Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
March 1, 2019
This name generates cash. They have moved into the retail side of the fertilizer business. A great franchise and #1 in potash. You can put this name away for 10 years and should be ok.
Nutrien Ltd.(NTR-T)
March 1, 2019
This name generates cash. They have moved into the retail side of the fertilizer business. A great franchise and #1 in potash. You can put this name away for 10 years and should be ok.
Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$72.700
Owned
No
DON'T BUY
DON'T BUY
March 1, 2019
This stock has got hammered. It is a pure play on zinc. Zinc prices have rallied lately because zinc inventories are tight. It is a pure play on 1 commodity and that commodity has gone through its cycle. They took a big write off in the 4th quarter. There will be another zinc cycle, but not sure when.
This stock has got hammered. It is a pure play on zinc. Zinc prices have rallied lately because zinc inventories are tight. It is a pure play on 1 commodity and that commodity has gone through its cycle. They took a big write off in the 4th quarter. There will be another zinc cycle, but not sure when.
Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$0.370
Owned
No
DON'T BUY
DON'T BUY
March 1, 2019
This is a Canadian energy company. They made an acquisition in the US unfortunately at the top of the cycle. He does not own highly levered oil and gas companies. There are others that are much more attractive. He prefers clean balance sheets.
This is a Canadian energy company. They made an acquisition in the US unfortunately at the top of the cycle. He does not own highly levered oil and gas companies. There are others that are much more attractive. He prefers clean balance sheets.
Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$2.420
Owned
No
DON'T BUY
DON'T BUY
March 1, 2019
He likes royalty companies because do not have the risk of operating exposure. They are in the oil space in Canada. They take a piece of the production. The difficulty of royalties in the oil and gas industries is the short life of the wells. Therefore the certainty of the cash flow is not as high as what they were several years ago.
He likes royalty companies because do not have the risk of operating exposure. They are in the oil space in Canada. They take a piece of the production. The difficulty of royalties in the oil and gas industries is the short life of the wells. Therefore the certainty of the cash flow is not as high as what they were several years ago.
Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$9.160
Owned
No
TOP PICK
TOP PICK
March 1, 2019
This is single family home rentals in the US. They have 17,000 of these. This is a well oiled machine delivering asset value. Their earnings are messy partly due to appreciation of properties in the US. A great way to participate in real estate. Yield = 2.51% (Analysts’ price target is $13.69)
This is single family home rentals in the US. They have 17,000 of these. This is a well oiled machine delivering asset value. Their earnings are messy partly due to appreciation of properties in the US. A great way to participate in real estate. Yield = 2.51% (Analysts’ price target is $13.69)
Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$11.120
Owned
Yes
TOP PICK
TOP PICK
March 1, 2019
This is a cash machine. You want to own companies that can generate free cash. They increased their dividend. Last quarter results were a little disappointing but was just a short term thing. With the cash generated, they increase the dividends and buy back shares. Yield = 3.69% (Analysts’ price target is $53.44)
This is a cash machine. You want to own companies that can generate free cash. They increased their dividend. Last quarter results were a little disappointing but was just a short term thing. With the cash generated, they increase the dividends and buy back shares. Yield = 3.69% (Analysts’ price target is $53.44)
Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$45.470
Owned
Yes
TOP PICK
TOP PICK
March 1, 2019
You want to buy the disappointing bank. Has a good yield. They are not as much in Canada as the other banks. Yield = 4.75% (Analysts’ price target is $79.17)
You want to buy the disappointing bank. Has a good yield. They are not as much in Canada as the other banks. Yield = 4.75% (Analysts’ price target is $79.17)
Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$72.670
Owned
Yes