1. The USD has been exceptionally strong why are commodities also so strong (I think it might be a supply/supply chain issue)?
2. Wholesale inventories are also very high (stocking up due to supply chain fears)?
I feel that the inflation is artificial and once consumers reach the limit they can afford there will be massive demand destruction and disinflation/deflation as inventories are overstocked.
Q: Im wondering why WCP stock is down today with earnings coming out. How would you proceed with the stock? Is there a more lucrative alternative stock for the next 12 months in this sector? Thanks.
Q: 5i: according to a question asked by Victor on the 28th. You ranked these oil stocks tou,wcp,cve,cnq,arx.Where would you rank cpg. for using the same criteria? Tks.Larry
Q: when does shop report. what are analyst expectations. what does 5i expect. do you think analyst expectations are realistic. if there is a surprise in earnings, what might it be
Q: You recently commented that ZRR could represent a defense against inflation and rising interest rates. If this is true, then as we are now dealing with inflation and rising rates, why is ZRR's 1 year chart falling steadily? What am I missing? Thanks for a great service.
Q: Hi Peter and Team
TDOC has been crushed today it was about 300 US a year ago and now is down 90% sine with a 45% drop today
Was it a US company like WELL ?
And any reason for this sell off ?
Thanks
Linda
Q: Is the payout (dividend) secure from this REIT? Concerns have been expressed about the retail sector given high inflation which is hanging around and labor shortages.
Q: Yesterday you suggested the above entities for possible inflation protection for my current cash positions. I have looked at their summaries but don't understand how they work. Can you please explain in layman's terms? As always, I appreciate your inputs. Al
Q: Good Day
When these companies like BNS announce share buybacks. What determines when they buy back shares and how many total buybacks they exercise. Would the buybacks by Google be done the same way or are the rules in the US different?
Q: Could I get your opinion on:
" Opportunity for the hydrogen market is in heavy transportation, such as big trucks."
Any company you would suggest in relation to this?
Thank you.