U.S. dollar has been on a rampage which is likely to continue for at least another year. With oil plunging, the European Central Bank (ECB) and Bank of Japan (BOJ) printing money at relentless rates and the deleveraging of U.S. dollars which increases their value, the dollar is enjoying numerous tailwinds at once. The trick is to figure out what investments are likely to benefit most from this trend. The objective here is to look at domestic companies that won’t be hurt by a strong dollar. This is a relatively long list that will be narrowed down to a smaller group that should offer more potential based on the perception of industry trends and key fundamentals.

Kroger has delivered 10 consecutive years of market share growth. Also, during a time when most companies were laying people off, Kroger added 25,000 new jobs in 2014. This is often a sign of upper management being very confident in a company’s near-future potential. For fiscal year 2015, Kroger expects sales growth of 3%-4%. Furthermore, Kroger’s stock held up well during the financial crisis ranging from approximately $28 to $20. Kroger also offers a small dividend.

CVS Health Corporation fourth quarter revenue increased 12.9% year over year with operating income improving 4.7%. With baby boomers aging, there’s going to be high demand for the products and services CVS sells. CVS’s stock held up relatively well during the financial crisis ranging between $39 to $25. CVS also pays a small dividend.