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Tag: inflation

Stock Picks for an Uncertain Time: Allen Bond, Jensen Investment Management (Szn 4, Ep 8)

Published March 17, 2022

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Allen Bond, managing director and portfolio manager at Jensen Investment Management in Lake Oswego, Ore., joins the podcast to provide some stock picks for an increasingly uncertain — and inflationary — time in global financial markets.

Content Highlights

  • Investors have two major issues they’re grappling with right now: Ukraine and inflation (5:51);

  • To protect against inflationary pressures, Jensen looks for businesses that have pricing power (11:11);

  • Mastercard (MA) and TJX (TJX) are two such stocks (13:29);

  • Background on the guest (19:36);

  • Three additional stock ideas, starting with ADP (ADP), another company that is difficult to displace (28:54);

  • Broadridge Financial Solutions (BR), the leading provider of proxy services (35:51);

  • Pfizer (PFE) has sold off since making Covid vaccine headlines last year, but continues to generate a ton of cash — and put it to productive use (43:26).

More Information on the Guest

Video Highlights from Our YouTube Channel

MoreStock Picks for an Uncertain Time: Allen Bond, Jensen Investment Management (Szn 4, Ep 8)
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Szn 4, Ep 6: The ‘Bad Times Are Already Here,’ With Acquirers Funds’ Tobias Carlisle

Published March 2, 2022

Tobias Carlisle of Acquirers Funds rejoins the podcast to discuss the stock market’s latest dramatic reversal, this time over Russia’s invasion of Ukraine, and why investors may be a bit too bullish at present…

Content Highlights

  • How to take the huge reversal last week with Russia-Ukraine? (3:11)
  • Every war starts with “the boys will be home by Christmas,” but most tend to drag on longer than anticipated. Sometimes a lot longer… (5:13);
  • Growth stocks have been in correction territory for some time. Are they in a bear market? Probably… (8:52);
  • The interest rate cycle has not started tightening but inflation has the Fed caught between a rock and a hard place (15:53);
  • Energy and energy stocks are still cheap. Then there are defense contractors. Lockheed Martin (LMT) has benefited from Russia-Ukraine and Carlisle is a holder… (21:25);
  • Facebook aka Meta (FB) is also cheap (23:20);
  • Non-fungible tokens, or NFTs: Dead as Disco (30:12);
  • The aim of investing is to survive the bad times and they are “probably here” (37:18).

More From the Guest

MoreSzn 4, Ep 6: The ‘Bad Times Are Already Here,’ With Acquirers Funds’ Tobias Carlisle
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Contrarian Calls, Revisited: Theron de Ris’ Bullish View of Energy, Precious Metals, Royalty and Streaming Stocks

Published January 31, 2022

Theron de Ris of Eschler Asset Management was bullish on energy, precious metals and royalty and streaming companies in the mining market in November 2020. 

Precious metals were in an up-trend but 2020 was the “first year we’ll be seeing some institutional interest develop,” de Ris said at the time.

Additionally, “gold is kind of a bet against bad government decisions and falling trust in the system.” Royalty and streaming companies were poised to come along for the ride as these were “basically financing companies” to “bring mines into production” with the benefit of a cut off the top line, usually into perpetuity. 

Among these, de Ris’ favorite was EMX Royalties (EMX).

MoreContrarian Calls, Revisited: Theron de Ris’ Bullish View of Energy, Precious Metals, Royalty and Streaming Stocks
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