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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: Hello 5i team !
Energy service company's might be ready for a rebound soon ? Is there any reason to choose between the 3 ideas (SCL, EFX, or TCW) to play this segment, ie. balance sheet, PE, growth, etc. ? Any significant U.S shift to their operations possibly ?
Read Answer Asked by Bernie on January 24, 2018
Q: I have held Shawcor for a while and am still a little water. Wondered what you thought of earnings and offer your opinion on where share price might be in a couple of years? Seems with pipelines being slowed or not built might hurt it going forward? Much thanks Stuart
Read Answer Asked by Stuart on November 13, 2017
Q: Hi Peter and team
I am down about 40% in both Peyto and Shawcor and would like to use as a tax loss. Could you please suggest one or two replacements. Thanks.
Gary
Read Answer Asked by Gary on October 27, 2017
Q: Hello 5i,
My only energy exposure is Shawcor. What would you recommend to complement this in energy. Thanks.
Read Answer Asked by Jean-Bernard on September 16, 2016
Q: Hi there

I have held Shawcor through the downturn and have a long term view on my investments - I can wait a few years for recovery. Just wondering given the poor outlook from the company for the next year and the poor outlook on the sector whether its valuation reflects this. Would it be a hold here or would you move on. I do think they have a bit of a unique boring business - a bit like Stella which I also hold.

Thanks

Stuart
Read Answer Asked by Stuart on May 13, 2016
Q: hello 5i:
in a recent question, asked by Justin, about the new Liberal gov't (hmm, interesting, I know his last name can't start with T), re: infrastructure plays, you advised that WSP, STN, SOX, AND BDT would be some companies that would benefit. I can see that, but wouldn't companies like SCL and BAD benefit even more? After all, they will be doing the groundwork where most of the money is spent and have the lowest valuations due to the hits they've taken.
Just wondering
Paul
Read Answer Asked by Paul on November 02, 2015
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