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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: What can u tell me about this company? It seems to have a very low P/E but recently has had a bit of a pullback. I am not a holder of it but it has had a steadily rising stock price last 5 years. Would you consider it a good investment and why or why not? Thank you.
Read Answer Asked by John on July 07, 2025
Q: Berkshire Hathaway has been very successful at buying wonderful businesses at good prices. Is there a Canadian company with an identical mantra?
Read Answer Asked by James on May 01, 2025
Q: Hi Peter,

Can I get you to compare Chapters Group AG to Pinetree Capital. Both are small cap holding companies. Do you see a lot of similarities between the two and would they be comparable. Both have had good runs.

I appreciate your views.

Thanks
Read Answer Asked by Frank on November 11, 2024
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: Regarding Frank's question on Pinetree Capital
It is seemingly up because they hold shares in Bravura Solutions traded on the ASX and main reason is they reported nice results a few days ago.

Some connections to Constellation Software here as of course Mark Leonard's son Damien runs this company (Pinetree) as I am sure you know and they seem to align with Constellations investments a few times (holding Sygnity and Topicus) and a Volaris Group Vice President (Shezad Okhai) joined Pinetree in 2021and then left for Bravura Solutions in 2023... they look undervalued when you review all their investments and report soon.
Read Answer Asked by Michael on February 23, 2024
Q: Peter, among the Canadian small cap and microcap stocks that have been indiscriminately sold off over the past year or so, which ones do you think stand the best chance of bringing substantial returns when the markets recover?
Read Answer Asked by David on November 16, 2022
Q: In a recent answer you mentioned there are better microcaps to own than MRS. Can you suggest 2 or 3 that are equally as beaten down but that have much better potential over the next 24 months or so.
Read Answer Asked by Randy on May 16, 2022
Q: Everyone, you suggested a number of micro caps stocks rather than one or two. Recently you have suggested MTLO and PNP. Can you recommend another three? Individually I will invest $1000 each and with the assumption that they could go to zero. Many thanks.
Read Answer Asked by Clayton on March 24, 2022
Q: Everyone, a year or so ago I asked about investing a small amount of money ($500) in a long shot. You suggested Martello - well I sold out after a 50% loss. Do you have another idea to invest $500, with the thought that I could lose 100% of my investment. Clayton
Read Answer Asked by Clayton on March 21, 2022
Q: I would appreciate your updated outlook on PNP, and answers to the following 3 questions:
My understanding is that this company is gradually being taken private by the family holding company. Do you believe that to be the case? Also, what do you think the rationale was for the upcoming rights offering that PNP announced last week? As an existing shareholder with a 1% position, do you recommend that I exercise the rights once they are issued?
Thank you...Glenn
Read Answer Asked by Glenn on April 07, 2021
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