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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I notice that STIP and TIP have each stopped paying their previously excellent dividends. The prospect of their payouts returning, their low volatility and their low correlation with the remainder of my portfolio keep them somewhat attractive. However, can you recommend preferred stock or bond etfs (preferably with available option series) that can provide low volatility, low equity correlation and some yield?
Read Answer Asked by David on November 10, 2022
Q: Good morning
I hold the following stocks in a US Riff
crowdstrike
docu sign
veeva systems
Are these now a hold or a sell and why
I can continue to hold but concerned about maybe going to zero in this market
Your comments would be appreciated
Thks
Marse
Read Answer Asked by Marcel on November 10, 2022
Q: Hi guys

I have been a longtime holder of Absolute and am always a bit perplexed by the big swings in share price (often with no new news). They just released their latest earning report and the stock is down 15%. Your thoughts on earning? Was it that bad? Do you see this stock as reaching it's recent highs in the next two years?

Thanks

Stuart
Read Answer Asked by Stuart on November 10, 2022
Q: For a long term hold would you prefer DOL or ATD or is there another Consumer Defensive company you would recommend?
Also with growth as the objective and for a long term hold please rank SHOP, CSU, MSFT and NVDA.
Thank you.
Read Answer Asked by David on November 10, 2022
Q: On the question of US inflation, I'm a bit puzzled as to why more isn't made in the media of the recent monthly cpi data and that instead the focus seems to be on the annual cpi for the last 12 mos.

The following are the percentage changes for US CPI for each of the 12 mos ending Sep 2022 (starting with Oct 2021 and ending with Sep 2022, unadjusted for seasonality):

0.831% 0.491% 0.307% 0.841% 0.913% 1.335% 0.558% 1.102% 1.374% -0.012% -0.035% 0.215%

Looking at the last 3 months, inflation would indeed seem to be well under control given 2 of those mos show deflation. And this is using the Fed's preferred metric. Even the positive Sep figure annualizes to only 2.6%.

One hears much criticism of the Fed for not using current real time non-cpi data and that current inflation is really lower than the 12-month cpi and yet just looking at recent cpi data would make the point.

Also interesting is that according to one article economists are predicting a 7.9% US CPI print on Thursday for the 12 months ending Oct 2022. This would require an Oct 2022 cpi print for the month of 0.51% - quite a hike from recent months.

Any idea why there is not more consideration of recent cpi data, at least by talking heads if not the Fed? Thanks.

Read Answer Asked by William on November 10, 2022
Q: Can you please comment on Digital Turbine (APPS) latest earnings released yesterday. Was there anything of particular interest to note from the call this morning (either good or bad)? Has paying off debt continue to improve? Would you recommend adding to a position that is down from its high or give it more time? Held in a TFSA so tax loss is not an option.
Read Answer Asked by Justin on November 10, 2022
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