Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
July 5, 2018

Housing could be an issue but CIBC is bearing the brunt of it. They are at the high end of the six big banks. He would rather buy it at lower rather than higher prices. Growth will probably not be there as in the last months.

Housing could be an issue but CIBC is bearing the brunt of it. They are at the high end of the six big banks. He would rather buy it at lower rather than higher prices. Growth will probably not be there as in the last months.

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$114.990
Owned
Yes
BUY
BUY
July 5, 2018

It is the same cap as ENB-T as they are in the big utilities space. He was attracted to what they can do in the mid-east coast US. They can move gas to big US markets from within the US. The dividend is probably safe. He thinks it still offers great value.

Altagas Ltd (ALA-T)
July 5, 2018

It is the same cap as ENB-T as they are in the big utilities space. He was attracted to what they can do in the mid-east coast US. They can move gas to big US markets from within the US. The dividend is probably safe. He thinks it still offers great value.

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$27.510
Owned
Unknown
WATCH
WATCH
July 5, 2018

He owns no insurance companies. This one has had issues amongst the bunch with their acquisition of Hancock. They inherited the issue of long term care. It has unlimited liability potential. It is the cheapest and highest grower of the insurance companies and they have the Asia division growing quickly. This could be a unique asset. This is the torquey name to own. He is interest in it. 3.5% dividend. He is looking at it.

He owns no insurance companies. This one has had issues amongst the bunch with their acquisition of Hancock. They inherited the issue of long term care. It has unlimited liability potential. It is the cheapest and highest grower of the insurance companies and they have the Asia division growing quickly. This could be a unique asset. This is the torquey name to own. He is interest in it. 3.5% dividend. He is looking at it.

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$23.510
Owned
No
PARTIAL BUY
PARTIAL BUY
July 5, 2018

It turned at $55 and he missed it. They are getting the benefit of capacity that has not come on. There is demand around the world. They are winning. This is an investible company rather than a trade. It is a good core holding. It benefits from the lower Canadian dollar.

Nutrien Ltd. (NTR-T)
July 5, 2018

It turned at $55 and he missed it. They are getting the benefit of capacity that has not come on. There is demand around the world. They are winning. This is an investible company rather than a trade. It is a good core holding. It benefits from the lower Canadian dollar.

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$70.300
Owned
Unknown
COMMENT
COMMENT
July 5, 2018

There are a couple of issues. It depends on earnings power and at what price do they split. US stocks tend to trade at higher prices than American. Now we are behaving more like them and banks shares are not splitting. NA-T is unique in that it does not make the international investments that others have taken.

There are a couple of issues. It depends on earnings power and at what price do they split. US stocks tend to trade at higher prices than American. Now we are behaving more like them and banks shares are not splitting. NA-T is unique in that it does not make the international investments that others have taken.

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$63.000
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
July 5, 2018

(A Top Pick May 9/17, Down 9%) It had a heck of a run and then dropped. The mining sector is probably the best contrarian, undervalued sector out there. You have to ask what is the cost to replace the reserves in the ground. These guys have done a great job. These guys make a lot of cash flow. It is a great investment and it has been overdone. People don't by these stocks.

(A Top Pick May 9/17, Down 9%) It had a heck of a run and then dropped. The mining sector is probably the best contrarian, undervalued sector out there. You have to ask what is the cost to replace the reserves in the ground. These guys have done a great job. These guys make a lot of cash flow. It is a great investment and it has been overdone. People don't by these stocks.

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$7.090
Owned
Yes
PAST TOP PICK
PAST TOP PICK
July 5, 2018

(A Top Pick May 9/17, Up 30%) It is behaving well because of the oil price. They have long lifed assets and this thing is becoming a cash machine. The only issue is getting production out of the country. Their issue in the oil sands is a short term issue.

(A Top Pick May 9/17, Up 30%) It is behaving well because of the oil price. They have long lifed assets and this thing is becoming a cash machine. The only issue is getting production out of the country. Their issue in the oil sands is a short term issue.

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$53.800
Owned
Yes