Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
May 15, 2019
The first of the Canadian banks to report next Wednesday. They have been hurt due to perceptions of being more of a domestic only bank. He is hoping to see what they mortgage portfolio looks like and what they are projecting for loan losses. He likes their yield of 5.1%. He would not be a buyer or seller here.
The first of the Canadian banks to report next Wednesday. They have been hurt due to perceptions of being more of a domestic only bank. He is hoping to see what they mortgage portfolio looks like and what they are projecting for loan losses. He likes their yield of 5.1%. He would not be a buyer or seller here.
Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$110.040
Owned
Yes
DON'T BUY
DON'T BUY
May 15, 2019
He does not own any drilling stocks. He thinks producers are not as focused on increasing production at this time. This space is too volatile to take a position in. He would prefer to own producers.
He does not own any drilling stocks. He thinks producers are not as focused on increasing production at this time. This space is too volatile to take a position in. He would prefer to own producers.
Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$2.920
Owned
No
HOLD
HOLD
May 15, 2019
The premier gold royalty company. A great investment. He feels bad for not owning it in the past. Gold prices near $1300 US and if you feel prices are going higher this would be good.
The premier gold royalty company. A great investment. He feels bad for not owning it in the past. Gold prices near $1300 US and if you feel prices are going higher this would be good.
Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$101.920
Owned
No
PAST TOP PICK
PAST TOP PICK
May 15, 2019
(A Top Pick Apr 26/18, Up 40%) He liked the 7.5% yield at the time. He continues to hold it and sees further runway ahead. Yield 6%
Enbridge (ENB-T)
May 15, 2019
(A Top Pick Apr 26/18, Up 40%) He liked the 7.5% yield at the time. He continues to hold it and sees further runway ahead. Yield 6%
Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$49.300
Owned
Yes
PAST TOP PICK
PAST TOP PICK
May 15, 2019
(A Top Pick Apr 26/18, Down 25%) It was not long ago it traded $10. In the past four weeks concerns over the economy have dampened the share value. They are doing good work to run the operations. It has great torque to the commodity cycle. He would be a buyer here. Indigenous investigation is causing some worry with mine expansion plans.
(A Top Pick Apr 26/18, Down 25%) It was not long ago it traded $10. In the past four weeks concerns over the economy have dampened the share value. They are doing good work to run the operations. It has great torque to the commodity cycle. He would be a buyer here. Indigenous investigation is causing some worry with mine expansion plans.
Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$6.770
Owned
Yes
PAST TOP PICK
PAST TOP PICK
May 15, 2019
(A Top Pick Apr 26/18, Up 8%) They have exposure to the US residential market and pay a good dividend. They have an asset management group that generates good cash flow. He thinks the market is undervaluing this.
(A Top Pick Apr 26/18, Up 8%) They have exposure to the US residential market and pay a good dividend. They have an asset management group that generates good cash flow. He thinks the market is undervaluing this.
Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$10.530
Owned
Yes
HOLD
HOLD
May 15, 2019
He wished he owned this. He could never understand the valuation. They continue to make good acquisitions and he likes the logistics software space. An outstanding performer. He should have bought on the weakness in 2018.
Descartes (DSG-T)
May 15, 2019
He wished he owned this. He could never understand the valuation. They continue to make good acquisitions and he likes the logistics software space. An outstanding performer. He should have bought on the weakness in 2018.
Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$53.970
Owned
No