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Tom Nash
Tom Nash

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12 Inflation Stocks out of 30

As per your requests here is the interim summary of the 12 inflation proof stocks we covered so far: 


1. Birkshire hathway BRK.B

2. $AMT American Tower Corporation (REIT)

3.$JNJ Johnson & Johnson 

4. $C Citigroup

5. $KMB Kimberly-Clark Corporation

6. $BP British Petroleum

7. $EPD Enterprise Products Partners

8. $NUE Nucor Corporation

9. $PG Procter & Gamble

10. $BJK VanEck Vectors Gaming ETF

11. $XOM Exxon Mobil Corporation

12. $RNECF Renesas Electronics Corporation


Comments

I thought you already finished all 30.

JerseyT

They haven’t started buying back shares yet so that points to a greater upside than the other banks

Daniel B

Last 18 soon?

Grégory De Roeck

You had also gone over OMF a few weeks ago and it has been doing well. Up 9.9% since I bought.

Jennifer Pearman

Thanks Tom! Just caught up on your latest video where you call out TSLA. What do you think about the following - Mega cap, with LT-debt-to-equity ratio sorted ascending, filtering on ROE > 15% to still have some degree of growth https://finviz.com/screener.ashx?v=161&f=cap_mega,geo_usa&o=ltdebteq A biased list would look something like Fb, Goog, Tsla, Brk-b, adbe, pypl, cost, msft, nvda what do you think!

Karthikeyan Muthu

In addition to of course Tesla, I think Intel is a very prudent choice for inflation proof stock. Lots of cash on hand, ridiculously low PE of 10, plus a new management that seems very capable with huge ongoing expansion plans.

Tome Anticic

just sold all my ark and expi since no faith in them any longer and sick of the unrecoverable loss and bought into brkb already glad to see it on the list

derek van den top

Why Citigroup over other banking stocks? Hasn’t it been on the biggest downtrend of all bank stocks? What makes it different? That fact? Curious

Bazza

Is there a target price for those 12 stocks? Thanks a lot.

H H

Is there a way to link each of the posts on this list? I’m way behind and scrolling to find isn’t ideal.

Matthew Potter

Why do you think gaming is inflation-proof?

David Kamnitzer

BP is definitely looking very neglected at the moment with its share price in the last year at all time lows. It definitely has ethical concerns especially under ESG investing principles and they really need to pick up their game in terms of transitioning from fossil fuels to renewables. In the UK they are starting to create a large EV charging network but frankly its still unreliable and badly managed.

Daniel Cognolato


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