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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: To just add a comment to your reply today, in the last quarterly report the company disclosed that since the end of the last fiscal year it will increase the number of rental units from 26 to 58 by the end of December. Management of this company is terrific and experienced and they would not increase capital spending from $2 million at beginning of the year to $5.3 million by year-end unless they had confidence that they will need this significant ramp up.I expect that the 3rd q results release next week will add more colour to the business outlook or at least the capital budget for 2018. FWIW, I think QST deserves the same kind of evaluation metrics as Photon.
Read Answer Asked by Murray on November 01, 2017
Q: QST has really started to move in the past 10 days. Could we get your assessment of what is driving the move and how confident one should be with the firm. It almost looks like the stars are starting to align for it (higher oil prices, new government methane gas reduction targets, proven technology). If it reports a strong quarter, what is the upside? Would you complete a position in it now?
Read Answer Asked on November 01, 2017
Q: TIME OF REPORT RELEASE
Do you have a policy on the time of day reports are issued? Specifically, are reports ever issued during the trading day? I noticed mid afternoon yesterday there was a report on QST. The report stated coverage was being terminated and the final rating was 'C'. The stock declined yesterday. If not done already, can I suggest that all reports be released 'off hours' so all members have an equal chance to review their contents and decide what they want to do with their holdings. When reports are issued during a trading day, it's a crap shoot whether you just happened to scan the reports section and if you were inclined to sell the stock, got lucky and beat the rush. If there was a policy, all members would feel they were on an equal footing.

If there already is a policy and I'm unaware of it, please re-state what it is.

thank you
Read Answer Asked on November 23, 2016
Q: Hi!

I have a portfolio that has a few names I have held for some time that could be described as laggards and I'm not sure which of the group I should get rid of and deploy proceeds into something else. From the following list which stocks should I sell and move on from: CVE,TOU,SGY,AVO,G,ECA,QST,ALV ???
Read Answer Asked by Ian on November 23, 2016