Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
April 20, 2012
Gold itself has not been in the investors’ wheelhouse as the economy looks a little bit better. Gold has been going down because it's not the safe haven need that people have in their portfolios. In this case, the Taseus mine has been delayed, which was the big surprise. What happened recently in Ecuador is a secondary factor. Great growth potential going forward but the difficulty is that when people lose confidence, it will take time for the stock to go up.
Kinross Gold (K-T)
April 20, 2012
Gold itself has not been in the investors’ wheelhouse as the economy looks a little bit better. Gold has been going down because it's not the safe haven need that people have in their portfolios. In this case, the Taseus mine has been delayed, which was the big surprise. What happened recently in Ecuador is a secondary factor. Great growth potential going forward but the difficulty is that when people lose confidence, it will take time for the stock to go up.
Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$9.010
Owned
Unknown
HOLD
HOLD
April 20, 2012
Has suffered along with all the other base metal producers. Has a good balance sheet and good prospects. (See Top Picks.)
Has suffered along with all the other base metal producers. Has a good balance sheet and good prospects. (See Top Picks.)
Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$10.640
Owned
Unknown
COMMENT
COMMENT
April 20, 2012
In a little bit of a potential cash bind. In 2012, they have issues with 1) growth capital spending, 2) regular capital spending and a 3) dividend. They are seeing some impairment with their cash flow. It is possible the 7% dividend could be cut. If they didt cut it, they would still have a healthy dividend.
Transalta Corp (TA-T)
April 20, 2012
In a little bit of a potential cash bind. In 2012, they have issues with 1) growth capital spending, 2) regular capital spending and a 3) dividend. They are seeing some impairment with their cash flow. It is possible the 7% dividend could be cut. If they didt cut it, they would still have a healthy dividend.
Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$16.630
Owned
Unknown
COMMENT
COMMENT
April 20, 2012
This is the bellwether in the uranium industry. Uranium prices have bottomed and seemed to be percolating up. This company probably won't get the full benefit as they still have to sell stuff that they hadn't sold previously. There is starting to be a building trend with regards to earnings. With natural gas at $2, it is dislocating a lot of things. Nuclear power may be displaced if natural gas prices stay low.
This is the bellwether in the uranium industry. Uranium prices have bottomed and seemed to be percolating up. This company probably won't get the full benefit as they still have to sell stuff that they hadn't sold previously. There is starting to be a building trend with regards to earnings. With natural gas at $2, it is dislocating a lot of things. Nuclear power may be displaced if natural gas prices stay low.
Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$22.010
Owned
No
BUY
BUY
April 20, 2012
Although it may not be going anywhere, it is paying you well you wait. The dividend tends to rise year after year and, more important, the stock is pretty stable. 4% dividend.
Fortis Inc. (FTS-T)
April 20, 2012
Although it may not be going anywhere, it is paying you well you wait. The dividend tends to rise year after year and, more important, the stock is pretty stable. 4% dividend.
Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$33.390
Owned
Yes
WEAK BUY
WEAK BUY
April 20, 2012
Digital recording, primarily in courtrooms. Just reported a good-looking 4th quarter. The year ending 2011 was the best one they had in terms of revenue. Court business appears to be getting better. Speculative buy.
VIQ Solutions (VQS-X)
April 20, 2012
Digital recording, primarily in courtrooms. Just reported a good-looking 4th quarter. The year ending 2011 was the best one they had in terms of revenue. Court business appears to be getting better. Speculative buy.
Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$0.175
Owned
Unknown
BUY
BUY
April 20, 2012
One of the great investment stories that will be talked about 10 years from now is “who bought natural gas stocks in 2011-2012”. Doesn't feel gas is going to stay down at $2 for a long time but analysts have been cutting their estimates on this company. Generating cash from their assets and he believes the dividend is safe. Generating good cash flow. If you have a time horizon longer than 2 years, not a bad time and you get paid while you wait.
Encana Corp (ECA-T)
April 20, 2012
One of the great investment stories that will be talked about 10 years from now is “who bought natural gas stocks in 2011-2012”. Doesn't feel gas is going to stay down at $2 for a long time but analysts have been cutting their estimates on this company. Generating cash from their assets and he believes the dividend is safe. Generating good cash flow. If you have a time horizon longer than 2 years, not a bad time and you get paid while you wait.
Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$17.900
Owned
Unknown