Reply To: Traders Market Weekly: The Fed’s Fight Against Inflation


Barron’s mentions:

The cover story delves into the boom in weddings in the U.S. and if that is an indicator that the U.S. fertility rate has bottomed out after a 12-year decline.

Some of the stock mentioned as potential beneficiaries from the surge in new couples are AvalonBay Communities (AVB), Equity Residential (EQR), and Target (TGT).

Eaton (ETN) is also singled out this week by the publication as a stock that could jump 30% as the company takes advantage of red-hot demand for its products in the electrical segment. The shift to electrical vehicles is seen keeping demand buzzing for an extended period of time. Shares of Eaton are noted to now trade at 17.5X forward earnings, which is in line with the broader market but marks a discount to rivals such as Quanta Services (PWR) and ABB (ABB).