Vermilion Energy Inc (VET.TO)

If oil continues to go up like it has, she would expect this to do better than the energy index, because it is an excellent quality company. Has traded a little weaker than its peers, because she thinks people are looking at other names just to get exposure to oil, because this does have a lot of natural gas exposure in Europe, where gas prices have been quite soft because of the mild summer. Sees good visibility of growth in this name. This company has never cut its dividend.

Sold down stocks, but still wants to maintain the 10% exposure to energy. He doesn’t expect a lot from this, but thinks he can get an 8%-10% rate of return over the next year. Dividend yield of 6.2%.

He always overlays a crude oil chart to see how it performs vs. crude oil. There is a lot of oversupply. It is hard for it to go higher than it is here because of that and so he is skeptical of a breakout here.

Thinks they will not raise their dividend this year. They still have a pretty good balance sheet. There payout ratio is elevated, so don’t bank on the dividend. It is one of the brighter spots to be in oil, but not one he would pick away at yet.

Very good management team. Doesn’t like investing in energy companies that pay dividends. This company has probably done the best job of the whole group in terms of finding a balance between dividends and growth. Expects it will do well. Has good exposure to Europe through its oil/gas production there. If you want a dividend play, this is one of the better ones.

Well diversified. Management is considered to be quite good.

One of the best managed companies out there. They did a smart thing and went international. They have production in the Netherlands, Ireland, Germany and Australia. All those areas have higher commodity prices than we do, especially in natural gas. This gives them a better cash flow generation. They are a low cost operator. Thinks this will give you a lot of upside on a conservative basis, going into the next phase of the cycle. Dividend yield of 6.2%.

(Market call minute.) Has been one of the weaker performing stocks, and he would prefer to go to something stronger such as CNQ.

The big advantage this has is its significant producing properties in Europe. They also have properties in North America. Extremely well-run company. One of the better quality companies out there.

We are starting to see seasonality in the energy sector really coming into effect. The chart shows the stock has started to form a base in the last little while and is starting to make an upward trend. The stock normally does very well from the end of January right through until the middle of June.

One of the few oil companies he held onto. He is starting to get very positive about the energy sector right now. Held this one because it is not a Canadian-based company. His company has this with a $60 target.

They are an extremely well managed company and this year their project in Ireland will come on stream. You are getting some diversification in terms of geography with them. Almost 7% yield. They have a good balance sheet and are well managed. This is going to be one of the survivors and in the end, one of the winners.

Pretty much the gold standard for income paying energy equities. The only company that he can say has never cut their dividend. Have managed to sustain a sustainable model through some pretty big ups and downs in commodities. Likes their diversified exposure of Western Canada, France, Netherlands, Australia, etc. In December they started up a core of gas fields in offshore Ireland, which will be taking in cash flow for 2016. This is a stock that you hold for the long-term. Dividend yield of 6.1%.

They have not impaired their balance sheet with what is going on in oil prices. This does really nicely for higher oil and gas prices, and the company will do quite well in that environment. Also, thinks its business has been proven. There is going to be a lot of free cash flow generated from its current project offshore Ireland. Have already drilled the well and just have to turn the taps on and wait for the money to come in. Great management team. Dividend yield of 7.85%.

Energy in general is something that he is waiting for, and not buying into yet. Chart shows a long downward trend since mid-2014. The old support level of around $40 was definitively broken.