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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: Hi Peter,

A follow up question on Pinetree. With Shezad Okhai (former VP of Constellation Software Volaris group and previous Chief Investment Officer of Pinetree) coming back effective November 1st, do you think it would be a stretch to look at this company as a quasi Constellation Software VC or PE company. Damien Leonard (CEO) involvement, Pinetree has common stock holdings with Strikwerda BV holdings (connection to Topicus CEO - ie. Trubridge) and the type of verticals software investments in the fund, it looks like there is a lot over lap and synergies with CSU. Or is this a bit of a stretch.
Read Answer Asked by Frank on October 28, 2024
Q: This stock has traded in the 30 plus dollar range this year until recently where it has taken a huge drop to19-20. Im not even sure if it may continue to slide. What's confusing is that it was undervalued in the thirties and now a big drop after a solid q2. Also the short position has recently increased to 29 percent. The shorts got what they wanted. Shouldn't they be covering. I want to buy but feel they might know something with such a huge number. Lastly they just came out with a release saying the price isn't reflected in the value and they will start buying back 43 million dollars worth of shares. Is this a great buying opportunity.
Read Answer Asked by Steve on September 06, 2024
Q: Can you please recommend your favourite metal ETF for URANIUM, COPPER and GOLD.

Thanks for the great service
Read Answer Asked by Hector on June 04, 2024
Q: Could i get your 2 favorite companies to buy right now ( 1 Cad and 1 US) in each of Consumer Cyclical, Utilities, and Materials. Thank you
Read Answer Asked by Neil on January 04, 2024
Q: Peter,

As tax loss selling abates, what are your top five candidates for a bounce back in the new year?

Thanks for your great service,

David
Read Answer Asked by David on January 02, 2024
Q: My wife owns the stocks above. She is looking to add 1 to 2 more stocks in the new year. Can you recommend a couple us and Canadian?
Read Answer Asked by sean on January 02, 2024
Q: With a long term view, where might Hammond find itself in 3/5/10 years? They are clearly doing something well, have had amazing returns, but imagine they are still relatively unknown to the greater market (as well as being a sub $1-billion market cap? - lack of institutions own it maybe?)

The addressable market must be growing as everything electrifies - do you think they'll acquire / be acquired? I see it is trading near its 52 week PE high, but is there an argument it is still undervalued? Could this ever be a $5 billon market cap company? Debt seems low. Do you know much about management? Do they ever issue shares (or follow that CSU model of never issuing).

Thanks in advance. - Jeff
Read Answer Asked by Jeff on December 22, 2023
Q: I have a sizable capital loss for 2023 right now. I'm starting to think of selling some of my winners in my non-reg accounts to wipe that cap loss out this year. Three of the companies where I have capital gains are Hubspot, Mastercard, and The Trade Desk. What strategy would you recommend for me in selling some or all of these 3 positions to erase the capital loss. MA has been a longterm winner for me, but I worry about Fintech competitors eating into their business. I'd appreciate your insights on whether Hubspot has a rosy future or whether its best times are behind it. The Trade Desk is my most confident position, but, of course, I'd appreciate your opinion. Thanks!
Read Answer Asked by Marc on August 02, 2023
Q: Hi Peter, Ryan, and Team,

The last question about NOA was on April 21. Do you still hold the same views?

I'm wondering why this stock is classified as 100% energy. When I look at their website, they seem to have a large stake in non-energy sectors, like metals and mining.

Finally, does 5i hold much stock (sorry) in the "Recent Breakouts" column in the Globe and Mail? NOA was recently featured.


Thanks.
Read Answer Asked by Jerry on June 23, 2023
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