Trending stocks today
BMO MSCI USA High Quality ETF
MEG Energy Corp
Athabasca Oil Sands Corp
Arc Resources Ltd
Royalty Pharma plc
Mercury General Corp
SABESP
iShares 20+ Year Treasury Bond ETF
Imperial Oil
CASH
Cleveland-Cliffs Inc.
American Express
CME Group Inc
Expedia
Mastercard Inc.
Netflix Inc.
Global Ship Lease Inc
Equinor ASA
Copa Holdings
Patrick Kim
Vice President and Portfolio Manager at KBSH Capital Management
Member since: Jun '05 · 227 Opinions
Rating
Big Win
Win
Neutral
Loss
Big Loss
Stock Opinions by Patrick Kim
TOP PICK
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
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
TOP PICK
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
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
PAST TOP PICK
(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
PAST TOP PICK
(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
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
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
BUY
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
COMMENT
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
BUY
Zinc refinery in Quebec. Stock does not swing widely with the commodity price. Very stable, visible cash flow stream.
investment companies
funds
COMMENT
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
BUY
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
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
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
Advertising
