suggestion - Warren Buffet and Inflation

**vin** Mon Oct 24, 2005 11:39 am

suggestion - Warren Buffet and Inflation
blast:

I like this forum and learn from many value investor here. Here is my 2 cents on idea for forum.

I think WB is trying to buy stocks that can fight with inflation. It is better to buy right stock with right price. I think he is buying company with price power to fight against inflation to minimize loss, such as HD, Coke et.. should we consider this?

Property management company insiders are begin buying. I think it make sense as people will figure out when is good time to buy or rent very soon. I own rental properties and I notice rental market is coming back.
And it will last a few years until interest start to drop again. do you think property management company can be considered?

I knew it is very challenge, but company leadership team's honesty, dedication to shareholder, power of Board of director should be checked during stock picking, especially for turn around company and for us, the long term investor. Can executive leadership be addressed during stock picking (may be except insider buying)?

Fed is fight with inflation by rasing intereste rate. Although hard asset (commodity) is more valuable comparing with currency, it is also part of what Fed is flighing for. Demand shrinking & overpicing might slow down hard asset stock performance. Risk should be justified with right price.

thanks

Vin