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Three US-listed supply chain and inflation winners

Rising costs, cybersecurity worries and supply chain trends could favour these stocks.
Three US-listed supply chain and inflation winners
  • Three companies with a positive earnings profile 
  • Very different businesses an indication of stock picker's market

The macro outlook is challenging, growth is slowing, interest rates are rising, and inflation is very high. Against this backdrop we’ve highlighted three stocks from the US version of our earnings upgrade momentum screen. There is not a lot to tie the three together except a positive earnings profile, highlighting that this is what could be described as a stock-picker's market.

Dollar Tree (US:DLTR)  – which can be viewed as an interesting cost of living play as inflation rises, made the grade with positive earnings momentum and upgrades.

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