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Kyle McKay

Kyle McKay

Portfolio Manager at Leeward Hedge Funds

Member since: Apr '03 · 149 Opinions

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Curated by Michael O'Reilly since 2020
1550+ opinions with 4.81 rating (one of the best performing expert)

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Stock Opinions by Kyle McKay

TOP PICK

Breakwater Resources(BWR-T)

Mar 19, 2007
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.
Kyle McKayKyle McKay
Owned
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$1.860

Stock price when the opinion was issued

metal mines
TOP PICK

Mainstreet Equity Corp(MEQ-T)

Mar 19, 2007
A rapidly growing consolidator of mid-market apartments, primarily in Calgary and Edmonton. Increased their units from 300 in 1998 to over 5000.
Kyle McKayKyle McKay
Owned
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$18.370

Stock price when the opinion was issued

property mngmnt investment
TOP PICK

Mag Silver Corp(MAG-T)

Mar 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.
Kyle McKayKyle McKay
Owned
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$9.100

Stock price when the opinion was issued

precious metals
PAST TOP PICK

Cumberland resources Inc(CLG-T)

Mar 19, 2007
(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.
Kyle McKayKyle McKay
No
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$8.140

Stock price when the opinion was issued

precious metals
PAST TOP PICK

UrAsia Energy(UUU-X)

Mar 19, 2007
(A Top Pick Jan 8/07. Up 49.7%.) Being acquired. Presently in a bidding war.
Kyle McKayKyle McKay
Owned
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$7.210

Stock price when the opinion was issued

metal mines
PAST TOP PICK

Hudbay Minerals(HBM-T)

Mar 19, 2007
(A Top Pick Jan 8/07. Down 5.1%.) Zinc. Also have exposure to gold and silver. Valuation is still compelling.
Kyle McKayKyle McKay
Owned
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$20.010

Stock price when the opinion was issued

precious metals
SELL

Real Resources(RER-T)

Mar 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.
Kyle McKayKyle McKay
No
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$8.570

Stock price when the opinion was issued

oil gas
COMMENT

Citigroup Inc.(C-N)

Mar 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.
Kyle McKayKyle McKay
Unknown
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$50.060

Stock price when the opinion was issued

banks
BUY

BHP Billiton(BHP-N)

Mar 19, 2007
Believes we are in early stages of a long-term secular bull market within metals and mining.
Kyle McKayKyle McKay
Unknown
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$45.490

Stock price when the opinion was issued

other mines
HOLD

Stratos Global(SGB-T)

Mar 19, 2007
Being acquired by CIP Canada. Doesn't think this story is over yet. Believes there will be a competing bid.
Kyle McKayKyle McKay
Owned
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$6.440

Stock price when the opinion was issued

mngmnt diversified
BUY

Royal Bank(RY-T)

Mar 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.
Kyle McKayKyle McKay
Unknown
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$57.310

Stock price when the opinion was issued

banks
DON'T BUY

Petro-Canada(PCA-T)

Mar 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.
Kyle McKayKyle McKay
No
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$41.850

Stock price when the opinion was issued

integrated oils
COMMENT

Barrick Mining(ABX-T)

Mar 19, 2007
Very much a diversified miner and are exposed to base metal, which a lot of investors forget.
Kyle McKayKyle McKay
Unknown
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$33.520

Stock price when the opinion was issued

precious metals
BUY

Uranium One Inc.(UUU-T)

Mar 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.
Kyle McKayKyle McKay
Owned
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$16.340

Stock price when the opinion was issued

non-base metal mining
BUY

Trinidad Energy Services(TDG.UN-T)

Mar 19, 2007
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.
Kyle McKayKyle McKay
Unknown
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$14.780

Stock price when the opinion was issued

oil gas field services
Showing 1 to 15 of 149 entries
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