KCP Income Fund

KCP.UN-T

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This company is not ACTIVE.

Analysis and Opinions about KCP.UN-T

Signal
Opinion
Expert
TOP PICK
TOP PICK
February 8, 2006
New president. Solid management. Good risk/reward. Custom mfg. national brands and retailer brands of bleach. Had problems with private label. Diversified into custom mfg. which has lower margins, bot more stable.
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KCP Income Fund (KCP.UN-T)
February 8, 2006
New president. Solid management. Good risk/reward. Custom mfg. national brands and retailer brands of bleach. Had problems with private label. Diversified into custom mfg. which has lower margins, bot more stable.
PAST TOP PICK
PAST TOP PICK
January 27, 2006
(A Top Pick Nov 11/05. Up 6.8%.) For the past few years, they've had some operational problems but that seems to be behind them. Still likes.
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KCP Income Fund (KCP.UN-T)
January 27, 2006
(A Top Pick Nov 11/05. Up 6.8%.) For the past few years, they've had some operational problems but that seems to be behind them. Still likes.
TOP PICK
TOP PICK
January 6, 2006
One of North America's largest custom manufacturers of national brand and private-label consumer products such as laundry products, household cleaners, health and beauty care. Operate in Canada and the US. Input costs for bleach went up, but competitor Chlorox finally raised their prices allowing for higher margins now. Just made an acquisition which gives them good diversification.
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One of North America's largest custom manufacturers of national brand and private-label consumer products such as laundry products, household cleaners, health and beauty care. Operate in Canada and the US. Input costs for bleach went up, but competitor Chlorox finally raised their prices allowing for higher margins now. Just made an acquisition which gives them good diversification.
TOP PICK
TOP PICK
November 11, 2005
No-name bleach producer. Had to wait for a price increase from their main competition, Chlorox which has now happened twice this year. Have acquired additional businesses which allowed them to pass along raw material costs.
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KCP Income Fund (KCP.UN-T)
November 11, 2005
No-name bleach producer. Had to wait for a price increase from their main competition, Chlorox which has now happened twice this year. Have acquired additional businesses which allowed them to pass along raw material costs.
DON'T BUY
DON'T BUY
October 21, 2005
In a very competitive industry. Very small margins. A tough business in which to make money.
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KCP Income Fund (KCP.UN-T)
October 21, 2005
In a very competitive industry. Very small margins. A tough business in which to make money.
HOLD
HOLD
August 26, 2005
Think it's a good trust, we continue to hold. Don't see any risk, comfortable holding it moving forward.
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Think it's a good trust, we continue to hold. Don't see any risk, comfortable holding it moving forward.
BUY
BUY
June 17, 2005
Has had some business problems to work through on the cost input side. Have been hurt by resin prices which have been affected by oil prices. Now hedging their costs. Believes management can turn it around. Just made a big acquisition and will watch to see how management does with it.
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Has had some business problems to work through on the cost input side. Have been hurt by resin prices which have been affected by oil prices. Now hedging their costs. Believes management can turn it around. Just made a big acquisition and will watch to see how management does with it.
DON'T BUY
DON'T BUY
May 20, 2005
Private label bleach producer and also getting into the contract manufacturing business. Just bought a division of CCL Industries (CCL.NV.B-T). Ran into some difficulty with currency and with their core markets last year so had to cut distributions which have now been reinstated at management's expense. Acquisition has some strategic merit. Distribution increase is not assured.
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Private label bleach producer and also getting into the contract manufacturing business. Just bought a division of CCL Industries (CCL.NV.B-T). Ran into some difficulty with currency and with their core markets last year so had to cut distributions which have now been reinstated at management's expense. Acquisition has some strategic merit. Distribution increase is not assured.
WAIT
WAIT
May 13, 2005
A classic example of how variable input costs can affect your margins. When resin prices ran on them, they were not able to pass through because their competitor was Clorox (CLX-N) which was well cashed and prepared to live with thin margins and squeeze the little guy.
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A classic example of how variable input costs can affect your margins. When resin prices ran on them, they were not able to pass through because their competitor was Clorox (CLX-N) which was well cashed and prepared to live with thin margins and squeeze the little guy.
BUY
BUY
April 15, 2005
Have faced some operational problems in the last year or so. Cut their distribution at the start of 2004 as they faced some margin pressures. Management has dealt with the situation by subordinating their own distributions. Have now been able to put through some of their raw material price increases. Waiting for Chlorox to increase product prices which will allow them to increase also. Should be some good upside when that happens.
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Have faced some operational problems in the last year or so. Cut their distribution at the start of 2004 as they faced some margin pressures. Management has dealt with the situation by subordinating their own distributions. Have now been able to put through some of their raw material price increases. Waiting for Chlorox to increase product prices which will allow them to increase also. Should be some good upside when that happens.
DON'T BUY
DON'T BUY
July 15, 2004
Expects they will have difficulty in maintaining their distributions. Competition has put pressure on their margins. Resin prices are higher creating higher costs for them. Could drop lower.
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Expects they will have difficulty in maintaining their distributions. Competition has put pressure on their margins. Resin prices are higher creating higher costs for them. Could drop lower.
WAIT
WAIT
May 5, 2004
Have had some challenges to deal with because of their input costs increases on producing their bottles. Wait to see what happens. Good long-term trust.
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Have had some challenges to deal with because of their input costs increases on producing their bottles. Wait to see what happens. Good long-term trust.
PAST TOP PICK
PAST TOP PICK
January 21, 2004
(A top pick Nov 7/03. Down 1.7%.) A whole slew of things have affected this fund. It still is a good trust. Management has a significant ownership stake.
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KCP Income Fund (KCP.UN-T)
January 21, 2004
(A top pick Nov 7/03. Down 1.7%.) A whole slew of things have affected this fund. It still is a good trust. Management has a significant ownership stake.
TOP PICK
TOP PICK
November 7, 2003
Has been hit with the rising Canadian dollar, increasing input prices particularly resin and got caught up in the IRS tax threat. Still thinks the story is fundamentally in place.
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KCP Income Fund (KCP.UN-T)
November 7, 2003
Has been hit with the rising Canadian dollar, increasing input prices particularly resin and got caught up in the IRS tax threat. Still thinks the story is fundamentally in place.
BUY WEAKNESS
BUY WEAKNESS
September 5, 2003
Expects it to grow its operations, business and distributions over time. Have suffered from higher resin prices and currency changes. Could be volatile.
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KCP Income Fund (KCP.UN-T)
September 5, 2003
Expects it to grow its operations, business and distributions over time. Have suffered from higher resin prices and currency changes. Could be volatile.
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