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:

• 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:

• Dow 30 Stocks—In Real Time
• Oil, Gold, Natural Gas Prices Now
• Where's the US Dollar Today?

______________________________
CNBC Slideshows:

• Highest Grossing Kids' Movies of All Time

______________________________

More News From CNBC.com:

Google

• Google's Spending Spree Invites Rare Downgrade

Bank of America

• Bank of America Misses Estimates on Mortgage Drop

Mattel

• Mattel Revenue Strong, but Costs Hurt Profit

______________________________

Disclosures:

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

______________________________

Disclaimer