Investment Update | Review + Outlook
​We continue to view the company favourably given its portfolio of diversified, high-quality, low-cost and long-life assets. However, the CRA dispute remains a source of uncertainty for the company.
Independent equity research focused on the North American market that leverages ARC’s unparalleled expertise in applying proprietary forensic accounting knowledge to investment analysis.
The ARC process is focused on avoiding financial reporting and accounting risks while identifying companies with superior adjusted cash flow metrics.
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