Sangoma Technologies Corp T.STC

Alternate Symbol(s): SANG

Technology Communication Equipment

Sangoma Technologies Corporation is engaged in delivering cloud-based communications as a service solution for companies of all sizes. The Company is a business communications platform provider with solutions that include its unified communications as a service (UCaaS), contact center as a service (CCaaS), communications platform as a service (CPaaS), and trunking technologies. Its enterprise-grade communications suite is developed in-house and available for cloud, hybrid, or on-premises setups. Additionally, the Company provides managed services for connectivity, network, and security. It offers hardware and software components that enable or enhance Internet protocol communications systems for both telecom and datacom applications. Its product line includes data and telecom boards for media and signal processing, as well as gateway appliances and software. Its phones and devices include voice over Internet protocol (VoIP) hardware, headsets, telephony cards, and accessories.

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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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Post# 35155203

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.