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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: It is discerning to see the huge drop in price on abnormally huge volume these 2 days despite positive news of increase 2% in distribution.The news today is that it is releasing its results on Nov 13.Did someone smells poor results.It does not have a good record of beating expected EPS Remember that it dropped sharply to around $8.50 before recovery after release of last Q.What are u expectations of upcoming results vs expected.Appreciate u normal great services & views
Read Answer Asked by Peter on October 12, 2017
Q: Reason for drop? "Crius Energy* (KWH.UN : TSX : $9.34), Net Change: -0.24, % Change: -2.51%, Vol: 221,451
WHY SO CRIUS? LET’S PUT A SMILE ON THAT FACE. Canaccord Genuity Industrial Technologies Analyst Raveel Afzaal has marginally downgraded his outlook on shares of Crius Energy after revising his US:CAD exchange rate assumption to $1.25 from $1.30. While he continues to believe his bullish target is achievable within 12 months, Afzaal expects the shares to trade sideways in the near term as Q3/17 consensus forecasts are potentially revised down, and due to the overhang created by expiry of the shares' lock-up period. This may result in temporary weakness in the share price and provide a better entry point. Afzaal has revising down Q3/17 EBITDA forecast from $29M to $19M; consensus at $30M: Crius Energy is expected to report its Q3/17 results in November (exact date not yet released). The company generated $21M in Adj. EBITDA in Q3/16. Afzaal believes mild weather can result in a $5-7M Y/Y EBITDA decline while gross margin compression can result in another $2-3M EBITDA decline. Afzaal expects USG&E to contribute ~$4-5M in Q3/17 (Q3 is seasonally weak due to its large natural gas portfolio). In the regards to the share lock-up, Afzaal expects 3.8M shares associated with the USG&E acquisition and another ~3.8M associated with the 2016 equity financing to come off lock-up during the Nov '17–Jan '18 time frame. At the end of the day, he says the attractive distribution yield and valuation multiple should provide support to the share price."
Read Answer Asked by Kurt W on October 11, 2017
Q: I have owned AX for 3 yrs, averaged down 1 time but still underwater, recently took small positions in KWH & DR.Interested in BRE. Looking for safety, growth, and dividends. Should I sell AX put the proceeds into BRE or spread the proceeds evenly among KWH, BRE, DR. Perhaps you could rank these four.
Many thanks
Read Answer Asked by george on September 19, 2017
Q: I bought AX.UN for income and growth, and while the 8% dividend remains attractive I am concerned about growth in this space. I'm thinking of trading for KWH.UN for same payout but possible greater growth potential. I would appreciate your thoughts on this action.
Thanks as always fro the great service
GUY R
Read Answer Asked by Guy R. on September 14, 2017
Q: I hold these 4 stocks in my LIRA account and do hold some of your other income stock recommended in my RRSP account. I just wonder if these 4 stocks are okay in holding in a LIRA account or would you prefer a different mix of stocks in a LIRA account as both KWH.UN and VNR are utility stocks?If so what do you consider the best 4 stocks inside a LIRA account?
Read Answer Asked on September 05, 2017
Q: AD seems to be on a continual downhill slide. I am contemplating selling it in my RRSP and replacing it with 50:50 EIF and KWH.UN for income and more optimistic growth potential. Your opinion is appreciated. Joe
Read Answer Asked by Joseph on September 01, 2017
Q: Regarding the " legal reserves " question on Crius Energy. I wrote Investor Relations and asked them. This is the reply I got ........
Hello Garth,

The legal reserve charge is related to various claims and proceedings that Crius Energy is a party to, arising in the normal course of business, including several ongoing litigation and regulatory matters relating to certain sales and marketing practices. The company is significantly closer to resolution of these pending claims and has entered into an agreement in principle to settle these matters.

I hope you find this helpful,
Kelly.
Read Answer Asked by Garth on August 17, 2017
Q: The company held a conference call to discuss their quarterly results this morning. While the results seemed ok their call has obviously spooked the markets. Was this due to the increases in their legal reserve due to certain law suits they are facing? There was also some mention that they would have no contribution from residential solar in 2017. Could you please provide your analysis/understanding of the issues they are facing and how serious these are for their long term longevity and profitability.
What do you advise shareholders do?
Read Answer Asked by John on August 15, 2017
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