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TJX stock

China Concerns Cloud Retail Earnings Week

Published August 15, 2022

The following is an amended form of the Aug. 15 Daily Contrarian. This briefing and accompanying podcast are released to premium subscribers each market day morning by 0700. To subscribe, visit our Substack.

Some bad economic news out of China has weighed on risk sentiment overnight. The country’s central bank responded with a surprise rate cut. The impact is mostly limited to commodities so far, with WTI crude oil down 4% and copper off 2% in early Monday trading.

Starting tomorrow (Tuesday), the big box retailers will report earnings, with the likes of Walmart (WMT) and Home Depot (HD) up first. Wednesday we’ll get Lowe’s (LOW), Target (TGT), and TJX (TJX).

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

Published March 17, 2022

This episode is brought to you by StockMarketHats.com — claiming to be stylish and funny. To avoid ads, consider becoming a premium subscriber.

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

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