Shawcor Ltd. (A) | StockChase
164
Shawcor Ltd. (A) (SCL-T)

Last Price Recorded: $26.3800 on 2017-12-13

ON STOCKCHASE SINCE Apr 2001

Eliminated Class A shares March 2013

oil/gas field services
164
Shawcor Ltd. (A) (SCL-T)

Last Price Recorded: $26.3800 on 2017-12-13

ON STOCKCHASE SINCE Apr 2001

Eliminated Class A shares March 2013

oil/gas field services

Shawcor Ltd. (A)


Signal Opinion Expert
BUY
Shawcor Ltd. (A)(SCL-T) 

November 16, 2017

The world leader and a top player in this space.  He thinks the oil industry will start to pick up again so it is a good buy here. 

oil/gas field services

The world leader and a top player in this space.  He thinks the oil industry will start to pick up again so it is a good buy here. 

oil/gas field services
Fabrice Taylor

Publisher, The President's Club...

PricePrice
$25.450
Owned Owned
Unknown

HOLD
Shawcor Ltd. (A)(SCL-T) 

August 16, 2017

A global leader in pipe coating. They recently reported, and management seems optimistic that drilling activity has troughed. It is rising in North America, and this company is seeing the benefits of that. A lot of their larger projects in 2015 and 2016 were being put on the back burner and delayed. But now they are being asked to bid a lot more larger projects. If you are a long-term investor, you could start picking at this here.

oil/gas field services

A global leader in pipe coating. They recently reported, and management seems optimistic that drilling activity has troughed. It is rising in North America, and this company is seeing the benefits of that. A lot of their larger projects in 2015 and 2016 were being put on the back burner and delayed. But now they are being asked to bid a lot more larger projects. If you are a long-term investor, you could start picking at this here.

oil/gas field services
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$25.150
Owned Owned
Yes

HOLD
Shawcor Ltd. (A)(SCL-T) 

July 12, 2017

She owns this, and it has been a somewhat volatile ride, because their fortunes are somewhat connected to the energy patch, being a global pipeline coater. A lot of the pipeline systems in North America are quite old and need refurbishment and it is very hard to build new pipelines. The stock is currently at $26.80, and she wouldn’t sell it down here.

oil/gas field services

She owns this, and it has been a somewhat volatile ride, because their fortunes are somewhat connected to the energy patch, being a global pipeline coater. A lot of the pipeline systems in North America are quite old and need refurbishment and it is very hard to build new pipelines. The stock is currently at $26.80, and she wouldn’t sell it down here.

oil/gas field services
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$26.780
Owned Owned
Yes

COMMENT
Shawcor Ltd. (A)(SCL-T) 

March 17, 2017

Has been looking at this, and with more pipeline expansion likely to come on in the horizon, he feels it is already being discounted in price to some extent. Doesn’t like chasing stocks. This one turned a corner recently and he would like to own it at a cheaper price. There is a lot of growth built into the current price.

oil/gas field services

Has been looking at this, and with more pipeline expansion likely to come on in the horizon, he feels it is already being discounted in price to some extent. Doesn’t like chasing stocks. This one turned a corner recently and he would like to own it at a cheaper price. There is a lot of growth built into the current price.

oil/gas field services
Michael Sprung

President, Sprung Investment Ma...

PricePrice
$38.310
Owned Owned
No

PAST TOP PICK
Shawcor Ltd. (A)(SCL-T) 

February 22, 2017

(A Top Pick Feb 8/16. Down 30.57%.)*Short*. He is very proud of this company. There are very few Canadian companies that can say they are a world leader in what they do. Had this as a Short because they tend to be a late stage player in oil/gas. Feels the market got a little bit ahead of itself in pricing this in, but rather than fight the tape, he exited the position.

oil/gas field services

(A Top Pick Feb 8/16. Down 30.57%.)*Short*. He is very proud of this company. There are very few Canadian companies that can say they are a world leader in what they do. Had this as a Short because they tend to be a late stage player in oil/gas. Feels the market got a little bit ahead of itself in pricing this in, but rather than fight the tape, he exited the position.

oil/gas field services
Jerome Hass

Portfolio Manager, Lightwater Partners...

PricePrice
$36.680
Owned Owned
No

PAST TOP PICK
Shawcor Ltd. (A)(SCL-T) 

December 29, 2016

(A Top Pick Feb 8/16. Down 27.56%.) Short. This is a good company. There aren’t too many companies that can say they are world beaters in what they do. This tends to be a late cyclical play on the oil/gas sector. When that sector starts to rise, this company is going to react 4-6 quarters later. He sold his holdings for the time being.

oil/gas field services

(A Top Pick Feb 8/16. Down 27.56%.) Short. This is a good company. There aren’t too many companies that can say they are world beaters in what they do. This tends to be a late cyclical play on the oil/gas sector. When that sector starts to rise, this company is going to react 4-6 quarters later. He sold his holdings for the time being.

oil/gas field services
Jerome Hass

Portfolio Manager, Lightwater Partners...

PricePrice
$36.000
Owned Owned
Yes

BUY on WEAKNESS
Shawcor Ltd. (A)(SCL-T) 

November 14, 2016

It tested the 200 day and bounced off.  This one is basing, so the 200 day is not as useful.  It broke its downtrend and then started to base within a channel.  He would be tempted to buy as a trader at the bottom of the channel.

oil/gas field services

It tested the 200 day and bounced off.  This one is basing, so the 200 day is not as useful.  It broke its downtrend and then started to base within a channel.  He would be tempted to buy as a trader at the bottom of the channel.

oil/gas field services
Keith Richards

Portfolio Manager, ValueTrend Wealth Ma...

PricePrice
$31.530
Owned Owned
Unknown

PARTIAL BUY
Shawcor Ltd. (A)(SCL-T) 

October 24, 2016

With pipeline construction being in the tank, this has pulled this company down as well. It is the industry leader. Trans Canada (TRP-T) and Enbridge (ENB-T) may have some replacement of pipe, which will bring this company into the picture. If you own, you might want to even average down.

oil/gas field services

With pipeline construction being in the tank, this has pulled this company down as well. It is the industry leader. Trans Canada (TRP-T) and Enbridge (ENB-T) may have some replacement of pipe, which will bring this company into the picture. If you own, you might want to even average down.

oil/gas field services
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capi...

PricePrice
$34.560
Owned Owned
Yes

PAST TOP PICK
Shawcor Ltd. (A)(SCL-T) 

October 4, 2016

(An update from Jerome!) (A Top Pick Feb 8/16.) Short. He covered this on May 16/16 at about the same price.

oil/gas field services

(An update from Jerome!) (A Top Pick Feb 8/16.) Short. He covered this on May 16/16 at about the same price.

oil/gas field services
Jerome Hass

Portfolio Manager, Lightwater Partners...

PricePrice
$32.260
Owned Owned
No

BUY

Looks like it is breaking out of a pretty good base. It has built a very nice base on pretty good volume, and it looks like it is ready to try some new levels.

oil/gas field services

Looks like it is breaking out of a pretty good base. It has built a very nice base on pretty good volume, and it looks like it is ready to try some new levels.

oil/gas field services
Elliot Fishman

Director, US & International E...

PricePrice
$31.610
Owned Owned
Unknown

DON'T BUY
Shawcor Ltd. (A)(SCL-T) 

April 26, 2016

Global pipeline coatings. As a Canadian we should all be very proud of this company. There are not many Canadian companies that are a world leader in what they do. Has held this as a Long position many times. The downside is that they are going through a rough patch right now. Management feels that 2016 is going to be another down leg for them. You’re fighting a lot of headwinds with this company. They have 3 potential catalysts, including a pipeline running from Texas to Mexico, a pipeline between Russia and Germany with chances being slim to none, and LNG on the West Coast which he is very skeptical about. You should be very cautious for the next 2-3 years on this.

oil/gas field services

Global pipeline coatings. As a Canadian we should all be very proud of this company. There are not many Canadian companies that are a world leader in what they do. Has held this as a Long position many times. The downside is that they are going through a rough patch right now. Management feels that 2016 is going to be another down leg for them. You’re fighting a lot of headwinds with this company. They have 3 potential catalysts, including a pipeline running from Texas to Mexico, a pipeline between Russia and Germany with chances being slim to none, and LNG on the West Coast which he is very skeptical about. You should be very cautious for the next 2-3 years on this.

oil/gas field services
Jerome Hass

Portfolio Manager, Lightwater Partners...

PricePrice
$31.980
Owned Owned
No

TOP PICK
Shawcor Ltd. (A)(SCL-T) 

February 8, 2016

*Short*. A pipe coating company. Has had it as a Top Pick twice in the past, but on the Long side. About a year ago he decided that there were so many headwinds the company was fighting in the sector, that he exited his Long positions. They are going to have a very tough 12-18 months ahead. When the oil/gas sector does roll over, they’ll be one of the last to respond to it, so there’ll be plenty of time to cover a Short if there is a rally in the market. A great company and he’ll be coming back to it in the future as a Long position.

oil/gas field services

*Short*. A pipe coating company. Has had it as a Top Pick twice in the past, but on the Long side. About a year ago he decided that there were so many headwinds the company was fighting in the sector, that he exited his Long positions. They are going to have a very tough 12-18 months ahead. When the oil/gas sector does roll over, they’ll be one of the last to respond to it, so there’ll be plenty of time to cover a Short if there is a rally in the market. A great company and he’ll be coming back to it in the future as a Long position.

oil/gas field services
Jerome Hass

Portfolio Manager, Lightwater Partners...

PricePrice
$28.780
Owned Owned
Yes

PAST TOP PICK
Shawcor Ltd. (A)(SCL-T) 

December 30, 2015

(A Top Pick Dec 2/14. Down 30.1%.) No longer owns this, but it is a great name and has been whacked with all the energy service related stocks. Quality management team. The pipe coating business is a good business to be in. A great Hold.

oil/gas field services

(A Top Pick Dec 2/14. Down 30.1%.) No longer owns this, but it is a great name and has been whacked with all the energy service related stocks. Quality management team. The pipe coating business is a good business to be in. A great Hold.

oil/gas field services
Lyle Stein

Sr. Portfolio & Managing Director, Vestcap Investment M...

PricePrice
$28.300
Owned Owned
No

PAST TOP PICK
Shawcor Ltd. (A)(SCL-T) 

November 24, 2015

(A Top Pick Dec 30/14. Down 30.17%.) Felt that this was the last name you wanted to sell in the oil/gas sector. He exited this position temporarily because of all the headwinds in the sector. However, he really likes their long-term fundamentals. The largest pipe coating manufacturer globally. Very attractive niche with a long-term growth. A position that he will come back to. If you own this and have a long-term view, this is a very good position to continue.

oil/gas field services

(A Top Pick Dec 30/14. Down 30.17%.) Felt that this was the last name you wanted to sell in the oil/gas sector. He exited this position temporarily because of all the headwinds in the sector. However, he really likes their long-term fundamentals. The largest pipe coating manufacturer globally. Very attractive niche with a long-term growth. A position that he will come back to. If you own this and have a long-term view, this is a very good position to continue.

oil/gas field services
Jerome Hass

Portfolio Manager, Lightwater Partners...

PricePrice
$29.080
Owned Owned
No

WATCH
Shawcor Ltd. (A)(SCL-T) 

August 21, 2015

You have to go back to 2011 to find a place where you can hang your hat. In the short term, the chart shows nothing but downside. It looks like it wants to revert to around $21. Well-run company.

oil/gas field services

You have to go back to 2011 to find a place where you can hang your hat. In the short term, the chart shows nothing but downside. It looks like it wants to revert to around $21. Well-run company.

oil/gas field services
Hap (Robert) Sneddon FCSI

Chief Portfolio Manager & Founder, Castlemoore Inc....

PricePrice
$25.540
Owned Owned
Unknown

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