Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
November 2, 2007
Operates mainly is Saskatchewan, so not affected by the Alberta royalty issues. Predominantly an oil producer. Feels they will continue their momentum. Have nice tuck in acquisitions.
Operates mainly is Saskatchewan, so not affected by the Alberta royalty issues. Predominantly an oil producer. Feels they will continue their momentum. Have nice tuck in acquisitions.
Patrick Kim
Vice President and Portfolio Manager, KBSH Capital Management
Price
$23.520
Owned
Unknown
BUY
BUY
November 2, 2007
Over the long term you will be a winner with either Toronto Dominion (TD-T) or Royal RY-T). Fantastic retail franchises, which will really determine the winners in the banking space. This stock has been knocked back a bit so you are getting a better valuation than with Royal.
Toronto Dominion (TD-T)
November 2, 2007
Over the long term you will be a winner with either Toronto Dominion (TD-T) or Royal RY-T). Fantastic retail franchises, which will really determine the winners in the banking space. This stock has been knocked back a bit so you are getting a better valuation than with Royal.
Patrick Kim
Vice President and Portfolio Manager, KBSH Capital Management
Price
$69.210
Owned
Unknown
COMMENT
COMMENT
November 2, 2007
Over the long term you will be a winner with either Toronto Dominion (TD-T) or Royal RY-T). Fantastic retail franchises, which will really determine the winners in the banking space. TD has been knocked back a bit so you get a better valuation with it.
Royal Bank (RY-T)
November 2, 2007
Over the long term you will be a winner with either Toronto Dominion (TD-T) or Royal RY-T). Fantastic retail franchises, which will really determine the winners in the banking space. TD has been knocked back a bit so you get a better valuation with it.
Patrick Kim
Vice President and Portfolio Manager, KBSH Capital Management
Price
$53.900
Owned
Unknown
BUY
BUY
November 2, 2007
Zinc refinery in Quebec. Stock does not swing widely with the commodity price. Very stable, visible cash flow stream.
Zinc refinery in Quebec. Stock does not swing widely with the commodity price. Very stable, visible cash flow stream.
Patrick Kim
Vice President and Portfolio Manager, KBSH Capital Management
Price
$10.200
Owned
Yes
COMMENT
COMMENT
November 2, 2007
The classic value pick for the contrarian investor. Market does not like the energy services space right now. Over the long term, this will bounce back. If you Buy you will have to hold until 2009, which will be the first time for a significant turnaround in terms of utilization rates.
Precision Drilling (PD-T)
November 2, 2007
The classic value pick for the contrarian investor. Market does not like the energy services space right now. Over the long term, this will bounce back. If you Buy you will have to hold until 2009, which will be the first time for a significant turnaround in terms of utilization rates.
Patrick Kim
Vice President and Portfolio Manager, KBSH Capital Management
Price
$17.000
Owned
Unknown
BUY
BUY
November 2, 2007
A part of the infrastructure and this is a wonderful place to be in Canada. A lot of money is sloshing around Government coffers right now. This company is doing a good job. Has a good presence in western Canada.
A part of the infrastructure and this is a wonderful place to be in Canada. A lot of money is sloshing around Government coffers right now. This company is doing a good job. Has a good presence in western Canada.
Patrick Kim
Vice President and Portfolio Manager, KBSH Capital Management
Price
$19.600
Owned
Yes
BUY
BUY
November 2, 2007
As an interest sensitive holding, it is going to get whipped around a fair bit. Its main legs are real estate and infrastructure in regards to power assets. Over the long term, it is an excellent company. Good strategy of offloading their assets and they remain as management.
As an interest sensitive holding, it is going to get whipped around a fair bit. Its main legs are real estate and infrastructure in regards to power assets. Over the long term, it is an excellent company. Good strategy of offloading their assets and they remain as management.
Patrick Kim
Vice President and Portfolio Manager, KBSH Capital Management
Price
$35.040
Owned
Yes