"The volume flows are heading into the dividends. The stock market has priced in the next two Fed decisions. I am looking for companies that are accelerating in this macro environment," says Mike Loukas. "Inflation represents the biggest recession risk and global supply chain issues are still a problem. Fundamentals and prices are moving in opposite directions for secular growth companies," Loukas adds. Then, he provides his stock picks: Twilio (TWLO), ServiceNow (NOW), Devon Energy (DVN), and American Electric Power Company (AEP).
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