First Quantum Rises to Start Off 2022

Market Cap: $19.5B USD From the Q3 Report: On track to achieve 2021 copper production of 800,000-835,000 tonnes at C1 costs $1.25-1.35 per lb; AISC $1.80-1.95 per lb Total comparative EBITDA of $886 million was 38% higher than Q3 202033% increase in the realized copper price FSA Data: CFIRR improved to 6.4% in trailing four … Continue reading First Quantum Rises to Start Off 2022

Buy Best Buy on 15% Drop

https://www.youtube.com/watch?v=yVa-JNKfFRo&t=1s Best Buy dropped over 15% after releasing Q3 earnings. We are more inclined to buy more than use move as a sell signal. The quarter was good but let us talk about the bad news first. Firstly, same store sales were only up 2% which was a little light in our opinion. While Best … Continue reading Buy Best Buy on 15% Drop

Peyto Restores Dividend, Now Yielding 5.2%

Peyto Restores DividendDownload Peyto - PEY.TSE along with all the energy companies have been suffering for a long-time until recently.  Cash flow has improved significantly and the shares are still cheap.  CFIRR on a TFQ basis is now 4% up from (-1%) in 2020.  Cash Flow from Ops (CFOPS) on a TFQ basis was $462M up from … Continue reading Peyto Restores Dividend, Now Yielding 5.2%