GREY:CRIUF - Post by User
Comment by
Sukhi19on Feb 16, 2018 11:35pm
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Post# 27576619
RE:RE:JE
RE:RE:JEI watch JE only for comparasion. I fact, I have been suggesting on JE board since June 2014 that Crius was a better risk/reward investment. I have no intention of investing in JE. I feel good when JE does well simply for the reason that it gives me an added feeling of safety about investment in Crius.
Crius has much better fundamentals; and it is reflected in SP/unit price of both companies.
I liked Crius's Analyst day presentation especially slide 15. They know their priorities . Management is excellent. As the company grows in size (thanks to COMCAST like collaborations) investors will feel more secure. I feel sub $9 unit price is a fading opportunity. As far as hiring an ex-manager from JE is concerned, I see it as a positive. He could prove to be an asset under an able CEO. As far as SOLAR is concerned, whole world has been excited about it and nobody expected Trump to win.
Exodus by ANON and #79 from Crius and JE could be due to supposedly bbetter capital appreciation prospects elsewhere which is not wholly untrue. I am not very ambitious and am content with Crius's 9% yield even if there is no growth. In a rising interest environment risk elsewhere is much more. Case in point is JE's offer of debentures at 6.75% to redeem old ones which were at 5.75%. My key take away from analysts was "Net Positives" comment by Peter Hodson. I totally agree with him.
I have been buying KWH.UN with distr in our family TFSA/RRSP accounts for last three and half years and dollar cost averaging has worked in our favor.