Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
September 19, 2018

The Canadian communications sector still looks over valued, that is why he is looking to this US holding. The company is making a huge bet on being the 5G provider. To get a 12 times PE and good yield, he sees this as a good bet. Yield 4.5%. (Analysts’ price target is $56.46)

Verizon Communications (VZ-N)
September 19, 2018

The Canadian communications sector still looks over valued, that is why he is looking to this US holding. The company is making a huge bet on being the 5G provider. To get a 12 times PE and good yield, he sees this as a good bet. Yield 4.5%. (Analysts’ price target is $56.46)

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$53.500
Owned
Yes
TOP PICK
TOP PICK
September 19, 2018

As gold is out of favour, he loves this from a contrarian view. It is the best gold company with a great growth prospect up North. Gold will come back in favour at some point. When the US dollar weakens, gold will benefit. Yield 1.3%. (Analysts’ price target is $65.64)

Agnico-Eagle Mines (AEM-T)
September 19, 2018

As gold is out of favour, he loves this from a contrarian view. It is the best gold company with a great growth prospect up North. Gold will come back in favour at some point. When the US dollar weakens, gold will benefit. Yield 1.3%. (Analysts’ price target is $65.64)

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$45.100
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 19, 2018

(A Top Pick June 27/17 Up 3%) Basically the return has been the dividend. He does not mind being paid to wait. They have had some good success in a couple of international ventures. It is trading at a cheaper valuation relative to its US peers. He continues to hold it. Yield 3%

Northland Power Inc (NPI-T)
September 19, 2018

(A Top Pick June 27/17 Up 3%) Basically the return has been the dividend. He does not mind being paid to wait. They have had some good success in a couple of international ventures. It is trading at a cheaper valuation relative to its US peers. He continues to hold it. Yield 3%

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$22.670
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 19, 2018

(A Top Pick June 27/17 Up 52%) The commodity cycle has come back and the dividend is great. Still a cheap stock relative to its US peers. At some point they will buy more, if the share price drops. Copper is short and the company is making good cash flow as global demand continues to grow in India and China.

(A Top Pick June 27/17 Up 52%) The commodity cycle has come back and the dividend is great. Still a cheap stock relative to its US peers. At some point they will buy more, if the share price drops. Copper is short and the company is making good cash flow as global demand continues to grow in India and China.

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$31.880
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 19, 2018

(A Top Pick June 27/17 Up 2%) He no longer owns this as it did not perform as they had expected. It has become a pharmacy that merged with Aetna – now he does not know what the company strategy is going forward.

CVS Health Corp (CVS-N)
September 19, 2018

(A Top Pick June 27/17 Up 2%) He no longer owns this as it did not perform as they had expected. It has become a pharmacy that merged with Aetna – now he does not know what the company strategy is going forward.

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$78.960
Owned
No