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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: Comment to Shirley re: the new EFN preferred share issue: If you are interested in this new issue, I strongly suggest that you consider instead a "market purchase" of EFN.PR.C, which was issued a few months ago, and offers both a better (+0.1%) coupon rate and a higher (9bp) reset rate, while obviously having an identical credit quality and nearly the same reset date (a few months earlier). Furthermore, EFN.PR.C is about to go "ex-dividend", and so will from the start give an additional nearly 41 cent advantage over the new EFN issue. At the moment I'm writing this, EFN.PR.C is trading at $25.00.
Read Answer Asked by Gregory on June 04, 2014
Q: re: Element Financial EFN

Hi 5i team

I saw your answer for Rod when you replied;

"We are very comfortable with the credit quality and management of Element."

I've been watching EFN for some time. As of today it is below it's 50 day average.

I was wondering what you see moving forward considering their recent purchase of PHH?

FYI... Bruce Campbell on May 2nd ($13.13) had it as one of his top picks.

Thanks for all you do

Gord
Read Answer Asked by Gord on June 04, 2014
Q: Could I please get your detailed analysis of Xpel’s (DAP.U.v) latest earnings just released? Thank you.
Read Answer Asked by Evan on June 03, 2014
Q: Hi Team,

TKM is still drifting lower. With about $8 in Cash and a good pipeline of drug candidates, Monsanto agreement etc. what do you think about the company. What is the maximum risk to this stock given the cash they have.
Read Answer Asked by Imtiaz on June 03, 2014
Q: for a long time macro was one of your choices for aggressive growth,in their current quarter after looking at the balance sheet it seems that their account receivables are growing faster than revenues.the stock is way way down.would you buy macro now, or do you like petrowest or enterprise better, would you own all three, which is your favorite. thanks dave
Read Answer Asked by david on May 30, 2014
Q: XSR - Could we please have your updated comments on Sirius - another special dividend announced today, 58.5 cents, yet the reaction thus far has been somewhat underwhelming - there always seems to be a lot of selling pressure on this one
Read Answer Asked by Bruce on May 28, 2014
Q: can you comment on LOY results today. They look very strong, thoughts on margins and potential for muliple expansion. thanks
Read Answer Asked by Scott on May 28, 2014