Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
September 19, 2018

He runs income orientated portfolios and likes the dividend on this and sees good growth. He sees some concern post 2020 when their deal with Air Canada Jazz ends. A great cash business and they are expanding their business beyond Air Canada. A great contrarian name. Yield 6.3%.

Chorus Aviation Inc (CHR-T)
September 19, 2018

He runs income orientated portfolios and likes the dividend on this and sees good growth. He sees some concern post 2020 when their deal with Air Canada Jazz ends. A great cash business and they are expanding their business beyond Air Canada. A great contrarian name. Yield 6.3%.

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$7.580
Owned
Yes
COMMENT
COMMENT
September 19, 2018

An intriguing name and wishes he could talk to the CEO about how the global tariff issues are impacting their business. They are a logistics software company – he thinks the tariff issues feeds right into this company. A couple of years ago, as a contrarian, he would have liked it, but now it is too expensive for him to buy.

Descartes (DSG-T)
September 19, 2018

An intriguing name and wishes he could talk to the CEO about how the global tariff issues are impacting their business. They are a logistics software company – he thinks the tariff issues feeds right into this company. A couple of years ago, as a contrarian, he would have liked it, but now it is too expensive for him to buy.

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$43.770
Owned
No
DON'T BUY
DON'T BUY
September 19, 2018

His partner just went through this stock and despite it having a great yield and trading below book value, it still needs time to improve. There are some mortgage lending issues that still need to be worked out. He would rather own any of the major chartered banks, despite having a lower 4% yield. Yield 6%.

Laurentian Bank (LB-T)
September 19, 2018

His partner just went through this stock and despite it having a great yield and trading below book value, it still needs time to improve. There are some mortgage lending issues that still need to be worked out. He would rather own any of the major chartered banks, despite having a lower 4% yield. Yield 6%.

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$44.240
Owned
No
HOLD
HOLD
September 19, 2018

This has been a go to bank, because of their US exposure. It could make new highs and there are not a lot of warts with this one. At some point you would be better off holding a US bank as some there are trading at lower valuations. There will be other leaders going forward.

Toronto Dominion (TD-T)
September 19, 2018

This has been a go to bank, because of their US exposure. It could make new highs and there are not a lot of warts with this one. At some point you would be better off holding a US bank as some there are trading at lower valuations. There will be other leaders going forward.

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$79.310
Owned
No
HOLD
HOLD
September 19, 2018

With the company completing their major maintenance projects, he believes the returns will come. It will come down to where oil prices go. It has out-performed most of the other oil and gas stocks. He thinks the fact they have made their major capital investments, they can now sit back and reap the benefits.

Suncor Energy Inc (SU-T)
September 19, 2018

With the company completing their major maintenance projects, he believes the returns will come. It will come down to where oil prices go. It has out-performed most of the other oil and gas stocks. He thinks the fact they have made their major capital investments, they can now sit back and reap the benefits.

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$50.590
Owned
No
WATCH
WATCH
September 19, 2018

The negative reaction to the latest earnings release now has him interested. He wonders what its capacity to grow in Canada will be. A one quarter blip is interesting, but he would rather wait and better assess their ability to grow and protect margins going forward before buying. He thinks input costs are on the rise and questions whether they have the scale to compete against online sales.

Dollarama Inc. (DOL-T)
September 19, 2018

The negative reaction to the latest earnings release now has him interested. He wonders what its capacity to grow in Canada will be. A one quarter blip is interesting, but he would rather wait and better assess their ability to grow and protect margins going forward before buying. He thinks input costs are on the rise and questions whether they have the scale to compete against online sales.

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$41.860
Owned
No
HOLD
HOLD
September 19, 2018

A holder of the Income Fund has to consider the tax factor if you sell ahead of the share exchange. He likes holding the Enbridge stock with a high yield. Yield 6%.

Enbridge (ENB-T)
September 19, 2018

A holder of the Income Fund has to consider the tax factor if you sell ahead of the share exchange. He likes holding the Enbridge stock with a high yield. Yield 6%.

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$44.740
Owned
No