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    Timothy Clarkson

    Research Analyst at Van Clemens Capital

    Timothy Clarkson is Vice President of Investments at Van Clemens Capital, specializing in guiding clients through volatile markets with a focus on resilient sectors such as pharmaceutical companies and gold stocks. Over a 40-year career, Clarkson has steered clients toward defensive investment strategies and has built a reputation for long-term success, regularly sharing market insights through media and podcast appearances. He began his financial career after graduating cum laude from the University of Minnesota in 1980, becoming a stockbroker in 1981, and has held key roles at Van Clemens & Co., Inc. throughout his tenure. Clarkson is a registered Investment Advisor and is recognized for his expertise in portfolio diversification and navigating economic downturns.

    Timothy Clarkson's questions to FLEXIBLE SOLUTIONS INTERNATIONAL (FSI) leadership

    Timothy Clarkson's questions to FLEXIBLE SOLUTIONS INTERNATIONAL (FSI) leadership • Q1 2025

    Question

    The analyst asked for confirmation of better Q2 results, the primary risks for the new contract beyond equipment, the rationale for moving manufacturing to Panama, and an opinion on U.S. tariff policies.

    Answer

    The executive confirmed Q2 results will be better than Q1. The main risks for the new contract are timing and execution at high volume, though the probability of failure is low. The move to Panama was driven by the impact of U.S. tariffs on international sales since 2017 and the difficulty in getting tariff rebates. The executive believes a better tariff policy would differentiate between raw materials for remanufacturing and finished goods.

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