Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
March 12, 2014

Had a really nice run over the course of the last 12 months as a result of the Warren Buffett’s stock purchase. This is an American name now because Warren likes it. Canada has really been hurting from oil differentials that have widened out. There is a discount being applied to the oil sands. This hasn’t been an area which investors favour. Wouldn’t add to this one anytime soon because there are other better plays out there. (See Top Picks.)

Had a really nice run over the course of the last 12 months as a result of the Warren Buffett’s stock purchase. This is an American name now because Warren likes it. Canada has really been hurting from oil differentials that have widened out. There is a discount being applied to the oil sands. This hasn’t been an area which investors favour. Wouldn’t add to this one anytime soon because there are other better plays out there. (See Top Picks.)

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$36.700
Owned
No
BUY
BUY
March 12, 2014

Recently added this to his positions. Very nice dividend that he believes is sustainable and will grow over time. A heavy oil provider and should benefit as the heavy oil differentials narrow in over the course of the next 5 years.

Recently added this to his positions. Very nice dividend that he believes is sustainable and will grow over time. A heavy oil provider and should benefit as the heavy oil differentials narrow in over the course of the next 5 years.

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$42.070
Owned
Yes
BUY
BUY
March 12, 2014

Good solid yield which can grow at 5%-8% a year. Lots of growth potential with lots of projects behind them to make sure that growth is consistent. This is exactly what you want. You get paid while you wait and there is good growth.

Good solid yield which can grow at 5%-8% a year. Lots of growth potential with lots of projects behind them to make sure that growth is consistent. This is exactly what you want. You get paid while you wait and there is good growth.

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$39.210
Owned
Unknown
DON'T BUY
DON'T BUY
March 12, 2014

Unfortunately it hit the news with a dividend cut and that is never good. It has been a difficult environment to show any kind of growth for this company. There are a lot better places where you could do much better.

Transalta Corp (TA-T)
March 12, 2014

Unfortunately it hit the news with a dividend cut and that is never good. It has been a difficult environment to show any kind of growth for this company. There are a lot better places where you could do much better.

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$12.750
Owned
No
COMMENT
COMMENT
March 12, 2014

Stock is underwater year-over-year. This could be an entry point right now but he could find better companies yielding 4% dividends and with better growth.

Fortis Inc. (FTS-T)
March 12, 2014

Stock is underwater year-over-year. This could be an entry point right now but he could find better companies yielding 4% dividends and with better growth.

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$31.060
Owned
Unknown
DON'T BUY
DON'T BUY
March 12, 2014

This company has participated in this unbelievable “hockey stick” run that we’ve seen in a lot of the alternative power plays. Has languished for years and years and has finally started to show some life. There is a little bit of expectational hope that has been built into the battery-powered business, kind of stemming off what Tesla (TSLA-Q) has done. He is a little bit dubious. It has taken and years and years to get their core products to somewhere where customers will actually buy.

This company has participated in this unbelievable “hockey stick” run that we’ve seen in a lot of the alternative power plays. Has languished for years and years and has finally started to show some life. There is a little bit of expectational hope that has been built into the battery-powered business, kind of stemming off what Tesla (TSLA-Q) has done. He is a little bit dubious. It has taken and years and years to get their core products to somewhere where customers will actually buy.

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$5.980
Owned
No
COMMENT
COMMENT
March 12, 2014

This company has been down for the last 3 years. Copper is trading below $3. On the other hand, it also has zinc, and zinc is not bad. On a long-term basis, this is probably not a bad place to put money. The question is what is your time horizon?

This company has been down for the last 3 years. Copper is trading below $3. On the other hand, it also has zinc, and zinc is not bad. On a long-term basis, this is probably not a bad place to put money. The question is what is your time horizon?

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$8.250
Owned
Unknown