Having a major concentration in growth stocks isn't going to work the same way in the next five years going into a heavy inflation environment, says Nick Giacoumakis, President & Founder, Neirg Wealth Management. He discusses the fuel and agriculture industries. He likes stocks such as Archer-Daniels-Midland (ADM) and Halliburton (HAL). Despite run-ups, he thinks these types of stocks still have room to run. He thinks Chevron (CVX) and Exxon Mobil (XOM) will have huge margins and become profitable again in the U.S. He discusses CF Industries (CF) and the fertilizer space. He likes ETFs including the SPDR Metals and Mining ETF (XME) which includes copper and steel companies.
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