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| Paul O'Neil of KBSH Capital Mngmnt |
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| BUY | Applied Materials | AMAT-Q | 18.870 | A great company. Is around and better in every cycle. 2005/2006 will be good to this stock. | 2004-06-24 | ||
| PAST TOP PICK | Dell Computers | DELL-Q | 34.920 | (Past top pick Mar 19/04. Up 7%.) Still likes. Can't see their market share slowing down. Printers will be a huge business for them. | 2004-06-24 | ||
| BUY | International Game Technology | IGT-N | 36.700 | Gaming sector seems to be doing very well. Outlook is positive. | 2004-06-24 | ||
| DON'T BUY | Level 3 Communications | LVLT-N | 3.520 | Has a very storied history. Does not trust management. A very difficult, high risk name. | 2004-06-24 | ||
| TOP PICK | 3M Co. | MMM-N | 88.580 | 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. | 2004-06-24 | ||
| TOP PICK | Microsoft | MSFT-Q | 28.390 | $70 billion in cash but won't give it back to shareholders. Earnings and revenue have been slowing down because of worries of lawsuits. That is now coming to an end. They are starting to rebuy infrastructure. | 2004-06-24 | ||
| BUY on WEAKNESS | Nokia | NOK-N | 14.130 | At this level, the valuation is more reasonable. Cell phone sector is a very competitive space. Have a phenomenal balance sheet. $3 a share in cash. Look at it as a value play. Buy at $12/13 for a long-term hold. | 2004-06-24 | ||
| PAST TOP PICK | Proctor & Gamble | PG-N | 55.290 | (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. | 2004-06-24 | ||
| TOP PICK | Student LoanCorp | STU-N (Dead) | 139.980 | The price of education goes up every year and students are borrowing more money. Trades at a 12 multiple. | 2004-06-24 | ||
| DON'T BUY | A T & T US | T-N | 14.810 | The warning issued by the Company is the nail in the coffin. Long-distance calling will cease to exist. Competition in long-distance is brutal and will continue to be so. | 2004-06-24 | ||
| BUY on WEAKNESS | Texas Instruments | TXN-Q | 24.110 | Very well-positioned in the hand set market. We'll have a 20% hit on earnings once they expense their options. Based on this, their valuation is not as attractive as Intel's. Would be interested at $1/2 lower. | 2004-06-24 | ||
| DON'T BUY | Xerox | XRX-N | 14.540 | Has been a basket case of a company for a while. Had accounting problems. Up against very strong competition. | 2004-06-24 | ||
| WAIT | Time Warner Inc | TWX-N | 17.420 | AOL is still an issue with investor's and until it gets cleared up, the stock will remain stagnant. A great business. | 2004-06-24 | ||
| PAST TOP PICK | Advanced Medical Optics | EYE-N | 40.700 | (Past top pick Mar 19/04. Up 76%.) Still likes. Earnings estimates have gone up dramatically. Would be expensive at $45. | 2004-06-24 | ||
| DON'T BUY | Taser International Inc | TASR-Q | 35.420 | Speculative stock and he does not speculate. Very volatile. A high priced stock. | 2004-06-24 | ||
| SELL | LSI Logic Corp | LSI-N | 7.440 | Secondary companies are going to have a more difficult time and it is better to move into the major companies. | 2004-06-24 | ||
| DON'T BUY | Ciena | CIEN-Q | 5.060 | Has a lot of cash but the stock has dropped in the wink of an eye. Losing money. | 2004-03-19 | ||
| TOP PICK | Dell Computers | DELL-Q | 32.920 | A low-cost distributor of goods. It now does that with storage and will be doing it with printers. Should continue to gain market share in the US as well as Europe and Asia. | 2004-03-19 | ||
| DON'T BUY | Eastman Kodak | EK-N (Dead) | 25.690 | The future is digital cameras, not film. Doesn't think they can reinvent themselves. | 2004-03-19 | ||
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| BUY | EMC Corp | EMC-N | 12.770 | Using Dell to distribute their storage product Clarion and that has been a success. Transforming into software. | 2004-03-19 | ||
| BUY | General Electric | GE-N | 30.140 | The new CEO is turfing businesses that are not growing at good clips and is trying to buy a bond detection company. One of the most global companies on earth. | 2004-03-19 | ||
| DON'T BUY | Juniper Networks | JNPR-N | 24.860 | Bought a company called Netscreen which makes high throughput fire walls and VPN appliances. Has never been able to understand their valuation. Too expensive. Would buy at 40% less. | 2004-03-19 | ||
| BUY | Merrill Lynch & Co (US) | MER-N | 60.600 | At a very good value. As the market turns, they have enormous upside leverage. Investment banking is back. Reasonable multiple at 14/15 X. | 2004-03-19 | ||
| PAST TOP PICK | Morgan Stanley | MS-N | 59.610 | (A top pick Jan 16/04. Down a hair.) Had just announced phenomenal numbers. | 2004-03-19 | ||
| BUY | Nokia | NOK-N | 20.020 | Great company. There's a bit of a headwind because of currency changes. Reasonably priced. | 2004-03-19 | ||
| WEAK BUY | Nextel Partners Inc | NXTP-Q | 24.800 | Will earn roughly $2 and trading at roughly $25 so the multiple is in a reasonable range. However, it is in a competitive sector. Most of the easy return has been made. Will have to spend some money to grow capacity. | 2004-03-19 | ||
| BUY | Pfizer Inc | PFE-N | 33.950 | Thinks it's going to grow earnings at 15% this year. | 2004-03-19 | ||
| TOP PICK | Proctor & Gamble | PG-N | 104.030 | (A top pick Jan 16/04. Up 5 1/2%.) Expect it to go a lot higher. A great company. 2% dividend. | 2004-03-19 | ||
| BUY | Unisys | UIS-N | 13.680 | Their service and main frame business's are doing very well. Should be higher 12 months from now. | 2004-03-19 | ||
| TOP PICK | Advanced Medical Optics | EYE-N | 23.010 | (A top pick Jan 16/04. Up 8.6%.) 70% of their sales are in Europe and Asia. High margins and low debt. | 2004-03-19 | ||
| BUY on WEAKNESS | Omnivision Technologies Inc | OVTI-Q | 25.400 | Has been a great company. The last quarter wasn't exciting as the rates of growth had slowed down a bit. Is cautious on all companies with multiples greater than 25. Would buy in the low $20's. | 2004-03-19 | ||
| DON'T BUY | SonicWall Inc | SNWL-Q (Dead) | 8.700 | Has $3.50 in cash, so you are only paying $5 for the stock. This is a very hot sector and they are competing against very big companies. | 2004-03-19 | ||
| BUY | Bear Sterns | BSC-N | 81.970 | Investment banking is back. Very high-margin business. Very attractive valuation. Likes Morgan Stanley, Goldman Sachs, Bear Sterns and Lehman Bros. | 2004-01-16 | ||
| DON'T BUY | Caterpillar | CAT-N | 84.140 | Things are getting a lot better. Has had a great run, but feels that 85% of the gains has already been made. | 2004-01-16 | ||
| BUY | Celestica Inc | CLS-T | 26.470 | The only electronic manufacturing service company that had a down year last year. Could be said for a very large year this year. Expects it to go a lot higher. | 2004-01-16 | ||
| DON'T BUY | CMGI | CMGI-Q | 2.700 | Owns a basket of pre-public companies, which are below investment managers radars. Has had an enormous run. Could be OK for a retail investor, but not for him. | 2004-01-16 | ||
| BUY | Goldman Sachs | GS-N | 100.480 | Investment banking is back. Very high-margin business. Very attractive valuation. Likes Morgan Stanley, Goldman Sachs, Bear Sterns and Lehman Bros. | 2004-01-16 | ||
| BUY | Intel | INTC-Q | 32.890 | Has a lot going for it right now. Killing their competition. Entered the wireless area successfully. Promoting their wireless 802.1 laptops. Phenomenal balance sheet. | 2004-01-16 | ||
| DON'T BUY | JDS Uniphase | JDU-T | 6.750 | Have a good balance sheet. Expects that orders will start coming in, but prefers the Cisco’s and the Nortel’s. | 2004-01-16 | ||
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| DON'T BUY | Krispy Kreme | KKD-N | 35.600 | Very expensive concept stock. Too much risk for their liking. | 2004-01-16 | ||
| BUY | Lehman Brothers Holdings | LEH-N | 83.850 | Investment banking is back. Very high-margin business. Very attractive valuation. Likes Morgan Stanley, Goldman Sachs, Bear Sterns and Lehman Bros. | 2004-01-16 | ||
| WAIT | Lucent Technologies | LU-N | 4.610 | Going up on comments that Telcom's will be spending again. A very highly levered company. Wait for news. | 2004-01-16 | ||
| PAST TOP PICK | Microsoft | MSFT-Q | 27.810 | (A top pick Oct22/03. Down 5%.) Has a lot of cash and generates a lot of cash. Still likes. | 2004-01-16 | ||
| TOP PICK | Morgan Stanley | MS-N | 60.430 | Investment banking is back. Very high-margin business. Very attractive Also likes Goldman Sachs, Bear Sterns and Lehman Bros.. | 2004-01-16 | ||
| WAIT | Nokia | NOK-N | 20.920 | The euro is going the wrong way otherwise, would really like this stock. Wait for some guidance on the currency effects for 2004. | 2004-01-16 | ||
| DON'T BUY | Nortel | NT-T (Dead) | 8.930 | Feels that wireless is going to be the theme for the next few years and they are well-positioned for this. Think a lot of the gain has already been made. | 2004-01-16 | ||
| PAST TOP PICK | Nextel Partners Inc | NXTP-Q | 26.500 | (A top pick Oct22/03. Up 18%.) Pretty much fully valued. Would probably take some profits. | 2004-01-16 | ||
| DON'T BUY | Oracle | ORCL-Q | 14.850 | Have had problems, with IBM and Microsoft coming at them, as well as problems trying to acquire Peoplesoft. Last quarter was a big positive surprise because of the stronger US$. Things are getting better, but not his favorite tech name. | 2004-01-16 | ||
| TOP PICK | Proctor & Gamble | PG-N | 99.000 | 40% of their sales are in Europe so the stronger US$ has been helpful. A growth company. Very diversified. Increasing dividends. | 2004-01-16 | ||
| BUY on WEAKNESS | Q-Logic | QLGC-Q | 47.160 | Last quarter was not up to expectations, so stock dropped. Good CEO. Storage should roll over time. Would consider buying at $40. | 2004-01-16 | ||
| DON'T BUY | Zarlink | ZL-T (Dead) | 5.700 | Has taken a lot of risk on older generation Telcom spending. Have missed their numbers. Prefers others. | 2004-01-16 | ||
| PAST TOP PICK | Seagate Technology | STX-N | 19.920 | (Top pick Oct22/03. Down 12%.) Controversial pick. Sold too many disk drives at the end of the 3rd quarter for an expected high demand in the 4th but disk drives stocks pulled back dramatically. Still likes. High risk/high reward. | 2004-01-16 | ||
| TOP PICK | Advanced Medical Optics | EYE-N | 21.170 | Number one share of contact lenses solution tied with Bausch & Lomb. Analysts’ estimates are too low, because they can bring their margins up and they have huge sales in Europe. | 2004-01-16 | ||
| BUY | Amgen Inc. | AMGN-Q | 60.300 | They don't have the problem of drugs going off patent. The stock can go much higher. Dropping currently because the sector is pulling it down. | 2003-10-22 | ||
| HOLD | Ciena | CIEN-Q | 6.270 | Thinks the spending is going to come back. Expect this company and Nortel will be in a digestive period for about a year. Bullish long-term. | 2003-10-22 | ||
| BUY on WEAKNESS | Cisco | CSCO-Q | 20.630 | Have a lot of cash. The dominant company in networking. Their challenge will be to get into Asia. Would rather buy it at $15. | 2003-10-22 | ||
| BUY | JP Morgan Chase & Co | JPM-N | 34.980 | Has had a dramatic turnaround. Still has some upside. A reasonable multiple. | 2003-10-22 | ||
| DON'T BUY | Level 3 Communications | LVLT-N | 5.190 | Has a huge history of saying and doing the wrong things. Will survive, but not a fan of management. | 2003-10-22 | ||
| TOP PICK | Microsoft | MSFT-Q | 28.890 | Have a lot of cash. Expects they will pay a special dividend once the European lawsuit is cleared up. A good, safe, blue-chip investment. | 2003-10-22 | ||
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| HOLD | Nortel | NT-T (Dead) | 6.080 | Thinks the spending is going to come back. Expect this company and Cienna will be in a digestive period for about a year. Bullish long-term. | 2003-10-22 | ||
| TOP PICK | Nextel Partners Inc | NXTP-Q | 22.890 | The push-to-talk feature is unique on their phones. | 2003-10-22 | ||
| WAIT | Oracle | ORCL-Q | 11.720 | Microsoft and IBM are attacking them on the database side. Also been attacked on the application side by others. Trying to make acquisitions to fend them off. If they can buy Peoplesoft they should be OK. | 2003-10-22 | ||
| BUY | Paychex | PAYX-Q | 37.010 | Very profitable and good at what they do. Expensive, but good for a long-term hold. | 2003-10-22 | ||
| DON'T BUY | Red Hat Inc. | RHT-N | 12.810 | If SCO wins their lawsuit against IBM, regarding stealing UNIX code and putting it into Linux, would have a devastating effect. Red Hat is too expensive at 15 X revenue. High risk. | 2003-10-22 | ||
| BUY | Taiwan Semiconductor MFG. | TSM-N | 10.710 | Likes the chip industry for the long-term. Expanding into China. The stock is not inexpensive but a good long-term holding. | 2003-10-22 | ||
| BUY | Telus Corp | T-T | 24.150 | The challenge for wireless is, will they get the opportunity to put their wired side out of business. The stock has done well and should continue to do so. | 2003-10-22 | ||
| BUY on WEAKNESS | Texas Instruments | TXN-Q | 27.010 | Just announced very good numbers. Wireless is doing well. Would prefer to buy in the low $20’s. Well positioned. | 2003-10-22 | ||
| BUY | Tyco | TYC-N | 21.450 | Have a lot of very, very good businesses levered to the economy. | 2003-10-22 | ||
| TOP PICK | Seagate Technology | STX-N | 22.280 | SCC has asked to see any research that analysts have written on their stock in the last three years. Has frightened investors, but doesn't think it's material. A very good opportunity at this price. | 2003-10-22 | ||
| DON'T BUY | Tivo Inc | TIVO-Q | 7.800 | Facing huge price competition. Probably, down the road, you won't need a Tivo. | 2003-10-22 | ||
| BUY | Extendicare REIT | EXE.UN-T | 10.590 | Has gotten through the worst times. Funding is going to be there from the government. Thinks it can go a lot higher. | 2003-10-22 | ||
| DON'T BUY | Bombardier Inc (B) | BBD.B-T | 5.850 | Thinks the big move has already happened. Not cheap. | 2003-09-08 | ||
| DON'T BUY | BrocadeCommunication Sys Inc | BRCD-Q | 6.350 | Storage is a good growth business, but getting a lot of competition. There are cheaper ways to buy storage. | 2003-09-08 | ||
| BUY | Celestica Inc | CLS-T | 27.290 | Good balance sheet. Good risk reward. | 2003-09-08 | ||
| PAST TOP PICK | CitiGroup | C-N | 44.520 | (Was a top pick June 20/03. Up 1.4%.) Still likes. Brokerage business, IPO’s and investment banking is coming back. Reasonable multiple. | 2003-09-08 | ||
| PAST TOP PICK | Cooper Co's. | COO-N | 44.100 | (Was a top pick June 20/03. Up 25%.) Still likes. | 2003-09-08 | ||
| BUY on WEAKNESS | EMC Corp | EMC-N | 13.610 | Very expensive. Buy on a pullback. | 2003-09-08 | ||
| DON'T BUY | Freddie Mac | FMCC-Q2 | 55.680 | In a sector that’s in total disarray. A very levered company that plays by special rules. Major management problems. | 2003-09-08 | ||
| WATCH | Genesis Microchip | GNSS-Q | 12.140 | Frustrated by this stock. Management changes. | 2003-09-08 | ||
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| BUY | IBM | IBM-N | 89.100 | Good company. | 2003-09-08 | ||
| DON'T BUY | JDS Uniphase | JDU-T | 5.500 | Half their business is low margin and half is reasonable. Valuation is too high. | 2003-09-08 | ||
| BUY | McDonalds | MCD-N | 23.350 | They have great property and great locations and someone in the organization is going to figure out how to put things right. If they get it half right, the stock could be $30. | 2003-09-08 | ||
| DON'T BUY | Medtronic Inc | MDT-N | 48.450 | Valuation is a little bit ahead of the stock. Very good management. | 2003-09-08 | ||
| TOP PICK | Microsoft | MSFT-Q | 28.840 | Have a lot of cash. Expects they will dramatically increase the dividend or buy back shares. Stock has been a laggard. | 2003-09-08 | ||
| DON'T BUY | Novel | NOVL-Q (Dead) | 5.500 | In a stagnant business selling to very old established businesses. Obsolescence is a concern. | 2003-09-08 | ||
| DON'T BUY | Nortel | NT-T (Dead) | 6.250 | There are factors that could drive it higher, but they are all the wrong things. In better shape, but too high now. | 2003-09-08 | ||
| TOP PICK | Nextel Partners Inc | NXTP-Q | 19.330 | Has gone from losing money to making $1.40. Growing 10% to 11%. | 2003-09-08 | ||
| WEAK BUY | Open Text | OTC-T | 52.100 | Likes the company. Getting expensive. | 2003-09-08 | ||
| DON'T BUY | Schering Plough Corp | SGP-N | 15.550 | Has been a basket case. Management issues. Could drop further. | 2003-09-08 | ||
| DON'T BUY | Tenet Healthcare | THC-N | 15.760 | Not a conservative play. High risk. Legal issues. | 2003-09-08 | ||
| DON'T BUY | Texas Instruments | TXN-Q | 26.030 | 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. | 2003-09-08 | ||
| PAST TOP PICK | Wellpont Health Networks | WLP-N | 80.320 | (Was a top pick June 20/03. Down 9%.) Still likes. Have not missed an earnings estimate in 10 years. Reasonable value. | 2003-09-08 | ||
| TOP PICK | Seagate Technology | STX-N | 25.250 | Very low multiple stock. Putting up good numbers. | 2003-09-08 | ||
| PAST TOP PICK | Alliance Data Systems | ADS-N | 24.610 | (Was a top pick on Apr 30/03. Up 21%.) Still likes, but too high now. | 2003-06-20 | ||
| BUY on WEAKNESS | Applied Materials | AMAT-Q | 15.779 | Have 40/50% market share in everything they do. Needs the economics to grow for a couple of years. Would buy at $19. | 2003-06-20 | ||
| DON'T BUY | Alcatel | AT-T (Dead) | 13.050 | SBC and Verizon about to expand DSL lines and Alcatel is the number one provider of DSL equipment. Prefers smaller companies in this sector. | 2003-06-20 | ||
| BUY | Celestica Inc | CLS-T | 22.150 | A lot of cash on the balance sheet. | 2003-06-20 | ||
| TOP PICK | CitiGroup | C-N | 44.050 | (Was a top pick on Apr 30/03. Up 11.5%.) Still likes. Banks look good. | 2003-06-20 | ||
| TOP PICK | Cooper Co's. | COO-N | 32.750 | Very profitable. | 2003-06-20 | ||
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| BUY on WEAKNESS | Cisco | CSCO-Q | 17.930 | Long term outlook is great. Enormous amount of cash. Would buy in the mid to lower teens. | 2003-06-20 |
