Just Energy Group (JE-T) Stock Predictions - Stockchase
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Just Energy Group (JE-T)

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Just Energy Group Just Energy Group
JE-T

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Just Energy Group (JE-T) SAVE

3.93

0.03 (0.76%)

Sep, 21, 2018, 12:00 am

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About Just Energy Group (JE-T)

Just Energy Group Inc. is a Canadian-based natural gas and electricity retailer operating in Canadian and American markets across North America and in the United Kingdom, Ireland, and Germany. More at Wikipedia

What the experts are saying about JE-T



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COMMENT
Just Energy Group(JE-T) 

September 13, 2018

Just energy vs. Crius Energy TrustSimilar companies, valuations and dividends. He prefers Crius because he knows it better and are shifting their client portfolio to more commercial and higher-margin companies. He likes this shift.

Utilities

Just energy vs. Crius Energy TrustSimilar companies, valuations and dividends. He prefers Crius because he knows it better and are shifting their client portfolio to more commercial and higher-margin companies. He likes this shift.

Utilities
Ryan Modesto

Managing P, 5i Research...

Price Price
$3.890
Owned Owned
Unknown

DON'T BUY
Just Energy Group(JE-T) 

June 20, 2018

Just Energy vs. Crius: Just's chart hasn't performed well. It trades at a fair 5x EBITDA. Problem with these companies is that they're an energy marketers, but the market believes it better to own the client (producer), not the marketer. You're much better with Cruis: activist investors moved onto the board, better yield, less levereg.

Utilities

Just Energy vs. Crius: Just's chart hasn't performed well. It trades at a fair 5x EBITDA. Problem with these companies is that they're an energy marketers, but the market believes it better to own the client (producer), not the marketer. You're much better with Cruis: activist investors moved onto the board, better yield, less levereg.

Utilities
Steve DiGregori

Portfolio , Canoe Financial...

Price Price
$4.810
Owned Owned
No

DON'T BUY

He has other recommendations in this space.  They have had several issues in the past, including weather reducing demand.  They have a new CEO focused on new strategies.  With a high dividend, most of the earnings are spoken for and the dividend could be at risk in the next year.  Yield 10%. 

Utilities

He has other recommendations in this space.  They have had several issues in the past, including weather reducing demand.  They have a new CEO focused on new strategies.  With a high dividend, most of the earnings are spoken for and the dividend could be at risk in the next year.  Yield 10%. 

Utilities
Michael Sprung

President, Sprung Investment Ma...

Price Price
$4.790
Owned Owned
No

WATCH
Just Energy Group(JE-T) 

April 11, 2018

Doesn't own it now. Two areas he's watching are their new solar initiatives, and them getting further into Europe. Neither are as strong as he expected. Dividend yield is nearly 9% which has attracted investors, which could be sustainable.

Utilities

Doesn't own it now. Two areas he's watching are their new solar initiatives, and them getting further into Europe. Neither are as strong as he expected. Dividend yield is nearly 9% which has attracted investors, which could be sustainable.

Utilities
Bruce Campbell

President , Stone Castle Investm...

Price Price
$5.580
Owned Owned
No

COMMENT
Just Energy Group(JE-T) 

November 29, 2017

Double down? Hasn’t looked at this for a long time, so can’t give a good opinion. They are trying to diversify in Japan, but who knows if they have the expertise in that. However, he would not double down.

Utilities

Double down? Hasn’t looked at this for a long time, so can’t give a good opinion. They are trying to diversify in Japan, but who knows if they have the expertise in that. However, he would not double down.

Utilities
Paul Gardner, C

Partner an, Avenue Investment Ma...

Price Price
$5.390
Owned Owned
No

PAST TOP PICK
Just Energy Group(JE-T) 

July 26, 2017

(A Top Pick July 27/16. Down 9.57%.) Was hoping to see a continued turnaround in their business, but they had a softer quarter and he sold his holdings at a loss. Likes the business longer-term, but wants to make sure it is going in the right direction from a quarterly standpoint.

Utilities

(A Top Pick July 27/16. Down 9.57%.) Was hoping to see a continued turnaround in their business, but they had a softer quarter and he sold his holdings at a loss. Likes the business longer-term, but wants to make sure it is going in the right direction from a quarterly standpoint.

Utilities
Bruce Campbell

President , Stone Castle Investm...

Price Price
$6.800
Owned Owned
No

COMMENT
Just Energy Group(JE-T) 

February 2, 2017

ENB-T vs. JE-T.  Ask yourself why you should sell ENB-N. You should not sell it because they have raised the dividend every year.  ENB-T is a safe, stable company that grows the dividend and never loses money.  They can continue to grow the dividend.  JE-T has been a great recovery story, but he would not sell ENB-T to buy JE-T.  ENB-T moved their money into the US which everyone wanted to do. 

Utilities

ENB-T vs. JE-T.  Ask yourself why you should sell ENB-N. You should not sell it because they have raised the dividend every year.  ENB-T is a safe, stable company that grows the dividend and never loses money.  They can continue to grow the dividend.  JE-T has been a great recovery story, but he would not sell ENB-T to buy JE-T.  ENB-T moved their money into the US which everyone wanted to do. 

Utilities
Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$7.660
Owned Owned
No

COMMENT
Just Energy Group(JE-T) 

January 23, 2017

An OK business. It’s a marketer on energy. One of the knocks has been leverage on the balance sheet, so they de-levered the balance sheet over time. However, it is a business that is on a treadmill for life, a lot of churn. Clients leave and you always have to acquire new ones. Prefers, Crius Energy Trust (KWH.UN-T) which trades at a significantly cheaper valuation and gives a 9% yield with a 58% payout ratio. Thinks the market is undervaluing the assets. Also, it has no debt on the balance sheet.

Utilities

An OK business. It’s a marketer on energy. One of the knocks has been leverage on the balance sheet, so they de-levered the balance sheet over time. However, it is a business that is on a treadmill for life, a lot of churn. Clients leave and you always have to acquire new ones. Prefers, Crius Energy Trust (KWH.UN-T) which trades at a significantly cheaper valuation and gives a 9% yield with a 58% payout ratio. Thinks the market is undervaluing the assets. Also, it has no debt on the balance sheet.

Utilities
Steve DiGregori

Portfolio , Canoe Financial...

Price Price
$7.410
Owned Owned
No

DON'T BUY
Just Energy Group(JE-T) 

December 8, 2016

(Market Call Minute.) This is a risky business model, so he would stay away.

Utilities

(Market Call Minute.) This is a risky business model, so he would stay away.

Utilities
Jim Huang

President, T.I.P. Wealth Manage...

Price Price
$7.450
Owned Owned
No

COMMENT
Just Energy Group(JE-T) 

October 11, 2016

The stock in Price to Book is very, very expensive. Trading at about 20X Book. The stock, a little while ago, got up to its FMV, but recently on expectations of much improved earnings, the earnings forecasts have really shot up. Analysts have more than 100% upside for the stock. It also has a sweet yield. The dividend is well covered.

Utilities

The stock in Price to Book is very, very expensive. Trading at about 20X Book. The stock, a little while ago, got up to its FMV, but recently on expectations of much improved earnings, the earnings forecasts have really shot up. Analysts have more than 100% upside for the stock. It also has a sweet yield. The dividend is well covered.

Utilities
Ross Healy

Chairman, Strategic Analysis C...

Price Price
$6.440
Owned Owned
Unknown

HOLD
Just Energy Group(JE-T) 

September 21, 2016

Their last quarter had disappointing numbers on the number of customers they were adding. This is still a pretty attractive business. They are looking at new markets in the solar area as well as expansion to Europe. If you own, wait for a quarter or 2 for the numbers to start to improve, when he expects the stock will start to respond accordingly.

Utilities

Their last quarter had disappointing numbers on the number of customers they were adding. This is still a pretty attractive business. They are looking at new markets in the solar area as well as expansion to Europe. If you own, wait for a quarter or 2 for the numbers to start to improve, when he expects the stock will start to respond accordingly.

Utilities
Bruce Campbell

President , Stone Castle Investm...

Price Price
$6.970
Owned Owned
Unknown

TOP PICK
Just Energy Group(JE-T) 

August 12, 2016

*SHORT* This is a long-term short for him. They essentially sell energy contracts door-to-door, and knock on literally millions of dollars a year. You have to ask yourself when is the last time you bought something from a door-to-door salesman, let alone engaged in a multiyear energy contract. Also the attrition rate is about 16% a year.

Utilities

*SHORT* This is a long-term short for him. They essentially sell energy contracts door-to-door, and knock on literally millions of dollars a year. You have to ask yourself when is the last time you bought something from a door-to-door salesman, let alone engaged in a multiyear energy contract. Also the attrition rate is about 16% a year.

Utilities
Jerome Hass

Portfolio , Lightwater Partners...

Price Price
$7.310
Owned Owned
Yes

COMMENT
Just Energy Group(JE-T) 

August 2, 2016

Their value proposition to customers is not something he is particularly comfortable with. They provide you certainty on your cost of living, etc., but in exchange for a big certainty premium. He has not been able to figure out how that is a repeatable strategy over time. Also, it is a captive universe. Once you have knocked on every door, there is a lot of time before you can go back. Because of this, it is not a growth stock.

Utilities

Their value proposition to customers is not something he is particularly comfortable with. They provide you certainty on your cost of living, etc., but in exchange for a big certainty premium. He has not been able to figure out how that is a repeatable strategy over time. Also, it is a captive universe. Once you have knocked on every door, there is a lot of time before you can go back. Because of this, it is not a growth stock.

Utilities
Greg Dean

Principal , Cambridge Global Ass...

Price Price
$7.870
Owned Owned
No

TOP PICK
Just Energy Group(JE-T) 

July 27, 2016

This does energy services and energy marketing, so they are a reseller of different products such as natural gas. Now they’ve just gotten into solar. Have done test marketing both in California and New York, which has gone well, so they are going to start to roll it out across the country. They are also starting to take their existing traditional services over into Europe. The company is on a bit of a growth path, and he thinks you could start to see the earnings accelerate. Trading at a fairly reasonable valuation. Dividend yield of 6.21%.

Utilities

This does energy services and energy marketing, so they are a reseller of different products such as natural gas. Now they’ve just gotten into solar. Have done test marketing both in California and New York, which has gone well, so they are going to start to roll it out across the country. They are also starting to take their existing traditional services over into Europe. The company is on a bit of a growth path, and he thinks you could start to see the earnings accelerate. Trading at a fairly reasonable valuation. Dividend yield of 6.21%.

Utilities
Bruce Campbell

President , Stone Castle Investm...

Price Price
$8.050
Owned Owned
Yes

PAST TOP PICK
Just Energy Group(JE-T) 

November 24, 2015

(A Top Pick Dec 30/14. Down 59.5%.)*Short* (A pairs trade with EnerCare (ECI-T).) This has been a long term Short, but it hasn’t worked out great as of late. This is essentially door-to-door sales of energy products and should be trading at a discount to Enercare.

Utilities

(A Top Pick Dec 30/14. Down 59.5%.)*Short* (A pairs trade with EnerCare (ECI-T).) This has been a long term Short, but it hasn’t worked out great as of late. This is essentially door-to-door sales of energy products and should be trading at a discount to Enercare.

Utilities
Jerome Hass

Portfolio , Lightwater Partners...

Price Price
$9.060
Owned Owned
Yes

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