Sangoma Technologies Corp T.STC

Alternate Symbol(s): SANG

Technology Communication Equipment

Sangoma Technologies Corporation is a provider of managed cloud-based communications and technology solutions for businesses worldwide. The Company offers a comprehensive suite of cloud-native communication solutions, including software, endpoints, and connectivity services. It offers a complete set of cloud communications services, flexible deployment options including cloud and on-premises, and customer service. The Company’s solutions include communication services, phone and devices, network connectivity, and MSP services. It delivers hosted phone services for contact centers, small businesses, and other organizations looking to the Cloud for managing their business communications. It provides desk phones, headset, and DECT phones. Its network connectivity solutions include voice over Internet protocol (VoIP) gateways, Session Border Controller (SBC), and telephony cards. The Company also provides open-source communications software.

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Sangoma Technologies Corp > Good Advice

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Comment by CandyCon Dec 07, 2022 12:31am

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RE:RE:Good Advice

but Powell said he's not even thinking about thinking about raising rates. this was shortly before he did the fastest rate increases in their history

Torontojay wrote:

retiredcf wrote:
COMMENT

A Commentary

01/12/2022 at 07:00pm

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Investing Mistakes: Too Much Focus on Macro Issues. This year has been a challenge for stock pickers because companies do not matter now. It is all about inflation, interest rates and geopolitical events. There are debt-free companies with high margins and growth rates in the 70-per-cent range, yet their stocks are half, or less, of what they were seven months ago. Everyone worries about the macro picture, and no one cares about the companies. But guess what? You own part of a company when you buy its stock. You don’t own gross domestic product. You don’t own inflation. You don’t own interest rates. You own a company. Many companies will continue to grow and thrive despite the bad economic headlines. Don’t forget what you actually own.

Unknown

Stockchase Insights

This is generally good advice for the long term investor.

My strategy going into 2023 is to hold a larger cash position than I normally would to take advantage of any potential pullbacks. I'm going to begin buying stocks when I see the unemployment rise and real gdp begin to fall. How do I know the unemployment rate will rise? Well, Jerome Powell told everyone at the Jackson Hole meeting that unemployment will have to rise in order to reign in inflation. The analyst have not even projected lower earnings for 2023 and are assuming that inflation will correct itself without having a recession. I think this is wishful thinking.

I like long term duration bonds and believe they can outperform stocks in 2023. You never lose with bonds in a recessionary environment as interest rates come down. A portfolio that is weighed towards bonds and cash may be a prudent way to manage the expected turbulence for next year.