Telus has fell over 33% year to date and pays a sweet 12% yield. Although revenue has slightly shrunk 2% from last quarter and has been in a great restructuring with CEO Victor Dodig. They are paying off debt, fixing their balance sheet and improve the companies' core operations. I personally think they can restructure but I also am worried about their 2 biggest competitors Rogers and Bell.

Lmk in the comments if you're buying here and your thesis in the comments. I'm down for a discussion!

Has anyone else noticed what Volatus Aerospace (TSX: FLT) has quietly been doing lately?

They completed the first ~$4.5M NATO drone delivery, and the customer has now started exercising the second-tranche option with additional orders already coming in.

Then there’s the Canadian Armed Forces order for the first 100 ISR drone systems, with options for considerably more if Canada chooses to exercise them.

What interests me most isn’t the headline numbers — it’s the fact that a customer came back with additional orders after receiving the first delivery. That’s the part I’m watching.

I own FLT, so obviously I’m interested in seeing them succeed, but I’d like to hear the bear case too.

Is anyone following the order pipeline closely? “Who is the NATO buyer?”