Vermilion Energy Inc

VET-T

TSE:VET

19.57
0.66 (3.49%)
Vermilion Energy is an international oil and gas producer with operations in North America, Europe and Australia. Vermilion pays a monthly dividend of Canadian $0.215 per share, which provides a current yield of approximately 5%.
More at Wikipedia

Analysis and Opinions about VET-T

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
December 5, 2019
He said to get out last year and he still feels you should get out. -61% in terms of value from his model price. The dividend is not safe. There are no earnings here and it could fall another 50% again next year.
He said to get out last year and he still feels you should get out. -61% in terms of value from his model price. The dividend is not safe. There are no earnings here and it could fall another 50% again next year.
Brian Acker, CA
Chief Executive Officer, President and Chief Inves, Acker Finley Inc.
Price
$19.100
Owned
Unknown
COMMENT
COMMENT
December 3, 2019
The big question remains the big dividend. On the plus side, they are diversified internationally. Any bounce in oil will benefit VET a lot. Their balance sheet is fine. He expects them to continue share buybacks, but are phasing out their DRIP program.
The big question remains the big dividend. On the plus side, they are diversified internationally. Any bounce in oil will benefit VET a lot. Their balance sheet is fine. He expects them to continue share buybacks, but are phasing out their DRIP program.
Michael Sprung
President, Sprung Investment Management
Price
$18.640
Owned
Unknown
HOLD
HOLD
November 29, 2019
Management has stated the dividend is safe as they would rather not grow to protect it. Unfortunately there as less and less investors wanting to buy into the space, because pipeline development is not being supported by government. There are too many other opportunities globally. Fundamentally the company is fine, but he is not sure this is the space to invest.
Management has stated the dividend is safe as they would rather not grow to protect it. Unfortunately there as less and less investors wanting to buy into the space, because pipeline development is not being supported by government. There are too many other opportunities globally. Fundamentally the company is fine, but he is not sure this is the space to invest.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$19.590
Owned
No
DON'T BUY
DON'T BUY
November 25, 2019
Dividend safe? The stock has come down because of doubts over that dividend. Also, VET has invested around the world, sowing confusion among investors--What kind of company are you? The 14% yield makes him doubt.
Dividend safe? The stock has come down because of doubts over that dividend. Also, VET has invested around the world, sowing confusion among investors--What kind of company are you? The 14% yield makes him doubt.
Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$19.690
Owned
No
PAST TOP PICK
PAST TOP PICK
November 21, 2019
(A Top Pick Dec 17/18, Down 23%) The volumes came down in the quarter. There is a question about dividend sustainability at $50 oil. He likes the stock. There is significant upside in the stock. $36 is his target in a $70 oil price environment. Buy during tax loss season.
(A Top Pick Dec 17/18, Down 23%) The volumes came down in the quarter. There is a question about dividend sustainability at $50 oil. He likes the stock. There is significant upside in the stock. $36 is his target in a $70 oil price environment. Buy during tax loss season.
Josef Schachter
President, Schachter Asset Management
Price
$19.430
Owned
Yes
COMMENT
COMMENT
November 20, 2019
He has a $35 target. VET is one of the few oil stocks he has, but he doesn't like oil in general.
He has a $35 target. VET is one of the few oil stocks he has, but he doesn't like oil in general.
Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$19.050
Owned
Yes
HOLD
HOLD
November 18, 2019
The management team has done a great job and maintained their dividend. Now their dividend is being called into question like never before. They can pay it at these levels. Even if they cut the dividend, they have strong assets across the globe and the dividend would still be good.
The management team has done a great job and maintained their dividend. Now their dividend is being called into question like never before. They can pay it at these levels. Even if they cut the dividend, they have strong assets across the globe and the dividend would still be good.
Ryan Bushell
President, Newhaven Asset Management
Price
$19.530
Owned
Yes
PARTIAL BUY
PARTIAL BUY
November 18, 2019
Energy is trying to stabilize. VET has been in a long downtrend and trying to base around $18. As long as it doesn't fall below that point, VET is worth nibbling away now (add exposure) and hold for a year or two. He has a very long-term view on markets.
Energy is trying to stabilize. VET has been in a long downtrend and trying to base around $18. As long as it doesn't fall below that point, VET is worth nibbling away now (add exposure) and hold for a year or two. He has a very long-term view on markets.
Javed Mirza
Technical analyst, Canaccord Genuity
Price
$19.530
Owned
Unknown
DON'T BUY
DON'T BUY
November 15, 2019
Buy for Yield? He would not buy here. Although the dividend is juicy, he thinks oil producers will fair better. VET still commands a higher multiple than other plays, so he sees better choices out there.
Buy for Yield? He would not buy here. Although the dividend is juicy, he thinks oil producers will fair better. VET still commands a higher multiple than other plays, so he sees better choices out there.
Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$19.120
Owned
No
HOLD
HOLD
November 15, 2019
The company says it won’t cut dividends. The cash flow is sufficient to do this. Operations are more significant in Europe which is a safer region and they’ve been able to operate in difficult political environments without any problems.
The company says it won’t cut dividends. The cash flow is sufficient to do this. Operations are more significant in Europe which is a safer region and they’ve been able to operate in difficult political environments without any problems.
David Cockfield
Managing Director, Northland Wealth Management
Price
$19.120
Owned
Yes
DON'T BUY
DON'T BUY
November 12, 2019
High dividends scare him. VET's is 14%. Maybe energy ticks up so you can own this. But maybe don't buy this because the dividend is so high. There are so many moving parts to energy stocks--Saudi Aramco will suck up a lot of capital. Also, institutional investors don't want to own fossil fuels.
High dividends scare him. VET's is 14%. Maybe energy ticks up so you can own this. But maybe don't buy this because the dividend is so high. There are so many moving parts to energy stocks--Saudi Aramco will suck up a lot of capital. Also, institutional investors don't want to own fossil fuels.
Michael Decter
President & CEO, Lawrence Decter Investment Counsel
Price
$19.910
Owned
No
HOLD
HOLD
November 8, 2019
For some of his income focused accounts he holds VET. He thinks the dividend is safe. He still believes in management. There have been some operational issues, but overall they seem to be doing well. He was concerned about their acquisition of Saskatchewan assets a year ago -- increasing in Canada was going away from their foreign asset strategy. Yield 14%
For some of his income focused accounts he holds VET. He thinks the dividend is safe. He still believes in management. There have been some operational issues, but overall they seem to be doing well. He was concerned about their acquisition of Saskatchewan assets a year ago -- increasing in Canada was going away from their foreign asset strategy. Yield 14%
Norman Levine
Managing Director, Portfolio Management Corp
Price
$19.800
Owned
Yes
DON'T BUY
DON'T BUY
November 1, 2019
One of the better operators, but they missed earnings recently. It is cheap on almost all measures, but its cash flow is marginal, so it does meet his criteria. A huge yield, but an equally high payout ratio (141%). He thinks they should cut the dividend and buy back shares until the ship is righted again. Yield 13.7%
One of the better operators, but they missed earnings recently. It is cheap on almost all measures, but its cash flow is marginal, so it does meet his criteria. A huge yield, but an equally high payout ratio (141%). He thinks they should cut the dividend and buy back shares until the ship is righted again. Yield 13.7%
Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$17.400
Owned
No
PAST TOP PICK
PAST TOP PICK
October 28, 2019

(A Top Pick Oct 19/18, Down 40%) They garnered a higher multiple than the rest of the sector because of their European assets. They have transitioned more capital to North American assets. He sold because of its relative valuation and he switched to ARX-T. It has a 13.6% yield.

(A Top Pick Oct 19/18, Down 40%) They garnered a higher multiple than the rest of the sector because of their European assets. They have transitioned more capital to North American assets. He sold because of its relative valuation and he switched to ARX-T. It has a 13.6% yield.

Bryden Teich
Portfolio Manager, Avenue Investment Management
Price
$20.360
Owned
No
BUY
BUY
October 22, 2019
An internationally diversified company with operations in Europe. Pays a high 14% dividend. Well-managed. Likes it very much. Higher risk/reward. We need a better global energy environment that would certainly help VET.
An internationally diversified company with operations in Europe. Pays a high 14% dividend. Well-managed. Likes it very much. Higher risk/reward. We need a better global energy environment that would certainly help VET.
Michael Sprung
President, Sprung Investment Management
Price
$0.000
Owned
Yes
Showing 1 to 15 of 492 entries