Choose Mexican over pizza, one analyst told CNBC's Street Signs, and he wasn't strictly talking about takeaways.
"The market is discounting a lot of macro bad news," Alexis Dawance, head of equities at MFM Mirante, said, by way of rationalizing his stock picks.
While President-Elect Trump threatened during his campaigning to pull the U.S. out of the North Atlantic Free Trade Agreement (NAFTA) and introduce protectionist policies, Dawance suggested that there was a "risk he might not be as aggressive as he says."
The wider "strategy here is to go into defensive businesses (in a) risk country," Dawance explained. "Risk reward is very interesting in the real estate in Mexico," he added.
Dawance cited Mexican construction company PINFRA as an example of favorable stock, which is currently building toll roads in Mexico and more importantly, "trading at a 50 percent discount towards U.S. peers" and offering a dividend yield of eight percent.