Investment Q&A

Q: You sometimes mention that a particular stock would be OK for a basket of small-cap stocks. I am intrigued. I think you mean like a mini ETF where you track the whole as one investment. I think I have done something like that with a very tiny portion of my overall investments. I have a separate little portfolio with these 4 stocks, KUT, QST, MTLO, PNG. This group has been doing well so far this year with the exception of KUT. But I am interested to learn what stocks you might suggest for such a “basket”. Also how many stocks would you put in it?

Q: This is more an observation rather than a question. On January 10th 2020 the Wall street Journal had a piece on the harmful practice of flaring natural gas. It referred to only one company and that was Questor. The CEO was referred to twice and also quoted.

Q: Cve announced today that they are planning to reduce carbon emissions. Is QST the only company that can benefit from this trend or is there more names? Thanks

Q: Could you rate your Tech sector holdings for future growth from the model growth portfolio, this would be for a TFSA.

Q: Hi Team
I’m looking 2-3 name in the green space. Is there any company that you have a high opinion of.

Q: Are these two companies competing in the same space? If I was to buy only one, which one? Or would it make sense to split $5,000 between the two companies? Thanks.

Q: Hello Peter and Staff
What sector do these belong in Other or something specific
Best wishes for a Happy Holiday Season and a great 2020
Dennis

Q: Good Morning:
In a well diversified portfolio I have above "growth" stocks at 1.5-2.5% weighting in my TFSA. They've all performed the same either slightly down or flat and was wondering if you would add to, hold or sell any of these for long term hold.
Thanks For any advice.

Q: Dear 5i:
I am negative on subject three companies and plan to sell.
What are your recommendations to replace with best growth stocks, U.S. and/or Canada?
Stocks do not have to be in the same categories.
Thanks
Klaus

Q: With their last Q results, do you agree, the stock is a better buy today than was yesterday.
Do you see the SP reaching it’s all time high again soon ?
Thanks

Q: Hi,

If I understand correctly, 5I isn't very bullish on the oil and gas sector now; however, it seems like you have high expectations from QST. I can see the appeal that QST can have regarding environmentally conscious needs, but wouldn't the companies they serve have to start doing better before QST would see huge growth?

thanks as always for your insights,
Brad

Q: Hello Peter and 5i Team:
Can you please give me your take on Acuity Ads Q3 Results and its future growth potential? Aside from sector allocation differences, would it make sense to switch to Questor as a possible alternative high-growth stock?

Thank you.

Q: Motley fool is touting its top four small cap stocks. Could you provide us with your top small cap stocks? How would you rate KEW in this list?

Q: I have been away for a few weeks and went back to listening to my business podcasts. One that I enjoyed tremendously is the National Post podcast on climate change. It’s great listening and I do love her co relation of the climate change situation and the hysteria about it to a Monty Python skit , the fact that a lot of people are willing to blame yet very few are willing to talk about solutions. Great listening and a great explanation . the link to the podcast.

https://podcasts.apple.com/ca/podcast/down-to-business/id1460294675?i=1000453699239

The company has no debt and seems to be in the sweet spot of growth at the moment, your views on the company and its air quality improving technologies please , thanks, Jean

Q: Can you please help me understand why Blackline is valued at 2.5 times QST when QST seems to have way better metrics ( profit, gross margin)? While QST's revenue is not growing as fast, one can argue that QST only chooses to sell prodcutt aht it can sell/rent where there is a profit etc. QST's management is probably a least as good as BLN. Do you think there is a discount because the CEO of QST is a woman? Maybe it is just investor relations, lack of private placement of QST shares? Or fear of regulations or lack thereof hurting QST. Anyone who follows the climate change debate would see methane reduction as one of the the big news story of the past year.

Q: Hello, I sold Descartes DSG quite a while back when you indicated that it was very expensive (and kept Enghouse ENGH), now that you have added DSG to the portfolio I'm wondering if I should sell ENGH and buy DSG back. Or are they 6 of one and half a dozen of the other going forward. In balancing my portfolio I trimmed some CSU because it was up around 17%, so now I do not want to invest in a much lesser quality technology company with the proceeds. Second somewhat related part to this question: I once owned QST, MCR, and BAD and sold them also quite a while ago. Now that you have renewed interest in them and added them to the portfolios I'm feeling a bit reluctant to add them back, I guess because I once sold them. Obviously you have renewed confidence in them. And I'm trying to keep to my principle of following the portfolios. Can you help me regain confidence in these three names. Thanks for great service, as always.

Q: Re Dave's question on Questor the WH has been doing its best to downgrade environmental criteria so my take is that while individual states appear to have the ability to set and maintain environmental criteria they are fighting a downdraft and this is affecting market sentiment, perhaps as a minimum.

Q: QST has been a bit weak since earnings were released. Today it is down again with high volume. I don't see any news to explain. Do you?

Q: Please list these as best for the potential of capital appreciation over the next 4 years.Thanks.

Q: Hi Peter and team. I want to say great work thank you so much for your service. Questor is taking their time on quarterly results when they issue their results can you please comment. Thanks again, your advice sure does pay for itself.