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Who's Got Real Pricing Power?

Jordan Opportunity manager Jerry Jordan says overcapacity has led to a deflationary environment, making true pricing power from patents or market dominance critically important.

Who's Got Real Pricing Power?
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Ryan Leggio: The other secular theme you are working off of right now is companies that have pricing power. Can you talk a little bit about how you arrived at that secular theme?

Jerry Jordan: Essentially, since 1998--I know that seems crazy--but since 1998, in the Russian debt crisis, the Asian debt crisis, that was sort of the tipping point for the globe in terms of tipping from a mildly inflating world to a mildly disinflating world. And I think we're heading into more of a deflationary world.

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Ryan Leggio does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.