Keeps looking at it. He focuses on good management, low cost of production, good reserves on the ground, and geo-politically stable. It’s getting to point of generating free cash flow. Great job of putting things together.

Guidance maintained, but concerns about mixed results. Would tend to stay away or switch out to something else. But if you’ve owned it for a while, looks like it might come around and have quite a bit of leverage.

Has owned for quite a while. Has been underweight Canadian energy. Likes to own foreign energy companies and VET is really a foreign company, mostly in Europe, getting Brent prices. Dividend of 8% is safe, as part of his cash flow strategy. Sees upside of $55.

Buy or stay away? Likes the pipelines for the dividend and they’re monopolies. Pension funds are starting to get nervous and raise cash. With the selling, the dividend yield goes up. At some point, he’ll start adding. When cheap money dries up, fracking will reduce, and this will benefit Canadian energy.

Owns just a bit. Cash balance continues to grow significantly. Continue to build production. Likes it because they have reserves on the ground. Patience will be rewarded because of the resulting leverage.

(A Top Pick Aug 14/18, Down 23%) Downside reflects volatility in the sector. Growth pipeline will do extremely well. Price will go up, so you might as well own now. Comfortable with management. Growth of production continues, costs of production are under control.

(A Top Pick Aug 14/18, Up 13%) Well managed. A play in BC. Keep finding very high grade gold.