RE:InsidersThose insider buys appear to be part of some sort of internal RRSP purchase program. It may be the company is partially matching purchases or they are otherwise below market. Definitely not as good as ordinary buys on the open market.
Much more impressive is Terry Stephenson's purchase of 1,081,054 shares last June 27. Shows real conviction. But it was a while ago.
Stephenson says Q4 is looking to be something like "more of the same" as Q3. If that turns out to be right then, yes, the stock looks very cheap.
The wild card is VTX's debt levels. A real two-edged sword. If results continue as strong as in Q3, and especially if those two 2022 acquisitions play out as the company hopes, then the debt will actually be a good thing. More operating leverage.
But, if operations were to stumble . . . well . . . that debt could suddenly be a real problem. Fear of this is likely what's holding the stock back.