Investors are paying up for stocks where company profit resists squeeze from inflation, says strategist

MarketWatch2021-09-17

Here are the sectors 'most vulnerable' in a rising cost environment, says Oxford Economics Corporate profit may be squeezed by inflation pressures. Getty Images Investors are eyeing companies for ...

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2021-09-21
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2021-09-17
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Companies in the S&P 500 index may see a \"modest decline\" in those margins in the second half of 2021, weighing on U.S. stocks without derailing the bull market, Grosvenor wrote.\n\"Sectors and stocks with a proven track record of maintaining profit margins have started to outperform and this trend may continue in the near-term,\" he said. Investors may continue to favor companies with \"high pricing power and scope to grow and sustain productivity gains.\"\nThe Oxford Economics report shows that technology$(XLK)$, telecommunications$(IYZ)$, healthcare$(IYH)$ and the consumer products sectors are among the best positioned to maintain profit margins as the delta variant of the coronavirus continues to disrupt the economy in the pandemic. The \"most vulnerable\" sectors in the current environment include food and drug retail, chemicals and autos, said Grosvenor.\nOXFORD ECONOMICS REPORT FROM SEPT. 16, 2021\nThe premium that investors are paying for shares of companies with high pricing power has increased significantly in recent months, expanding above pre-pandemic levels, according to the report. \"This suggests that investors are already paying up for the greater certainty over earnings,\" cautioned Grosvenor, \"which is likely to limit any further gains.\"\n\"If our base-case is correct that cost pressures ultimately prove transitory, then lower pricing power sectors and stocks may move back into favour as we head into 2022,\" he wrote. That's why Oxford Economics wouldn't \"indiscriminately\" favor companies with high pricing power.\nFor example, \"we are currently overweight healthcare as the sector appears relatively inexpensive, but we are underweight tech where valuations remain stretched versus historical norms,\" said 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