Stock Opinions by Paul O'Neil - Stockchase Experts
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277
Paul O'Neil

On Stockchase since : Dec 2001

Portfolio Manager, U.S. Equities at KBSH Capital Mngmnt

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Paul O'Neil Latest Top Picks...

Stock Opinions by Paul O'Neil - Stockchase Experts

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DON'T BUY
A T & T US(T-N) 

June 24, 2004

The warning issued by the Company is the nail in the coffin. Long-distance calling will cease to exist. Competition in long-distance is brutal and will continue to be so.
Telecommunications
0 0 0 0 0
0 comments
The warning issued by the Company is the nail in the coffin. Long-distance calling will cease to exist. Competition in long-distance is brutal and will continue to be so.
Telecommunications
0 0 0 0 0
0 comments
Paul O'Neil

Portfolio , KBSH Capital Mngmnt...

Price Price
$14.810
Owned Owned
Unknown

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BUY on WEAKNESS
Nokia(NOK-N) 

June 24, 2004

At this level, the valuation is more reasonable. Cell phone sector is a very competitive space. Have a phenomenal balance sheet. $3 a share in cash. Look at it as a value play. Buy at $12/13 for a long-term hold.
Telecommunications
0 0 0 0 0
0 comments
At this level, the valuation is more reasonable. Cell phone sector is a very competitive space. Have a phenomenal balance sheet. $3 a share in cash. Look at it as a value play. Buy at $12/13 for a long-term hold.
Telecommunications
0 0 0 0 0
0 comments
Paul O'Neil

Portfolio , KBSH Capital Mngmnt...

Price Price
$14.130
Owned Owned
Yes

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DON'T BUY
Has a very storied history. Does not trust management. A very difficult, high risk name.
telephone utilities
0 0 0 0 0
0 comments
Has a very storied history. Does not trust management. A very difficult, high risk name.
telephone utilities
0 0 0 0 0
0 comments
Paul O'Neil

Portfolio , KBSH Capital Mngmnt...

Price Price
$3.520
Owned Owned
No

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BUY
Gaming sector seems to be doing very well. Outlook is positive.
entertainment services
0 0 0 0 0
0 comments
Gaming sector seems to be doing very well. Outlook is positive.
entertainment services
0 0 0 0 0
0 comments
Paul O'Neil

Portfolio , KBSH Capital Mngmnt...

Price Price
$36.700
Owned Owned
Unknown

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DON'T BUY
Axon Enterprise(AAXN-Q) 

June 24, 2004

Speculative stock and he does not speculate. Very volatile. A high priced stock.
misc industrial products
0 0 0 0 0
0 comments
Speculative stock and he does not speculate. Very volatile. A high priced stock.
misc industrial products
0 0 0 0 0
0 comments
Paul O'Neil

Portfolio , KBSH Capital Mngmnt...

Price Price
$35.420
Owned Owned
No

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BUY on WEAKNESS
Texas Instruments(TXN-Q) 

June 24, 2004

Very well-positioned in the hand set market. We'll have a 20% hit on earnings once they expense their options. Based on this, their valuation is not as attractive as Intel's. Would be interested at $1/2 lower.
electrical/electronic
0 0 0 0 0
0 comments
Very well-positioned in the hand set market. We'll have a 20% hit on earnings once they expense their options. Based on this, their valuation is not as attractive as Intel's. Would be interested at $1/2 lower.
electrical/electronic
0 0 0 0 0
0 comments
Paul O'Neil

Portfolio , KBSH Capital Mngmnt...

Price Price
$24.110
Owned Owned
No

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PAST TOP PICK
Dell Computers(DELL-Q) 

June 24, 2004

(Past top pick Mar 19/04. Up 7%.) Still likes. Can't see their market share slowing down. Printers will be a huge business for them.
electrical/electronic
0 0 0 0 0
0 comments
(Past top pick Mar 19/04. Up 7%.) Still likes. Can't see their market share slowing down. Printers will be a huge business for them.
electrical/electronic
0 0 0 0 0
0 comments
Paul O'Neil

Portfolio , KBSH Capital Mngmnt...

Price Price
$34.920
Owned Owned
Yes

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PAST TOP PICK
Procter & Gamble(PG-N) 

June 24, 2004

(Past top pick Mar 19/04. Up 6%.) Still likes. Valuation is very attractive. The weakness of the US dollar works for them, not against them.
misc consumer products
0 0 0 0 0
0 comments
(Past top pick Mar 19/04. Up 6%.) Still likes. Valuation is very attractive. The weakness of the US dollar works for them, not against them.
misc consumer products
0 0 0 0 0
0 comments
Paul O'Neil

Portfolio , KBSH Capital Mngmnt...

Price Price
$55.290
Owned Owned
Yes

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PAST TOP PICK
(Past top pick Mar 19/04. Up 76%.) Still likes. Earnings estimates have gone up dramatically. Would be expensive at $45.
medical services
0 0 0 0 0
0 comments
(Past top pick Mar 19/04. Up 76%.) Still likes. Earnings estimates have gone up dramatically. Would be expensive at $45.
medical services
0 0 0 0 0
0 comments
Paul O'Neil

Portfolio , KBSH Capital Mngmnt...

Price Price
$40.700
Owned Owned
Yes

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WAIT
Time Warner Inc(TWX-N) 

June 24, 2004

AOL is still an issue with investor's and until it gets cleared up, the stock will remain stagnant. A great business.
Broadcasting
0 0 0 0 0
0 comments
AOL is still an issue with investor's and until it gets cleared up, the stock will remain stagnant. A great business.
Broadcasting
0 0 0 0 0
0 comments
Paul O'Neil

Portfolio , KBSH Capital Mngmnt...

Price Price
$17.420
Owned Owned
No

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DON'T BUY
Xerox(XRX-N) 

June 24, 2004

Has been a basket case of a company for a while. Had accounting problems. Up against very strong competition.
misc industrial products
0 0 0 0 0
0 comments
Has been a basket case of a company for a while. Had accounting problems. Up against very strong competition.
misc industrial products
0 0 0 0 0
0 comments
Paul O'Neil

Portfolio , KBSH Capital Mngmnt...

Price Price
$14.540
Owned Owned
No

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SELL
LSI Logic Corp(LSI-Q) 

June 24, 2004

Secondary companies are going to have a more difficult time and it is better to move into the major companies.
electrical/electronic
0 0 0 0 0
0 comments
Secondary companies are going to have a more difficult time and it is better to move into the major companies.
electrical/electronic
0 0 0 0 0
0 comments
Paul O'Neil

Portfolio , KBSH Capital Mngmnt...

Price Price
$7.440
Owned Owned
No

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BUY
A great company. Is around and better in every cycle. 2005/2006 will be good to this stock.
electrical/electronic
0 0 0 0 0
0 comments
A great company. Is around and better in every cycle. 2005/2006 will be good to this stock.
electrical/electronic
0 0 0 0 0
0 comments
Paul O'Neil

Portfolio , KBSH Capital Mngmnt...

Price Price
$18.870
Owned Owned
No

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TOP PICK
3M Co.(MMM-N) 

June 24, 2004

Has been an underperforming company for many years. They are now getting more products through the R&D pipeline. Margins are going up. Benefits from a weaker US dollar.
mngmnt/diversified
0 0 0 0 0
0 comments
Has been an underperforming company for many years. They are now getting more products through the R&D pipeline. Margins are going up. Benefits from a weaker US dollar.
mngmnt/diversified
0 0 0 0 0
0 comments
Paul O'Neil

Portfolio , KBSH Capital Mngmnt...

Price Price
$88.580
Owned Owned
Yes

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TOP PICK
Microsoft(MSFT-Q) 

June 24, 2004

$70 billion in cash but won't give it back to shareholders. Earnings and revenue have been slowing down because of worries of lawsuits. That is now coming to an end. They are starting to rebuy infrastructure.
computer software/processing
0 0 0 0 0
0 comments
$70 billion in cash but won't give it back to shareholders. Earnings and revenue have been slowing down because of worries of lawsuits. That is now coming to an end. They are starting to rebuy infrastructure.
computer software/processing
0 0 0 0 0
0 comments
Paul O'Neil

Portfolio , KBSH Capital Mngmnt...

Price Price
$28.390
Owned Owned
Yes

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