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.
- 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).