Microsoft ( MSFT ), Dell ( DELL ) and Wal-Mart ( WMT ) have each roughly tripled earnings per share, but their stock prices have nothing to show for it. He believes that Central Bankers are leading the world to inflation where his stocks should at least perform "nominally well," but says, "If a business or asset is good and cheap - absolutely, not relatively - we'll buy it." Aon focuses on several business areas: risk management, insurance and reinsurance brokerage, and human resources solutions and outsourcing services.