He would wait on this one -- with changes on the Board and it being a relatively new company.  There are other companies in the same space guaranteeing dividend increases going forward.  He would look to other utilities instead.  

He thinks it is fairly well run, but is concerned about the sustainability of the high dividend yield – especially in the cyclical sector of building products. He would like to see the debt reduced first. (Analysts’ price target is $7.90)

The momentum may become positive soon.  He was previously worried about the massive amount of debt, but they have dramatically improved the balance sheet.  You might get a 10-15% appreciation in price over the next 6-12 months.  

He is pretty skeptical on the number of companies that claim to have an advantage in this space.  If the value of cryptocurrency goes down, these companies will be at risk.  It has a lot of cash and is well known.  It is not a real long term strategy in his mind yet.  

Earnings recently were very positive.  Unfortunately lumber prices have recently collapsed.  It is a cyclical company, but is a very good one.  With the strength of the US and Canadian economies, he thinks this is one of the best in the sector, and would continue to hold it for the next year. 

It is developing technology to develop gun detection.  Until they get real traction and concrete revenues, it is still speculative.    He would prefer to pay more for the stock once it has proven things up.  

Their recent earnings were mixed.  Now that the acquisition of WGL is now closed, things should become more transparent.  They were sold off with the concerns of rising interest rates.  It is looking much better and is a good investment now.