Higher sales with a lower cost structure pushed gross margin from 55.9% to 57.8%.

FORBES: Tiffany Is Seductive But Resist The Siren, Take Breakfast Elsewhere

With these opportunities and with costs cut through consolidation, "They're going to mint money eventually on the lower cost structure, " he says.

FORBES: Industry: The John D. way

The disruptors, like Aereo, start from a much lower cost structure (beginning at free) but also at an infinitesimal installed base compared to their legacy competitors.

FORBES: By Putting Over-the-Air Online Legally, Aereo Clears The Way For ALL TV Everywhere

In terms of pricing of (inaudible) Curve sometimes they do special promos for new products, sometime they are slightly lower cost structure for us to make them.

FORBES: How Jim Balsillie First Discussed the Competitive Threat of iPhone to the BlackBerry

The year over year improvement is primarily due to lower retail selling expenses associated with our no-contract offering as well as a lower cost structure resulting from our cost cutting initiatives in 2011.

ENGADGET: Clearwire sees wholesale revenues dip, LTE delays as it posts a $41.3 million net loss in Q3

Both Suncor and Cenovus have excellent potential going forward but on the basis of the higher dividend and the lower cost structure, Cenovus would be my choice if you only want to own one.

FORBES: Suncor or Cenovus: Which Is A Better Buy?

The allure lies in the cost structure: no contracts and lower price points.

FORBES: Review: NetZero's Back with More Free Internet