stockchase picture

Compiling comments that experts make about stocks while on public TV.

There are 0 registered members and 59 guests viewing this site

Company Index

List by Company Name

All | 0-9 A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

List by Symbol

All | 0-9 A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

Vermilion Energy Inc

Stock Symbol: VET-T

Last Price Recorded: 51.5300 on 2013-06-19 01:14:16

Globe 200 day average
Google Discussions (view only)
yahoo discussion
Date Signal Expert Opinion Price
2013-06-12 HOLD Greg Newman

(Market Call Minute.) Excellent company. Margins are much better than their peers but that is because of the Brent contract over WTI. Thinks this will continue to narrow as more pipelines get built.

 Price:
$50.230
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
Yes
2013-05-28 TOP PICK Michael Giordano

Have geographic exposure in Canada, Australia as well as Europe. The European and Australian assets allow them to capture Brent pricing, which is higher than Canadian pricing. 45% of their production is Brent pricing. Also, have a huge asset in Corrib field in offshore Ireland, a natural gas play. Good dividend of about 4.5%. Simple payout ratio of about 35%.

 Price:
$52.260
Subject:
RESOURCE
Bias:
OPTIMISTIC
Owned:
Yes
2013-05-21 PAST TOP PICK Mason Granger

(Top Pick Jun 25/12, Up 32.45%)  A core holding and a big weight.  In late 2014/15 their Irish project should cause a dividend increase.  They have never cut the dividend.  Amongst the highest in terms of sustainability.  Tremendous exposure to Brent pricing.  6.4% dividend.

 Price:
$52.610
Subject:
OIL & GAS
Bias:
BULLISH on OIL & GAS
Owned:
Yes
2013-04-10 SELL Greg Newman

Great stock and great operator. Terrific company and low debt. But two thirds of their exposure is to Brent prices and Seaway pipeline is going to continue to expand. More producers are shipping by rail and barge. Also, expects the US will go for Keystone.

 Price:
$50.960
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
Yes
2013-04-01 TOP PICK Michael Bowman

This is the “go to” company when it comes to Canadian oil companies. Have oil-producing properties in Australia, Ireland, Netherlands and France. Have better pricing power than the rest of its Canadian peers. Fantastic balance sheet. 4.6% dividend yield.

 Price:
$52.550
Subject:
CANADIAN LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2013-02-22 HOLD Jeff Young

(Market Call Minute.) Great company and good prospects. A little rich and he is on the sidelines at the moment.

 Price:
$52.640
Subject:
CANADIAN DIVIDEND
Bias:
BULLISH o n CDN DIVIDEND STOCKS
Owned:
Yes
2013-02-11 COMMENT Eric Nuttall

Has been strong because there is no exposure to differential issues. Located in Australia and soon to be the gas market offshore Ireland as well as gas exploration in offshore Netherlands. A little too rich for him right now. Trading at around 9.2X cash flow. Very large project coming on stream in 2015 and will be selling gas at European pricing. This could result in a material dividend increase in 2 years time. Other names with a better valuation.

 Price:
$51.200
Subject:
OIL & GAS
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2013-01-21 PAST TOP PICK Greg Newman

(A Top Pick April 26/12. Up 14.34%.) Gets Brent crude price versus West Texas because it is more of an international player. Not that expensive. All things being equal, he would be Selling this and Buying Crescent Point (CPG-T) because he thinks that crack spread will narrow. Has been selling into strength.

 Price:
$51.240
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
Yes
2012-12-13 PAST TOP PICK Rick Stuchberry

(Top Pick Dec 22/12, Up 19.74%)

 Price:
$51.200
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
BULLISH
Owned:
Yes
2012-12-12 PAST TOP PICK Ben Cheng

( A Top Pick Dec 20/11. Up 20.66%.)

 Price:
$50.980
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
CAUTIOUS
Owned:
Yes
2012-12-05 TOP PICK Karl Berger

Operates in Western Canada, Europe and Australia. A large amount of their oil production is tied to Brent pricing and a large amount of their natural gas production is in Europe and is tied to Brent crude as well. Decent dividend and would look for it to start growing at the end of 2013 and early 2014.

 Price:
$50.500
Subject:
GLOBAL
Bias:
SELECTIVE
Owned:
Yes
2012-09-07 HOLD Jaime Carrasco

Likes the yield so he is quite happy to wait. Well managed. He has it as an “Outperform” with a $55 target. This one also gets the Brent crude prices.

 Price:
$45.090
Subject:
ENERGY, AGRICULTURE & PRECIOUS METALS
Bias:
BULLISH on PRECIOUS METALS
Owned:
Yes
2012-09-06 BUY on WEAKNESS Prakash Hariharan

(Market Call Minute.) Good international name. Had problems in France. Looking to buy assets.

 Price:
$44.690
Subject:
AGRICULTURE, DIVIDEND & FIXED INCOME
Bias:
OPTIMISTIC
Owned:
No
2012-08-31 BUY on WEAKNESS Alice Tsang

Likes management very much. They will bring on the Ireland assets in a couple of years which will be about 30% growth for them. Feels the stock is range bound at the moment and would buy on a pull back. She likes that it is exposed to the Brent crude prices rather than to West Texas prices.

 Price:
$44.910
Subject:
RESOURCE
Bias:
BULLISH on PRECIOUS METALS
Owned:
No
2012-07-27 BUY Norman Levine (Market Call Minute.) Likes the diversification and the fact that they are oily.
 Price:
$47.210
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
Showing 1 to 15 of 159 entries
First Previous 1 2 3 4 5 Next Last

No Comments.

You must be logged in to comment.