Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
July 31, 2009
(A Top Pick June 26/08.) Down 8.66%.) Vegetable protein extraction. Lots of patents, which have significant value. What they are doing in soy is world beating and hasn't been picked up and appreciated yet by the street.
(A Top Pick June 26/08.) Down 8.66%.) Vegetable protein extraction. Lots of patents, which have significant value. What they are doing in soy is world beating and hasn't been picked up and appreciated yet by the street.
Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$6.500
Owned
Yes
TOP PICK
TOP PICK
July 31, 2009
Fuel/gasoline distribution in Western Canada. Yield of 12% and is extremely well managed. Capital disciplined. Also has growth upside.
Fuel/gasoline distribution in Western Canada. Yield of 12% and is extremely well managed. Capital disciplined. Also has growth upside.
Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$10.800
Owned
Yes
TOP PICK
TOP PICK
July 31, 2009
Nice portfolio of royalties off communication and processing chips. Cheap. 6% yield. Earnings of $2 a share and growing.
Mosaid (MSD-T)
July 31, 2009
Nice portfolio of royalties off communication and processing chips. Cheap. 6% yield. Earnings of $2 a share and growing.
Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$16.240
Owned
Yes
PAST TOP PICK
PAST TOP PICK
July 31, 2009
(A Top Pick June 26/08.) Up 44.23%.) Fifty million ounces of gold resources in British Columbia, which works out to be about 1.5 ounces per share. Very good leverage. Would buy more at $26-$27.
(A Top Pick June 26/08.) Up 44.23%.) Fifty million ounces of gold resources in British Columbia, which works out to be about 1.5 ounces per share. Very good leverage. Would buy more at $26-$27.
Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$31.090
Owned
Yes
PAST TOP PICK
PAST TOP PICK
July 31, 2009
(A Top Pick June 26/08.) Down 64.78%.) World's largest manufacturer of drilling tongs for oil rigs.
McCoy Corp. (MCB-T)
July 31, 2009
(A Top Pick June 26/08.) Down 64.78%.) World's largest manufacturer of drilling tongs for oil rigs.
Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$1.340
Owned
Yes
BUY
BUY
July 31, 2009
Quite intrigued by the size of their gold deposit in northern Quebec/Ontario. Have raised some money and are doing the things necessary to get the mine into production. OK if you are willing to take the risk associated with owning a Junior explore. Prefers Seabridge Gold (SEA-T).
Quite intrigued by the size of their gold deposit in northern Quebec/Ontario. Have raised some money and are doing the things necessary to get the mine into production. OK if you are willing to take the risk associated with owning a Junior explore. Prefers Seabridge Gold (SEA-T).
Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$6.830
Owned
No
BUY
BUY
July 31, 2009
They can do what no one else can, i.e. going into the hinterland and use labour for drilling. Likes management.
They can do what no one else can, i.e. going into the hinterland and use labour for drilling. Likes management.
Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$2.140
Owned
Yes