Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
July 5, 2018

It has been in the good news box in the last couple of weeks.  They have shown the stability of the model.  We need pipelines.  It has reasonable debt.  It is a question of watching execution taking place.

Enbridge(ENB-T)
July 5, 2018

It has been in the good news box in the last couple of weeks.  They have shown the stability of the model.  We need pipelines.  It has reasonable debt.  It is a question of watching execution taking place.

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$46.100
Owned
Yes
BUY
BUY
July 5, 2018

This trend in demographics is going to benefit this company.  He has not bought it and there is a better situation elsewhere in the REIT space.  We don't have enough nursing home beds.  The issue they have is the land grab in the neighborhoods where people want to move from.  This is people moving from homes they own into facilities they rent.  He has TCN-T as it is a slightly better investment.

This trend in demographics is going to benefit this company.  He has not bought it and there is a better situation elsewhere in the REIT space.  We don't have enough nursing home beds.  The issue they have is the land grab in the neighborhoods where people want to move from.  This is people moving from homes they own into facilities they rent.  He has TCN-T as it is a slightly better investment.

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$15.510
Owned
No
TOP PICK
TOP PICK
July 5, 2018

It is a contrarian value play.  They took on a lot of debt and made too many acquisitions last cycle but now they are not and it does not look that bad.  This is a cash machine and they will return cash to shareholders.  He thinks there will be a special dividend at some point.  (Analysts’ target: $42.06).

It is a contrarian value play.  They took on a lot of debt and made too many acquisitions last cycle but now they are not and it does not look that bad.  This is a cash machine and they will return cash to shareholders.  He thinks there will be a special dividend at some point.  (Analysts’ target: $42.06).

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$32.530
Owned
Yes
TOP PICK
TOP PICK
July 5, 2018

This is a controversial name because it is a long term asset being valued on near term momentum and missed numbers last quarter.  They don’t give projections on production numbers.  They have no debt.  It is a buy and hold kind of stock.  (Analysts’ target: $32.07).

This is a controversial name because it is a long term asset being valued on near term momentum and missed numbers last quarter.  They don’t give projections on production numbers.  They have no debt.  It is a buy and hold kind of stock.  (Analysts’ target: $32.07).

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$25.210
Owned
Yes
TOP PICK
TOP PICK
July 5, 2018

They dropped on fears of AMZN-Q getting into local delivery.  There is a lot of internal momentum this stock can have.  They acquired TNT.  It is a cheap way to play logistics companies.  (Analysts’ target: $284.92).

FedEx(FDX-N)
July 5, 2018

They dropped on fears of AMZN-Q getting into local delivery.  There is a lot of internal momentum this stock can have.  They acquired TNT.  It is a cheap way to play logistics companies.  (Analysts’ target: $284.92).

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$228.580
Owned
Yes
HOLD
HOLD
July 5, 2018

It is the most misunderstood company out there.  It got tanked along with the airlines but they have a contract that is almost like a take or pay.  They get paid to have the plane in service where there is a bum in the seat or not.  They suffered where they did an issue while the stock was going down and people are not patient with them.  He thinks the dividend is okay and is a good one.  He thinks it is a contrarian name where you get paid while you wait.

It is the most misunderstood company out there.  It got tanked along with the airlines but they have a contract that is almost like a take or pay.  They get paid to have the plane in service where there is a bum in the seat or not.  They suffered where they did an issue while the stock was going down and people are not patient with them.  He thinks the dividend is okay and is a good one.  He thinks it is a contrarian name where you get paid while you wait.

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$7.240
Owned
Yes
COMMENT
COMMENT
July 5, 2018

5 times earnings.  It might go to $18 a few years out, if oil does well.  That is the bigger call.  ECA-T got out of Canada, made an acquisition and paid the debt down.  It is a decent play on energy.  It is behaving much more like a US energy name.

Encana Corp(ECA-T)
July 5, 2018

5 times earnings.  It might go to $18 a few years out, if oil does well.  That is the bigger call.  ECA-T got out of Canada, made an acquisition and paid the debt down.  It is a decent play on energy.  It is behaving much more like a US energy name.

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$16.700
Owned
Unknown