Looking for hedges against inflation? Try Apple, Nike, Verizon and stocks with this in common, strategists say

MarketWatch2021-06-18

Stocks are set for a poor performance on Thursday, as markets absorb the Federal Reserve's indication that interest rate increases are coming sooner than expected, while the central bank remains alert...

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Comments

ongyiren
2021-06-20
ongyiren
Ok
zzLZHzz
2021-06-20
zzLZHzz
Buy appl
harishiko
2021-06-19
harishiko
Buy appl
- kslim:
  Thanks for sharing
boonk
2021-06-18
boonk
Buy apple
CWJ59
2021-06-18
CWJ59
BTC to the moon
Koey
2021-06-18
Koey
Ok
- Koey:
  Ok

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Much of it was a necessary move to meet funding needs, but for some groups it was an opportunity to take advantage of the Fed's measures supporting credit markets, which provided an ability to increase the maturity of debt, the strategists said.\nAccording to the team at Bernstein, for companies that have long maturity of debt, have issued fixed-rate debt, and are going concerns -- i.e. can continue operating while meeting financial obligations -- inflation could be a positive thing. \"Inflation would erode the real value of the debt relative to earnings (which are tied to the real economy),\" the strategists said.\n\"There is no one solution\" to finding suitable hedges for inflation, Fraser Jenkins' group said, noting that a good response may involve more equities, real assets, gold, and even crypto assets like bitcoin . But \"another possible string to the inflation-hedging bow\" is companies that emerge from the pandemic with a long maturity of debt.\n\"A basket of U.S. long debt maturity stocks has outperformed a basket of short debt maturity stocks by 7% this year and trades at more attractive valuations than their short debt maturity peers,\" Fraser Jenkins and his team added.\nCHART VIA BERNSTEIN RESEARCH.\nThere are a lot of these stocks: the strategists at Bernstein have a list of more than 80. Some of those picks include Big Tech names Apple $(AAPL)$, Alphabet $(GOOGL)$(GOOGL), Amazon $(AMZN)$, and Microsoft $(MSFT)$, as well as other technology companies like videogame developer Electronic Arts $(EA)$ and semiconductor groups Nvidia $(NVDA)$, Texas Instruments $(TXN)$, and Qualcomm $(QCOM)$.\nTelecom giants AT&T $(T)$ and Verizon $(VZ)$ are also on the list, as are retailers and consumer-products groups such as Home Depot $(HD)$, Target $(TGT)$, McDonalds $(MCD)$, Starbucks $(SBUX)$, Nike $(NKE)$, Kraft Heinz $(KHC)$, Estée Lauder $(EL)$, and Coca-Cola $(KO)$.\nHealth and biotechnology stocks like Johnson & Johnson $(JNJ)$, Pfizer $(PFE)$, Gilead Sciences $(GILD)$, Regeneron $(REGN)$, and Biogen $(BIIB)$ also make the cut, as do railroad operators Kansas City Southern $(KSU)$ and Union Pacific $(UNP)$. Defense companies Lockheed Martin $(LMT)$, Northrop Grumman $(NOC)$, and Raytheon Technologies $(RTX)$ also 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sharing"}],"langContent":"EN"},{"id":166579112,"gmtCreate":1624020125436,"gmtModify":1703826719001,"author":{"id":"3580955744929134","authorId":"3580955744929134","name":"boonk","avatar":"https://static.tigerbbs.com/6e58310c6a80ddfbcb69e0989cda7858","vip":1,"hat":"https://static.tigerbbs.com/f84d87792f02cf78e80ee34979fd31e5","crmLevel":6,"crmLevelSwitch":1,"idStr":"3580955744929134","authorIdStr":"3580955744929134"},"htmlText":"Buy apple&nbsp;","listText":"Buy apple&nbsp;","text":"Buy apple","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/166579112","repostId":2144745081,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":166269387,"gmtCreate":1624012518849,"gmtModify":1703826523166,"author":{"id":"3584588149081673","authorId":"3584588149081673","name":"CWJ59","avatar":"https://static.tigerbbs.com/7ad58755b10789afbc0bbec7feec0724","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3584588149081673","authorIdStr":"3584588149081673"},"htmlText":"BTC to the moon","listText":"BTC to the moon","text":"BTC to the 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