Stock Opinions by Lyle Stein - Stockchase Experts
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Lyle Stein

On Stockchase since : Mar 2008

Sr. Portfolio & Managing Director at Vestcap Investment Management

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Lyle Stein Latest Top Picks...

Stock Opinions by Lyle Stein - Stockchase Experts

Signal Opinion Expert Chart
HOLD
Descartes(DSG-T) 

May 15, 2019

He wished he owned this. He could never understand the valuation. They continue to make good acquisitions and he likes the logistics software space. An outstanding performer. He should have bought on the weakness in 2018.
computer software/processing
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0 comments
He wished he owned this. He could never understand the valuation. They continue to make good acquisitions and he likes the logistics software space. An outstanding performer. He should have bought on the weakness in 2018.
computer software/processing
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0 comments
Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$53.970
Owned Owned
No

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BUY

Westjet impacts? He owns this for the yield. It is in the airplane lease business. They are the operator of Air Canada Jazz. The knock was the fear the Jazz deal was going to be renegotiated. That has been resolved and the agreement runs for 17 years. They have a great business model. The Westjet deal will not have any impact on them. Yield 6.5% (Analysts’ price target is $9.00)

Transportation & Environmental Services
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0 comments

Westjet impacts? He owns this for the yield. It is in the airplane lease business. They are the operator of Air Canada Jazz. The knock was the fear the Jazz deal was going to be renegotiated. That has been resolved and the agreement runs for 17 years. They have a great business model. The Westjet deal will not have any impact on them. Yield 6.5% (Analysts’ price target is $9.00)

Transportation & Environmental Services
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0 comments
Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$7.360
Owned Owned
Yes

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COMMENT

A good income stream? He owns Telus instead of Rogers. He is studying the whole rollover of the wireless business in Canada. Prices are starting to drop on increased competitive pressures. It might be early to enter the space. He would prefer BCE-T or T-T.

Cable
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0 comments

A good income stream? He owns Telus instead of Rogers. He is studying the whole rollover of the wireless business in Canada. Prices are starting to drop on increased competitive pressures. It might be early to enter the space. He would prefer BCE-T or T-T.

Cable
0 0 0 0 0
0 comments
Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$68.410
Owned Owned
Unknown

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COMMENT
Telus Corp(T-T) 

May 15, 2019

A good income stream? He owns Telus instead of Rogers. He is studying the whole rollover of the wireless business in Canada. Prices are starting to drop on increased competitive pressures. It might be early to enter the space. He would prefer BCE-T or T-T.

telephone utilities
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0 comments

A good income stream? He owns Telus instead of Rogers. He is studying the whole rollover of the wireless business in Canada. Prices are starting to drop on increased competitive pressures. It might be early to enter the space. He would prefer BCE-T or T-T.

telephone utilities
0 0 0 0 0
0 comments
Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$49.130
Owned Owned
Unknown

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COMMENT
BCE Inc.(BCE-T) 

May 15, 2019

A good income stream? He owns Telus instead of Rogers. He is studying the whole rollover of the wireless business in Canada. Prices are starting to drop on increased competitive pressures. It might be early to enter the space. He would prefer BCE-T or T-T.

telephone utilities
0 0 0 0 0
0 comments

A good income stream? He owns Telus instead of Rogers. He is studying the whole rollover of the wireless business in Canada. Prices are starting to drop on increased competitive pressures. It might be early to enter the space. He would prefer BCE-T or T-T.

telephone utilities
0 0 0 0 0
0 comments
Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$60.210
Owned Owned
Unknown

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COMMENT

A really interest deal with Onex. He has been a long term fan for years. His first professional 10 bagger. He is not convinced Onex over paid -- they probably saw this as a great time -- comparable to US peers. He thinks the regulators will approve the deal.

Transportation
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0 comments

A really interest deal with Onex. He has been a long term fan for years. His first professional 10 bagger. He is not convinced Onex over paid -- they probably saw this as a great time -- comparable to US peers. He thinks the regulators will approve the deal.

Transportation
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0 comments
Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$30.250
Owned Owned
Yes

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HOLD
Toronto Dominion(TD-T) 

May 15, 2019

His biggest of all his bank holdings. The only knock is that it is hard to see what they can do next. The yield is a little lower relative to the peer group, because the stock price has done so well.
banks
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His biggest of all his bank holdings. The only knock is that it is hard to see what they can do next. The yield is a little lower relative to the peer group, because the stock price has done so well.
banks
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0 comments
Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$73.980
Owned Owned
Yes

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HOLD

An interesting play and they have a great midstream business. They are now into LNG as well. A well managed company and pays a great dividend.

pipelines
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0 comments

An interesting play and they have a great midstream business. They are now into LNG as well. A well managed company and pays a great dividend.

pipelines
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0 comments
Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$48.090
Owned Owned
Yes

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COMMENT
It has been a growth story. A gatherer of smaller mine assets. He sees it as a bunch of small cap stocks. The market does not really pay for the lack of synergy opportunities. If gold goes up, so too will it.
precious metals
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0 comments
It has been a growth story. A gatherer of smaller mine assets. He sees it as a bunch of small cap stocks. The market does not really pay for the lack of synergy opportunities. If gold goes up, so too will it.
precious metals
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0 comments
Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$2.750
Owned Owned
No

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TOP PICK
Walt Disney(DIS-N) 

May 15, 2019

He acquired it around $110. He likes the streaming play. The Hulu announcement is also good. Trades at 20 times earnings. Yield 1.32% (Analysts’ price target is $147.24)
entertainment services
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0 comments
He acquired it around $110. He likes the streaming play. The Hulu announcement is also good. Trades at 20 times earnings. Yield 1.32% (Analysts’ price target is $147.24)
entertainment services
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0 comments
Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$134.680
Owned Owned
Yes

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TOP PICK
It generates $10 billion in cash flow -- $6 billion into developing the resources, the rest is free cash flow. Yield 3.91% (Analysts’ price target is $54.50)
integrated oils
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0 comments
It generates $10 billion in cash flow -- $6 billion into developing the resources, the rest is free cash flow. Yield 3.91% (Analysts’ price target is $54.50)
integrated oils
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0 comments
Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$43.150
Owned Owned
Yes

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TOP PICK
Generates $4 billion in cash flow and just received an investment grade credit rating. It will survive a financial Armageddon. Their latest copper mine project will time the rise in copper prices perfectly he feels. Yield 0.71% (Analysts’ price target is $39.84)
precious metals
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0 comments
Generates $4 billion in cash flow and just received an investment grade credit rating. It will survive a financial Armageddon. Their latest copper mine project will time the rise in copper prices perfectly he feels. Yield 0.71% (Analysts’ price target is $39.84)
precious metals
0 0 0 0 0
0 comments
Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$28.350
Owned Owned
Yes

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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 Price
$0.000
Owned Owned
Unknown

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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 Price
$49.510
Owned Owned
Unknown

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BUY
TC Energy(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 Price
$59.410
Owned Owned
Unknown

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