Stock Opinions by Kyle McKay - Stockchase Experts
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Kyle McKay

On Stockchase since : Apr 2003

Portfolio Manager at Leeward Hedge Funds

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Kyle McKay Latest Top Picks...

Stock Opinions by Kyle McKay - Stockchase Experts

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TOP PICK
A pure play on zinc. Have grown production year-over-year by about 30%. Good management. Almost no debt. Valuation is about 2.5 X cash flow, about half that of its peer group.
metal mines
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A pure play on zinc. Have grown production year-over-year by about 30%. Good management. Almost no debt. Valuation is about 2.5 X cash flow, about half that of its peer group.
metal mines
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0 comments
Kyle McKay

Portfolio , Leeward Hedge Funds...

Price Price
$1.860
Owned Owned
Yes

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TOP PICK
A rapidly growing consolidator of mid-market apartments, primarily in Calgary and Edmonton. Increased their units from 300 in 1998 to over 5000.
property mngmnt/investment
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0 comments
A rapidly growing consolidator of mid-market apartments, primarily in Calgary and Edmonton. Increased their units from 300 in 1998 to over 5000.
property mngmnt/investment
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0 comments
Kyle McKay

Portfolio , Leeward Hedge Funds...

Price Price
$18.370
Owned Owned
Yes

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TOP PICK
Mag Silver Corp(MAG-T) 

March 19, 2007

Silver play in Mexico. Had a phenomenal 2006, and despite that it is relatively under followed and under covered. Have optioned out about 56% interest in their Wanasebo project on condition that $5 million is spent on drilling over the next 5 years. The grade that they encountered on the initial drilling is twice what they had on their own property.
precious metals
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Silver play in Mexico. Had a phenomenal 2006, and despite that it is relatively under followed and under covered. Have optioned out about 56% interest in their Wanasebo project on condition that $5 million is spent on drilling over the next 5 years. The grade that they encountered on the initial drilling is twice what they had on their own property.
precious metals
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Kyle McKay

Portfolio , Leeward Hedge Funds...

Price Price
$9.100
Owned Owned
Yes

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PAST TOP PICK
(A Top Pick Jan 8/07. Up 33.4%.) Being acquired by Agnico-Eagle (AEM-T) and he sold at the time the offer was made.
precious metals
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(A Top Pick Jan 8/07. Up 33.4%.) Being acquired by Agnico-Eagle (AEM-T) and he sold at the time the offer was made.
precious metals
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Kyle McKay

Portfolio , Leeward Hedge Funds...

Price Price
$8.140
Owned Owned
No

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PAST TOP PICK
UrAsia Energy(UUU-X) 

March 19, 2007

(A Top Pick Jan 8/07. Up 49.7%.) Being acquired. Presently in a bidding war.
metal mines
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0 comments
(A Top Pick Jan 8/07. Up 49.7%.) Being acquired. Presently in a bidding war.
metal mines
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0 comments
Kyle McKay

Portfolio , Leeward Hedge Funds...

Price Price
$7.210
Owned Owned
Yes

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PAST TOP PICK
(A Top Pick Jan 8/07. Down 5.1%.) Zinc. Also have exposure to gold and silver. Valuation is still compelling.
precious metals
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(A Top Pick Jan 8/07. Down 5.1%.) Zinc. Also have exposure to gold and silver. Valuation is still compelling.
precious metals
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Kyle McKay

Portfolio , Leeward Hedge Funds...

Price Price
$20.010
Owned Owned
Yes

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SELL
Real Resources(RER-T) 

March 19, 2007

Have missed production and costs were higher than expected. Not too much positive news from their quarter. If you own, consider cutting your losses and moving on.
oil/gas
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0 comments
Have missed production and costs were higher than expected. Not too much positive news from their quarter. If you own, consider cutting your losses and moving on.
oil/gas
0 0 0 0 0
0 comments
Kyle McKay

Portfolio , Leeward Hedge Funds...

Price Price
$8.570
Owned Owned
No

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COMMENT
CitiGroup(C-N) 

March 19, 2007

Broker stocks in the US have had a tough time of late. If there is a further potential pullback in the market, it could continue to sell off.
insurance
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0 comments
Broker stocks in the US have had a tough time of late. If there is a further potential pullback in the market, it could continue to sell off.
insurance
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Kyle McKay

Portfolio , Leeward Hedge Funds...

Price Price
$50.060
Owned Owned
Unknown

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BUY
BHP Billiton Ltd.(BHP-N) 

March 19, 2007

Believes we are in early stages of a long-term secular bull market within metals and mining.
other mines
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0 comments
Believes we are in early stages of a long-term secular bull market within metals and mining.
other mines
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Kyle McKay

Portfolio , Leeward Hedge Funds...

Price Price
$45.490
Owned Owned
Unknown

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HOLD
Stratos Global(SGB-T) 

March 19, 2007

Being acquired by CIP Canada. Doesn't think this story is over yet. Believes there will be a competing bid.
mngmnt/diversified
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Being acquired by CIP Canada. Doesn't think this story is over yet. Believes there will be a competing bid.
mngmnt/diversified
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Kyle McKay

Portfolio , Leeward Hedge Funds...

Price Price
$6.440
Owned Owned
Yes

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BUY
Royal Bank(RY-T) 

March 19, 2007

Doesn't feel you can go wrong buying the stock, providing you have longer-term objective. Very nice dividend. Would also consider Bank of Nova Scotia (BNS-T), which offers a slightly higher dividend and higher ROE.
banks
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0 comments
Doesn't feel you can go wrong buying the stock, providing you have longer-term objective. Very nice dividend. Would also consider Bank of Nova Scotia (BNS-T), which offers a slightly higher dividend and higher ROE.
banks
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Kyle McKay

Portfolio , Leeward Hedge Funds...

Price Price
$57.310
Owned Owned
Unknown

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DON'T BUY
Petro-Canada(PCA-T) 

March 19, 2007

Has been a perennial laggard. Trades at a discount to its NAV. Never seems to appreciate from a multiple standpoint. Would suggest Nexen (NXY-T) or Talisman (TLM-T) instead.
integrated oils
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Has been a perennial laggard. Trades at a discount to its NAV. Never seems to appreciate from a multiple standpoint. Would suggest Nexen (NXY-T) or Talisman (TLM-T) instead.
integrated oils
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Kyle McKay

Portfolio , Leeward Hedge Funds...

Price Price
$41.850
Owned Owned
No

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COMMENT
Barrick Gold(ABX-T) 

March 19, 2007

Very much a diversified miner and are exposed to base metal, which a lot of investors forget.
precious metals
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0 comments
Very much a diversified miner and are exposed to base metal, which a lot of investors forget.
precious metals
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Kyle McKay

Portfolio , Leeward Hedge Funds...

Price Price
$33.520
Owned Owned
Unknown

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BUY
Uranium One Inc.(UUU-T) 

March 19, 2007

A near-term uranium producer. With their recent merger with UrAsia Energy (UUU-X), it will be the next emerging senior. Have no hedges.
non-base metal mining
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0 comments
A near-term uranium producer. With their recent merger with UrAsia Energy (UUU-X), it will be the next emerging senior. Have no hedges.
non-base metal mining
0 0 0 0 0
0 comments
Kyle McKay

Portfolio , Leeward Hedge Funds...

Price Price
$16.340
Owned Owned
Yes

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BUY
Made a good acquisition a year ago. Focused more on deep drilling as opposed to shallow gas. Trades at about 5 X EBITA, which is extremely reasonable.
oil/gas field services
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0 comments
Made a good acquisition a year ago. Focused more on deep drilling as opposed to shallow gas. Trades at about 5 X EBITA, which is extremely reasonable.
oil/gas field services
0 0 0 0 0
0 comments
Kyle McKay

Portfolio , Leeward Hedge Funds...

Price Price
$14.780
Owned Owned
Unknown

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