Trump's trade deals with the EU and Japan pave the way for the stock market to end with it's third straight annual gain of more than 20%, Oppenheimer said.

Similar to Exxon, Chevron (CVX) is another integrated energy giant that stands to profit handsomely from the EU’s $750 billion energy pledge, particularly in oil and LNG exports. Its recent victory over Exxon in a dispute over Hess’s offshore oil assets in Guyana enhances its growth outlook, complementing the trade deal’s opportunities.

The U.S. and Europe have a new trade deal that includes 15% import tariffs on many European goods, including cars. That is good news for the European auto industry, but investors didn’t react happily in Monday trading.