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
2017-02-02 TOP PICK Must be logged in to use chart ZBH-N Zimmer Biomet Holdings Inc.

We need hips and knees and are looking to the US for them.  PE is 14-15 times earnings, to shield your capital from a slow decline in the Canadian dollar.  The US dollar has been a one way trade.  (Analysts’ target: $134.00).


Price:
$117.620
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2009-01-06 TOP PICK Must be logged in to use chart ZAR-T Zargon Oil & Gas Ltd Conservative management team. About a 35% payout ratio giving a lot of flexibility in maintaining distributions..
Price:
$17.350
Subject:
CANADIAN
Bias:
DEFENSIVE
Owned:
Yes
2009-07-31 BUY Must be logged in to use chart ZAR-T Zargon Oil & Gas Ltd A meat and potatoes oil/gas type of company. Great management. Have tax pools they can use when they incorporate in 2011.
Price:
$18.600
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2008-09-09 DON'T BUY Must be logged in to use chart Y-T Yellow Media Inc What concerns him is that this is a “yesterday” business compared to a “tomorrow” business. Cash flows are okay but as we go into taxation in 2011 there is not a lot of safety in the level of distribution.
Price:
$9.380
Subject:
CANADIAN
Bias:
DEFENSIVE
Owned:
No
2009-04-08 DON'T BUY Must be logged in to use chart Y-T Yellow Media Inc Not a big fan of the model. Doesn't think the consumer strength that has driven the stock is going to be there over the next 3 to 4 years. Doesn't see this as a growth industry.
Price:
$6.070
Subject:
CANADIAN
Bias:
BULLISH on GOLD
Owned:
No
2009-07-31 DON'T BUY Must be logged in to use chart Y-T Yellow Media Inc Not a fan of their business model. A bit of a legacy asset in that the print media is really hurting. Internet model is not the great generator of incremental cash flow.
Price:
$5.000
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2011-08-03 DON'T BUY Must be logged in to use chart Y-T Yellow Media Inc Will you love that dividend when it gets cut? Market is saying it is not going to last. Avoids this stock. Need to give us better clarity on the balance sheet.
Price:
$1.940
Subject:
CANADIAN
Bias:
DEFENSIVE
Owned:
No
2008-03-28 DON'T BUY Must be logged in to use chart YRI-T Yamana Gold Inc. The quarter was a little bit disappointing, which in this market is exaggerated. Suffering in the last week from a 10% decline in the gold price. They are subject to swings in currency because they are foreign. Only owns Canadian.
Price:
$15.350
Subject:
CANADIAN - LONG & SHORT
Bias:
UNKNOWN
Owned:
No
2008-09-09 DON'T BUY Must be logged in to use chart YRI-T Yamana Gold Inc. Suffering with lower gold prices. They have disappointed and when this happens in a bear market, nobody wants to touch you until you surprise to the upside. Market is concerned because foreign countries do things to producers that surprises.
Price:
$7.990
Subject:
CANADIAN
Bias:
DEFENSIVE
Owned:
No
2009-01-06 DON'T BUY Must be logged in to use chart YRI-T Yamana Gold Inc. Large intermediate gold producer. Has been disappointing over the last 2 years. A “show me” story. Prefers larger producers. (See Top Picks.)
Price:
$8.980
Subject:
CANADIAN
Bias:
DEFENSIVE
Owned:
No
2013-07-04 HOLD Must be logged in to use chart YRI-T Yamana Gold Inc.

It will probably be a survivor, perhaps not generating the cash people expected.  Don’t sell down here, ride it out.  He owns G-T


Price:
$10.040
Subject:
CANADIAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
No
2015-07-31 COMMENT Must be logged in to use chart YRI-T Yamana Gold Inc.

For a 2-5 year Hold? The cost of gold production right now is near where the price of gold is. This is not a bad producer and they have some decent mines. Smaller companies will move when the gold price moves, but there is a little bit more stability in bigger names. A smaller name, but good quality. (See Top Picks.)


Price:
$2.590
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
2016-10-03 BUY Must be logged in to use chart WSP-T WSP Global Inc.

Caller had 15 year time horizon.  Equities should provide the best rate of return over that time.  Infrastructure building area is going to be a positive.  It has a good dividend yield.  You can’t predict management over 15 years, but management is doing all the right things right now.


Price:
$41.350
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Unknown
2014-12-02 COMMENT Must be logged in to use chart WIR.U-T WPT Industrial REIT

A Canadian listed US REIT that is focusing on industrial warehouse space based in the US. A nice way to get US assets into a Canadian portfolio. Has a wonderful yield of 6.5%. Very stable customers. Attractive from the premise that from the US Midwest, you are getting good transportation growth from a distribution angle. Thinks they are 99% leased with some growth potential in what the tenants are paying year after year.


Price:
$10.900
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2016-10-03 WATCH Must be logged in to use chart WCP-T Whitecap Resources

Management has done everything they said they would do.  They have a decent dividend.  He thinks they will do fine as oil prices go up.  It is just a case of how much oil exposure he wants.  It has hit his radar screen.


Price:
$10.990
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
No
Showing 1 to 15 of 747 entries
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