These two unassuming companies will outperform inflation and protect your portfolio with their dividend

Watching macro indicators is good. You can infer the mood of the market and which sectors will do well. Or, for example, to guess which stocks might beat inflation. And there are two such indicators!

Beating inflation is not easy. But it's not impossible

The rate of price growth for December was a 0.1% month-on-month decline and a 6.5% year-on-year increase. These figures were right in line with forecasts and imply a slowdown in inflation going forward. But investors are more interested in when and how. The Fed's current actions mean something else entirely. Even their view is quite different: Interest rates must be raised above 5% immediately or disaster will strike, says a senior economist

Whatever the Fed does, investors are now mostly focused on defensive titles. Which logically leads to dividend stocks. And especially to high-yield dividend stocks. So I searched for just such a stock and came across tips on Yahoo for two such stocks. Both caught my eye and I'd like to take a brief…