Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
November 2, 2007
A very cheap name right now. Investors are frightened of the retail space, primarily because of the weak US$ and cross-border shopping cutting into the margins. Same-store sales growth has been double digit. No debt.
A very cheap name right now. Investors are frightened of the retail space, primarily because of the weak US$ and cross-border shopping cutting into the margins. Same-store sales growth has been double digit. No debt.
Patrick Kim
Vice President and Portfolio Manager, KBSH Capital Management
Price
$13.600
Owned
Yes
TOP PICK
TOP PICK
November 2, 2007
Natural gas pipelines in Western Canada. A solid name that has been overlooked by the market. Very experienced, well-run management team. Good asset growth with some small tuck-in construction. Very cheap.
Natural gas pipelines in Western Canada. A solid name that has been overlooked by the market. Very experienced, well-run management team. Good asset growth with some small tuck-in construction. Very cheap.
Patrick Kim
Vice President and Portfolio Manager, KBSH Capital Management
Price
$9.680
Owned
Yes
TOP PICK
TOP PICK
November 2, 2007
This is going to be a great industry to be in. Investors will value stability a lot more going forward. There will be a sector rotation eventually into the ultra defensive names.
TC Energy (TRP-T)
November 2, 2007
This is going to be a great industry to be in. Investors will value stability a lot more going forward. There will be a sector rotation eventually into the ultra defensive names.
Patrick Kim
Vice President and Portfolio Manager, KBSH Capital Management
Price
$40.060
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 2, 2007
(A Top Pick Nov 1/06. Down 5%.) Rents continue to go up and vacancies continue to do well. There is a larger debate as to where interest rates should be right now.
(A Top Pick Nov 1/06. Down 5%.) Rents continue to go up and vacancies continue to do well. There is a larger debate as to where interest rates should be right now.
Patrick Kim
Vice President and Portfolio Manager, KBSH Capital Management
Price
$21.900
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 2, 2007
(A Top Pick Nov 1/06. Up 15.5%.) As one of the larger names, he looks at this as a bellwether. Fantastic market share. Spins off a lot of free cash flow. Very aggressive.
Yellow Media Inc (Y-T)
November 2, 2007
(A Top Pick Nov 1/06. Up 15.5%.) As one of the larger names, he looks at this as a bellwether. Fantastic market share. Spins off a lot of free cash flow. Very aggressive.
Patrick Kim
Vice President and Portfolio Manager, KBSH Capital Management
Price
$14.190
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 2, 2007
(A Top Pick Nov 1/06. Up 20%.) Gas. Has outperformed a lot of the trusts. International assets, so not focused in Alberta.
(A Top Pick Nov 1/06. Up 20%.) Gas. Has outperformed a lot of the trusts. International assets, so not focused in Alberta.
Patrick Kim
Vice President and Portfolio Manager, KBSH Capital Management
Price
$40.310
Owned
Yes
HOLD
HOLD
November 2, 2007
Merging with Penn West (PWT.UN-T). If you own the, you will be in a better position as they had been under a lot of pressure. You will also get more visibility, particularly in the US.
Merging with Penn West (PWT.UN-T). If you own the, you will be in a better position as they had been under a lot of pressure. You will also get more visibility, particularly in the US.
Patrick Kim
Vice President and Portfolio Manager, KBSH Capital Management
Price
$15.270
Owned
Unknown