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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: Crude is approximately double the price it was in late 2015 - early 2016 and the shares of VET.to are where they were when oil was trading at 30 per barrel. 35% of Vermillion's holdings are Brent-priced light oil production and European natural gas prices that are 2-2.5x greater than North American gas prices. Compared to a typical Western Canadian oil and gas producer it would seem that Vermilion is a bit of a value play here. The fact they did not cut their dividend through the last downturn and have paid an increasing dividend since 2010 is also notable. So what am I missing? Thanks! Randy D.
Read Answer Asked by Randy on November 12, 2018
Q: I'm wondering if you would know what percentage of Vermillion's revenue now comes from its non-Canadian assets. I'm thinking of harvesting some losses on Cdn. energy stocks I hold and putting the proceeds into Vermillion shares as a way of staying in the sector in case of a recovery. Your thoughts please.
Read Answer Asked by Donald on November 12, 2018
Q: Are you aware of the underlying reason(s) Vermillion has dumped since its Oct. 25th earnings release? Some production up, some down, +280% boe US increase production helped by Powder River Basin acquisition in Wyoming but no big announcement. Your rating of VET and short term/long term outlooks would be appreciated.
Read Answer Asked by Ted on November 12, 2018
Q: Hi,

In energy and power utility sector which companies do you recommend at current valuation. Is XOM a good buy or it is better to invest in ENB or PXT in current market and future growth perspective.

Appreciate the great service

Thanks
Ninad
Read Answer Asked by Ninad on November 02, 2018
Q: Regarding each of the above,please advise if you consider each of these dividends is safe and also if the dividend tax credit applies. Thank you.
Read Answer Asked by Brian on October 30, 2018
Q: You commented earlier that the mkt may not like the earnings miss, thus the pressure on the stock.
I was under the impression oil/gas stocks are valued on a cash flow basis. Vet cash flow improved this Q.
None the less Vet seems to be going out of business , my only hope may be that they
sign a deal to grow cannabis
Read Answer Asked by Leon on October 25, 2018
Q: I hold both TOU and VET in a taxable account. I would like to sell both to harvest the tax loss and rebuy after 30 days. I would prefer to keep the investment in the sector until repurchase. Can you suggest an appropriate alternative holding.
Thank you
Read Answer Asked by Les on October 25, 2018
Q: Hi, taking a licking on energy with wcp down 40% and vet down 25%, is it best to hold until after tax loss selling and hope for a turnaround?
It is hard to figure with Trump trying to keep oil low, more renewable energy, Saudi’s turning on more supply, no pipelines, feds not really helping, carbon tax, and of course a big discount we give away to the USA losing billions.
It looks really bad, maybe I should add as this may be the low? Your thoughts, buy ,hold, or sell
Read Answer Asked by Brad on October 24, 2018
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