Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
May 15, 2019

Westjet impacts? He owns this for the yield. It is in the airplane lease business. They are the operator of Air Canada Jazz. The knock was the fear the Jazz deal was going to be renegotiated. That has been resolved and the agreement runs for 17 years. They have a great business model. The Westjet deal will not have any impact on them. Yield 6.5% (Analysts’ price target is $9.00)

Westjet impacts? He owns this for the yield. It is in the airplane lease business. They are the operator of Air Canada Jazz. The knock was the fear the Jazz deal was going to be renegotiated. That has been resolved and the agreement runs for 17 years. They have a great business model. The Westjet deal will not have any impact on them. Yield 6.5% (Analysts’ price target is $9.00)

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$7.360
Owned
Yes
COMMENT
COMMENT
May 15, 2019

A good income stream? He owns Telus instead of Rogers. He is studying the whole rollover of the wireless business in Canada. Prices are starting to drop on increased competitive pressures. It might be early to enter the space. He would prefer BCE-T or T-T.

A good income stream? He owns Telus instead of Rogers. He is studying the whole rollover of the wireless business in Canada. Prices are starting to drop on increased competitive pressures. It might be early to enter the space. He would prefer BCE-T or T-T.

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$68.410
Owned
Unknown
COMMENT
COMMENT
May 15, 2019

A good income stream? He owns Telus instead of Rogers. He is studying the whole rollover of the wireless business in Canada. Prices are starting to drop on increased competitive pressures. It might be early to enter the space. He would prefer BCE-T or T-T.

Telus Corp (T-T)
May 15, 2019

A good income stream? He owns Telus instead of Rogers. He is studying the whole rollover of the wireless business in Canada. Prices are starting to drop on increased competitive pressures. It might be early to enter the space. He would prefer BCE-T or T-T.

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$49.130
Owned
Unknown
COMMENT
COMMENT
May 15, 2019

A good income stream? He owns Telus instead of Rogers. He is studying the whole rollover of the wireless business in Canada. Prices are starting to drop on increased competitive pressures. It might be early to enter the space. He would prefer BCE-T or T-T.

BCE Inc. (BCE-T)
May 15, 2019

A good income stream? He owns Telus instead of Rogers. He is studying the whole rollover of the wireless business in Canada. Prices are starting to drop on increased competitive pressures. It might be early to enter the space. He would prefer BCE-T or T-T.

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$60.210
Owned
Unknown
COMMENT
COMMENT
May 15, 2019

A really interest deal with Onex. He has been a long term fan for years. His first professional 10 bagger. He is not convinced Onex over paid -- they probably saw this as a great time -- comparable to US peers. He thinks the regulators will approve the deal.

A really interest deal with Onex. He has been a long term fan for years. His first professional 10 bagger. He is not convinced Onex over paid -- they probably saw this as a great time -- comparable to US peers. He thinks the regulators will approve the deal.

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$30.250
Owned
Yes
HOLD
HOLD
May 15, 2019
His biggest of all his bank holdings. The only knock is that it is hard to see what they can do next. The yield is a little lower relative to the peer group, because the stock price has done so well.
His biggest of all his bank holdings. The only knock is that it is hard to see what they can do next. The yield is a little lower relative to the peer group, because the stock price has done so well.
Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$73.980
Owned
Yes
HOLD
HOLD
May 15, 2019

An interesting play and they have a great midstream business. They are now into LNG as well. A well managed company and pays a great dividend.

An interesting play and they have a great midstream business. They are now into LNG as well. A well managed company and pays a great dividend.

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$48.090
Owned
Yes