Open to it but I don't think I get their business well enough to feel comfortable with it. Do you like it? Would love to hear a thesis that doesn't evolve around the dividend (it's gone anyways now.) Propane around my region is being replaced by expanding natural gas networks, wonder if that is a trend elsewhere.
Certarus is the growth engine now. Brookfield still owns a piece of SPB through preferred share deal they did a few years ago. A cold winter would be a boost…
Thoughts on Superior (SPB) as a tax-loss buying candidate following recent dividend cut?
Open to it but I don't think I get their business well enough to feel comfortable with it. Do you like it? Would love to hear a thesis that doesn't evolve around the dividend (it's gone anyways now.) Propane around my region is being replaced by expanding natural gas networks, wonder if that is a trend elsewhere.
Certarus is the growth engine now. Brookfield still owns a piece of SPB through preferred share deal they did a few years ago. A cold winter would be a boost…
Thank you. Always enjoy your analysis.