Investment Q&A

Q: I would appreciate your comments on the 2nd quarter results released today.

Q: QST has dropped about 10% the past few days. Any explanation? I don't see any news. Do you know when they next report?

It was recently added to growth portfolio. Is this a good time to start a position?

Q: Any reason for recent decline?Add to my 1%pos.(p/p $5.01) hold or sell?Txs for u usual great5 services & views

Q: Hello 5i
In looking at Questor Technologies I noticed that their original clean combustion patent expires in Nov. this year. Might this affect future competition?
Thanks

Q: Do you know when QST next reports quarterly earnings and what is expected?

Q: Hi there,

I currently own PXT and was thinking of switching to QST. What would your thoughts be on this switch. I was thinking QST could be a "better" play on the oil industry and one that is less exposed to the price of the resource and with better upside overall. Thoughts?

Thanks!

Q: What 4 Canadian stocks would you buy that have the potential to appreciate quickly for a short term hold? Risk not an issue. Well balanced portfolio.

Q: Was just wondering if there might be a new report for QST and MCR. Last report on QST was back in Nov 2016 and was not too favourable. "simply too small and volatile to own at this stage." MCR no report.
Thanks Craig

Q: Bought 1.25% pos.@ $5 per u recommendation on 6/3.Is it time to add to 2.5% as suggested.Thanks for u usual great services & views( Go LSPD Go) Go Raptors Go, Win the NBA title hopefully tonight

Q: Which sector would you put Questor in?

Q: Peter:
I read with interest your article in this weekends National Post about "screening for stock winners." At the end of your article you concluded that Questor Technology is one of the few stocks that checks "most of the boxes" on your screen. That said I am curious why 5i did not resume coverage on this Company and/or add Questor Technology to the 5i model growth portfolio given its great performance year-to-date?

Q: Please comment on the first quarter earnings and if you think the stock is still cheap. What would be an appropriate p/e for the company? Thanks.

Q: Thanks to replying to my question.Would disclosing the information in a presentation on their site be sufficient? I also notice that in their press release of the year end numbers they state:
"The Company secured contracts in North Dakota during 2018 which resulted in moving 23% if it’s fleet from Colorado to North Dakota during the three months ended December 31, 2018. The successful award of North Dakota contracts and reallocation of rental assets to new markets support the Company’s strategy to diversify its markets and customer base. "
It is possible that management concluded that they had made sufficient disclosure with those sentences even though they did not mention that it was all to one customer. What is significant is that the % increased from 23 to 40.

Q: For my small cap portion of my portfolio I was thinking of adding one. Both have run hard and have good growth. For a long term hold what company would you invest in. I consider management and debt management a priority.
Or should I buy a little of both? Would you have a better alternative? Thanks

Q: Questor recently posted on their website a presentation to Altacorp in April. In the presentation they state that in the first quarter (Jan 1, 2019 -March 31. 2019) they shipped 39% of their rental fleet to a new customer in the Bakken. This would seem to be significant news yet no press release was issued. Are companies obliged to disclose material contracts or is that at their discretion?

Q: In response to my question re: byl and qst, you said qst was the better choice. Would you please give a more detailed analysis for this recommendation. Thank you.

Q: Considering all metrics,debt,growth etc. Which would you consider a better hold for 1 to 2 years? Thank you.

Q: As you stated; QST traded 900K+ shares yesterday at 4.60. If we were to assume this was an insider selling off, could we read into that and say that if you were taking a new position in this stock that you could hold off as this may pull the price down to or below that price? Under that same assumption, could we also take this a signal that it may be fully or overvalued at this point. I like the momentum though am weary when there are such emeded gains recently. What is the insider ownership of QST and what kind of positions do the chairman have? Any recomendation for someone trying to get on this train..

Cheers,

Q: QST has traded 1m shares today. Obviously a block move. Do you have any info on it (who)? At what price did it trade at? Stock is down 3%. Can you shed any light?

Q: QST is moving higher today. Is there anything you see that would account for the move? I don't see any news.