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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WEAK BUY
Aecon Group Inc(ARE-T) 

March 13, 2019

3-5-year horizon, given Ontario government planning $30-billion infrastructure spending A good company that will do well in that time horizon. Caveat: Capex projects like the one Ontario is announcing take a long time to get going. Instead, look at an infrastructure's backlog of projects--buy when that backlog is going up.
contractors
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3-5-year horizon, given Ontario government planning $30-billion infrastructure spending A good company that will do well in that time horizon. Caveat: Capex projects like the one Ontario is announcing take a long time to get going. Instead, look at an infrastructure's backlog of projects--buy when that backlog is going up.
contractors
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$18.350
Owned Owned
No

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WEAK BUY
Enbridge(ENB-T) 

March 13, 2019

The recent pipeline delay will delay the project by 6-12 months. Crude by rail will offset this. This will hurt their furture earnings. ENB has paid down their debt through asset sales, so they're in good shape. They've been growing their dividend. His firm has owned this since the 1950s.
oil/gas pipelines
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The recent pipeline delay will delay the project by 6-12 months. Crude by rail will offset this. This will hurt their furture earnings. ENB has paid down their debt through asset sales, so they're in good shape. They've been growing their dividend. His firm has owned this since the 1950s.
oil/gas pipelines
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$49.110
Owned Owned
Yes

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WEAK BUY

A decent business and a decent dividend payer.

investment companies/funds
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A decent business and a decent dividend payer.

investment companies/funds
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$18.500
Owned Owned
No

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WEAK BUY
Superior Plus Corp(SPB-T) 

August 23, 2017

It has come off, like the others.  It could do better as the year goes on.

wholesale distributors
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It has come off, like the others.  It could do better as the year goes on.

wholesale distributors
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$11.370
Owned Owned
No

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WEAK BUY
Waste Connections(WCN-T) 

August 23, 2017

It has corrected. It is still expensive. He likes one in the US (Republic Services).  The multiple is too high for him to buy it.  They are doing the right things and are acquiring the right companies and turning them around quickly. 

Transportation & Environmental Services
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It has corrected. It is still expensive. He likes one in the US (Republic Services).  The multiple is too high for him to buy it.  They are doing the right things and are acquiring the right companies and turning them around quickly. 

Transportation & Environmental Services
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$81.080
Owned Owned
Unknown

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WEAK BUY
Inter Pipeline(IPL-T) 

October 8, 2015

He owns a lot of other pipeline companies and can’t own them all.  This one is well managed.  They have pipe in the ground more than they need.  It will be filled eventually.  The payout is about what their cash flow is, but he believes they will maintain their dividend.

oil pipelines
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He owns a lot of other pipeline companies and can’t own them all.  This one is well managed.  They have pipe in the ground more than they need.  It will be filled eventually.  The payout is about what their cash flow is, but he believes they will maintain their dividend.

oil pipelines
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$26.280
Owned Owned
No

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WEAK BUY
Saputo Inc.(SAP-T) 

May 7, 2014

A well managed company.  Primarily North American.  Plowed cash flow into acquisitions outside of North America.  They are great executors so they buy things cheap and improve them.  To get the growth they needed the acquisitions had to get bigger and bigger, which is a slight risk.  The dividend is a bit light for him.

food processing
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A well managed company.  Primarily North American.  Plowed cash flow into acquisitions outside of North America.  They are great executors so they buy things cheap and improve them.  To get the growth they needed the acquisitions had to get bigger and bigger, which is a slight risk.  The dividend is a bit light for him.

food processing
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$59.200
Owned Owned
No

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WEAK BUY
Wajax Corp(WJX-T) 

May 7, 2014

Has been a good company over time and is a cyclical business.  Paying out 95-100% of their earnings as a dividend right now.  7%+.  Some believe they should cut the dividend and pay down debt.

merchandising/lodging
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Has been a good company over time and is a cyclical business.  Paying out 95-100% of their earnings as a dividend right now.  7%+.  Some believe they should cut the dividend and pay down debt.

merchandising/lodging
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$34.320
Owned Owned
Unknown

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WEAK BUY

Prefers CVE and CNQ.  There is nothing wrong with SU.  Well managed.  Free cash flow is starting to get thrown off, they are increasing their dividend and buying back shares.  Likes CPG because it is leveraged to light oil and has a large dividend.

integrated oils
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Prefers CVE and CNQ.  There is nothing wrong with SU.  Well managed.  Free cash flow is starting to get thrown off, they are increasing their dividend and buying back shares.  Likes CPG because it is leveraged to light oil and has a large dividend.

integrated oils
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$43.150
Owned Owned
No

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WEAK BUY
Baytex Energy Corp(BTE-T) 

March 14, 2012

Not a big holding. CPG is bigger. It is an oily type company and he likes that. He has no problem with BAY-T, but prefers CPG.
oil/gas
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Not a big holding. CPG is bigger. It is an oily type company and he likes that. He has no problem with BAY-T, but prefers CPG.
oil/gas
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0 comments
Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$52.300
Owned Owned
Yes

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WEAK BUY
Well-managed company. If you can figure out their structure, that is a good thing. It is primarily real estate, which works long term, and how much real estate do you want in your portfolio if you have a house and perhaps a cottage in your portfolio.
management/diversified
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Well-managed company. If you can figure out their structure, that is a good thing. It is primarily real estate, which works long term, and how much real estate do you want in your portfolio if you have a house and perhaps a cottage in your portfolio.
management/diversified
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$31.730
Owned Owned
No

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WEAK BUY
Keyera Corp(KEY-T) 

March 14, 2012

Well-managed company, mid stream assets. Prefers Alta gas.
oil/gas
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0 comments
Well-managed company, mid stream assets. Prefers Alta gas.
oil/gas
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0 comments
Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$43.130
Owned Owned
No

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WEAK BUY
Almost 5% yield and is pretty safe. Longer-term, he is positive on interest companies. They need higher markets and higher interest rates.
insurance
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0 comments
Almost 5% yield and is pretty safe. Longer-term, he is positive on interest companies. They need higher markets and higher interest rates.
insurance
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$26.080
Owned Owned
Yes

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WEAK BUY
Owns a little. Attractive dividend. It’s a call on what’s going to happen in the energy sector. Likes the area longer term because of supply/demand fundamentals. It’s a little small for him.
oil/gas
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Owns a little. Attractive dividend. It’s a call on what’s going to happen in the energy sector. Likes the area longer term because of supply/demand fundamentals. It’s a little small for him.
oil/gas
0 0 0 0 0
0 comments
Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$57.840
Owned Owned
Yes

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WEAK BUY
Magna Int'l. (A)(MG-T) 

March 21, 2011

Long-term it is a well-managed company in an industry that is brutal and cyclical but they are very good at managing their costs. Thinks dividend will increase but only 5-10%. Don’t count on getting back to the old highs in numbers of autos.
Automotive
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Long-term it is a well-managed company in an industry that is brutal and cyclical but they are very good at managing their costs. Thinks dividend will increase but only 5-10%. Don’t count on getting back to the old highs in numbers of autos.
Automotive
0 0 0 0 0
0 comments
Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$49.110
Owned Owned
No

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