Review of Primo Water Corp

MAY 25, 2023 - PRMW is one of the main leaders in the water solution industry with a large total addressable market globally. The economics of the business are attractive which generates stable and recurring revenues, and the company has an operational history of resilient growth across cycles. We think the investment thesis in PRMW as a consistently growing dividend name is appealing. We are maintaining our rating at “B+”.

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Q: Are you aware of any public water-recycling companies that may be worth investing in?

Thank you.

Read Answer Asked by Ross on July 21, 2023

Primo Water Corporation (PRMW)

Q: What are your thoughts for this quarter? It seems like they are being punished for a strong quarter.

Thanks

Read Answer Asked by Tom on May 08, 2023

Q: How do you see the real estate sector performing over the next 12-18 months? In an otherwise balanced portfolio, I currently have no real estate holdings. Would you suggest I add here and - if yes - would you opt for RIT or DIR.UN? It would be a 3% total weighting. Alternatively, I could purchase either OTEX, EIF or PRMW. Looking for a combination of growth with a fair-sized dividend and moderate risk. What would recommend - and in what order (strongest first)? Thank you.

Read Answer Asked by Maureen on April 05, 2023