Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
January 3, 2019
(A Top Pick Dec 01/17, Down 7%) It has bounced off its lows. It has a solid dividend that they raised recently and will again next year. It got oversold from fears they would take on too much debt. It is a pretty cheap stock. He likes it and owns it. It survived this market carnage despite having a debt overhang. It is an oligopoly. The bulk of their assets sit in the US.
Enbridge (ENB-T)
January 3, 2019
(A Top Pick Dec 01/17, Down 7%) It has bounced off its lows. It has a solid dividend that they raised recently and will again next year. It got oversold from fears they would take on too much debt. It is a pretty cheap stock. He likes it and owns it. It survived this market carnage despite having a debt overhang. It is an oligopoly. The bulk of their assets sit in the US.
Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$42.900
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 3, 2019
(A Top Pick Dec 01/17, Down 26%) They got hammered in the fall because of a delay in the release of one of their games. He looks for stocks that got hammered earlier in the year. It is a great company and has gone on sale. He is going to look at it again.
(A Top Pick Dec 01/17, Down 26%) They got hammered in the fall because of a delay in the release of one of their games. He looks for stocks that got hammered earlier in the year. It is a great company and has gone on sale. He is going to look at it again.
Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$78.710
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 3, 2019
(A Top Pick Dec 01/17, Down 34%) It got hit by concerns of trade with China. Input costs went up with tariffs on steel. It is a very cheap company and a global franchise. He is looking at it.
Whirlpool Corp (WHR-N)
January 3, 2019
(A Top Pick Dec 01/17, Down 34%) It got hit by concerns of trade with China. Input costs went up with tariffs on steel. It is a very cheap company and a global franchise. He is looking at it.
Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$107.560
Owned
No
BUY
BUY
January 3, 2019
He likes it. You get a 5% yield but you also get growth and this differentiates them from other domestic utility names. It pays its dividend in US$. He likes the twist of its US assets. This is a good stable name.
He likes it. You get a 5% yield but you also get growth and this differentiates them from other domestic utility names. It pays its dividend in US$. He likes the twist of its US assets. This is a good stable name.
Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$13.540
Owned
Yes
BUY
BUY
January 3, 2019
They were taken down with other energy names. He has always been attracted by its non-Canadian production. They have production in the North Sea. It is a well run company. He worries how safe the dividend is. You don’t buy resource companies for the dividend. Put it away and hope they don't cut the dividend.
They were taken down with other energy names. He has always been attracted by its non-Canadian production. They have production in the North Sea. It is a well run company. He worries how safe the dividend is. You don’t buy resource companies for the dividend. Put it away and hope they don't cut the dividend.
Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$29.780
Owned
Unknown
WATCH
WATCH
January 3, 2019
You have to have cash on hands when bonds come due. Transports were creamed in the US. They are oligopolies. Are they the best airline to own? – Yes if they can overcome their debt. He owns no airlines and they are not highest on his list.
Air Canada (AC-T)
January 3, 2019
You have to have cash on hands when bonds come due. Transports were creamed in the US. They are oligopolies. Are they the best airline to own? – Yes if they can overcome their debt. He owns no airlines and they are not highest on his list.
Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$25.110
Owned
Unknown
DON'T BUY
DON'T BUY
January 3, 2019
When you had the talk of Trump and the tax cut, these guys do all that manufacturing he was going to bring back to North America. It is a tough business and margins you complete for. It is not an oligopoly. It is a manufacturing play and not a technology play. Money went to share buy backs.
Celestica Inc (CLS-T)
January 3, 2019
When you had the talk of Trump and the tax cut, these guys do all that manufacturing he was going to bring back to North America. It is a tough business and margins you complete for. It is not an oligopoly. It is a manufacturing play and not a technology play. Money went to share buy backs.
Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$11.750
Owned
No