Vermilion Energy Inc

VET-T

It is a good buy at these levels. It is under pressure with world oil prices. It is an extremely well run company and internationally diversified. Their payout ratio is on the high side. Debt to cash flow is a little above industry norms but not significant. The dividend is secure, at least for the time being.

The dividend isn't sustainable and needs to be but. VET suffers from weak cash flow and earnings. This will fall lower.

Should be a core position that you just tuck away. Very stable income stream. Believes the dividend is sustainable. It was expensive, and all the other stuff got so cheap, so they redeployed the money into ARC.

From the perspective of market behavior, he is a bear. He thinks Canada will under-perform for a long time. From a technical perspective, if the lows hold and we start to make higher highs, it says 'bottom'. And not until then do you get confidence from a chart perspective. There is nothing good happening yet. It is becoming tradable but not investible.

It has been so painful. Oil is just so uninvestible. It is such a hot political situation. It is about a 9% yield. You have to wonder about it because the market is quite smart about these things. No one loves it. He is hanging on to it for the yield.

They pay way too much in their dividend. They should cut it a lot, actually. Their earnings forecasts have been declining, too. VET is cheap at 1.5x book value now, but what's the upside? Maybe oil prices will become much stronger, but lately they've been declining. The dividend yield is nearly 10%.

Income holding? Personally, anything that yields more than 8% can lead to dividend cuts regardless of management promises to not do so. The assets in Europe can generally support the required income stream. He would look outside the energy space for income streams or at pipeline companies that are backed by long term contracts. Yield 9.7%

(A Top Pick Dec 17/18, Up 7%) Just a month ago it was trading $34. It is trending down with WTI oil prices. It could drop to $27 soon as WTI seasonally weakens, creating a 10% yield. Yield 9.6%. A buy!

When you break through all the moving averages, the strategy becomes prayer and he can't help you. With the larger energy companies like these, any continued pressure is either a hold or continue to buy.

She owns no energy producers. Lack of pipelines in Alberta scare her off. VET is exposed outside Canada, which is positive, and the bought a Canadian nat. gas producer. They have a high exposure to Brent on international markets. It pays a 6% dividend, so you're paid to wait.

She owns no energy producers. Lack of pipelines in Alberta scare her off. VET is exposed outside Canada, which is positive, and the bought a Canadian nat. gas producer. They have a high exposure to Brent on international markets. It pays a 6% dividend, so you're paid to wait.

8.6% dividend is high and maybe not sustainable. Maybe the market has discounted that it will be cut--he's not sure. Like the market, VET bottomed last December. Has since had a head-and-shoulders formation, perhaps pushing to $40. See how it reacts in the $30 range. The floor would be the high-$20s. See what happens in the next three months.

It fell hard last year and rebounded somewhat this year. It hit massive resistance and sold off hard when it touched two times book value. It is not supported by its earnings -- trading at 27 times earnings. You have to wait for earnings to catch up which requires higher oil prices. This could mean $37 was a short-term peak.

They met consensus on cash flow and production. Dividend is safe with WTI going down to $40.00. Paying you 8.2% with safety. The larger question is do you want to be involved in oil? He thinks this is cheap enough. But there are easier ways to make money in the next months with less strenuous sectors of the market.