Viewing Expert Lyle Stein | StockChase
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Compiling comments that experts make about stocks while on public TV.

Viewing Expert

Lyle Stein , Sr. Portfolio & Managing Director

Vestcap Investment Management


Date Signal Chart Symbol Company Opinion Price
2017-03-20 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. YOMO (Year of Missing Out) is a great description of the Toronto housing market, but we are also starting to get this in equity markets. Stocks are moving, but simply because everyone is afraid to Sell as you don’t want to miss out, and valuations are starting to get stretched, and no one wants to get out of equities because Donald Trump is going to solve all the world’s problems. We have seen this great interest rate increase, which is usually a sign of good times, but investors are already paying for the tax that is going to get cut, and we are already paying for the regulations that are going to get cut. If people’s expectations are not filled, they tend to get disappointed, and the next response is to Sell.


Price:
$0.020
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
_N/A
2017-03-20 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

When will Canadian banks have stock splits? The time is close. Once they get over the $100-$120 level, it is probably time for a split. Splits don’t matter. They are just basically creating more shares at less price.


Price:
$0.020
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
_N/A
2017-03-20 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Zinc. Inventories are down and supply is limited. Chinese are shutting some capacity in, in terms of the refining of the raw metal. Zinc is on a roll. It has been tight, and will probably stay tight as mines have shut down. There is no reason the price cannot spike up to the $2 levels. The best 3 plays in Canada are Teck Resources (TECK.B-T), the world’s largest net zinc producer; Hudbay Minerals (HBM-T) an intermediate play; Trevali Mining (TV-T) a more junior company.


Price:
$0.020
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-03-20 PAST TOP PICK Must be logged in to use chart AEM-T Agnico-Eagle Mines

(A Top Pick March 31/16. Up 21%.) He kind of liked the gold market at that point. Today, he is quite intrigued because they have a combination of growth and low cost mines. A Canadian high quality production. To him, this is a core holding in the gold sector


Price:
$57.460
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2017-03-20 COMMENT Must be logged in to use chart ATD.B-T Alimentation Couche-Tard (B)

This had a bit of an earnings miss when their margins weren’t quite what people thought they were going to be. This has been a great growth story. All great growth stories need to have time to congeal and build themselves up for the next level. As a buyer, be disciplined. Set a price target at where you would want to own. If you get it, you got it on sale.


Price:
$58.690
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
No
2017-03-20 TOP PICK Must be logged in to use chart BCE-T BCE Inc.

This has come down because there of concerns about slowing demand for services and potentially rising interest rates. You are getting almost a 5% dividend yield, and it is going to grow. It has great cash flow generating ability. He likes their Manitoba telecom acquisition as it gives them more synergy potential. (Analysts’ price target is $60.)


Price:
$57.560
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2017-03-20 COMMENT Must be logged in to use chart BTE-T Baytex Energy Corp

This was hurting big time a year ago; really suffering under the much, much deteriorating balance sheet, caused by debt, caused by making acquisitions. They got through it and had a nice recovery into the summer of 2016, but as oil prices weakened they are now struggling.


Price:
$4.540
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-03-20 HOLD Must be logged in to use chart CGX-T Cineplex Inc

He continues to like this. It had a disappointing 2016, not the best year for movies. In spite of the weak Q4, they are getting increasing revenues from non-theatre tickets. They are expanding their revenue streams from gaming and media sell. You get the upside when you get a good movie cycle, but this is a business that is well-run with stable cash flows. Pays a 3% yield.


Price:
$50.770
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2017-03-20 HOLD Must be logged in to use chart CM-T Canadian Imperial Bank of Commerce

He owns all the Canadian banks and likes that they are able to grow their dividends. Their capital ratios are improving. Being more of a domestic bank that some of the others, this has done very, very well. Dividend yield of 4.3%.


Price:
$117.120
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2017-03-20 COMMENT Must be logged in to use chart CP-T Canadian Pacific Rail

There is talk of a merger with CSX (CSX-Q) that is going to take time. Hunter Harrison has his hands full in trying to squeeze costs out of CSX as fast as he did with CP, which has now consolidated. There is now talk that “oil by rail” is going to come back in. There are upticks in industrial activity, which is good for all rail stocks. He is looking hard at this but would like to see some better pricing. He likes other sectors at this time.


Price:
$195.510
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
No
2017-03-20 BUY on WEAKNESS Must be logged in to use chart ENB-T Enbridge

One of those great Canadian businesses that amounts to a monopoly, or a very limited market. This is a wonderful business. They’ve had an incredible track record over the past number of years. They consistently raise their dividend. If it got a little weaker, he would be looking to add to his holdings.


Price:
$54.490
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2017-03-20 COMMENT Must be logged in to use chart FN-T First National Financial

One of the alternative lenders. A great earnings story and a stable company. The fears regarding real estate is what caused the draft down in the stock price, in the latter half of 2016. However, as a dividend generator, it is a pretty stable business. A very tightly controlled company which he likes. Their software is 2nd to none. This is the kind of name you can own and feel comfortable doing so.


Price:
$26.950
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2017-03-20 COMMENT Must be logged in to use chart HBM-T Hudbay Minerals Inc.

Zinc and copper. He’s been happy owning this over the years. A well-managed company. They’ve made good investments to expand their production out of Manitoba and into south America. Have some really good mines in both countries. Zinc gives you the near term kind of kick, while copper is the metal that everybody is questioning as to what is going to happen to it in 2020-2022. A nice way to participate in the metals rally.


Price:
$9.880
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2017-03-20 PAST TOP PICK Must be logged in to use chart HLF-T High Liner Foods

(A Top Pick March 31/16. Up 23%.) They’ve had a couple of disappointing quarters as their growth projections didn’t quite come to fruition. Dividend yield of 3.1%.


Price:
$17.780
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2017-03-20 COMMENT Must be logged in to use chart NFI-T New Flyer Industries Inc.

This has been in a great position to benefit from infrastructure spend, and will continue to do so as North American transportation fleets need to be improved. They have done an amazing job of tucking in acquisitions, and are now a real dominant provider of coaches. He is looking for things where a little disappointment has set in, as opposed to paying for all the good news.


Price:
$45.260
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
No
Showing 1 to 15 of 651 entries
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