Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
February 1, 2018

4.9% 15 1st Preferred. (A Top Pick Feb 2/17, Up 0.93%) When they re-do their issue it will come with a 3.8% spread. This is a fixed rate reset. It has a floor yield 4.9%. Where income and capital preservation is a focus this one is great.

TC Energy (TRP-T)
February 1, 2018

4.9% 15 1st Preferred. (A Top Pick Feb 2/17, Up 0.93%) When they re-do their issue it will come with a 3.8% spread. This is a fixed rate reset. It has a floor yield 4.9%. Where income and capital preservation is a focus this one is great.

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$55.520
Owned
Yes
PAST TOP PICK
PAST TOP PICK
February 1, 2018

(A Top Pick Feb 2/17, Up 7.82%) He thinks the US banks are now a better place to be. It is still a great way to play a rising rate environment. He exited 3 or 4 months ago.

Manulife Financial (MFC-T)
February 1, 2018

(A Top Pick Feb 2/17, Up 7.82%) He thinks the US banks are now a better place to be. It is still a great way to play a rising rate environment. He exited 3 or 4 months ago.

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$25.890
Owned
No
PAST TOP PICK
PAST TOP PICK
February 1, 2018

(A Top Pick Feb 2/17, Up 8.90%) A great US company. He likes the medical device companies. These devices are going to be demanded more and more as we all get older.

(A Top Pick Feb 2/17, Up 8.90%) A great US company. He likes the medical device companies. These devices are going to be demanded more and more as we all get older.

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$128.190
Owned
Yes
TOP PICK
TOP PICK
February 1, 2018

It is an anti-momentum name. It has been a slow sleeper and has not done much. We need to train pilots and they are the world leader in simulators. It is hitting all the right buttons. (Analysts’ target: $23.70).

CAE Inc (CAE-T)
February 1, 2018

It is an anti-momentum name. It has been a slow sleeper and has not done much. We need to train pilots and they are the world leader in simulators. It is hitting all the right buttons. (Analysts’ target: $23.70).

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$22.670
Owned
Yes
TOP PICK
TOP PICK
February 1, 2018

They can benefit from the Trump tax breaks. This is number 2 and cater to the medium to small businesses. This is in the sweet spot for American growth. Great margins, 40% plus ROE and a 3% yield that they keep raising. (Analysts’ target: $69.35).

Paychex (PAYX-Q)
February 1, 2018

They can benefit from the Trump tax breaks. This is number 2 and cater to the medium to small businesses. This is in the sweet spot for American growth. Great margins, 40% plus ROE and a 3% yield that they keep raising. (Analysts’ target: $69.35).

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$67.030
Owned
Yes
TOP PICK
TOP PICK
February 1, 2018

Liquidity has not gone here. It is the premier gold name. Best growth over the next few years. It is a well managed company. They built this brand new camp in Nunavut. (Analysts’ target: $54.13).

Agnico-Eagle Mines (AEM-T)
February 1, 2018

Liquidity has not gone here. It is the premier gold name. Best growth over the next few years. It is a well managed company. They built this brand new camp in Nunavut. (Analysts’ target: $54.13).

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$57.850
Owned
Yes
DON'T BUY
DON'T BUY
February 1, 2018

It suffered like most Canadian oil and gas producers. They have increasing production in the US but are quite levered to Canada. There is the $30 differential in oil prices against the US. He owns PSK-T only.

It suffered like most Canadian oil and gas producers. They have increasing production in the US but are quite levered to Canada. There is the $30 differential in oil prices against the US. He owns PSK-T only.

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$9.840
Owned
No