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Just Energy Group Stock Symbol: JE-T

Last Price Recorded: $6.0400 on 2014-11-22

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Date Signal Expert Opinion Price
2014-10-21 PAST TOP PICK Jerome Hass

(A Top Pick Sept 18/13. Up 11.81%.) Pairs Trade. Shorted this stock and went long Enercare (ECI-T). This is primarily door-to-door salesman trying to convince customers to switch to their product. He doesn’t understand their business model, and has a lot of issues with their accounting. Feels this has further downside so he continues to Short it.


Price:
$5.370
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
SELECTIVE
Owned:
Yes
2014-08-28 DON'T BUY Don Lato

He would be concerned about the dividend, which is well in excess of 12%. The business has gotten much, much more difficult. There is a lot more scrutiny in what they do on door-to-door selling. Prospects for growth are questionable along with some accounting questions.


Price:
$6.500
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2014-08-07 TOP PICK Jerome Hass

Short.  Just came out with Q2 earnings.  It reinforced his thesis on the stock.  They are in the process of repairing the balance sheet and sold the most stable part of their business.  Cut their dividend 40% in the last 18 months.  8.5% yield and 112% payout ratio even after the cut.


Price:
$5.940
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
CAUTIOUS
Owned:
Yes
2014-07-23 WATCH Fabrice Taylor

Noticed there is some insider buying going on, and savvy investors have been picking up shares. Wondering if there isn’t something here. Very hard to understand their balance sheet because they use a lot of derivatives. He is going to watch the stock price. If you see it moving up, you are probably going to be okay. Cautiously optimistic.


Price:
$5.910
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
No
2014-06-09 COMMENT Andy Nasr

It is very difficult to put a bottom in this. Looks like the valuation is more compelling here, and the dividend should be sustainable so you are going to be able to pick up a nice yield. He is somewhat concerned about the business itself. Their strategy of growing in the US has been somewhat derailed. A little bit too risky for him.


Price:
$6.210
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
OPTIMISTIC
Owned:
No
2014-06-05 WATCH Andrew Hamlin

A spectacular chart if you are short the stock.  They cut the dividend about 40%.  7.7% now, but the question is if they have cut it enough.  They are doing the right things here.  They are selling the hot water heater business, but it will leave the balance sheet still levered somewhat.  It is up now because shorts are buying stocks back.


Price:
$6.550
Subject:
GROWTH & INCOME
Bias:
CAUTIOUS
Owned:
Unknown
2014-05-12 PAST TOP PICK Jim Huang

(A Top Short March 7/13. Down 29.22%.) Had traded this back and forth and has probably broke even. Still believes they have an unsustainable payout model and is a bit of a house of cards. Have pretty strong shareholder support which, if you support it long enough, it may become real. You are best to just stay out of this one at this stage.


Price:
$8.790
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2014-04-16 SELL Jerome Hass

He is Short this name. Had a good run this winter, mainly because of the cold weather. Very skeptical about their business model and their accounting.


Price:
$8.640
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
SELECTIVE
Owned:
Yes
2014-02-19 COMMENT Mohsin Bashir

Analysts like this and are moving it up to an Outperform recommendation and it has traded past through some of their targets. He just can’t wrap his head around the business model of going door-to-door and asking residents to lock in their natural gas prices. Have improved their balance sheet considerably going forward. Refinanced about $90 million of their debt that was coming due later this year. Very high dividend which is probably sustainable at this level but he would feel more comfortable with more clarity on the path of their cash flow.


Price:
$8.840
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-02-14 PAST TOP PICK Jim Huang

(A Short March 7/13. Down 19.71%.) Today this one is up 10%, so you give them credit for a good quarter. This is mostly due to the cold weather creating more gas consumption. They have 6X debt to cash flow.


Price:
$8.300
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2014-02-13 SELL John Stephenson

Has lost a lot of faith in the company through the dip and some of the issues surrounding the company. Feels the dividend is safe at the present, but he would recommend you take your money and run at this point.


Price:
$7.480
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH
Owned:
Unknown
2014-01-29 SELL Hank Cunningham

6% debenture maturing June 30/17? This bond has rallied in recent days by about $4-$5 in price. The company was able to redeem their Sept 30/14 bond ahead of time and reissue another bond. However, he would recommend selling. Feels the company has a number of issues. Take advantage of this recent rally.


Price:
$7.800
Subject:
FIXED INCOME
Bias:
BEARISH on BONDS
Owned:
Unknown
2013-12-16 PAST TOP PICK Jerome Hass

(A Top Pick Sept 18/13.) (Pairs Trade: Long Enercare (ECI-T) and Short Just Energy (JE-T)) Have some lines of credit that are coming up. When a company cuts its distribution, it is never management’s idea, it is always the bankers. Feels that when the lines of credit are rolled over, in January/February, it is a very likely possibility distribution will be cut.


Price:
$7.560
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2013-12-11 DON'T BUY Michael Sprung

Payout has been in excess of 100% which is not sustainable. A lot of analysts are projecting that next year the payout should drop to below 100% with the possibility of it dropping to 65% in a few years. Still a very high level. Last few quarters have not been great. He prefers Enercare (ECI-T).


Price:
$7.620
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Unknown
2013-12-04 DON'T BUY Robert Lauzon

Door-to-door sales, electric contracts, etc. is not a business model, he feels comfortable with. It’s a tough business and has too much volatility in it. 11.2% dividend yield seems high.


Price:
$7.560
Subject:
ENERGY
Bias:
BULLISH on ENERGY
Owned:
No
Showing 1 to 15 of 171 entries
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