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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Re: SCL.TO
Shawcor had a great run recently,not so coincidentally the company is preparing to raise capital. Maybe the company is just preparing for some acquisitions or expansion. The valuation seems like is not very rich consider the company's position in its area. I have a position with 35% gain. So what's your take?

Thanks!
Read Answer Asked by Dong Sheng on June 05, 2014
Q: Hello Peter & 5i Team, I write about Shawcor SCL. I have a 30% gain in SCL having accumulated these shares since July 2013 and I wonder if I shouldn't exit the position or at least take some profits? It was only in January when the company warned on Q4 coming out with bad news inconsistent with strong pipeline industry performances. Then we received a positive surprise with a strong Q1. I like the 30%+ ROE, cheap 2015 forecast PE of 11.5x, P/CF of 8.1x and expected cash balance of $500 million end of 2015 (TD Waterhouse forecasts). Is the business that volatile and does management not have better visibility to have predicted this surprising turnaround only 3-4 months later? Thanks for your reply.
Read Answer Asked by Keith on May 05, 2014
Q: Hi Peter

I am interested in your opinion of the pipeline people...Shawcor. SCL . We just bought the stock and it did not report good stuff . Do we continue to hold or sell it ? I own it personally and also in my 40 year old investment club . Our group was pretty negative about this stock .
Candi
Read Answer Asked by Candi on December 08, 2013
Q: Good Morning Peter and Team,
I have just purchased shares of Shawcor (SCL-TSX). In a nutshell the investment thesis is:
1) We may be entering a pipeline construction / repair supercycle.
2) With Shawcor's dual class share structure gone, it may get taken out.
3) Backlog, financials, and free cash flow all look good.
Could you please give me your opinion of the company. Thanks, DL
Read Answer Asked by Dennis on April 30, 2013
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