Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
March 28, 2008
Has been a disappointment. Has fallen on hard times as foreign competition has come into the market place. A classic value stock, it will recover soon. Not jumping in right now, not an entry point.
Has been a disappointment. Has fallen on hard times as foreign competition has come into the market place. A classic value stock, it will recover soon. Not jumping in right now, not an entry point.
Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$30.150
Owned
Unknown
VAGUE
VAGUE
March 28, 2008
One of Canada’s great companies. Phenomenal operating model. It’s trading around 10 times next years earnings. Cheap. Believes oil will stay around $100 which will hurt the airlines.
One of Canada’s great companies. Phenomenal operating model. It’s trading around 10 times next years earnings. Cheap. Believes oil will stay around $100 which will hurt the airlines.
Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$18.730
Owned
No
VAGUE
VAGUE
March 28, 2008
Wouldn’t be chasing this stock on the basis it will be taken over. A take over will be very difficult.
Wouldn’t be chasing this stock on the basis it will be taken over. A take over will be very difficult.
Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$42.900
Owned
Unknown
DON'T BUY
DON'T BUY
March 28, 2008
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.
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.
Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$15.350
Owned
No
WEAK BUY
WEAK BUY
March 28, 2008
Like it, it’s the big guy. The most liquid gold stock out there. The cash flows are outstanding. Will be a vehicle as the market goes to liquidity. $60 target is reasonable in 1 year. Gold is not going to stop at $1000.
Barrick Gold (ABX-T)
March 28, 2008
Like it, it’s the big guy. The most liquid gold stock out there. The cash flows are outstanding. Will be a vehicle as the market goes to liquidity. $60 target is reasonable in 1 year. Gold is not going to stop at $1000.
Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$45.600
Owned
Yes
BUY
BUY
March 28, 2008
A good bell weather for the uranium business in general. Uranium business will be in demand down the road. An interesting name to participate in for a firmer uranium price over the next 5-10 years.
A good bell weather for the uranium business in general. Uranium business will be in demand down the road. An interesting name to participate in for a firmer uranium price over the next 5-10 years.
Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$6.670
Owned
No
BUY
BUY
March 28, 2008
A security. Looking for securities not just stock in this market environment. Securities pay while your waiting. A great place in the market place around the world to participate in a 2-3 year cycle. Getting growth and a hard asset.
A security. Looking for securities not just stock in this market environment. Securities pay while your waiting. A great place in the market place around the world to participate in a 2-3 year cycle. Getting growth and a hard asset.
Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$56.250
Owned
No