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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Douglas Kee Latest Top Picks...

Stock Opinions by Douglas Kee - Stockchase Experts

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COMMENT
Husky Energy(HSE-T) 

March 13, 2019

He owns Suncor and CNQ in this space. Husky is well-managed with good long-term assets. He has nothing negative to say about it; he just prefers these two other oil companies.
oil/gas
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0 comments
He owns Suncor and CNQ in this space. Husky is well-managed with good long-term assets. He has nothing negative to say about it; he just prefers these two other oil companies.
oil/gas
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0 comments
Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$14.150
Owned Owned
No

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COMMENT
Saputo Inc.(SAP-T) 

March 13, 2019

He watches it, watching defensive stocks. SAP has done well. They bought a UK company, Dairy Crest, and the market liked it. There'll be more acquisitions to come. The only problem is the commodity price of milk and cheeese, which is going down.
food processing
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0 comments
He watches it, watching defensive stocks. SAP has done well. They bought a UK company, Dairy Crest, and the market liked it. There'll be more acquisitions to come. The only problem is the commodity price of milk and cheeese, which is going down.
food processing
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0 comments
Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$44.430
Owned Owned
No

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BUY
Telus Corp(T-T) 

March 13, 2019

He's long owned this. A good 7% dividend grower. The whole space is challenged by revenue growth by the wireless side. Telus has actually been expanding the data side. He likes it.
telephone utilities
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0 comments
He's long owned this. A good 7% dividend grower. The whole space is challenged by revenue growth by the wireless side. Telus has actually been expanding the data side. He likes it.
telephone utilities
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0 comments
Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$47.760
Owned Owned
Yes

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BUY
Emera Inc(EMA-T) 

March 13, 2019

Yes. It's taken a backseat to Fortis, but they go back and forth. The problem is EMA makes acquisitions, then pays down debt as they are currently. They have a major construction business in Tampa, so they're investing back in the business. He owns both companies, both good dividend-payers, both good buyers in the States.
mngmnt/diversified
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0 comments
Yes. It's taken a backseat to Fortis, but they go back and forth. The problem is EMA makes acquisitions, then pays down debt as they are currently. They have a major construction business in Tampa, so they're investing back in the business. He owns both companies, both good dividend-payers, both good buyers in the States.
mngmnt/diversified
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0 comments
Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$49.090
Owned Owned
Yes

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DON'T BUY
Magna Int'l. (A)(MG-T) 

March 13, 2019

He keeps watching it. Great balance sheet. They've been growing their dividend this cycle, but auto sales have rolled over. Magna is still making good money, but trading at 7-8x earnings because the market believes that the auto companies are rolling over; production and sales have rolled over. He's cautious about it. He may buy it 10-15% lower.
Automotive
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0 comments
He keeps watching it. Great balance sheet. They've been growing their dividend this cycle, but auto sales have rolled over. Magna is still making good money, but trading at 7-8x earnings because the market believes that the auto companies are rolling over; production and sales have rolled over. He's cautious about it. He may buy it 10-15% lower.
Automotive
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0 comments
Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$66.450
Owned Owned
No

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DON'T BUY
Hydro One(H-T) 

March 13, 2019

He owns Fortis, Emera and NPI, so he has enough utilities. The business in Ontario is good with possibility of expansion. But the problems with the Ontario goverment scare him off. Good dividend, but weaker dividend growth than its peers.
electrical utilities
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0 comments
He owns Fortis, Emera and NPI, so he has enough utilities. The business in Ontario is good with possibility of expansion. But the problems with the Ontario goverment scare him off. Good dividend, but weaker dividend growth than its peers.
electrical utilities
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0 comments
Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$20.250
Owned Owned
No

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DON'T BUY
It was a high-flyer a few years ago. They've increase their dividend. The bus market has been challenged. Most of their clients are US cities which can't go into deficity, so that hits NFI's orders.
Automotive
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0 comments
It was a high-flyer a few years ago. They've increase their dividend. The bus market has been challenged. Most of their clients are US cities which can't go into deficity, so that hits NFI's orders.
Automotive
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0 comments
Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$31.950
Owned Owned
No

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TOP PICK
Fortis Inc.(FTS-T) 

March 13, 2019

Solid and diversified. A good dividend grower at 7% annually. They have $17 billion of capex over the next three years. Growth rate of 7%. (Analysts’ price target is $49.48)
electrical utilities
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0 comments
Solid and diversified. A good dividend grower at 7% annually. They have $17 billion of capex over the next three years. Growth rate of 7%. (Analysts’ price target is $49.48)
electrical utilities
0 0 0 0 0
0 comments
Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$48.810
Owned Owned
Yes

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TOP PICK
He picked the worst Canadian bank year to date. It's underperformed. Their capital markets side was worse than expected. There've been questions about their Mexico operations with changes in that banking environment. They are a good dividend grower and will do another one likely in Q3. The growth of their mortage bank is slowing, though still positive; delinquencies haven't risen. Their core business is domestic retail and what matters is what they do with that cash flow. They're investing in technology which has hurt margins. (Analysts’ price target is $79.17)
banks
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0 comments
He picked the worst Canadian bank year to date. It's underperformed. Their capital markets side was worse than expected. There've been questions about their Mexico operations with changes in that banking environment. They are a good dividend grower and will do another one likely in Q3. The growth of their mortage bank is slowing, though still positive; delinquencies haven't risen. Their core business is domestic retail and what matters is what they do with that cash flow. They're investing in technology which has hurt margins. (Analysts’ price target is $79.17)
banks
0 0 0 0 0
0 comments
Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$72.760
Owned Owned
Yes

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TOP PICK
Not just retail, but they also have financial services and real estate. Well-managed and a good acquirer of assets like Mark's Work Warehouse with fine execution. This has underperformed the last six months due to weather, but they did buy a sportswear company for $1.1 billion. They'll do well with it. CT has increased its dividend.
specialty stores
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0 comments
Not just retail, but they also have financial services and real estate. Well-managed and a good acquirer of assets like Mark's Work Warehouse with fine execution. This has underperformed the last six months due to weather, but they did buy a sportswear company for $1.1 billion. They'll do well with it. CT has increased its dividend.
specialty stores
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0 comments
Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$146.080
Owned Owned
Yes

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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.
0 0 0 0 0
0 comments
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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0 comments
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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0 comments
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
0 0 0 0 0
0 comments
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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0 comments
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
0 0 0 0 0
0 comments
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
0 0 0 0 0
0 comments
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
0 0 0 0 0
0 comments
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
0 0 0 0 0
0 comments
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
0 0 0 0 0
0 comments
Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$15.650
Owned Owned
No

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