Stock Picks for an Uncertain Time: Allen Bond, Jensen Investment Management

This episode is brought to you by StockMarketHats.com -- claiming to be stylish and funny. To avoid ads, consider becoming a premium subscriber. 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); Mastercard (MA) and TJX (TJX) are two such stocks (13:29); Background on the guest (19:36); Three additional stock ideas, starting with ADP (ADP), another company that is difficult to displace (28:54); Broadridge Financial Solutions (BR), the leading provider of proxy services (35:51); 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 Website: JensenInvestment.com; LinkedIn. Not intended as investment advice.

Om Podcasten

The Contrarian Investor podcast gives voice to those who challenge a prevailing narrative in financial markets. Each episode features an interview with a hedge fund manager, investor, economist or other market participant. The goal is to educate all listeners with an interest in asset allocation and ultimately to provide actionable ideas to the institutional investor community.