Q: I hold a full position in DRG.UN and would like suggestions on some other Canadian dividend paying companies or REITS that have a European focus and are solid financially
Q: Vermilion Energy keeps on sinking. Today, what is it Free Cash Flow? In other words, is it positive and does it cover the dividends or is it enough to pay the dividends going forward? What about positives back and forward coming from Vermilion now?
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.
Q: Do you think the down turn in Vet is warranted and can they mantain the current
Dividend. Is there light in the future, or should I bail. I am looking 3 to 5 year time fram.
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.
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.
Q: Well tax loss selling is upon us again, I'm down to two energy companies and I would like sell either one of VET or WCP. Both are down about 30%+, which one would you recommend? Thanks for your help.
Q: Hi, have been watching vet awhile, and have seen a few times you recommended it. I’m thinking of buying some as it is way down. My thinking it’s overdone? Only question is should I buy now or wait till new year after tax loss selling?
Thanks
Q: Is Vermilion's dividend sustainable short and long term? Any concerns with the company's financial strength? It has been suggested its stock performance may be similar to Crescent Point going forward. Your analysis please. Thanks
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.
Q: ..bought VET because it was supposedly more protected from WCS pricing than either CNQ or SU...but it has fallen more and is now way down. is there anything left in this country to put money into?
Q: Your thoughts on VET. Looks like a safe(r) bet ( if there is such a thing in the current market) or is there a reason for it to be trading so low presently.
Q: Hi Ryan
As a holder of vet,I am concerned the last time I had a energy stock perform like this it was baytex .
It’s time to take my lumps
Kind regards
Stan
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
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