My Five defensive investments against inflation ahead

All the signs tell us that inflation is around the corner. Today, 21 March 2009, no one knows exactly how strong price increases will be. If we expect an increase of 5% to 15% per annum on the thirty-six months? How should fear inflation?

Whatever the answer, I have to make my investment portfolio of a defense strategy against inflation. Since they are very affectionate and dividend knows very little about precious metals, do not buy gold.

In my opinion, there are two alternatives, which should lead to results that are more or less similar to the purchase of gold:
* Investing in oil companies, because sooner or later, inflation in oil prices led to a broader plateau.
* The purchase of shares of companies operating in countries where short-term economic growth.
At the time, I believe that the five companies for the purchase of my investment portfolio:
1 .Marathon Oil (NYSE: MRO). The current low price of oil has led to a decline in the share of over 40% in recent years. Its price / earnings is approximately 5 hours, and pay around 3.5%. The company profits should rise if oil prices back to levels only a few months ago.
2 .Chevron (NYSE: CVX). The low price of oil these days has led to these measures, more than 20% lower in recent years. The current price / profit of about 5.5 and the yield of about 3.8%. This is another company that should benefit from a rebound in oil prices.
3 .CHINA MOBILE (NYSE: CHL). The number of mobile phone subscribers is increasing its profits and has to go or at least remain stable. If the gains in China, which will result in additional benefits for international investors hold these shares. The current yield is about 3.5% and the cost-effectiveness is about 10.
4 .TELKOM INDONESIA (NYSE: TLK). With a current production of around 8% and a price / profits of 11, these measures provide a simple way to invest in economy of Indonesia. The company offers fixed line and cellular communications, serving more than 63 million customers.
5 .Amarica Movil (NYSE: AMX). The cost-effectiveness is about 11 and the yield is about 1.5%.

The company operates cellular networks in Mexico, Argentina, Chile and other countries of South America. Serving nearly 150 million customers.These five major companies that are not big surprises operational. Are shy of risk and is the type of investment, are in favor of my portfolio. No one can guarantee an increase in the share of international oil companies and providers of phone? No, nobody is able to offer this guarantee. For my investment, I try to rely on reasonable assumptions, these five companies seem to be reasonably well positioned to maintain its value in case of high inflation.