Data Communications Management Corp T.DCM

Alternate Symbol(s): DCMDF

Consumer Cyclical Marketing Services

DATA Communications Management Corp. is a Canadian tech-enabled provider of print and digital solutions that help simplify complex marketing communications and operations workflow. The Company is engaged in delivering individualized services to its clients that simplify their communications, including customized printing, highly personalized marketing communications, campaign management, digital signage and digital asset management. The Company’s solutions include DCM Digital, Print & Communications Management, Marketing and Technology & Innovation. Its DCM Digital solutions include customer communications management, digital asset management, personalized video, location-specific marketing, multichannel marketing workflow management, and digital signage. It serves brands in various vertical markets, including financial services, retail, emerging markets, healthcare and wellness, not-for-profit, energy, hospitality, lottery, government, and others.

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Data Communications Management Corp > Interview with Richard Kellam

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Comment by Torontojayon Aug 31, 2022 2:33pm

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Post# 34933184

RE:RE:Interview with Richard Kellam

WanTBe1 wrote: With all this talk about DCM I don't see to many rushing to buy. Maybe in the fall.

I think there will be good opportunities in the fall or even in 2023.

I'm certainly bearish on the economy over the next 6-12 months and I don't see how we can avoid a recession. Early signs in Canada for the month of July is already showing a contraction and I think the story is just getting started. Headline inflation may have peaked but I think core CPI or inflation with food and energy removed has not peaked yet and I think we move above 6% y/y very soon. The Fed funds rate is likely to be at around 4% by the end of 2023 as this should exceed core pce or core cpi for a sustained period to bring down inflation. I expect the housing market will lead us into a recession as this is the only way I see a path to a 2 % inflation target.

^ home prices= ^ rents = ^ wages = ^ high inflation