These 3 Investment Picks Could Benefit Under Trump's Presidency

Bahnsen stated that two key themes expected under the Trump administration are energy/infrastructure and deregulation. He suggested that the energy sector could benefit very easily at an executive branch level by simply approving some of the energy related projects previously held up during President Barack Obama's administration.

Bahnsen continued that his research team identified 24 projects that could be approved under the Trump administration.

Energy

With that said, Bahnsen singled out Spectra Energy Corp. SE as a great play on the energy/infrastructure story, especially following the company's merger with Enbridge.

Healthcare REIT

Mutual Fund

Moving on, Bahnsen also recommends Omega Healthcare Investors Inc OHI, a self-administered real estate investment trust (REIT) that focuses on healthcare facilities and long-term care facilities across the United States and the U.K.

Bahnsen suggested that Omega Healthcare represents a contrarian investment, since the REIT sector hasn't benefited as much as other sectors in the "Trump rally." He added that the company is unique compared to its peers in the sense that it is not reliant on one or two particular operators. In addition, the stock's 8 percent dividend yield is completely covered through the company's cash flow.

Last on Bahnsen's list is the mutual fund Virtus Emerging Markets Opportunities Fund Class I HIEMX. The emerging market sector is correlated inversely with the U.S. dollar but this fund includes strong companies with high pricing power that can overcome the U.S. dollar headwind.