TSX:CUS.DB.D - Post by User
Comment by
Roxy27on Jul 11, 2016 11:27am
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Post# 25041042
RE:Two different planets
RE:Two different planetsleo101, I won't comment as it relates to the legal implications on the contracts as I really don't know what the result will be.
What I will say, after following both companies for several years, is that the current SPB management has been consistantly good about delivering on what they say, estimating forward guidance and generally being transparent about the state of the company and identifying risks.
CUS onthe other hand has been consistant in underdelivering. They talk louder and bolder than the end results. This isn't a comment about whether they can improve the balance sheets or execute on their plan, I'm not being that binary. I just tend to take what they say and assume 1/2 of it is accurate. I've done well trading around this understanding.
Good luck