Here's why they picked Palo Alto Networks (NYSE: PANW) , Bank of America (NYSE: BAC) , and Energy Transfer Partners (NYSE: ETP) . That's significant because it seemed many analysts and investors were quick to overlook its sky-high spending and mounting losses because of its top-line growth. Now, it seems, everyone expects inflation to ramp higher on the back of government infrastructure spending, tax reform, and a myriad of policy proposals that are still in the "idea" phase.