Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
March 1, 2019
TransCanda Pipelines vs Enbridge If you ran a 10 year chart on both of these, you can't tell the difference between them. Everything is pretty equal between these 2 names. Could play a trading game swapping between them both dependant on yield. They will continue to raise their dividends. These are great monopolies across North America. He would own both.
Enbridge(ENB-T)
March 1, 2019
TransCanda Pipelines vs Enbridge If you ran a 10 year chart on both of these, you can't tell the difference between them. Everything is pretty equal between these 2 names. Could play a trading game swapping between them both dependant on yield. They will continue to raise their dividends. These are great monopolies across North America. He would own both.
Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$49.510
Owned
Unknown
BUY
BUY
March 1, 2019
TransCanda Pipelines vs Enbridge If you ran a 10 year chart on both of these, you can't tell the difference between them. Everything is pretty equal between these 2 names. Could play a trading game swapping between them both dependant on yield. They will continue to raise their dividends. These are great monopolies across North America. He would own both.
TransCanda Pipelines vs Enbridge If you ran a 10 year chart on both of these, you can't tell the difference between them. Everything is pretty equal between these 2 names. Could play a trading game swapping between them both dependant on yield. They will continue to raise their dividends. These are great monopolies across North America. He would own both.
Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$59.410
Owned
Unknown
BUY
BUY
March 1, 2019
Just went through bank reporting season. Dividends rose as expected. Banks are off a little bit. CIBC disappointed a little more than the others. The concern with CIBC is its domestic exposure. A made in Canada recession would impact this name. Yield is good.
Just went through bank reporting season. Dividends rose as expected. Banks are off a little bit. CIBC disappointed a little more than the others. The concern with CIBC is its domestic exposure. A made in Canada recession would impact this name. Yield is good.
Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$111.900
Owned
Yes
BUY
BUY
March 1, 2019
This is an interesting story. Industrial rental spaces are in short supply. Value creation will be as they renew leases and lease rates go up. He likes the yield. They just made an acquisition.
This is an interesting story. Industrial rental spaces are in short supply. Value creation will be as they renew leases and lease rates go up. He likes the yield. They just made an acquisition.
Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$11.140
Owned
No
BUY
BUY
March 1, 2019
He owns this name. They just went through the resigning capacity with Air Canada. They now have a long term arrangement with Air Canada. However they sacrificed some of their earnings for this long term arrangement. The dividend payout is safe. He likes this name. Air Canada took and equity interest in Chorus.
He owns this name. They just went through the resigning capacity with Air Canada. They now have a long term arrangement with Air Canada. However they sacrificed some of their earnings for this long term arrangement. The dividend payout is safe. He likes this name. Air Canada took and equity interest in Chorus.
Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$7.500
Owned
Yes
WAIT
WAIT
March 1, 2019
Dollarama was a great growth story but disappointed in 2018. They did not grow at expectation levels, resulting in a multiple collapse. He is looking at it now.
Dollarama Inc.(DOL-T)
March 1, 2019
Dollarama was a great growth story but disappointed in 2018. They did not grow at expectation levels, resulting in a multiple collapse. He is looking at it now.
Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$35.950
Owned
No
WATCH
WATCH
March 1, 2019
This name was one of the darlings. Disappointed on numbers in 2018. He is looking at it now.
This name was one of the darlings. Disappointed on numbers in 2018. He is looking at it now.
Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$54.290
Owned
No