Market Update: November 15, 2021 More Possible Inflation-Fighting Investment Areas

Tom Vaughan is a Certified Portfolio Manager and CEO of Retirement Capital Strategies. Retirement Capital Strategies is a registered investment advisor located in San Jose, California.

The opinions voiced in these presentations are for general information only and are not intended to provide specific advice or recommendations for any individual(s). The information provided herein is obtained from sources believed to be reliable, but no reservation or warranty is made as to its accuracy or completeness. Statements and opinions are subject to change without notice. Asset allocation and portfolio diversification cannot assure or guarantee better performance and cannot eliminate the risk of investment losses. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. Accordingly, you should not rely solely on the information contained in these materials in making any investment decision as the material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You must make an independent decision regarding investments or strategies mentioned in this presentation. Before acting on information discussed in this presentation, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment advisor. Prospectuses, investment objectives, risks, charges and expenses of any investment product should be reviewed carefully before investing. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Retirement Capital Strategies and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Tom Vaughan or Retirement Capital Strategies unless a client service agreement is in place. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information, comments and questions. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Investment positions mentioned in these videos may be held in some of our existing portfolios. Tom Vaughan and Retirement Capital Strategies are unaffiliated and separate from those companies whose investment positions are mentioned and is not liable for their products or services.

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Transcript:

Tom Vaughan:

Hello everybody, welcome to Monday. The S&P 500 was up 0%. That’s very unusual, actually. I’ve probably done about 400 of these daily videos, I’ve never had that happen yet. But the overall indexes were down a little bit today, nothing too substantial one way or another. I still would like to continue talking about kind of how we keep up with inflation.
You know, we had a 6.2% inflation number that came out last month. I don’t know if we’re gonna see worse or better if it’s going to be temporary or not. But one thing’s for sure if we can keep our investment accounts growing at a faster rate than inflation, even if we have to take more money out to buy the same things, we’ll have more in there. And so what I’ve been trying to do is really focus on those types of stocks that can do well, in this inflationary environment.


And I talked about last time, basically, you know, companies with huge name recognition, have some pricing power, because somebody wants to buy that, just because of the name. You see companies that have low number of competitors, so they don’t have to worry too much about their competitors, undercutting them as far as that goes.
We see companies that have very unique offerings or offerings are just in really big demand that are able to kind of overcome that. So, for example, right, one of the things I saw this weekend is that, that travel and retail type stocks are doing quite well, right now. As things reopen, people are going to Williams Sonoma and Dillards and Macy’s. And even though the prices might be higher, there’s still a lot of pent up demand. We’re seeing, for example, Airbnb have a really good run last week. I think, again if people want to travel, even if it costs more, there’s a lot of pent up demand and they’re going to pay more for that.


So these are all examples of companies that have pricing power: they can kind of control the price of their offering, even if their expenses are going up. But I did find a couple of other things that I thought were interesting this weekend. And that was, you know, companies that are doing well in certain categories.


So one is, companies that can do well, that don’t have a supply chain issue. So for example, if you look at Microsoft and Apple, it’s a great example of what I’m talking about here. Apple has supply chain issues, because they’re delivering a hard product for their main piece. So, it’s hard to sell iPhones, if they can’t make them, right? Whereas Microsoft does not have as many hard products in its line, and it can deliver those software irregardless of the supply chain issues. This is the same things that kind of happened, during the heavy part of the pandemic. So those companies that don’t have supply chain issues are worth looking at, for example, software.


The next thing that I’m seeing is we’re seeing an awful lot of movement in companies that are able to try to help fix that supply chain. Specifically, semiconductor companies and companies that make equipment to make semiconductors. So for example, AMD and Nvidia and Applied Materials would fit in that category. They’re running flat out right now, and they can control their pricing power just because the demand is so high for what they’re doing. And you’re seeing a trucking companies like Old Dominion, for example, doing well. Again, they’re just running flat out trying to get this supply chain issue resolved.


So, those companies that are involved in solving supply chain, those companies that don’t need the supply chain, and those companies that can control their pricing power, that’s where we want to make sure we’re taking a look pretty closely, to be able to try to make sure that our accounts can continue to grow at a faster rate than inflation. Obviously, there’s no guarantees there. But that would be the objective, and that’s I think it really narrows down to trying to find those things. And we are seeing some narrowing of the market, which is a good thing in a sense that we if we get in the right spot, we can see some hopefully see some good gains. So anyway, look forward to seeing what’s going to happen tomorrow. Thank you very much.

Tom Vaughan is a Certified Portfolio Manager and CEO of Retirement Capital Strategies. Retirement Capital Strategies is a registered investment advisor located in San Jose, California.

The opinions voiced in these presentations are for general information only and are not intended to provide specific advice or recommendations for any individual(s). The information provided herein is obtained from sources believed to be reliable, but no reservation or warranty is made as to its accuracy or completeness. Statements and opinions are subject to change without notice. Asset allocation and portfolio diversification cannot assure or guarantee better performance and cannot eliminate the risk of investment losses. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. Accordingly, you should not rely solely on the information contained in these materials in making any investment decision as the material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You must make an independent decision regarding investments or strategies mentioned in this presentation. Before acting on information discussed in this presentation, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment advisor. Prospectuses, investment objectives, risks, charges and expenses of any investment product should be reviewed carefully before investing. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Retirement Capital Strategies and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Tom Vaughan or Retirement Capital Strategies unless a client service agreement is in place. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information, comments and questions. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Investment positions mentioned in these videos may be held in some of our existing portfolios. Tom Vaughan and Retirement Capital Strategies are unaffiliated and separate from those companies whose investment positions are mentioned and is not liable for their products or services.

By participating in any of these live streams, you agree that any questions submitted by you might be used by us in the future on this YouTube channel. We will not share your personal information.

If you have questions, please write to us at: asktom@talkmoneywithtom.com.

  • MoneyGuidePro®
  • Advent Software/Black Diamond Reporting
  • Riskalyze, Inc.
  • thinkpipes®
  • Right Capital
  • YCharts, Inc.