Thomas McManus Quotes (4 Quotes)

I would encourage you to look at TIPS or other ways of owning companies that are pricing power beneficiaries, or at least neutral and able to pass on cost increases.

I think you should pay attention to people's recommended asset allocation and you should put less emphasis on the targets.

It seems to be the biggest concern is inflation, and the impact on (priceearnings) multiples and dividend yields. Unfortunately, there aren't enough inflation beneficiaries in the stock market.

Inflation is a difficult thing both for investors, who are counting on companies to be able to pass (higher prices) through, and also for consumers, when the realize the dividend increases they've been getting aren't really buying that much more.