Post by
newcoin on Aug 10, 2024 9:38pm
SPB is Infamous For Lower 2nd and 3rd Qs
The high demand season is when it's cold in North America. The 4th and 1st Qs are are SPB's best.
The dividend isn't going to be cut. It's a very cyclical stock. This is the best time of year to buy SPB.
Comment by
InvestSmarter on Aug 10, 2024 9:52pm
Bingo. Management consistently says the dividend is sustainable, and is in the FCF payout ratio range. Not to mention earnings are going up, not down. Debt is being paid down at the current dividend level as well. No drip, so no dilution. This is because cash flow does not need drip to be a sustainable yield.
Comment by
Rocet98 on Aug 11, 2024 9:40pm
Earnings this week. will be interesting how people position themselves buying, selling or holding???
Comment by
Tslayer on Aug 12, 2024 9:47am
Earnings after close on the 13th. Did i not read a PR stating that earnings are expected to be lower because of lower revenues at Certarus? When through SPB PRs but I can't find anything. Can someone clarify svp.
Comment by
Rocet98 on Aug 12, 2024 10:42am
I believe it was in one of the analysts reports. Question become how much 'baked' into current stock valuation???? Im holding, I believe they could potentially surprise! If it's a terrible miss, the axe coming out. imo
Comment by
Apaulson on Aug 11, 2024 7:11am
Take a look at the stock on a 3 year basis.......has there ever been a good time to buy this stock?