Q: Hi team,

Grateful for your views on these companies. Are the strong growth and dividend sustainable ?
Which is the best buy now ?

Gratefully,

Jacques IDS

Q: Hi Peter, Ryan, and Team,

Here is a link to an article from a US based RV newsletter, which points to a severe shortage of propane:

https://www.rvtravel.com/rvers-propane-shortage-affect-you/

My question is this: Does the propane shortage provide a buying opportunity for stocks like SPB? We owned it in the past, but sold it (at a profit) when it started languishing. Are the any other propane stocks (I guess in the US) that could benefit from this thesis?

Thanks as always for your insight.