TFX - Apple Coca-Cola and Charter headline list of UBS' high-conviction stocks with pricing power

UBS tracks across sectors to find stocks with strong pricing power that are seen as poised to outperform even with the torrent of warnings on margin pressures running across the wires. The firm says pricing power is an important theme for relative returns with surging shipping costs, rising raw materials, supply chain issues and accelerating wage growth all in the mix. UBS' breakdown: "The theme should have further to run with Q3 earnings a key catalyst as: 1) strong pricing power stocks have outperformed weak ones by ~20% on avg the next 12mo after 6m CPI goes above 3% ann; 2) relative 2y fwd P/ Es are at a 7% discount vs the 10y avg; 3) analyst 12m fwd EBIT margin revisions have swung in favor of strong pricing power firms." The UBS list of high conviction, strong pricing power stocks all have Buy ratings on them and price targets that rep

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Apple, Coca-Cola and Charter headline list of UBS' high-conviction stocks with pricing power