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Just Energy Group

Stock Symbol: JE-T

Last Price Recorded: 7.5500 on 2013-05-18 01:14:14

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Date Signal Expert Opinion Price
2013-05-13 DON'T BUY Zachary Curry

Used to own it, doesn't now. Doesn't think it's a great business.

 Price:
$6.360
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2013-05-13 DON'T BUY Andy Nasr

Not comfortable with the business.  Is very highly leveraged.

 Price:
$6.360
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
No
2013-05-06 WEAK BUY Hank Cunningham

Debenture (JE.DB) runs until 2017. While not the strongest credit, what are your thoughts on the risk/reward for a small weighting? Have several different bond issues outstanding and all trade at high-yields to maturity and there has been some questioning of the company’s ability to survive. A small position would be rewarding compared to a money market investment, just as long as you can live with the volatility.

 Price:
$6.610
Subject:
FIXED INCOME
Bias:
BEARISH on BONDS
Owned:
Unknown
2013-04-23 COMMENT Nick Majendie

With higher natural gas, there is a potential for a rebound. Have been suffering from a too strong growth which they have to finance. Had to cut the dividend and unfortunately this puts a pall on the stock for a considerable period of time. It will be 2 or 3 quarters yet before you see a significant improvement in the share price.

 Price:
$6.540
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2013-03-26 COMMENT Bruce Campbell

They addressed the rumours about not going to be able to make their numbers and having to cut the dividend again. The stock bounced but it is still well down from where it was. Payout ratio is well over 100% and the yield is 18% and he doesn’t think this can be sustained forever but they said they would be growing into their dividend by the end of fiscal 2014. Doesn’t like the business model. A risky hold.

 Price:
$6.790
Subject:
CANADIAN LARGE
Bias:
DEFENSIVE
Owned:
No
2013-03-07 TOP PICK Jim Huang

SHORT. Has respect for what they have done growing the company in their revenues and customer base but fundamentally it is being overvalued. Everyone thinks it is a utility company. Do door-to-door sales for locking in gas and electricity prices and hedge on making margins. Have 4 million customers and lose about a quarter of their customers every year through non-renewal of contracts. Dividend yield of 15.78% which is unsustainable. Payout is way over 100%.

 Price:
$7.830
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2013-02-21 DON'T BUY Fabrice Taylor

Sold his holdings a few months ago. Didn’t like the way the business was communicating. Doesn’t understand the derivatives on their balance sheet. Yield of 16.3% so you can probably bet that the yield is going to come down.

 Price:
$7.590
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2013-02-19 SELL David Baskin

Resells natural gas. With natural gas so cheap right now, the incentive for customers to change to a reseller just isn’t there. Believes the dividend was cut in half in January but is still at 16% and is very much in doubt. In his view, this is a broken model.

 Price:
$7.740
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2013-02-08 BUY Rick Stuchberry

Owns some convertible bonds.  Nat Gas price has been horrid for the last few years.  They are working in a very tough environment.  With the cut in the dividend, they should be fine.  Cash flow is positive. 

 Price:
$8.470
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
BULL on GLOBAL GROWTH
Owned:
No
2012-12-28 DON'T BUY James Hodgins

Has a small Short position in this. A chunk of their business is related to the consumer side, encouraging consumers to take on fixed price natural gas contracts and this has not done so well. It has brought their payout ratio close to 100%. Another chunk though is wholesaling electricity and this part has held up quite well.

 Price:
$9.430
Subject:
MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias:
BULLISH on PRECIOUS METALS
Owned:
Yes
2012-11-26 DON'T BUY Larry Berman CFA, CMT, CTA

People buy the stock because of the dividend and because it is high.  Don’t buy something solely for the dividend when it is north of 7%.  He would have to look into the debenture which the caller asked about.

 Price:
$8.670
Subject:
N/A
Bias:
BEARISH on CANADIAN$
Owned:
Unknown
2012-11-22 WEAK BUY Andrew Hamlin

14% yield.  Investors are starting to question whether it is sustainable.  Company has stuck to its word of paying out $1.24 until the end of the fiscal year (March).  They have a levered balance sheet.  At the end of the day it is a good company but you have to question the distribution.  If you believe in the business model, it probably won’t drop much when the dividend is cut.

 Price:
$9.000
Subject:
GROWTH & INCOME
Bias:
CAUTIOUS
Owned:
Unknown
2012-11-12 WEAK BUY Larry Berman CFA, CMT, CTA

Near 52 week lows.  Looking at the big picture, there is a potential for more down side, but he would be ok accumulating here for the dividends.

 Price:
$10.120
Subject:
N/A
Bias:
BEARISH on US ECONOMY
Owned:
Unknown
2012-10-22 DON'T BUY Michael Sprung

People are concerned with the yield. It is extremely high and people are wondering if they are going to be able to maintain it. The market is a little bit suspect. Few analysts cover this stock. Over all he thinks they set some growth initiatives and came up a little short over the last few quarters. He would be looking at ECI-T (8%).

 Price:
$10.320
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2012-10-19 DON'T BUY Andy Nasr

This is a business that sells gas and energy contracts to residences and commercial customers. With the lower gas prices, they are getting lower margins on their renewals. Also, they are combating attrition. He is a little concerned about the sustainability of the 11.9% dividend.

 Price:
$10.420
Subject:
CANADIAN DIVIDEND & REITS
Bias:
OPTIMISTIC
Owned:
No
Showing 1 to 15 of 144 entries
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