Q: Hello 5I team: At one point I was down 87% on vet.Some how I had the conviction to hold. Now today when it broke 23$ I was finally ahead . Do you foresee enough upside potential for me to continue to hold and make back some of my grief or could you see a switch with more less risky upside.Lots of noise about 100$ oil. Appreciate very much your input and tks.Larry
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: From current levels, which do you feel has the better upside in this rally?
Q: I sold VET last month as a tax loss harvest and bought NNRG as a replacement. I'm thinking of now switching back to VET. It seems to have done better than NNRG over the last month. Would you endorse this switch back? This is for medium risk profile and an already existing portfolio of oil & gas stocks.
Q: Hi, could you give me your take on VET with the higher oil prices and no dividend?The share price has done well lately. If oil prices remain in the 70-80 range would you keep, or could you recommend a better choice. Will they possibly reinstate a dividend that I miss?
Thanks
Thanks
Q: 5i: Just realised the yield of over 5%. Wow! What is your take? Sustainable? Considering swapping to Su from Vet which I am still down today at about 22%. Make any sense? Tks. Larry
Q: Hi 5i: Even with a nice recovery I am still down 28% with vet.Would you advise to hold or do you think I could diversify to other sectors with more upside to recoup the loss.If I include enb I am overweight in energy. I need 22.60 to break even with vet. Tks. And all the best for all for 22. Larry
Q: VET is my worst performing oil stock, and I’m thinking of selling as a tax loss harvest. Which stock would you buy as it’s replacement? I’m thinking of perhaps NNRG? Do you agree with this strategy? Do you have another “better” replacement?
Thanks
Thanks
Q: Vermillion announced resumption of its dividend and received (so far) two increases to analysts' target prices - but today's price action is pretty harsh. Does this suggest tax loss selling, or something less temporary? Can you explain the formula proposed for the dividend? Thanks.
Q: Could you please comment on the recent quarter results and do they really justify an 11%plus share price drop and selloff inspite of possible reinstatement of dividend in 22? Currently am hanging in with a 40% loss.Any advice on average down ,hold or sell/swap for better loss recovery? Much appreciate any input.Thanks for great service Larry
Q: Vermillion has been quite a bit higher in the past years. Now with oil around $80, although the stock is up it is not getting back to where it was a few years ago. Is it company specific issues like maybe debt or does the market not trust oil staying at $80? Any thoughts on this would be appreciated. Thank you.
Mike
Mike
- Suncor Energy Inc. (SU)
- Cenovus Energy Inc. (CVE)
- Keyera Corp. (KEY)
- Peyto Exploration & Development Corp. (PEY)
- Tourmaline Oil Corp. (TOU)
- Vermilion Energy Inc. (VET)
- Whitecap Resources Inc. (WCP)
- Freehold Royalties Ltd. (FRU)
- Cardinal Energy Ltd. (CJ)
- Athene Holding Ltd. Class A (ATH)
Q: 1 Which Of the following will likely initiate or increase their dividend. ARX,ATH,CJ,CVE,FRU,KEY,PEY,SU, TOU,WCP. Please rate in order of likelihood.
2. in order of likelihood which well have the most potential for share price increase.
3. in order of likelihood which is the safest of the above
thanks as always
Yossi
2. in order of likelihood which well have the most potential for share price increase.
3. in order of likelihood which is the safest of the above
thanks as always
Yossi
Q: Just wondering what you think of this company and the chance that they might re-institute the dividend?
- Canadian Natural Resources Limited (CNQ)
- Methanex Corporation (MX)
- Vermilion Energy Inc. (VET)
- MEG Energy Corp. (MEG)
- Secure Energy Services Inc. (SES)
- High Arctic Energy Services Inc. (HWO)
- Cardinal Energy Ltd. (CJ)
- Trican Well Service Ltd. (TCW)
Q: Hello 5iii
Just looking for your perspective on the energy sector / wti increase having further gains to year end or even Q1 22 ? I have many positions that are near back to break even or now even positive. Please advise TY
Just looking for your perspective on the energy sector / wti increase having further gains to year end or even Q1 22 ? I have many positions that are near back to break even or now even positive. Please advise TY
Q: Is your opinion on VET improving? Seems like they might be at the "right place, right time" since a fair chuck of their cash flow is associated with European natural gas. The supply there is being pinched by Russia and spot prices are rising rapidly. Haven't looked in detail but it seems that VET's cash flow should be very high going forward, especially if they can hedge at high prices. Would guess they can reinstate some dividend. Thoughts?
- Suncor Energy Inc. (SU)
- Enbridge Inc. (ENB)
- Canadian Natural Resources Limited (CNQ)
- Vermilion Energy Inc. (VET)
Q: Eric Nuttall has an interesting column in the Financial Post today saying investing in oil and gas right now is a 'generational opportunity', that Canadian oil and as are hugely undervalued and could double in a year. What do you think of increasing oil and gas holdings? How much do you think would be appropriate right now and do you still think Suncor is the way to go? I notice you have only a very small 1% holding in the balanced portfolio.
- Peyto Exploration & Development Corp. (PEY)
- Vermilion Energy Inc. (VET)
- CES Energy Solutions Corp. (CEU)
- Secure Energy Services Inc. (SES)
- Gear Energy Ltd. (GXE)
Q: what top 5 small cap resource companies do you like in todays market or do you think that there are other sectors to keep an eye on instead
- Vermilion Energy Inc. (VET)
- Barrick Gold Corporation (ABX)
- Knight Therapeutics Inc. (GUD)
- HEXO Corp. (HEXO)
- Real Matters Inc. (REAL)
- Xebec Adsorption Inc. (XBC)
- WELL Health Technologies Corp. (WELL)
Q: I currently own these stocks that are underperforming in my portfolio and would like to sell and invest elsewhere.
What stocks do you recommend I sell?
What stocks do you recommend I sell?
Q: Greetings 5i,
I like VET. I think there is value here for the patient.
Can you please explain Vermilion's current HEDGE obligations. With oil prices recently higher than the current did they manage to get locked in to reasonable prices?
Secondly, on the company website it mentions a Sustanability transition and a geothermal project coming to fruition this fall. Will VET no longer be a O&G producer in the future? What are your thoughts on this.
Cheers!
I like VET. I think there is value here for the patient.
Can you please explain Vermilion's current HEDGE obligations. With oil prices recently higher than the current did they manage to get locked in to reasonable prices?
Secondly, on the company website it mentions a Sustanability transition and a geothermal project coming to fruition this fall. Will VET no longer be a O&G producer in the future? What are your thoughts on this.
Cheers!
Q: Why does Vermilion Energy keep going down? They had reported great Q2 results. I have them at $2.79 actual versus estimate .05 . I know Oil keeps going down. Do they have too much Debt? Going forward for the rest of this year, what are their estimates? In addition, could I please have their total financial results? Thank you
Q: Hi, I’m missing the dividend on this stock, I guess it will not return soon? Could you rate it on a scale of one(worst) to ten.
I’m also selling for a capital loss , and possibly buy back. Would you sell now or wait till Nov. Dec. tax loss season? Would you even buy back as it seems to be a laggard compared to TOU.
Thanks
I’m also selling for a capital loss , and possibly buy back. Would you sell now or wait till Nov. Dec. tax loss season? Would you even buy back as it seems to be a laggard compared to TOU.
Thanks