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.
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):
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.
Beside Nutrien 3 % in my investments I don't have any stocks in the food Industry. What's your outlook on Premium Brands today, is it a good buy at 80 $ with a 3.6 % dividend. Simply wall st reported today an intrinsic value up to 44 %. If Not do you have better ideas, Loblaws, Restaurant Brands, etc
Thank You so much.
Q: Good Morning Peter, Ryan, and Team,
I would appreciate your opinion of MMX being acquired by Triple Flag ?? I have some MMX. Is the combined entity worth holding for precious metals exposure as opposed to taking cash. Thank you as always for your help. DL
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.
Q: Hi Team,
I hold the following 3 aggressive names in a US cash account (sq, rblx, apps). As a group they are down 65% , in close to equal weighting’s . What do I do with this mess? Hold at this point waiting for recovery ? Consolidate into a different safer name? Any chance for these 3 with a 3-5yr time frame ? Or is it time to take the loss and high grade to something such as a goog ? Or Maybey crox in a different sector ? Or …hope for a aggressive pop at some point , then high grade later ? Your opinion is appreciated .
Q: Hi,
I think UPST was down on every possible metric in its earnings report. Did you see anything at all positive? Do you still see it as a Hold?
Thanks
Q: Wanting to top up my GSY holding. Do you believe tax loss selling will drive the price lower as we reach the end of the year? (I feel I may have missed the boat as its gone up 10% in the last couple of weeks.) Thanks.