Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
December 1, 2017

(A Top Pick Nov 30/16, Up 14%) He still likes it. He believes the dividend can grow substantially. He is concerned about the Canadian dollar and that the economy is slowing. The drivers of energy, housing and new legislation are slowing it down. This is a great way to hold assets in northern Europe. These cash flows will continue to grow.

(A Top Pick Nov 30/16, Up 14%) He still likes it. He believes the dividend can grow substantially. He is concerned about the Canadian dollar and that the economy is slowing. The drivers of energy, housing and new legislation are slowing it down. This is a great way to hold assets in northern Europe. These cash flows will continue to grow.

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$23.760
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 1, 2017

(A Top Pick Nov 30/16, Down 7.8%) He sold because he wanted to reduce gold exposure. It had been the laggard and but now showing some luster. $13 to $14.50 could be a place to buy it back.

Goldcorp Inc (G-T)
December 1, 2017

(A Top Pick Nov 30/16, Down 7.8%) He sold because he wanted to reduce gold exposure. It had been the laggard and but now showing some luster. $13 to $14.50 could be a place to buy it back.

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$16.140
Owned
No
PAST TOP PICK
PAST TOP PICK
December 1, 2017

(A Top Pick Nov 30/16, Up 8%) Tax reform is more important that Wall Street reform. He bought this when he got wind of the whole scandal of sales practices. He thought it was a good entry point. He uses the dip as an opportunity to buy more.

Wells Fargo (WFC-N)
December 1, 2017

(A Top Pick Nov 30/16, Up 8%) Tax reform is more important that Wall Street reform. He bought this when he got wind of the whole scandal of sales practices. He thought it was a good entry point. He uses the dip as an opportunity to buy more.

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$56.200
Owned
Yes
TOP PICK
TOP PICK
December 1, 2017

It is one of those great Canadian companies that fell on hard times. Pipelines are not getting completed as fast as the market expected. They have projects coming up that support their growth. The stock got tanked because of concerns about raising equity. They fixed the balance sheet. This is wonderful – better than a bank. (Analysts’ target: $60.00).

Enbridge (ENB-T)
December 1, 2017

It is one of those great Canadian companies that fell on hard times. Pipelines are not getting completed as fast as the market expected. They have projects coming up that support their growth. The stock got tanked because of concerns about raising equity. They fixed the balance sheet. This is wonderful – better than a bank. (Analysts’ target: $60.00).

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$48.630
Owned
Yes
TOP PICK
TOP PICK
December 1, 2017

You go out and spend extra money to get an extra weapon and you win at the video game. It is cheap on a multiple basis. He thinks there is more sex appeal coming with FIFA. The company is growing. (Analysts’ target: $130.00).

You go out and spend extra money to get an extra weapon and you win at the video game. It is cheap on a multiple basis. He thinks there is more sex appeal coming with FIFA. The company is growing. (Analysts’ target: $130.00).

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$106.020
Owned
Yes
TOP PICK
TOP PICK
December 1, 2017

It is a global franchise. It has gone through a tough period. Unit sales projection slipped. It is 10 times earnings and 9 times future earnings. The risk is taken out of this stock. There is a 10 year recycling of appliances. (Analysts’ target: $187.00).

Whirlpool Corp (WHR-N)
December 1, 2017

It is a global franchise. It has gone through a tough period. Unit sales projection slipped. It is 10 times earnings and 9 times future earnings. The risk is taken out of this stock. There is a 10 year recycling of appliances. (Analysts’ target: $187.00).

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$167.460
Owned
No
SELL
SELL
December 1, 2017

It is a great story. Fixing pipelines as well as oil and water pipelines. They have not really delivered and that is the frustration. Execution has not been there. You and do better elsewhere.

It is a great story. Fixing pipelines as well as oil and water pipelines. They have not really delivered and that is the frustration. Execution has not been there. You and do better elsewhere.

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$4.560
Owned
No