RE:RE:SPB - Seems Like A No BrainerGreat information/perspective. Thanks.
Are you adding at this time or holding?
Schussing56 wrote: Well, SPB used to be significantly debt heavy. There's no doubt that Luc Desjardins has executed a remarkable turnaround, by reducing debt and streamlining the business but, I think there are still a few headwinds. Number 1 is that most of their recent acquisitions have been backed by a $250 million "loan" from Brookfield Asset Management so, I don't think all future revenues will go directly to SPB. Also, there have been some regulatory issues with some recent acquisitions. Finally, competition. Parkland is still much bigger and has a far larger market share than SPB. I'm sure Parkland could put some pressure on SPB if they wanted to.