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Stock Picks for an Uncertain Time: Allen Bond, Jensen Investment Management
Allen Bond, managing director and portfolio manager at Jensen Investment Management in Portland, joins the Contrarian Investor 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 (4:38);
- To protect against inflationary pressures, Jensen looks for businesses that have pricing power (9:56);
- Background on the guest (16:53);
- Three additional stock ideas, starting with ADP ($ADP), another company that is difficult to displace (26:00);
- Broadridge Financial Solutions ($BR), the leading provider of proxy services (32:55);
- 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 (40:30).
Listen here:
contrarianpod.substack.com
Stock Picks for an Uncertain Time: Allen Bond, Jensen Investment Management (Szn 4, Ep 8)
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 inflationa…
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