TSX:TWC - Post Discussion
Post by
undervalue on Dec 02, 2020 12:39pm
A positive comment.
Canoe Premium Income
Steve DiGregorio
• The Fund was up 2.3% last week with TWC Enterprises Ltd. (TWC) being the largest contributor. The stock climbed 16% last week and was up over 41% in November. After rebounding from the 2020 drawdown, the stock is now above $16 and at an all time high. TWC is an under-followed Canadian small cap stock ($415 million market cap) with specialized real estate assets, value catalysts and trading at a significant discount to NAV.
We need to ask him what his NAV number is. Canoe owns 237k shares.
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