Investment Q&A

• Crius Energy Trust (KWH.UN)
  • View KWH.UN Profile
  • View Questions on KWH.UN

Q: Dear 5I Team
Kwh.un was recommended as a Top Pick on BNN Market Call
sometime ago. But the price has kept falling. Currently it is trading in the $7.20/share range giving over 11.60% dividend.
I own some at $8.30 and would like to buy more at $7.20.
KWH.un is ranked at 8 (Top Quartile) by Thompson (seen under Reports on WebBroker)
I would like to get your opinion.
Thanks
Eric

Upvote 0

Read Answer Asked by Eric on June 25, 2018

• Crius Energy Trust (KWH.UN)
  • View KWH.UN Profile
  • View Questions on KWH.UN

Q: Is this stock really worth holding? I am down 10% even after counting the dividends. I can afford to wait but the stock seems to lose more on the capital side than it earns on the dividend side every month, a classic yield trap. Yield is now 11%, is it really sustainable?

Upvote 0

Read Answer Asked by George on June 25, 2018

• Crius Energy Trust (KWH.UN)
  • View KWH.UN Profile
  • View Questions on KWH.UN

Q: I am currently down 12% should I continue to hold?

Upvote 0

Read Answer Asked by brenda on June 15, 2018

• Crius Energy Trust (KWH.UN)
  • View KWH.UN Profile
  • View Questions on KWH.UN

Q: I feel like I should be buying more KWH.UN ...
I am down 20% since I bought it but I love the monthly dividend. I have a 5% position in it now. Would you be comfortable at a 7% position?

Upvote 0

Read Answer Asked by Bryan on June 15, 2018

• Crius Energy Trust (KWH.UN)
  • View KWH.UN Profile
  • View Questions on KWH.UN

Q: Hello 5i,
Crius has a 248.6% Payout Ratio for the March 31 2018 quarter! It is claimed that this is for Phantom Unit Rights: cash paid in compensation for time invested by upper echelon. This is according to a Phantom Units Rights Plan (PURP). Does this take place every three years? Distributable Cash was 3.7 million and total distribution was 9.2 million. Does this make sense?
I hope that words involving "phantom" and "PURP" are words that actually do bode well for future success.

Upvote 0

Read Answer Asked by STANLEY on June 04, 2018

• Crius Energy Trust (KWH.UN)
  • View KWH.UN Profile
  • View Questions on KWH.UN

Q: Just before close today,KWH.un acquired bulk of US retail power contracts from Mint Energy.Your view please.Txs for u usual great services & views

Upvote 0

Read Answer Asked by Peter on May 22, 2018

• Crius Energy Trust (KWH.UN)
  • View KWH.UN Profile
  • View Questions on KWH.UN

Q: Could I have your perspective on kwh and the safety of their dividends. When did they stop the quarterly 2% dividend increases. Any indication if they will re initiate the increases. Mike

Upvote 0

Read Answer Asked by Mike on May 15, 2018

• Crius Energy Trust (KWH.UN)
  • View KWH.UN Profile
  • View Questions on KWH.UN

Q: appreciate your thoughts on today's financial report

Upvote 0

Read Answer Asked by ed on May 15, 2018

• AltaGas Ltd. (ALA)
  • View ALA Profile
  • View Questions on ALA
• Crius Energy Trust (KWH.UN)
  • View KWH.UN Profile
  • View Questions on KWH.UN

Q: KWH.UN or ALA and why?

Upvote 0

Read Answer Asked by Carla on May 11, 2018

• Crius Energy Trust (KWH.UN)
  • View KWH.UN Profile
  • View Questions on KWH.UN

Q: Is this stock a buy, sell or hold. how much stock do insiders hold?

Upvote 0

Read Answer Asked by garry on May 07, 2018

• Crius Energy Trust (KWH.UN)
  • View KWH.UN Profile
  • View Questions on KWH.UN

Q: A follow up to my question earlier today. I am assuming that the shorts are betting on the inability of the company to successfully cope with a higher churn rate. Do you agree? If not, why is the stock being shorted? What are your thoughts regarding the management team and the business model. Do you see tangible signs that the company is , and will be able to continue, coping with a higher churn rate?

Upvote 0

Read Answer Asked by John on May 01, 2018

• Crius Energy Trust (KWH.UN)
  • View KWH.UN Profile
  • View Questions on KWH.UN

Q: The yield on the shares is now north or 11%...often a sign that there are some serious concerns about the company.

Could you please summarize;
the key reasons the shares are performing so poorly.
the risks with continuing to hold the shares.
the catalysts that you anticipate will move the shares upward

Thanks
John

Upvote 0

Read Answer Asked by John on April 30, 2018

• Enbridge Inc. (ENB)
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Crius Energy Trust (KWH.UN)
  • View KWH.UN Profile
  • View Questions on KWH.UN

Q: I currently own kwh in rrsp,Thinking i should trade for enb on a risk reward basis considering div. on enb is north of 7% now. Thoughts on both cos.?will both sink in a rising rate enviroment. Thanks in advance, Mike

Upvote 0

Read Answer Asked by michael on April 26, 2018

• TC Energy Corporation (TRP)
  • View TRP Profile
  • View Questions on TRP
• North West Company Inc. (The) (NWC)
  • View NWC Profile
  • View Questions on NWC
  • View Reports on NWC
• Gluskin Sheff + Associates Inc. (GS)
  • View GS Profile
  • View Questions on GS
• Crius Energy Trust (KWH.UN)
  • View KWH.UN Profile
  • View Questions on KWH.UN
• Rocky Mountain Dealerships Inc. (RME)
  • View RME Profile
  • View Questions on RME

Q: Hi, Peter and Ryan, I am in a postion to adjust my well diversified portfolio by adding to 2 of the above currently owned companies or additionally adding RME to the portfolio. My cash position is 4.6% at this time. What is your recommendation today? Alternatively there is no rush so do I wait a bit longer.

Upvote 0

Read Answer Asked by Martin on April 23, 2018

• Crius Energy Trust (KWH.UN)
  • View KWH.UN Profile
  • View Questions on KWH.UN

Q: Hi Ryan any particular reason for the current drop in this stock this time.
I like the div but the cap loss is going to be nard to recover from .do you feel any reason hang on or should one just move on
Kind regards
Stan

Upvote 0

Read Answer Asked by Stan on April 23, 2018

• Crius Energy Trust (KWH.UN)
  • View KWH.UN Profile
  • View Questions on KWH.UN

Q: I am looking to park $50000. For six months or so. Would you consider putting into kwh a reasonable thing to do. What is the biggest negative for this stock in this period of time. Everything else in my portfolio is pretty well balanced as to weighting’s and sectors. Many thanks for you our input. Maureen

Upvote 0

Read Answer Asked by Maureen on April 20, 2018

• Methanex Corporation (MX)
  • View MX Profile
  • View Questions on MX
• Magna International Inc. (MG)
  • View MG Profile
  • View Questions on MG
  • View Reports on MG
• goeasy Ltd. (GSY)
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Crius Energy Trust (KWH.UN)
  • View KWH.UN Profile
  • View Questions on KWH.UN
• ECN Capital Corp. (ECN)
  • View ECN Profile
  • View Questions on ECN

Q: Would you consider buying one or both of the above for capital gains over the next 6 mths. Any other suggestions for same objective. This would be in a TFSA.

Upvote 0

Read Answer Asked by Roy on April 19, 2018

• H&R Real Estate Investment Trust (HR.UN)
  • View HR.UN Profile
  • View Questions on HR.UN
  • View Reports on HR.UN
• Medical Facilities Corporation (DR)
  • View DR Profile
  • View Questions on DR
• Crius Energy Trust (KWH.UN)
  • View KWH.UN Profile
  • View Questions on KWH.UN

Q: Hi are Dr ,kwh.un and HR.UN safe to add to at todays levels which ones would you top up first

Upvote 0

Read Answer Asked by Dale on April 18, 2018

• Enercare Inc. (ECI)
  • View ECI Profile
  • View Questions on ECI
  • View Reports on ECI
• Valener Inc. (VNR)
  • View VNR Profile
  • View Questions on VNR
• Crius Energy Trust (KWH.UN)
  • View KWH.UN Profile
  • View Questions on KWH.UN

Q: I currently owned VNR 1.9% , KWH.UN (2.5%) AND ECI(2.6%). I am thinking of increasing my weight in VNR, to 2.5%, would you be a buyer of VNR or better to increase my weight in KWH.UN or ECI?
Thanks

Upvote 0

Read Answer Asked on April 17, 2018

• Crius Energy Trust (KWH.UN)
  • View KWH.UN Profile
  • View Questions on KWH.UN

Q: "JCP INVESTMENT MANAGEMENT SAYS WILL SEEK TO ELECT ITS CANDIDATES - LALIT AGGARWAL, ANU DHIR, ALI HEDAYAT AND JAMES C. PAPPAS - TO BOARD OF CRIUS ENERGY "
Anything negative or disruptive for us small investors that can/might be be derived from this' what appears to be new and young LLC?

Upvote 0

Read Answer Asked by Stephen on April 16, 2018