Investment Q&A

Q: I bought some additional QST stocks on its way down so I hold about 5% in my portfolio. Given the recent year-end report and the prospect for 2015, should I sell some or all of the stock or wait until the next quarterly report to make a decision?

Q: When is their next earnings report expected? What are the expectations for revenues and earnings? I know that oil industry and all related companies have been hit...what do you expect from this company and it's share price moving forward?
Thanks, Mike

Q: Hi Team,

Can you give me your outlook on QST and SUM. I hold SUM in my TFSA at about a 7% position, and QST in my registered account at about a 2% position. Haven't seen much movement as of late on either one.

Thanks,
Jordan

Q: Hi Guys,
A quick clarification on QST, I thought that the EPA in the USA mandated the new stringent environmental regulations for 2015? In other words I was under the impression that O&G companies had to curtail emissions this year and therefore falling oil prices shouldn't have a negative impact on their business if companies are forced by law to implement emission controls this year. Thank-you

Q: Hello 5i team,

Dec 31st you finished your answer with "there is a good chance that this earnings forecast will move lower."

Today the stock is down almost 10%. Are there any other reasons other than what you mention on the 31st for this decline? Or is it purely a result of the falling oil prices?

Thanks for all you do

Gord

Q: I added into strength in August and now find myself underwater 20% in QST. My concern is even if things go well for them, will this be dead money due to the sector it's in? It's a 4% position in my TSFA. I'd appreciate an opinion whether I should move on or be patient?

Q: I'm seriously considering building a position in this name for the longer term, what kind of annual earnings growth are you expecting over the next five years?
thank-you.

Q: Quaestor just took a major dive from 4.00 to 3.25. Any idea why? I've been waiting for an entry point, but worry there is done dirt if bad news I haven't seen?

Q: Please comment on Questor results out this morning. Thanks

Q: I like QST's technology. I looked at their website and I only see Audrey Mascarenhas as the Management Team. I watched her BNN interview which was good but do they not have other professionals in management or perhaps a Board of Directors. Does a diverse management team and a competent board make a company stronger?

Thank You

Q: Would you go with Questor or Spartan Energy at this point in time for a 3 year hold with a growth bias? Thanks a lot and great work!

Q: I am looking for a short term investment (less than 1 year) and was looking at Questor or Shawcor (SCL). Would you recommend one or another company for a short term, appreciating that you prefer a longer term approach? Thanks.

Q: I am looking at setting up an educational fund for our 1 year old grandson with an initial
5k investment. Are there any tax implications when an RESP is set up by a grandparent and if so, would an investment account in trust be more appropriate?
Either way, which holdings would you suggest I start with.

Thanks for taking the agony out of some these decisions!

Q: You have suggested some great picks in the past ( I think on BNN) that were smaller names but with big growth profiles ie, DHX media, Amaya gaming... Any names or "top picks" with similar profiles? . Many thanks, T :)

Q: Any news on QST? It has been swept up in the recent downturn and I am hoping that there is no bad news. If there is no bad news is $3:00 an entry point?

Q: Hi,

Due to the recent capitulation in small cap stocks, I am concerned about DEE and QST which have been cut in half. My average price on DEE is 4.25 and that on QST is 4.35. Unfortunately, I have more than the required portfolio weight in these two stocks and I am not able to double up because of the already high weighting. What do you suggest and what impact woould the next one or two years have on these two stocks.

Q: Questor (QST) is dropping in a major way today. I expect that small caps will generally fall more than large cap stocks when we experience the kind of drops we have seen on the TSX over the past few days. This, however, seems overdone on no news. Is this an opportunity to add to my QST position?

Thanks you for your assessment.

Q: Hi Guys
Purchased Questor Tech on your recommendation August 14/14 at $3.20/share.Yesterday it closed at $4.44/share.Do I sell?
Thanks for your help.
Michael Everett
Ayer's Cliff,Quebec

Q: What are your thoughts on QST latest quarterly results? It looks like they surpassed expectations.

Q: I tried to submit something similar to this yesterday but I think it timed out so if this is a duplicate just ignore.

I think I can offer something to Jeremy's question on Questor. I work in oil and gas.

There are 2 reasons operators use incinerators:

1. To replace a flare of unsellable natural gas for public concern or environmental responsibility (hide the flame from view, get more complete combustion). There is no monetary benefit to incineration in this instance - it's an added cost. Reasons for doing are public image, environmental responsibility, and sometimes regulatory.

2. Using natural gas as fuel to burn up an undesired product such as hydrogen sulphide. This is the application where the payback Questor talks about comes in to play through using less fuel.

The North Dakota example would be primarily category 1. This also probably represents the big growth area.

Questor's marketing materials don't differentiate between these applications clearly. They could also probably do more to show how their incinerators are better than other ones and not just flaring.

I agree with Jeremy's point on not seeing a clear catalyst for growth after a number of years of slow growth but am relying on the 5i analysis here that the growth is materializing. Despite being sceptical for that reason, I do hold QST as I believe they are a supplier of choice in the field.

Hope this is helpful to some.