Q: LIF chosen as an example of a commodity stock and with connections to recovery expenditures.

Are we seeing a real drop in demand for the commodity, or a speculative dip on futures prices?

Q: Given diminishing growth in China, is it time to pull the pin on LIF? What are your general thoughts on this stock? Thank you.

Q: With LIF being down significantly this year and the dividend up around 25%, does it make sense to start a position in LIF or do you see tailwinds moving forward for them ?