Hey there,
Terravest has a pretty strong track record of execution - while it has dipped from all-time highs, it has a very nice chart. Earnings growth in the double-digits over the past 1, 3 and 5 year periods is impressive, albeit revenue growth has slowed in recent years. Problem is, hard to compare given COVID years, and in its more recent report noted challenges related to the COVID-19 pandemic and a challenge managing the lag between ending government subsidy programs and increasing activity, mainly in the processing equipment segment.
Surprisingly, there is no data in terms of analysts estimates and there is no company guidance, so not quite sure what the expectation is for the future. Too many unknowns to tell if its a long term hold.
As for goeasy - yep, no changes for us here. Company is cheap, growing and has a growing dividend.
Mat