TSX:CUS.DB.D - Post by User
Comment by
JustforFun7on Apr 11, 2014 5:45pm
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Post# 22442183
RE:RE:New Comments from TD Securities
RE:RE:New Comments from TD Securitiesyes it is hard to say a divy cut is already baked in when people believe there is less than 50% chance of a divy cut.
I actually think the chances of a divy cut are only about 15%. It would only occur if NATO were to go over budget again or schedule by 3-6 months or if it was not successful as a business unit. Bringing in professional capital project managers with a 25% contingency fator built into the plan virtually guarantees they will not be over budget or late on the schedule. They will be 90% presold on the business in less than a month so the business will most likely be successful (at least enough to maintain the divy).
It's all good. Get in at this price while you can and watch it drift up or rise in small spikes as news comes out.
JFF7