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Does not believe dividend us sustainable given current strip price.
Could take on debt to sustain dividend.
Challenges ahead for the company.
Depends on outlook for natural gas.

Company is inventory light (less than 10 years).
Better names to own in energy sector.
Current shares are mis-priced, but very short term hold given inventory concerns.

Exposure to medium and heavy grade oil.
Small cap that not many large investors care about.
Dividend is 10% and is very strong (sustainable above $70).
Older assets with abandonment liabilities.
Good name for next 1-2 years if you want yield.

Passed on last private placement.
Large abandonment liabilities.
Small company that doesn't attractive institutional investment.
Has taken on lots of debt.
No return of capital until 2024.
Weary on prospects of company.

New CEO an outsider which is good.
Health and safety issues improving.
Concerns on longevity of assets.
4-5 turn around on company prospects.
Current share price presenting a buying opportunity for long term shareholders.

 GIL has performed well amid a challenging macro outlook, and is now trading at a 10.5x forward P/E. In the 4Q, GIL’s revenue declined 8% to $720M, missing estimates of $761M and EPS of $0.65 slightly missing estimates of $0.68. 
GIL’s management expects margin pressure in the first part of 2023 but expects to deliver strong margin performance for the rest of the year. 
The company has executed well on its long-term growth strategy by taking advantage of the vertically integrated models as a low-cost manufacturer to expand production to low-cost labour areas such as Bangladesh. 
It does so while continuing to expand its margins and returns on net assets (RONA). 
Overall, the company has been executing well on its growth plans, has been increasing dividends, and plans on repurchasing shares over the next few years. 
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 EPS was 31c, up from 24c the prior year, but short of estimates of 37c. 
Revenue was $78.8M, up 19% and matching estimates. 
The dividend was raised 17%. 
The company plans to focus on cost savings and integration of its acquisitions this year. 
With the stock way up YTD and news of the CFO departing, investors decided to take some profits. 
The stock remains very cheap and the dividend news certainly indicates management confidence.  
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The quarter was a big miss; EPS $1.21 down from $1.61 the prior year and estimates of $1.54. 
Revenue $189.8M was higher than the prior year $188.6M but missed estimates of $203.4M. 
For 2023, guidance was $5.28 to $5.64 per share (est $5.44), Revenue guidance $878M to $915M (est $881M). 
The guidance range vs the stock drop seems out of line here to us. 
Management commentary was not that negative going forward.
The 4Q miss scared investors, but with the stock already down we would not panic here. 
We think it will be OK, but would not add. 
The stock may flatline a bit.  
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It reports Monday. Is restructuring through layoffs. WDAY is growing, but if it can accelerate growth, then its shares will roar.

It reports Monday. Is restructuring through layoffs. If it reports any growth, shares will jump. He hopes so.

It reports Tuesday. He's worried about the widespread slump in retail and that Target could revisit previous lows of December, but if so, then buy.

Oil prices have been slumping and Chevron's last quarter wasn't up to snuff. Shares at in no man's land.

They have an investor day Tuesday. Likes it for its 10x earnings, as low as it will get, because the capital markets business is dead.

It reports Tuesday. The CEO is an amazing salesman and he bets he will tell a good story that his movie chain is doing very well.