Investment Q&A

Q: I am going to tender my shares Of Crius Energy
Would you recommend Just Energy for a replacement I am only looking for a sustainable dividend or would you choose something else
Thank you
Paul

Q: Are the dividends of these companies sustainable?Would this be a good time to buy either of these two companies?

Q: Do you think with the recent price drop in JE,that a dividend cut is factored into the share price,do you think there will be a dividend cut and either way do you think the the company has decent value going forward thanks a bunch

Q: Would you have concerns about JE's ability to make interest payments for JE.DB.C and JE.DB.D?

Q: Can you comment on JE's recent quarterly report please? Is there a large short position on JE and is it driving the price of the shares down recently?

Q: Just Energy has announced $1.40 earnings per share for the last quarter. This compares with $1.13 earnings per share for the previous quarter. No doubt it is carrying a heavy debt.
But with a 0.50 cent dividend, the yield is well over 10%
May I have your opinion please if JE might be a Buy here. Thanks
Eric

Q: Would you have any concerns investing in JE.DB.C OR JE.DB.D for income?

Q: JE announced a convertible note offering for 80 to 100 million. Is this good or bad news and what is likely the market reaction. Does this mean they are possibly looking at another transaction/purchase? Your comments are always appreciated.

Q: Just a comment and opinion, share if you like. I work for a smaller competitor to the above tickers, churn is more than concerning in the industry, in fact if you stopped actively selling you'd likely have no book of business left inside of 5 years. The real value is in the sales force and the companies ability to continue to outsell churn and because of this just buying the book at the multiples the industry has paid in the past makes little sense to me.

Q: Would you be comfortable buying convertible debenture JE.DB.B for income? Are there any concerns that the company will not be able to meet its obligations when the debenture matures in 2018?

Q: Hi 5i,

JE released pretty bad results, does this change your opinion on KWH?

Thanks

Q: First of all thank you for putting the "sectors" beside the names in your portfolios - that is much appreciated.

Could you please list the "utility" companies you like best in order or preference and could you state if it is "large" company or a "small" company.
Thank you
Margaret

Q: Can you explain the difference between what kwh.un does and je ( just energy ) does.

Q: JE.DB.B COMES DUE 2018.SHOULD I CASH IT IN NOW OR KEEPIT FOR MY RIFF?Thanks

Q: Pls. provide the details of JE's new pref share offering. Is there a reset minimum; over what base i.e. 5 yr. Canada or; are there any unusual wrinkles?
Also what is your opinion of the offering and the effect of resulting debt reduction on the Company?
Thank you, Hugh

Q: BNN aired an interview with the CEO of this evolving, multifaceted energy, solar etc. company. She said a lot of the right things. With its 7% dividend, international exposure and growth potential, what is your concise up to date overview of this changing consumer energy player? Thank you

Q: Thoughts on this company? buy sell or hold. Thanks

Q: Hi All at 5i!!! I am thinking of purchasing a small cap stock and was looking at CRH and JE.... looking from a value and potential growth perspective which one would you chose and why? And do you think JE's dividend to be sustainable ? Thank you, Tamara

Q: For the past 8 years I have been trying to pick up yield by buying convertible debentures. My objective for the past few years was to get a yield to maturity of at least 5% on these debentures. Today Superior Plus is redeeming one of their convertible debentures (SPF.DB.F). I would like to buy another convertible debenture from the cash that I will be receiving. I am considering JE.DB or JE.DB.B. Both of them have yields to maturity in excess of 6%. What do you think of these two convertible debentures as a fixed income investment? Note that I am not concerned with conversion privilege. This is a proxy for exposure to a fixed income vehicle. I am only concerned about the yield and the company's ability to pay the principal at maturity.

Thank you

Q: Ron Joyce has been selling shares in JE for the past week . Significant ?