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Just Energy Group Stock Symbol: JE-T

Last Price Recorded: 8.5500 on 2014-04-25 01:14:14

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Date Signal Expert Opinion Price
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
2013-10-04 HOLD Andrew Hamlin

Lost confidence in its investor base over the last little while. Put up a decent quarter last quarter and he imagines they should be able to get their margin and cash flow targets for the year. Seem to be getting support from the financial community.


Price:
$6.830
Subject:
GROWTH & INCOME
Bias:
OPTIMISTIC
Owned:
Unknown
2013-10-02 HOLD Bill Carrigan

Not a fan of their business model. Wouldn’t treat this as a long-term investment. Chart shows an ABC correction and the last wave was subdivided, so you may have a low at this time. If you get some strength, he would start reducing as it moves back up. 12% yield.


Price:
$6.970
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Unknown
2013-08-26 SELL Don Lato

This company is in some trouble. The dividend yield of 13% is not sustainable. With falling and flat natural gas prices, the incentive to lock up those long-term contracts, in these last 2-3 years, just hasn’t been there.


Price:
$6.370
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2013-08-23 WATCH Keith Richards

Pattern has been really ugly for the stock. It is trying to put in a base. Highs are more or less at the same level and the lows are finding support at around $6. It might trade within this range. Watch for a breakout. If it drops below $6 it is in trouble. If it breaks above $7 along with volume, you might want to own it.


Price:
$6.340
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Unknown
2013-08-15 DON'T BUY Douglas Kee

Yield of around 13%. Basically the market is saying they need to cut that dividend, probably in half, to get it competitive with higher yielding stocks. Longer-term, he thinks this model might be broken. Their main business was selling natural gas door-to-door and that was great when natural gas prices fluctuated from $2 to $5 and you could lock in a reasonable rate. Now there is a lot of gas around and prices are cheap.


Price:
$6.410
Subject:
AGRICULTURE, DIVIDEND & FIXED INCOME
Bias:
UNKNOWN
Owned:
No
2013-07-26 SELL Fabrice Taylor

(Market Call Minute.) Doesn’t like the business model, the derivatives and the balance sheet.


Price:
$7.680
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2013-07-17 PAST TOP PICK Hank Cunningham

(A Past Pick Nov 28/11. Down 7.3%.) 6% Convertible due June 30/17. (BNN showed this as a Top Pick Aug 2/12, but our records show Transalta (TA-T.) was the Top Pick Aug 2/12. – Bill.) This was really a parking place as an alternative to money market. Dividend yield is now 11.2% so there is concern it may have to be cut again.


Price:
$7.550
Subject:
FIXED INCOME
Bias:
OPTIMISTIC on US ECONOMY
Owned:
Yes
Showing 1 to 15 of 164 entries
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