@muser
I am vested in the company. But I like to think I am having a discussion more than trying to defend it per say. VICOM doesn't need me to defend it.
There is also no need to "bet on future revenue growth". As I mentioned, it is highly visible. You can just refer to the previous posts for further understanding. As a result of that, it is also not "a good short term dividend play".
@hailstorm87
Take a closer look at the financial statements again for segmental reporting again. Also, the logic to have what one company practises, to be imposed on another, does sound weird to me. Not breaking down segmental results actually work fine for me. It makes fundamental analysis harder and the market slightly less efficient.
As for the 2nd pt on cash, I realized it is pretty subjective (again, this is what makes markets interesting) and so I think let's leave it as such.
I am vested in the company. But I like to think I am having a discussion more than trying to defend it per say. VICOM doesn't need me to defend it.
There is also no need to "bet on future revenue growth". As I mentioned, it is highly visible. You can just refer to the previous posts for further understanding. As a result of that, it is also not "a good short term dividend play".
@hailstorm87
Take a closer look at the financial statements again for segmental reporting again. Also, the logic to have what one company practises, to be imposed on another, does sound weird to me. Not breaking down segmental results actually work fine for me. It makes fundamental analysis harder and the market slightly less efficient.
As for the 2nd pt on cash, I realized it is pretty subjective (again, this is what makes markets interesting) and so I think let's leave it as such.