Stock Opinions by Lyle Stein - Stockchase Experts

Signal	Opinion	Expert	Chart
COMMENT	General Market Comment March 1, 2019 Have gone through a wonderful rally. But this rally doesn't seem to have the legs. Earnings are slowing down. Markets are discounting the future. The future does not look clear. Recession is not on radar screen but one of the wildcards could be a domestic slowdown. US Bond yields are telling us of a slow down. He is cautious in the markets and holding about 20% cash. Still seeing earning disappointments and that offers buying opportunities. 0 0 0 0 0 0 comments	Have gone through a wonderful rally. But this rally doesn't seem to have the legs. Earnings are slowing down. Markets are discounting the future. The future does not look clear. Recession is not on radar screen but one of the wildcards could be a domestic slowdown. US Bond yields are telling us of a slow down. He is cautious in the markets and holding about 20% cash. Still seeing earning disappointments and that offers buying opportunities. Unknown 0 0 0 0 0 0 comments Lyle Stein Sr. Portfo, Vestcap Investment M... Price $0.000 Owned Unknown	Sign up or Log in to enjoy full view of charts.

BUY	Enbridge(ENB-T) March 1, 2019 TransCanda Pipelines vs Enbridge If you ran a 10 year chart on both of these, you can't tell the difference between them. Everything is pretty equal between these 2 names. Could play a trading game swapping between them both dependant on yield. They will continue to raise their dividends. These are great monopolies across North America. He would own both. oil/gas pipelines 0 0 0 0 0 0 comments	TransCanda Pipelines vs Enbridge If you ran a 10 year chart on both of these, you can't tell the difference between them. Everything is pretty equal between these 2 names. Could play a trading game swapping between them both dependant on yield. They will continue to raise their dividends. These are great monopolies across North America. He would own both. oil/gas pipelines 0 0 0 0 0 0 comments Lyle Stein Sr. Portfo, Vestcap Investment M... Price $49.510 Owned Unknown	Sign up or Log in to enjoy full view of charts.
BUY	TransCanada Corp(TRP-T) March 1, 2019 TransCanda Pipelines vs Enbridge If you ran a 10 year chart on both of these, you can't tell the difference between them. Everything is pretty equal between these 2 names. Could play a trading game swapping between them both dependant on yield. They will continue to raise their dividends. These are great monopolies across North America. He would own both. oil/gas pipelines 0 0 0 0 0 0 comments	TransCanda Pipelines vs Enbridge If you ran a 10 year chart on both of these, you can't tell the difference between them. Everything is pretty equal between these 2 names. Could play a trading game swapping between them both dependant on yield. They will continue to raise their dividends. These are great monopolies across North America. He would own both. oil/gas pipelines 0 0 0 0 0 0 comments Lyle Stein Sr. Portfo, Vestcap Investment M... Price $59.410 Owned Unknown	Sign up or Log in to enjoy full view of charts.
BUY	Canadian Imperial Bank of Commerce(CM-T) March 1, 2019 Just went through bank reporting season. Dividends rose as expected. Banks are off a little bit. CIBC disappointed a little more than the others. The concern with CIBC is its domestic exposure. A made in Canada recession would impact this name. Yield is good. banks 0 0 0 0 0 0 comments	Just went through bank reporting season. Dividends rose as expected. Banks are off a little bit. CIBC disappointed a little more than the others. The concern with CIBC is its domestic exposure. A made in Canada recession would impact this name. Yield is good. banks 0 0 0 0 0 0 comments Lyle Stein Sr. Portfo, Vestcap Investment M... Price $111.900 Owned Yes	Sign up or Log in to enjoy full view of charts.
BUY	Dream Industrial REIT(DIR.UN-T) March 1, 2019 This is an interesting story. Industrial rental spaces are in short supply. Value creation will be as they renew leases and lease rates go up. He likes the yield. They just made an acquisition. REAL ESTATE 0 0 0 0 0 0 comments	This is an interesting story. Industrial rental spaces are in short supply. Value creation will be as they renew leases and lease rates go up. He likes the yield. They just made an acquisition. REAL ESTATE 0 0 0 0 0 0 comments Lyle Stein Sr. Portfo, Vestcap Investment M... Price $11.140 Owned No	Sign up or Log in to enjoy full view of charts.
BUY	Chorus Aviation Inc(CHR-T) March 1, 2019 He owns this name. They just went through the resigning capacity with Air Canada. They now have a long term arrangement with Air Canada. However they sacrificed some of their earnings for this long term arrangement. The dividend payout is safe. He likes this name. Air Canada took and equity interest in Chorus. Transportation & Environmental Services 0 0 0 0 0 0 comments	He owns this name. They just went through the resigning capacity with Air Canada. They now have a long term arrangement with Air Canada. However they sacrificed some of their earnings for this long term arrangement. The dividend payout is safe. He likes this name. Air Canada took and equity interest in Chorus. Transportation & Environmental Services 0 0 0 0 0 0 comments Lyle Stein Sr. Portfo, Vestcap Investment M... Price $7.500 Owned Yes	Sign up or Log in to enjoy full view of charts.
WAIT	Dollarama Inc.(DOL-T) March 1, 2019 Dollarama was a great growth story but disappointed in 2018. They did not grow at expectation levels, resulting in a multiple collapse. He is looking at it now. Consumer Products 0 0 0 0 0 0 comments	Dollarama was a great growth story but disappointed in 2018. They did not grow at expectation levels, resulting in a multiple collapse. He is looking at it now. Consumer Products 0 0 0 0 0 0 comments Lyle Stein Sr. Portfo, Vestcap Investment M... Price $35.950 Owned No	Sign up or Log in to enjoy full view of charts.
WATCH	CCL Industries (B)(CCL.B-T) March 1, 2019 This name was one of the darlings. Disappointed on numbers in 2018. He is looking at it now. packaging/containers 0 0 0 0 0 0 comments	This name was one of the darlings. Disappointed on numbers in 2018. He is looking at it now. packaging/containers 0 0 0 0 0 0 comments Lyle Stein Sr. Portfo, Vestcap Investment M... Price $54.290 Owned No	Sign up or Log in to enjoy full view of charts.
WATCH	Altagas Ltd(ALA-T) March 1, 2019 This is starting to recover. It was a darling and fell. A lot of bad news in 2018. They cut the dividend. They are now posturing the name for the next 5-10 years. He believes the company will grow. Yields about 5%. They have a number of businesses coming on stream. oil/gas 1 0 0 0 0 0 comments	This is starting to recover. It was a darling and fell. A lot of bad news in 2018. They cut the dividend. They are now posturing the name for the next 5-10 years. He believes the company will grow. Yields about 5%. They have a number of businesses coming on stream. oil/gas 1 0 0 0 0 0 comments Lyle Stein Sr. Portfo, Vestcap Investment M... Price $17.760 Owned Yes	Sign up or Log in to enjoy full view of charts.
BUY	Parkland Fuel Corp(PKI-T) March 1, 2019 They just reported blow out earnings. Their refinery made a lot of money last quarter. Well managed company. It has good assets. They have done a good job of making acquisitions. It is a great growth story. They are a dominant force in retail gas marketing in Canada. merchandising/lodging 0 0 0 0 0 0 comments	They just reported blow out earnings. Their refinery made a lot of money last quarter. Well managed company. It has good assets. They have done a good job of making acquisitions. It is a great growth story. They are a dominant force in retail gas marketing in Canada. merchandising/lodging 0 0 0 0 0 0 comments Lyle Stein Sr. Portfo, Vestcap Investment M... Price $40.070 Owned Yes	Sign up or Log in to enjoy full view of charts.
PAST TOP PICK	CAE Inc(CAE-T) March 1, 2019 (A Top Pick Feb 01/18, Up 25%) This is the name you go to in the simulation space. He was trying to take advantage of the ongoing pilot shortage. He is a happy holder of this transportation equip & components 0 0 0 0 0 0 comments	(A Top Pick Feb 01/18, Up 25%) This is the name you go to in the simulation space. He was trying to take advantage of the ongoing pilot shortage. He is a happy holder of this transportation equip & components 0 0 0 0 0 0 comments Lyle Stein Sr. Portfo, Vestcap Investment M... Price $27.990 Owned Yes	Sign up or Log in to enjoy full view of charts.
PAST TOP PICK	Paychex(PAYX-Q) March 1, 2019 (A Top Pick Feb 01/18, Up 19%) This is the #2 player in payroll processing. It caters more toward the mid tier market. This is a growth business. computer software/processing 0 0 0 0 0 0 comments	(A Top Pick Feb 01/18, Up 19%) This is the #2 player in payroll processing. It caters more toward the mid tier market. This is a growth business. computer software/processing 0 0 0 0 0 0 comments Lyle Stein Sr. Portfo, Vestcap Investment M... Price $77.430 Owned Yes	Sign up or Log in to enjoy full view of charts.
PAST TOP PICK	Agnico-Eagle Mines(AEM-T) March 1, 2019 (A Top Pick Feb 01/18, Down 1%) Gold prices fell. This is the go to name in the gold business. This company will continue to grow. precious metals 0 0 0 0 0 0 comments	(A Top Pick Feb 01/18, Down 1%) Gold prices fell. This is the go to name in the gold business. This company will continue to grow. precious metals 0 0 0 0 0 0 comments Lyle Stein Sr. Portfo, Vestcap Investment M... Price $56.200 Owned Yes	Sign up or Log in to enjoy full view of charts.
WATCH	Manulife Financial(MFC-T) March 1, 2019 Manulife vs Sun Life He does not own any Life Co's now but are looking at them. Probably have more torque to upside with Manulife compared to Sun Life. He has not pulled the trigger on this yet, but is watching. He wants to see a little more direction on interest rates before they buy. They do well when interest rates go up. insurance 0 0 0 0 0 0 comments	Manulife vs Sun Life He does not own any Life Co's now but are looking at them. Probably have more torque to upside with Manulife compared to Sun Life. He has not pulled the trigger on this yet, but is watching. He wants to see a little more direction on interest rates before they buy. They do well when interest rates go up. insurance 0 0 0 0 0 0 comments Lyle Stein Sr. Portfo, Vestcap Investment M... Price $22.520 Owned No	Sign up or Log in to enjoy full view of charts.
COMMENT	General Market Comment March 1, 2019 How do you time entries and exits in the market? Depends whether you are trading or investing. He looks at it from the investing side. Know what a company is worth. Control your downside. Write down why you purchased a particular stock. In volatile times, hold cash for when stocks go on sale 0 0 0 0 0 0 comments	How do you time entries and exits in the market? Depends whether you are trading or investing. He looks at it from the investing side. Know what a company is worth. Control your downside. Write down why you purchased a particular stock. In volatile times, hold cash for when stocks go on sale Unknown 0 0 0 0 0 0 comments Lyle Stein Sr. Portfo, Vestcap Investment M... Price $0.000 Owned Unknown	Sign up or Log in to enjoy full view of charts.

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Stock Opinions by Lyle Stein - Stockchase Experts