High inflation due to the fact that Federal Reserve is behind the yield curve (made a mistake).
Market multiples are in question due to uncertainty of Federal Reserve actions.
If Federal Reserve raises rates too high - concern is that it might cause recession.
Believes a US Fed 75 basis point hike is possible in order to give market comfort.
Large interest rate increases will create opportunity to create soft landing.
Investors should be looking at value, dividend and energy stocks.
Also opportunity to buy depresses technology shares (PayPal/Facebook etc.)
Company trading at 52 week low, and has been sold off.
Low share price creating opportunity for buyers.
If soft landing for economy, will present opportunity for buyers.
Small position is justifiable.
Believes is an excellent company with great execution.
39x trading multiple is hard to justify investment.
Would wait to buy on weakness.
Good stock to hold on the long term.
Company executing well, and believes stock is cheap relative to US peers.
Good balance sheet and financial metrics.
If oil prices stay high, will be a good long term hold.
If Russian supply of oil continues to decline, will be great investment.
Investors should be aware of oil price volatility.
Great company that provides excellent service (at home graphic design).
Multiple will be in question as interest rates increase.
Good long term hold, even if share prices slides for the next few months (high interest rates).
Not a safe stock to invest in, however dividend is strong.
Disappointing quarter for investors.
Stock price is cheap, ~5x trading multiple.
Would add to portfolio and hold.