Experts Predict Potential Growth for Communications Stocks in 2022

One sentence summary – Communications stocks have underperformed the S&P 500 in Q4 2021, but industry experts like Todd Gordon and John Petrides are optimistic about the sector’s growth potential in 2022, particularly for large-cap tech stocks, consumer discretionary stocks, and real estate investment trusts (REITs) involved in industrial and medical office properties. However, it is important for investors to consider unforeseen factors and consult with financial advisors before making investment decisions.

At a glance

  • Communications stocks have underperformed the S&P 500 in Q4 2021.
  • Industry experts express optimism about the sector’s growth potential in 2022.
  • Todd Gordon predicts a resurgence in communications stocks, particularly large-cap tech stocks.
  • Gordon specifically mentions Netflix and Roblox as stocks he would like to increase exposure to.
  • John Petrides expects 2022 to be a more volatile year for markets and favors dividend plays, particularly in industrial and medical office REITs.

The details

Communications stocks have underperformed the S&P 500 in the final quarter of 2021.

Despite this, industry experts are expressing optimism about the sector’s potential for growth in 2022.

Todd Gordon, the founder of Inside Edge Capital Management, is one such expert.

Gordon believes that communications stocks, particularly large-cap tech stocks, could experience a resurgence.

He predicts a return to growth in the communications sector.

This growth could also benefit consumer discretionary stocks.

Gordon specifically mentions Netflix and Roblox as two stocks he would like to increase exposure to.

This indicates his confidence in their future performance.

John Petrides, a portfolio manager at Tocqueville Asset Management, also has predictions for 2022.

Petrides expects 2022 to be a more volatile year for markets.

He believes that domestic stocks will outperform other asset classes until the U.S. 10-year reaches around 3%.

In this uncertain market, Petrides favors dividend plays.

He particularly favors real estate investment trusts (REITs) involved in industrial and medical office properties.

Petrides sees these subsectors as having strong fundamentals.

He also sees potential for dividend growth and higher rents in these subsectors.

This is especially the case in an inflationary environment.

Inside Edge Capital Management owns shares of both Netflix and Roblox.

This further emphasizes their positive outlook for these companies.

However, it is important to note that while some experts predict a potential rebound for communications stocks in 2022, other unforeseen factors may impact the market.

Investors should carefully consider their investment decisions.

They should also consult with financial advisors before making any investment choices.

Sources for this information include Inside Edge Capital Management founder Todd Gordon and Tocqueville Asset Management portfolio manager John Petrides.

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cnbc.com
– Communications stocks have underperformed the S&P 500 in the final quarter of 2021.
Inside Edge Capital Management founder Todd Gordon believes that communications stocks could make a comeback in 2022.
– Gordon predicts a return to growth in the sector, particularly in large-cap tech stocks.
– Consumer discretionary and communications stocks could also benefit from this potential rebound.
– Gordon specifically mentions Netflix and Roblox as two stocks he would like to increase exposure to.
– Tocqueville Asset Management portfolio manager John Petrides expects 2022 to be a more volatile year for markets.
– Petrides believes that domestic stocks will outperform other asset classes until the U.S. 10-year reaches around 3%.
– Petrides favors dividend plays, particularly real estate investment trusts (REITs) involved in industrial and medical office properties.
He believes these subsectors have strong fundamentals and the potential for dividend growth and higher rents in an inflationary environment.
– Inside Edge Capital Management owns shares of Netflix and Roblox.

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