Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
July 5, 2018

(A Top Pick May 9/17, Down 19%) It got whacked very recently. Last week they put up some bad news. That is what happens in the US when you change your story. Coffee land is competitive. It is a good global franchise that has done nothing.p

Starbucks (SBUX-Q)
July 5, 2018

(A Top Pick May 9/17, Down 19%) It got whacked very recently. Last week they put up some bad news. That is what happens in the US when you change your story. Coffee land is competitive. It is a good global franchise that has done nothing.p

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$48.610
Owned
Yes
WEAK BUY
WEAK BUY
July 5, 2018

It was a darling. They had some misses. They have wet gas. This is a great way to play the Montney. Longer term if you believe in energy this is a name to look at.

It was a darling. They had some misses. They have wet gas. This is a great way to play the Montney. Longer term if you believe in energy this is a name to look at.

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$13.770
Owned
Unknown
DON'T BUY
DON'T BUY
July 5, 2018

They got themselves in trouble when they over paid for an acquisition. This one has a hill to climb so it is a question of how long you are prepared to wait it out. Ultimately you will be rewarded. There are better names to invest in, however.

They got themselves in trouble when they over paid for an acquisition. This one has a hill to climb so it is a question of how long you are prepared to wait it out. Ultimately you will be rewarded. There are better names to invest in, however.

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$4.370
Owned
Unknown
COMMENT
COMMENT
July 5, 2018

CNR-T/CP-T and Tariffs. It is very early to judge this. Automotive is a small percent of their business. Intermodal is a bigger issue. He thinks companies that move goods around the world will go down if we are in a period of protracted trade wars.

CNR-T/CP-T and Tariffs. It is very early to judge this. Automotive is a small percent of their business. Intermodal is a bigger issue. He thinks companies that move goods around the world will go down if we are in a period of protracted trade wars.

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$106.000
Owned
Unknown
COMMENT
COMMENT
July 5, 2018

CNR-T/CP-T and Tariffs. It is very early to judge this. Automotive is a small percent of their business. Intermodal is a bigger issue. He thinks companies that move goods around the world will go down if we are in a period of protracted trade wars.

CNR-T/CP-T and Tariffs. It is very early to judge this. Automotive is a small percent of their business. Intermodal is a bigger issue. He thinks companies that move goods around the world will go down if we are in a period of protracted trade wars.

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$236.830
Owned
Unknown
BUY
BUY
July 5, 2018

It is the safe, steady lifeco. They are in a dividend growing mode. It is a great company to own. A company they own in the US has had redemption issues, but it is a great company to retire on.

It is the safe, steady lifeco. They are in a dividend growing mode. It is a great company to own. A company they own in the US has had redemption issues, but it is a great company to retire on.

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$52.520
Owned
No
BUY
BUY
July 5, 2018

He recently introduced it to his equity income portfolios. It did a deep dive and was yielding 6%. We have had a good run in movies. Q2 this year will be way ahead of Q2 last year. He likes the 'scene' program. It is a wonderful asset. It is a cheap stock and the dividend is safe. You could get a bounce.

Cineplex Inc (CGX-T)
July 5, 2018

He recently introduced it to his equity income portfolios. It did a deep dive and was yielding 6%. We have had a good run in movies. Q2 this year will be way ahead of Q2 last year. He likes the 'scene' program. It is a wonderful asset. It is a cheap stock and the dividend is safe. You could get a bounce.

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$30.200
Owned
Yes