Vermilion Energy Inc

VET-T

TSE:VET

9.59
0.30 (3.23%)
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%.
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Analysis and Opinions about VET-T

Signal
Opinion
Expert
Chart
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.
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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
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.
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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
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%
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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
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%
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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
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.

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(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
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.
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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
Price
$0.000
Owned
Yes
DON'T BUY
DON'T BUY
October 22, 2019
Hold and collect the 14% dividend? First, look at the dividend ($2.76) and the earnings (66 cents)--which don't fit. Then, look at the balance sheet trend of the equity which has been steadily falling. Third, the earnings have been falling too. Technically, it's getting cheap. It should bounce at its $17 book value. The dividend is outlandish at 14%.
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Hold and collect the 14% dividend? First, look at the dividend ($2.76) and the earnings (66 cents)--which don't fit. Then, look at the balance sheet trend of the equity which has been steadily falling. Third, the earnings have been falling too. Technically, it's getting cheap. It should bounce at its $17 book value. The dividend is outlandish at 14%.
Ross Healy
Price
$0.000
Owned
Unknown
DON'T BUY
DON'T BUY
October 21, 2019
The yield is 14.2%. It is a 43% cash payout. Earnings are expected to decline this year. Return on equity is nothing good.
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The yield is 14.2%. It is a 43% cash payout. Earnings are expected to decline this year. Return on equity is nothing good.
Robert McWhirter
Price
$0.000
Owned
Unknown
SELL
SELL
October 15, 2019
Eight or so months ago he recommended selling VET. $12.90 is his model price, far lower than current prices. Pays over a 13% yield. There's more bottom to mid/small-cap oil stocks.
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Eight or so months ago he recommended selling VET. $12.90 is his model price, far lower than current prices. Pays over a 13% yield. There's more bottom to mid/small-cap oil stocks.
DON'T BUY
DON'T BUY
October 15, 2019
He's been following this. He's surprised the stock is so low, but the sector is struggling. The 14% dividend tells you something. Tax-loss selling could pressure this further. He doesn't own energy stocks.
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He's been following this. He's surprised the stock is so low, but the sector is struggling. The 14% dividend tells you something. Tax-loss selling could pressure this further. He doesn't own energy stocks.
James Telfser
Price
$19.990
Owned
No
COMMENT
COMMENT
October 11, 2019
Tax loss selling coming? This late year event may occur again. He cautions that taking money out of the space may lock in losses that can not possibly be made up in other sectors. Maybe sell the odd name and re-balance into another, he suggests.
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Tax loss selling coming? This late year event may occur again. He cautions that taking money out of the space may lock in losses that can not possibly be made up in other sectors. Maybe sell the odd name and re-balance into another, he suggests.
Eric Nuttall
Price
$19.950
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
October 10, 2019
(A Top Pick Nov 19/18, Down 36%) Almost 14% dividend. He like it. It got beat up last year and is a buy this year during tax loss selling season.
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(A Top Pick Nov 19/18, Down 36%) Almost 14% dividend. He like it. It got beat up last year and is a buy this year during tax loss selling season.
Josef Schachter
Price
$19.580
Owned
Yes
HOLD
HOLD
October 10, 2019
Doesn't own it in their core portfolio, but does own it in the income-seeking one. Juicy yield. Risk of dividend cut is moderate, but not immiment. Payout ratio is manageable. Has never cut a dividend. Stock is cheap. Yield is 14.2%.
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Doesn't own it in their core portfolio, but does own it in the income-seeking one. Juicy yield. Risk of dividend cut is moderate, but not immiment. Payout ratio is manageable. Has never cut a dividend. Stock is cheap. Yield is 14.2%.
Brian Madden
Price
$19.580
Owned
Yes
WEAK BUY
WEAK BUY
October 8, 2019
Pays a 14.1% dividend, but the street expects this to be cut. He has started to look at it. VET has international operations in Europe and Australia. Worth buying if you stomach a dividend cut.
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Pays a 14.1% dividend, but the street expects this to be cut. He has started to look at it. VET has international operations in Europe and Australia. Worth buying if you stomach a dividend cut.
Jamie Murray
Price
$19.340
Owned
Unknown
HOLD
HOLD
October 7, 2019
The stock has really been hurt. Most of its assets are outside of Canada. The dividend is huge and continues to be paid. It is safe and cash flow will cover it. Everything he sees says it is okay. But it is not without risk.
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The stock has really been hurt. Most of its assets are outside of Canada. The dividend is huge and continues to be paid. It is safe and cash flow will cover it. Everything he sees says it is okay. But it is not without risk.
Norman Levine
Price
$19.920
Owned
Yes
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