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Stock Picks Ahead of Possible Inflation: Strategist

These are a few stock plays ahead of a possible uptick in inflation, said Steven Charest, chief market strategist at Divine Capital Markets.

Charest Likes:

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:


CNBC Data Pages:

CNBC Slideshows:


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Bank of America

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Charest does not own shares of ITRI or TLVT and his firm holds no position.