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JPMorgan analysts pick 16 stocks they think will perform well if there's an onset of rapid...

JPMorgan analysts pick 16 stocks they think will perform well if there's an onset of rapid inflation: NEM, ABX, PFE, TEVA, MRK, CVS, FCX, ABT, APA, AMGN, GILD, WLP, AET, COV, CI, BTU.
Comments (1)
  • The_Hammer
    , contributor
    Comments (3861) | Send Message
     
    Do not think healthcare will be the best inflation hedge. As healthcare as a % of govt expenditures escalates upwards, probably in the range of 17-18% currently. This cannot keep gojng up or it will consume all receipts. Downward pressure on pharma devices and healthcare servcies will continue. Cos that can provide cost effective methods will be a big advantage. Generics may be exception and outpatient type of procedures.
    Health insurers will be a target soon as their profits go ballistic and healtcare insurance prem spirals up. oil energy and pm's would be most preferable. At least they preformed well in stagflation of mid-late 1970's early 1980s.
    11 Feb 2011, 02:40 PM Reply Like
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