Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
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.
(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.
Paul O'Neil
Portfolio Manager, U.S. Equities, KBSH Capital Mngmnt
Price
$55.290
Owned
Yes
PAST TOP PICK
PAST TOP PICK
June 24, 2004
(Past top pick Mar 19/04. Up 76%.) Still likes. Earnings estimates have gone up dramatically. Would be expensive at $45.
(Past top pick Mar 19/04. Up 76%.) Still likes. Earnings estimates have gone up dramatically. Would be expensive at $45.
Paul O'Neil
Portfolio Manager, U.S. Equities, KBSH Capital Mngmnt
Price
$40.700
Owned
Yes
WAIT
WAIT
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.
AOL is still an issue with investor's and until it gets cleared up, the stock will remain stagnant. A great business.
Paul O'Neil
Portfolio Manager, U.S. Equities, KBSH Capital Mngmnt
Price
$17.420
Owned
No
DON'T BUY
DON'T BUY
June 24, 2004
Has been a basket case of a company for a while. Had accounting problems. Up against very strong competition.
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.
Paul O'Neil
Portfolio Manager, U.S. Equities, KBSH Capital Mngmnt
Price
$14.540
Owned
No
SELL
SELL
June 24, 2004
Secondary companies are going to have a more difficult time and it is better to move into the major companies.
Secondary companies are going to have a more difficult time and it is better to move into the major companies.
Paul O'Neil
Portfolio Manager, U.S. Equities, KBSH Capital Mngmnt
Price
$7.440
Owned
No
BUY
BUY
June 24, 2004
A great company. Is around and better in every cycle. 2005/2006 will be good to this stock.
A great company. Is around and better in every cycle. 2005/2006 will be good to this stock.
Paul O'Neil
Portfolio Manager, U.S. Equities, KBSH Capital Mngmnt
Price
$18.870
Owned
No
TOP PICK
TOP PICK
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.
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.
Paul O'Neil
Portfolio Manager, U.S. Equities, KBSH Capital Mngmnt
Price
$88.580
Owned
Yes