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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: Zoomd Technologies (ZOMD) had an important announcement yesterday about adding several major new clients, including the NBA. The stock has climbed 23% in the 2 trading sessions since. Now close to $100 million market cap. Their software seems to have applications to just about any industry involved in digital advertising. Most recent quarterly financial report was very impressive. Wondering what you think of this company's potential.
Read Answer Asked by Dan on January 15, 2025
Q: Would appreciate your assessment of TRI and INTA. These 2 stocks in the professional services sub-sector appear to be accelerating due to AI. Correct me if I am wrong but do you see increasing TAM attributable to improved service to clients and and reduced costs. Would you have high conviction or less so with this idea? How would you rate these or others in the professional services sub-sector.
More generally, are there other industrial sub-sectors where AI is improving client services and reducing costs. Any other names to suggest.
Read Answer Asked by sam on January 14, 2025
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
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