Prep Your Portfolio for Inflation: Art Hogan

We are seeing a decrease in negative news, and the markets are in pretty good shape, said Art Hogan, managing director at Jeffries.

“This has been a record May for secondary offerings and IPOs,” Hogan told CNBC. “So the markets backing up 4 percent is probably a healthy thing.”

Hogan told investors to prepare for an inflation “sooner rather than later” — and said to focus on companies that will benefit in an inflationary environment.

Hogan Likes:

Materials

Energy Complex

Technology

Disclosure:

No immediate information was available for Hogan or his firm.

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Top Technology Companies:

Google

Microsoft

IBM

Apple

Yahoo

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Disclaimer