Best Stocks To Invest During Inflation 💥! 3 Rules To Determine The Best Investment During Inflation

How to invest if we really have big Inflation? Let's talk worst case scenario, everything going up 5-10%. These are three rules on stocks which may benefit in a period of high inflation with some inputs from what Warren Buffett has recommended.

Rule #1 Businesses that don’t need capital investments
Most classic is SIA second is SEMB MAR who ironically is showing some life now.
Big picture, in short term stock price is unpredictable and a voting machine.
These are companies that need to make capital investments all the time. SIA buy planes, SembMar needs materials to produce ship or rigs.

Other examples will include KEPPEL CORP, SEMB CORP heavy industrials or F&N which produces our favourite milk and soft drinks.

What abt Starhub, singtel, Netlink and Keppel Infrastructure Trust?

If you believe this is the case, I can suggest something for you to consider
Look for the ROA return on asset of the company.
Filter for it in your shortlist because ROA is return over asset.
If the company is a heavy capital investment business, the ROA is typically LOW.

Rule #2 Businesses that are Brands
Sees candy is his favourite example. PRODUCT STILL IN DEMAND regardless of price.
What can we find LVHM, which I covered before on a previous video.
Listed in France more easy to access via funds.
APPLE? Definitely makes sense

What can we see here in Singapore like ​F&N or The Hour Glass?

Rule #3 Businesses that are able to control cost well.
In an inflation world, revenues increase but cost also inflates. The ones that will thrive are those that can cost manage better.

#inflation #inflationstocks

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We do not make any recommendations on whether a security is a buy/sell as every investor has different investment goals and risk profiles. The presentation of ideas from Josh Tan and TheAstuteParent are strictly for education purposes. You are advised to perform independent research yourself or seek a qualified financial adviser. We will not be liable for any losses directly or indirectly from the material. Some of the referral links in the video summary are products and services personally used by Josh Tan and they may pay an affiliate commission or referral bonus.
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About Josh Tan:
Josh holds a degree in Accounting from NTU. In 2016, he co-founded the financial education website TheAstuteParent to provide detailed insurance plan analysis and financial planning tips.

As a ChFC Charterholder, Josh has agreed to be bounded by the ChFC®/S Code of Ethics. This includes, among others, acting in a professional manner when it comes to conducting due diligence on primary and secondary sources of investment-related data, and articulating his investment opinions based on his research and beliefs. Based on his research and analysis, he highlighted his beliefs and opinions, and illustrated the concept of time value of money, as of the time of the video.

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[peteryeng]

Thank you. Good content. I fully agree on Reits and Banks. I have been doubling down on them. I think DBS is a better bet because it is a better run bank. IMHO.

[TheJoyfulInvestors]

Good explanation and sharing! Businesses with strong pricing power and don't require continuous reinvestment will be the beneficiaries during inflationary periods.

[phyllislay]

Well explained, I personally preferred to invest in capital light and Low operating costs companies.
Thanks you Josh!

[chenliu]

Add a public comment...


Chen Liu
0 seconds ago
Hi Josh,
Do you mind making a video to teach us the recent m44u fund raise. I went all in for mapletree logistics trust the day before their suspension and the price dropped today.

I wish to know that as a shareholder, how can I subscribed for po to buy the preferential share?

Very much hoping your help

[dentan]

what software are you using to derive the ROA in your video?

[vincentlim]

Guess The Best Bet (from the video) seems to be bank 🤩
I guess many other trades/industries may also benefit from inflationary times like insurance, exchanges (like HK exchange/CME/ICE)?

While tech firm enjoys quite a good ROA, they suffer from a lower instrinic value with a higher discounted rate. What’s your opinion on the net effect? 🤓

[Rex]

Inflation or deflation, I just want to ride my (cheapo) bicycle ... 😜

[bryantanjw]

I think SBS is one of those company that people should be looking into right now. With downtine line transiting to the new rail financing framework, SBS will be more of an asset-light company and thus higher ROA and lower depreciation cost which will benefit the shareholders even better.

And also the almost yearly incremental of bus fare, SBS is a great company to own right now.

[lumvincent]

Price of food will inch up due to global warming resulted lower yield n human population increasing. Oil demand will be damper by renewal energy ( solar, wind, ) in the near future. So need to let your $ work harder 4 u ( equities, real estate, etc).

[vvan.y]

I don't feel any benefits from reits. Keep dropping n dropping

[thsim]

gd or bad economy or high or low inflation pple still go kopitiam. that why I own kimly. I go kopitiam almost everyday for food:)