Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
September 8, 2003
(Was a top pick June 20/03. Up 1.4%.) Still likes. Brokerage business, IPO’s and investment banking is coming back. Reasonable multiple.
CitiGroup (C-N)
September 8, 2003
(Was a top pick June 20/03. Up 1.4%.) Still likes. Brokerage business, IPO’s and investment banking is coming back. Reasonable multiple.
Paul O'Neil
Portfolio Manager, U.S. Equities, KBSH Capital Mngmnt
Price
$44.520
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 8, 2003
(Was a top pick June 20/03. Down 9%.) Still likes. Have not missed an earnings estimate in 10 years. Reasonable value.
Anthem Inc (ANTM-N)
September 8, 2003
(Was a top pick June 20/03. Down 9%.) Still likes. Have not missed an earnings estimate in 10 years. Reasonable value.
Paul O'Neil
Portfolio Manager, U.S. Equities, KBSH Capital Mngmnt
Price
$80.320
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 8, 2003
(Was a top pick June 20/03. Up 25%.) Still likes.
Cooper Co's. (COO-N)
September 8, 2003
(Was a top pick June 20/03. Up 25%.) Still likes.
Paul O'Neil
Portfolio Manager, U.S. Equities, KBSH Capital Mngmnt
Price
$44.100
Owned
Yes
WATCH
WATCH
September 8, 2003
Frustrated by this stock. Management changes.
Genesis Microchip (GNSS-Q)
September 8, 2003
Frustrated by this stock. Management changes.
Paul O'Neil
Portfolio Manager, U.S. Equities, KBSH Capital Mngmnt
Price
$12.140
Owned
No
DON'T BUY
DON'T BUY
September 8, 2003
Not a conservative play. High risk. Legal issues.
Tenet Healthcare (THC-N)
September 8, 2003
Not a conservative play. High risk. Legal issues.
Paul O'Neil
Portfolio Manager, U.S. Equities, KBSH Capital Mngmnt
Price
$15.760
Owned
Unknown
DON'T BUY
DON'T BUY
September 8, 2003
They heavily invested in products and leading edge foundries during the downturn so costs will be lower when earnings turn. Not cheap. Would consider at $20.
Texas Instruments (TXN-Q)
September 8, 2003
They heavily invested in products and leading edge foundries during the downturn so costs will be lower when earnings turn. Not cheap. Would consider at $20.
Paul O'Neil
Portfolio Manager, U.S. Equities, KBSH Capital Mngmnt
Price
$26.030
Owned
Unknown
DON'T BUY
DON'T BUY
September 8, 2003
Thinks the big move has already happened. Not cheap.
Thinks the big move has already happened. Not cheap.
Paul O'Neil
Portfolio Manager, U.S. Equities, KBSH Capital Mngmnt
Price
$5.850
Owned
Yes