Stock Opinions by Patrick Kim - Stockchase Experts
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227
Patrick Kim

On Stockchase since : Jun 2005

Vice President and Portfolio Manager at KBSH Capital Management

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Patrick Kim Latest Top Picks...

Stock Opinions by Patrick Kim - Stockchase Experts

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TOP PICK
Le Chateau Inc. (A)(CTU-X) 

November 2, 2007

A very cheap name right now. Investors are frightened of the retail space, primarily because of the weak US$ and cross-border shopping cutting into the margins. Same-store sales growth has been double digit. No debt.
clothing stores
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A very cheap name right now. Investors are frightened of the retail space, primarily because of the weak US$ and cross-border shopping cutting into the margins. Same-store sales growth has been double digit. No debt.
clothing stores
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Patrick Kim

Vice Presi, KBSH Capital Managem...

Price Price
$13.600
Owned Owned
Yes

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TOP PICK
Natural gas pipelines in Western Canada. A solid name that has been overlooked by the market. Very experienced, well-run management team. Good asset growth with some small tuck-in construction. Very cheap.
oil/gas
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Natural gas pipelines in Western Canada. A solid name that has been overlooked by the market. Very experienced, well-run management team. Good asset growth with some small tuck-in construction. Very cheap.
oil/gas
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Patrick Kim

Vice Presi, KBSH Capital Managem...

Price Price
$9.680
Owned Owned
Yes

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TOP PICK
TransCanada Corp(TRP-T) 

November 2, 2007

This is going to be a great industry to be in. Investors will value stability a lot more going forward. There will be a sector rotation eventually into the ultra defensive names.
oil/gas pipelines
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This is going to be a great industry to be in. Investors will value stability a lot more going forward. There will be a sector rotation eventually into the ultra defensive names.
oil/gas pipelines
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Patrick Kim

Vice Presi, KBSH Capital Managem...

Price Price
$40.060
Owned Owned
Yes

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PAST TOP PICK
(A Top Pick Nov 1/06. Down 5%.) Rents continue to go up and vacancies continue to do well. There is a larger debate as to where interest rates should be right now.
property mngmnt/investment
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(A Top Pick Nov 1/06. Down 5%.) Rents continue to go up and vacancies continue to do well. There is a larger debate as to where interest rates should be right now.
property mngmnt/investment
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Patrick Kim

Vice Presi, KBSH Capital Managem...

Price Price
$21.900
Owned Owned
Yes

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PAST TOP PICK
Yellow Media Inc(Y-T) 

November 2, 2007

(A Top Pick Nov 1/06. Up 15.5%.) As one of the larger names, he looks at this as a bellwether. Fantastic market share. Spins off a lot of free cash flow. Very aggressive.
communications/media
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(A Top Pick Nov 1/06. Up 15.5%.) As one of the larger names, he looks at this as a bellwether. Fantastic market share. Spins off a lot of free cash flow. Very aggressive.
communications/media
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Patrick Kim

Vice Presi, KBSH Capital Managem...

Price Price
$14.190
Owned Owned
Yes

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PAST TOP PICK
Vermilion Energy Inc(VET-T) 

November 2, 2007

(A Top Pick Nov 1/06. Up 20%.) Gas. Has outperformed a lot of the trusts. International assets, so not focused in Alberta.
oil/gas
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(A Top Pick Nov 1/06. Up 20%.) Gas. Has outperformed a lot of the trusts. International assets, so not focused in Alberta.
oil/gas
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Patrick Kim

Vice Presi, KBSH Capital Managem...

Price Price
$40.310
Owned Owned
Yes

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HOLD
Merging with Penn West (PWT.UN-T). If you own the, you will be in a better position as they had been under a lot of pressure. You will also get more visibility, particularly in the US.
investment companies/funds
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Merging with Penn West (PWT.UN-T). If you own the, you will be in a better position as they had been under a lot of pressure. You will also get more visibility, particularly in the US.
investment companies/funds
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Patrick Kim

Vice Presi, KBSH Capital Managem...

Price Price
$15.270
Owned Owned
Unknown

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BUY
Operates mainly is Saskatchewan, so not affected by the Alberta royalty issues. Predominantly an oil producer. Feels they will continue their momentum. Have nice tuck in acquisitions.
oil/gas
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Operates mainly is Saskatchewan, so not affected by the Alberta royalty issues. Predominantly an oil producer. Feels they will continue their momentum. Have nice tuck in acquisitions.
oil/gas
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Patrick Kim

Vice Presi, KBSH Capital Managem...

Price Price
$23.520
Owned Owned
Unknown

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BUY
Toronto Dominion(TD-T) 

November 2, 2007

Over the long term you will be a winner with either Toronto Dominion (TD-T) or Royal RY-T). Fantastic retail franchises, which will really determine the winners in the banking space. This stock has been knocked back a bit so you are getting a better valuation than with Royal.
banks
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Over the long term you will be a winner with either Toronto Dominion (TD-T) or Royal RY-T). Fantastic retail franchises, which will really determine the winners in the banking space. This stock has been knocked back a bit so you are getting a better valuation than with Royal.
banks
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Patrick Kim

Vice Presi, KBSH Capital Managem...

Price Price
$69.210
Owned Owned
Unknown

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COMMENT
Royal Bank(RY-T) 

November 2, 2007

Over the long term you will be a winner with either Toronto Dominion (TD-T) or Royal RY-T). Fantastic retail franchises, which will really determine the winners in the banking space. TD has been knocked back a bit so you get a better valuation with it.
banks
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0 comments
Over the long term you will be a winner with either Toronto Dominion (TD-T) or Royal RY-T). Fantastic retail franchises, which will really determine the winners in the banking space. TD has been knocked back a bit so you get a better valuation with it.
banks
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0 comments
Patrick Kim

Vice Presi, KBSH Capital Managem...

Price Price
$53.900
Owned Owned
Unknown

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BUY
Zinc refinery in Quebec. Stock does not swing widely with the commodity price. Very stable, visible cash flow stream.
investment companies/funds
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Zinc refinery in Quebec. Stock does not swing widely with the commodity price. Very stable, visible cash flow stream.
investment companies/funds
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Patrick Kim

Vice Presi, KBSH Capital Managem...

Price Price
$10.200
Owned Owned
Yes

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COMMENT
Precision Drilling(PD-T) 

November 2, 2007

The classic value pick for the contrarian investor. Market does not like the energy services space right now. Over the long term, this will bounce back. If you Buy you will have to hold until 2009, which will be the first time for a significant turnaround in terms of utilization rates.
oil/gas field services
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The classic value pick for the contrarian investor. Market does not like the energy services space right now. Over the long term, this will bounce back. If you Buy you will have to hold until 2009, which will be the first time for a significant turnaround in terms of utilization rates.
oil/gas field services
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0 comments
Patrick Kim

Vice Presi, KBSH Capital Managem...

Price Price
$17.000
Owned Owned
Unknown

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BUY
Armtec Infrastructure(ARF-T) 

November 2, 2007

A part of the infrastructure and this is a wonderful place to be in Canada. A lot of money is sloshing around Government coffers right now. This company is doing a good job. Has a good presence in western Canada.
INDUSTRIAL PRODUCTS
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A part of the infrastructure and this is a wonderful place to be in Canada. A lot of money is sloshing around Government coffers right now. This company is doing a good job. Has a good presence in western Canada.
INDUSTRIAL PRODUCTS
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0 comments
Patrick Kim

Vice Presi, KBSH Capital Managem...

Price Price
$19.600
Owned Owned
Yes

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BUY
As an interest sensitive holding, it is going to get whipped around a fair bit. Its main legs are real estate and infrastructure in regards to power assets. Over the long term, it is an excellent company. Good strategy of offloading their assets and they remain as management.
management/diversified
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As an interest sensitive holding, it is going to get whipped around a fair bit. Its main legs are real estate and infrastructure in regards to power assets. Over the long term, it is an excellent company. Good strategy of offloading their assets and they remain as management.
management/diversified
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Patrick Kim

Vice Presi, KBSH Capital Managem...

Price Price
$35.040
Owned Owned
Yes

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BUY
Distributions are going to be cut to zero as they prematurely covert into a corporation. At under $7 he believes there is significant upside. Management has a good track record to grow.
oil/gas
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0 comments
Distributions are going to be cut to zero as they prematurely covert into a corporation. At under $7 he believes there is significant upside. Management has a good track record to grow.
oil/gas
0 0 0 0 0
0 comments
Patrick Kim

Vice Presi, KBSH Capital Managem...

Price Price
$6.870
Owned Owned
Unknown

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