Viking Energy Royalty Trust

VKR.UN-T

0.00
0.00 (0.00%)
This company is not ACTIVE.

Analysis and Opinions about VKR.UN-T

Signal
Opinion
Expert
BUY
BUY
September 23, 2005
Not his favourite royalty trust, but management has turned the company around. Potential for distribution increase by the end of this year. Not a bad name.
Not his favourite royalty trust, but management has turned the company around. Potential for distribution increase by the end of this year. Not a bad name.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$8.400
Owned
Yes
BUY
BUY
September 15, 2005
New management has done a good job. Good yield.
New management has done a good job. Good yield.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$8.650
Owned
Yes
WEAK BUY
WEAK BUY
September 14, 2005
A lot of income trusts are going to have to raise distributions to avoid income tax. This one is very oil oriented. Wouldn't be his #1 choice.
A lot of income trusts are going to have to raise distributions to avoid income tax. This one is very oil oriented. Wouldn't be his #1 choice.
Wilf Gobert
Oil Analyst, Peters & Company
Price
$8.490
Owned
No
WAIT
WAIT
September 2, 2005
Assets aren't as good as he hoped. Management is very skilled. Hasn't performed as well as he would like and hopes that good management will prevail over the long term.
Assets aren't as good as he hoped. Management is very skilled. Hasn't performed as well as he would like and hopes that good management will prevail over the long term.
Glenn MacNeill, P.Eng.
CIO & Sr. Portfolio Manager, Lawrence Asset Management
Price
$8.140
Owned
Yes
BUY
BUY
August 12, 2005
One of his tier 2 positions. Into tier 2, not because of management, but because of underlying assets. Good management. Slowly improving the assets.
One of his tier 2 positions. Into tier 2, not because of management, but because of underlying assets. Good management. Slowly improving the assets.
Sandy McIntyre
Vice-Chairman and CIO, Sentry Select Capital Corp
Price
$8.200
Owned
Yes
BUY
BUY
July 29, 2005
A turn around story. Previous management had made some acquisitions that were not too good. New management made 3 good acquistions in the last 1.5 years which significantly increased the size and reduced the payout ratio.
A turn around story. Previous management had made some acquisitions that were not too good. New management made 3 good acquistions in the last 1.5 years which significantly increased the size and reduced the payout ratio.
Dean Orrico
President, Middlefield Capital Corp.
Price
$7.980
Owned
Yes
BUY
BUY
July 15, 2005
Royalty trusts in general haven't been keeping up with the oil stocks and are now in line on a cash flow basis with the oil corporations. Look a lot more attractive. This one has a lower payout ratio than last year. Lower valuation than the group because it is somewhat of a turn around story. Prefers others, but doesn't think you will get hurt on this one.
Royalty trusts in general haven't been keeping up with the oil stocks and are now in line on a cash flow basis with the oil corporations. Look a lot more attractive. This one has a lower payout ratio than last year. Lower valuation than the group because it is somewhat of a turn around story. Prefers others, but doesn't think you will get hurt on this one.
Matt Baillie
Vice President and Portfolio Manager, Sceptre Investment Council Ltd
Price
$7.570
Owned
No
BUY
BUY
July 8, 2005
New management team has done a reasonably good job in turning things around. Not as high quality as some of the other trusts. There's a possibility of a small increase in distributions. They're taking in more than they're spending.
New management team has done a reasonably good job in turning things around. Not as high quality as some of the other trusts. There's a possibility of a small increase in distributions. They're taking in more than they're spending.
Glenn MacNeill, P.Eng.
CIO & Sr. Portfolio Manager, Lawrence Asset Management
Price
$7.360
Owned
Yes
TOP PICK
TOP PICK
July 4, 2005
One of the overlooked energy trusts. Has struggled in comparison to other energy trusts. Has been forming a nice base. Payout is only 67% of cash flow. Gassy trust. Starting to break out. 13% payout.
One of the overlooked energy trusts. Has struggled in comparison to other energy trusts. Has been forming a nice base. Payout is only 67% of cash flow. Gassy trust. Starting to break out. 13% payout.
David Chapman
Investment Advisor, Union Securities Ltd.
Price
$7.170
Owned
Yes
BUY
BUY
June 29, 2005
Made a major acquisition of Krang Energy. One of his favourite trusts.
Made a major acquisition of Krang Energy. One of his favourite trusts.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$7.000
Owned
Yes
BUY
BUY
June 24, 2005
A bit more aggressive than some of the other energy companies. Their operations are mainly in Alberta, B.C. and Saskatchewan. Involved in natural gas liquids extraction. Pying out $0.96 and doesn't see this as a particularily stressful amount and shouldbe able to maintain that for the next 1/2 years. 13.7% yield. A reasonable trust to own for more aggressive accounts.
A bit more aggressive than some of the other energy companies. Their operations are mainly in Alberta, B.C. and Saskatchewan. Involved in natural gas liquids extraction. Pying out $0.96 and doesn't see this as a particularily stressful amount and shouldbe able to maintain that for the next 1/2 years. 13.7% yield. A reasonable trust to own for more aggressive accounts.
Michael Sprung
President, Sprung Investment Management
Price
$7.000
Owned
Yes
BUY
BUY
June 3, 2005
New management team has done a very good job of reducing costs.
New management team has done a very good job of reducing costs.
Garth Jestley
Senior Portfolio Manager, Middlefield Capital
Price
$6.850
Owned
Yes
BUY
BUY
May 13, 2005
This is a company in transition. One of the original oil and gas trusts. Ran into some production/acquisition problems over the 2002/2003 period. New, well repected, management team was brought in 2004. Have done some work to improve the underlying quality. Sees progress being made.
This is a company in transition. One of the original oil and gas trusts. Ran into some production/acquisition problems over the 2002/2003 period. New, well repected, management team was brought in 2004. Have done some work to improve the underlying quality. Sees progress being made.
Sandy McIntyre
Vice-Chairman and CIO, Sentry Select Capital Corp
Price
$6.860
Owned
Yes
BUY
BUY
April 29, 2005
Likes this trust. A good turn around candidate.
Likes this trust. A good turn around candidate.
Glenn MacNeill, P.Eng.
CIO & Sr. Portfolio Manager, Lawrence Asset Management
Price
$6.800
Owned
Yes
BUY
BUY
April 28, 2005
Has been looking at this one as another alternative in the energy area. Getting pretty close to the price level they would be interested in. Has come off generally with the oil/gas area.
Has been looking at this one as another alternative in the energy area. Getting pretty close to the price level they would be interested in. Has come off generally with the oil/gas area.
Michael Sprung
President, Sprung Investment Management
Price
$6.790
Owned
No
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