Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
November 2, 2007
Distributions are going to be cut to zero as they prematurely covert into a corporation. At under $7 he believes there is significant upside. Management has a good track record to grow.
Distributions are going to be cut to zero as they prematurely covert into a corporation. At under $7 he believes there is significant upside. Management has a good track record to grow.
Patrick Kim
Vice President and Portfolio Manager, KBSH Capital Management
Price
$6.870
Owned
Unknown
COMMENT
COMMENT
November 2, 2007
Secondary market landlines rather than wireless. Slow growth. A fairly stable earnings growth story. When BCE gets de-listed there will be additional demand as people look for other telecom names to go to. For better growth prospects look at Telus (T-T).
Bell Aliant (BA-T)
November 2, 2007
Secondary market landlines rather than wireless. Slow growth. A fairly stable earnings growth story. When BCE gets de-listed there will be additional demand as people look for other telecom names to go to. For better growth prospects look at Telus (T-T).
Patrick Kim
Vice President and Portfolio Manager, KBSH Capital Management
Price
$30.910
Owned
Unknown
COMMENT
COMMENT
November 2, 2007
A 2 pronged company with oil field services and trucking outside of western Canada. The oil field is dominating the sentiment right now. Won’t be fixed in the winter of 2008. This company will be one of the survivors. Good track record.
Mullen Group Ltd (MTL-T)
November 2, 2007
A 2 pronged company with oil field services and trucking outside of western Canada. The oil field is dominating the sentiment right now. Won’t be fixed in the winter of 2008. This company will be one of the survivors. Good track record.
Patrick Kim
Vice President and Portfolio Manager, KBSH Capital Management
Price
$17.830
Owned
Unknown
BUY
BUY
November 2, 2007
Bullish on this company. Good population growth and earnings generation in western Canada. Same store sales growth is clicking.
Alcanna (CLIQ-T)
November 2, 2007
Bullish on this company. Good population growth and earnings generation in western Canada. Same store sales growth is clicking.
Patrick Kim
Vice President and Portfolio Manager, KBSH Capital Management
Price
$23.400
Owned
Yes
BUY
BUY
November 2, 2007
He’s quite positive at these levels. Has a concentration in western Canada.
He’s quite positive at these levels. Has a concentration in western Canada.
Patrick Kim
Vice President and Portfolio Manager, KBSH Capital Management
Price
$14.200
Owned
Yes
BUY
BUY
November 2, 2007
An unloved name right now for because of their asset backed commercial paper. Thinks the market has overdone it and has baked in the worse case scenario. Even in the worse situation, the target price would be in the mid to high $50 range.
An unloved name right now for because of their asset backed commercial paper. Thinks the market has overdone it and has baked in the worse case scenario. Even in the worse situation, the target price would be in the mid to high $50 range.
Patrick Kim
Vice President and Portfolio Manager, KBSH Capital Management
Price
$53.640
Owned
Unknown
BUY
BUY
November 2, 2007
Transportation space can be fickle, but this name is a relatively conservative way to play the airline space.
Transportation space can be fickle, but this name is a relatively conservative way to play the airline space.
Patrick Kim
Vice President and Portfolio Manager, KBSH Capital Management
Price
$7.810
Owned
No