Vermilion Energy Inc (VET-T)

Huge runup due to price increases from war in Europe. Tax issues affected valuation. Heavy on nat gas exposure, and those assets have been coming down in valuation. Better opportunities elsewhere. 

Tricky for their exposure to European gas and its issues.

Downtrend since October is concerning, down 44%. They hold some nat gas which is highly volatile. But use the recent $16 low as an entry point, then add at a $20 breakout.

One of the most international oil names in Canada. Is vulnerable to crude oil prices moves, so it has pulled back lately. She only lightly invests in this area and isn't buying energy producers. Oil is too hard to forecast.

Big volatility out there. Hard to figure out. He's looking for consistency and stability, and that's hard. The money's really moving. He's staying away.

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research.

We think VET is OK, with many of the expected problems at least partially priced in now. 
We would like TOU better, as well as WCP, TVE and SU/CNQ. 
NNRG is an easy choice for investors looking for an active managed, more aggressive fund. It is hard to compare the fund with single companies, however.  Unlock Premium - Try 5i Free