These are a few stock plays ahead of a possible uptick in inflation, said Steven Charest, chief market strategist at Divine Capital Markets.
ITRON —“Leader in the smart grid space,” Charest told CNBC.
Telvent GIT —“More of a broad higher concept efficiency play…More on the global side, some smart grid as long as agriculture and transportation,” he said of the firm.
(Charest's Opponent Warns: Markets Look 'worrisome.'—Watch the Video for More.)
More Market Intelligence:
- 12 Best Value Plays For Investors: Strategists
- Greenberg: Seven Flatlining Stocks in Need of the Paddle
- Markets to Chase All-Time Highs This Year: Stock Picker
CNBC Data Pages:
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Charest does not own shares of ITRI or TLVT and his firm holds no position.