Investment Q&A

Q: Hi 5i Team - Could you provide an update on the fundamentals of Questor including cash reserves, level of debt, earnings etc. With this in mind, is it strong enough to weather a continued market slump in growth stocks. Does it have the potential for growth. Also can you provide your opinion on management, its background experience and its holdings of common shares. Has there been any significant insider trading lately. If I decide to finally move on from this stock do you have any suggestions for a replacement growth stock, not necessarily in the same sector.

Q: The new additions to the growth portfolio appear very conservative. Especially after past picks such as xbc, qst, and mrs. Has the methodology of the growth portfolio changed? Big bounce potential? STN is near ath.

Q: The following are some of the companies I’ve lost money with and will sell for tax purposes. I am wondering what your opinion is re their repurchase as commented on below.

The following I don’t feel I need to buy back, unless you feel differently.
NFI, QST

The following I would like to buy back ASAP unless you feel otherwise. Considering the state of the market do you think I would need a proxy for the next 30 days?
CRWD, GSY, META, NVEI, ROKU, WELL

The following are stocks I would like to buy back but don’t see the urgency, considering how the market currently views these companies, notwithstanding their financial outlook.
COIN, LSPD (I already own SHOP), U, UPST

Thank You.

Q: Is there anything of note in the 3rd Quarter release? The technology of QST and the world wide focus on reducing methane gases, one would think this company is in a sweet spot to increase sales dramatically - as per this statement from the president (below)... so help me understand why they are not signing oodles of contracts for their clean combustion technology solutions?
"Requests for proposals have increased significantly from both international and domestic companies, who are exploring opportunities to use Questor’s integrated solutions to reduce greenhouse gas emissions, eliminate flaring and venting to meet the new regulations focused on methane."

Q: Any idea what's going on with QST - seems to have behaving more positively lately ?

Q: Hi 5i,
I need to access some cash by selling some TFSA holdings and hope you can give me advice as to the best way to go about that.
I'm nicely up on WCP and TVE, and with dividends accounted for close to break even on DBM. CTS, CURA, QST and WELL are down a lot, and GXE is down some but not too bad.
Selling 1/4 of the WCP or 1/2 of the TVE or DBM would cover my cash requirement, whereas I'd have to offload pretty much all of any one of the others at their presently reduced values to get where i need to be.
If I didn't need the cash I wouldn't sell anything at present, in the expectation that WCP and TVE will continue to do well, that DBM will at least hold steady, probably rise relatively soon and keep paying dividends, and that the others will find their way out of the woods in due course. But unfortunately I don't have that luxury.
Given the above, could you advise what i might best hold on to, and what might be best to sell in fairly short order?
Thanks!
Peter

Q: I am down on these names in my TFSA account
CTS (-44%)
ENGLX (-73%)
QST (-28%)
XBC (100%)

Is it time to throw in the towel on all of these, consolidate into one name or use my next year TFSA contribution limit to dollar cost average down?

I also hold an ETF, VGRO, in this account which is down 13%.

Q: Are any of these stocks worth holding on to or is time to deploy the money elsewhere?

Q: Hello
I bought all these stocks believing they were well positioned for the energy revolution. Investors have not been interested in supporting these companies and now we have one of the first to go bankrupt. More to follow as QST has been on the ropes now for five years or more.
Fact is, when the sea if full of escaping methane (pipeline sabotage), who is going to pay a company to collect methane from cow dung?

Any thoughts on.......
What is it going to take from these companies to go broke?
How much more time do they have in public markets?
Any worth the pain of holding through another market crash?

Thanks

Q: Not much action from Questor lately, is it better to move on and take the tax loss?

Q: Thoughts on their just released earnings ? Where do you see the share price 12 months from now ?

Q: Hi 5i
I'm looking at buying QST. Seems to be a good investment in green technology for the environment. I see the stock hasn't done much for a while. With all the new government money, both in the states and here, being directed at the environment, are they considered a player? How would you rate the stock and what might it do over the next year or two?
thank you

Q: Is QST a decent Canadian proxy for XBC?

Q: qst posted earnings on Monday. looked like good results although comparative previous numbers were low so only way was up. will these results generate more interest? what do you see looking forward? will they be able to cash in on the methane reduction movement? they seem positioned for it but are they too small to get noticed?

Q: Comments on the Q ? speculations going forward?

Q: did qst recently release earnings. if so, how were they. did they meet analyst expectations. do you think it is candidate to have a rebound considering their technology.

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.

Q: Could you provide an update on the balance sheet of Questor, in particular its balance sheet along with cash and debt positions. Also Insider holdings and trading. Are you concerned that it has not had any press releases in 2022, especially with rising oil and gas prices along with green initiatives. What is your opinion of management. Thanks.

Q: In their earnings release the important take-away was the inquiries by potential new purchases. That is very different from revenues coming in the door. How do you assess promises vs holding this investment?

Q: It seems the last Federal Budget would be great for them and yet the shares are going backwards, why?