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Re: DewDiligence post# 8334

Sunday, 04/13/2014 5:34:47 PM

Sunday, April 13, 2014 5:34:47 PM

Post# of 30507
Then your theory, if true would explain maybe a 12% price reduction in PCL's price. I don't think I'm buying it.

PCL's price didn't escalate under the opposite pretense so I can't see why they'd drop in this case.

I think under performance and share dilution carry are a bigger factor.

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