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How to Protect Your Portfolio Against Inflation

Brooke Sopelsa|Video Producer
Tuesday, 26 Feb 2008 | 3:47 PM ET

The largest increase in wholesale inflation in 26 years has left many investors wondering how to protect their portfolios. CNBC asked the market pros what they would do.

CNBC Market Edge
A quick check on the markets, with Sarat Sethi, of Douglas C. Lane & Associates, and David Stepherson, of Hardesty Capital Management

Feeding Your Portfolio

"We're putting money into food stocks, which are necessities, not discretionary items. The consumers are going to...buy their cereals, they're going to buy whatever they need for their home and their children."

Sarat Sethi, Douglas C. Lane and Associates Portfolio Manager

Sethi recommends: Campbell Soup, General Mills and Kraft Foods

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Navigate stagflation -- with CNBC's experts:

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Your Best Trades Now
Your best trades should include steel and chemicals, according to Vivienne Hsu, fund manager of the Schwab Dividend Equity Fund

Four-Star Materials Plays

“What we at Schwab want to focus on is surprise anticipation, what may not be factored into the price and what may come ahead.”

Vivienne Hsu, Schwab Dividend Equity Fund

Hsu recommends: AK Steel and Celanese

Retail Detail
An overview of the retail sector, with Jeff Klinefelter, of Piper Jaffray, and Liz Dunn, of Thomas Weisel Partners

Retail Picks

“I think that you want to be focused on companies that have a model that’s looking to preserve free cash flow, manage their business very conservatively, capitalize on a recovery when it happens and see improving returns.”

Liz Dunn, of Thomas Weisel Partners Retail Analyst

Dunn recommends: Macy’s
(Contd.)

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Inside Home Depot's Numbers
Home Depot posted a Q4 loss of 27%, to mark its first annual sales decline. Brian Nagel, UBS retail analyst, shares his insight.

Betting on Lowe's

"I still view them [Lowe's] as the market-share grabber, and if you look at the results that Home Depot reported today, and that Lowe's reported yesterday, the results do continue to suggest that...I think Lowe's is the better play here."

Brian Nagel, UBS Hardlines Retail Analyst

Nagel recommends: Lowe's

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