Stock Opinions by Douglas Kee - Stockchase Experts
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Douglas Kee @

On Stockchase since : Oct 2009

Chief Investment Officer at Leon Frazer & Associates

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Stock Opinions by Douglas Kee - Stockchase Experts

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COMMENT
General Market Comment 

December 18, 2018

Tomorrow's last rate decision by the U.S. Fed: It'll likely increase by 25 basis points. If Powell doesn't do it, it'll be a downer. What they'll likely do for 2019 is a wait-and-see approach, which is fine. Instead of 3-4, it'll likely be 1-2 hikes. We got a reprieve on today's markets, but we won't get a Santa Claus rally this year. Market sentiment is terrible. Earnings momentum has rollen over; it will go up in 2019, but at a lower rate than this year. Another question mark is the China-US trade war. Liquidity gets tight in December. Money is coming out of the stock market in December this year with few buyers this year.
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Tomorrow's last rate decision by the U.S. Fed: It'll likely increase by 25 basis points. If Powell doesn't do it, it'll be a downer. What they'll likely do for 2019 is a wait-and-see approach, which is fine. Instead of 3-4, it'll likely be 1-2 hikes. We got a reprieve on today's markets, but we won't get a Santa Claus rally this year. Market sentiment is terrible. Earnings momentum has rollen over; it will go up in 2019, but at a lower rate than this year. Another question mark is the China-US trade war. Liquidity gets tight in December. Money is coming out of the stock market in December this year with few buyers this year.
Unknown
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$0.000
Owned Owned
Unknown

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BUY
Manulife Financial(MFC-T) 

December 18, 2018

Increased their dividend by 20% this year, now above 5%. Interest rates went up--then down, which hurt the lifecos, MFC is doing a good job of selling their legacy businesses, which improves their outlook. Their traditional cash flow out of their Canadian business creates cash flow, and their Asian operation is good especially for long-term.
insurance
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Increased their dividend by 20% this year, now above 5%. Interest rates went up--then down, which hurt the lifecos, MFC is doing a good job of selling their legacy businesses, which improves their outlook. Their traditional cash flow out of their Canadian business creates cash flow, and their Asian operation is good especially for long-term.
insurance
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$19.510
Owned Owned
Unknown

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DON'T BUY
Home Capital Group(HCG-T) 

December 18, 2018

They've come back from the worst and re-orgnized their businesses. But they will be challenged. The banks too as home sales decline and those prices are flat.
investment companies/funds
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They've come back from the worst and re-orgnized their businesses. But they will be challenged. The banks too as home sales decline and those prices are flat.
investment companies/funds
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$16.480
Owned Owned
No

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BUY
Toronto Dominion(TD-T) 

December 18, 2018

He's long owned this and likes it. It's big in the U.S. Stick with it. He's not worried. TD increased their dividend by 9% this year and likely 8% next.
banks
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He's long owned this and likes it. It's big in the U.S. Stick with it. He's not worried. TD increased their dividend by 9% this year and likely 8% next.
banks
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$68.630
Owned Owned
Yes

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COMMENT
Intertape Polymer Group(ITP-T) 

December 18, 2018

They're in the midst of a capex program. Payout ratio is in the 80s. Coverage of the dividend will improve in coming years. It's too small for him to buy.
packaging/containers
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They're in the midst of a capex program. Payout ratio is in the 80s. Coverage of the dividend will improve in coming years. It's too small for him to buy.
packaging/containers
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$15.650
Owned Owned
No

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BUY
Telus Corp(T-T) 

December 18, 2018

They've increased their dividend which is decent around 4%. As long as wireless is growing, this'll be okay. There's little competition in Canada. The telecoms have done well recently, because of anticipated interest rate increases.
telephone utilities
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They've increased their dividend which is decent around 4%. As long as wireless is growing, this'll be okay. There's little competition in Canada. The telecoms have done well recently, because of anticipated interest rate increases.
telephone utilities
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$45.790
Owned Owned
Yes

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BUY
Inter Pipeline(IPL-T) 

December 18, 2018

They've been challenged like all the midstream oil guys. They're okay. They slowed down their capex and sold non-core assets. This avoids going to market to raise equity.
oil pipelines
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They've been challenged like all the midstream oil guys. They're okay. They slowed down their capex and sold non-core assets. This avoids going to market to raise equity.
oil pipelines
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$19.820
Owned Owned
Unknown

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COMMENT
They've come off the mid-$50s to $47, reflecing the wider market. Their recent acquisition was Enercare. He likes BIP's international infrastructure.
mngmnt/diversified
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They've come off the mid-$50s to $47, reflecing the wider market. Their recent acquisition was Enercare. He likes BIP's international infrastructure.
mngmnt/diversified
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$35.420
Owned Owned
Yes

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COMMENT

He owned years ago. It struggled like all oil companies. They've gradually lessened their debt and reduced exploration. They've managed production well. He isn't buying any energy. Be cautious with the dividend above 9%.

oil/gas
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He owned years ago. It struggled like all oil companies. They've gradually lessened their debt and reduced exploration. They've managed production well. He isn't buying any energy. Be cautious with the dividend above 9%.

oil/gas
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0 comments
Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$3.910
Owned Owned
No

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DON'T BUY
Dividend of 11.6%. Their business is pretty good. It's economically sensitive which is a concern.
investment companies/funds
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Dividend of 11.6%. Their business is pretty good. It's economically sensitive which is a concern.
investment companies/funds
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0 comments
Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$10.370
Owned Owned
No

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PAST TOP PICK
Bank of Nova Scotia(BNS-T) 

December 18, 2018

(A Top Pick Dec 06/17, Down 13%) BNS had problems early this year with acquisitions, but long-term these purchases made sense (money manager in Canada and Latin America). They likley paid too much, but markets always say this. It's been the best performing Canadian banks since summer. All banks will see 5-7% growth.
banks
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(A Top Pick Dec 06/17, Down 13%) BNS had problems early this year with acquisitions, but long-term these purchases made sense (money manager in Canada and Latin America). They likley paid too much, but markets always say this. It's been the best performing Canadian banks since summer. All banks will see 5-7% growth.
banks
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0 comments
Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$71.200
Owned Owned
Yes

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PAST TOP PICK
Sun Life Financial Inc(SLF-T) 

December 18, 2018

(A Top Pick Dec 06/17, Down 11%) It's declined with the market. Interest rates went up then down which hurt them.
insurance
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(A Top Pick Dec 06/17, Down 11%) It's declined with the market. Interest rates went up then down which hurt them.
insurance
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0 comments
Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$44.430
Owned Owned
Yes

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PAST TOP PICK
Agrium(AGU-T) 

December 18, 2018

(A Top Pick Dec 18/18, Up 5%) They did all that they promised. Synergy is better than expected. They have more money than expected and used it to pay down debt well. They are buying back shares. The only question is whether they can do retail acquisitions. He's sticking with it.
chemicals
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(A Top Pick Dec 18/18, Up 5%) They did all that they promised. Synergy is better than expected. They have more money than expected and used it to pay down debt well. They are buying back shares. The only question is whether they can do retail acquisitions. He's sticking with it.
chemicals
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$0.000
Owned Owned
Yes

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DON'T BUY
Thomson Reuters Corp(TRI-T) 

December 18, 2018

Sold it 4 months ago as they re-positioned. They've bought back shares. Longer-term, it's low-growth. He needs to see a serious dividend increase to get back in.
publishing/printing
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0 comments
Sold it 4 months ago as they re-positioned. They've bought back shares. Longer-term, it's low-growth. He needs to see a serious dividend increase to get back in.
publishing/printing
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0 comments
Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$66.680
Owned Owned
No

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DON'T BUY
Low dividend of 0.5%. They buy small auto repair shops across North America. A growth company. Trades at 25x earnings, not cheap. If the economy goes south, it'll put strain on them.
other services
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Low dividend of 0.5%. They buy small auto repair shops across North America. A growth company. Trades at 25x earnings, not cheap. If the economy goes south, it'll put strain on them.
other services
0 0 0 0 0
0 comments
Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$108.590
Owned Owned
No

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