Terry Smith on Inflation-To The Moon - Tiger Brokers Online Investing Community - To The Moon

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Terry Smith on Inflation

Thomas Chua
2022-03-23

Terry Smith on Inflation

Not all companies are impacted equally.

The biggest frontline of protection is not having COGS a big % of expenses.

Companies with high GPM will defend themselves better in times of inflation.

During periods of high inflation (>5%), quality companies will outperform the index.

Historically, it only underperformed during one of the high inflationary period.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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LouisLowell
·2022-03-23
We also need to pay attention to the impact of the Fed on financial markets.
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HilaryWilde
·2022-03-23
In financial markets, history always repeats itself.
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MortimerDodd
·2022-03-23
Perhaps holding UOB is a good option at this time.
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JoannaDarwin
·2022-03-23
Very informative~Keep updating :)
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EvanHolt
·2022-03-23
At this time, it is really necessary to choose a company with a high-profit margin.
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BurnellStella
·2022-03-23
Inflation will only very likely lead to a recession.
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BellaFaraday
·2022-03-23
In the current situation I would only hold oil companies.
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Maria_yy
·2022-03-23
Your analysis is correct, as I thought.
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DonnaMay
·2022-03-23
Do you have any good stocks to recommend?
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PandoraHaggai
·2022-03-23
What Terry Smith said still makes sense.
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atchewu
·2022-03-27
💐
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RGsun
·2022-03-23
ok
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HongSteve
·2022-03-23
👌👏💪👍
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Polihuat
·2022-03-23
Yo
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J0E
·2022-03-23
Thanks
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CloudLoo
·2022-03-23
👍
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今天上月球
·2022-03-23
👍🏻
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The biggest frontline of protection is not having COGS a big % of expenses. Companies with high GPM will defend themselves better in times of inflation. During periods of high inflation (>5%), quality companies will outperform the index. Historically, it only underperformed during one of the high inflationary 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