- Will the BoE Keep Writing Letters?
- El-Erian: Commodity Surge Infecting Everyone
- LSE Shares Soar 11% on Quarterly Revenue Increase
- ExpressJet Airlines Suspends Commercial Operations
- Banks Boost Markets, Strategists Cautious
- GfK Mulls Cash Bid for TNS After WPP Swoop
- Macau's SJM Delays IPO Debut Amid Legal Challenge
- European Shares Set to Join Global Bounce
- South Korea to Ease FX Borrowing in Fresh Flip-Flop
- A Chinese Volvo: Would You Buy One?
- AFTRA Actors Approve Contract: What's Next For SAG?
- Apple App Store Could Rival iTunes As Revenue Source
- Sun Valley Media Conference--Moguls Ready To Make Deals?
- PGA Tour: A World (And Ratings) Without Tiger Woods
- Bowyer: The Coming Obama Recession
- Farrell: Signs the Fed Will Defend Dollar?
- Weakening Steel
- Lightning Round: Energy, Big Media and Farm Equipment
![]() |
Jon Fisher, portfolio manager at Fifth Third Asset Management, named the sectors -- and the stocks -- that will thrive as inflation continues to climb.
Fisher told CNBC that the challenge facing companies, as always, is to be able to raise prices faster than their costs go up -- without cutting into demand.
More Investment Ideas: |
Outlook:
He says the winning trend has remained the same for most of this decade:
"Energy, raw materials and most industrial companies have had pricing power and haven't had to sacrifice revenue growth," Fisher said.
Consolidated energy and coal are sure winners: they're driven by global demand; and coal, in particular, can raise prices even above the increases enacted by the railroad companies that transport it.
Sectors to avoid? Fisher warns against financials and tech stocks.
Recommendations:
-Fertilizer provider Mosaic [MOS
Loading...
()
] enjoys Chinese demand.
-On the oil services side, Fisher likes Weatherford International [WFT
Loading...
()
].
-And in materials/construction, the manager points to U.S. Steel [X
Loading...
()
] .
Disclosures:
Disclosure information was not available for Fisher or his firm.





