Mar 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);
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Mastercard (MA) and TJX (TJX) are two such stocks (13:29);
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Background on the guest (19:36);
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Three additional stock ideas, starting with ADP (ADP), another company that is difficult to displace (28:54);
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Broadridge Financial Solutions (BR), the leading provider of proxy services (35:51);
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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
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Website: JensenInvestment.com;
Not intended as investment advice.