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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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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0 comments
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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0 comments
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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0 comments
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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0 comments
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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0 comments
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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0 comments
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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0 comments
(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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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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0 comments
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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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$108.590
Owned Owned
No

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COMMENT
They're increasing their dividend 10% and have a serious capex program. But if the economy slows, will they have trouble raising equity?
electrical utilities
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0 comments
They're increasing their dividend 10% and have a serious capex program. But if the economy slows, will they have trouble raising equity?
electrical utilities
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0 comments
Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$14.230
Owned Owned
No

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BUY
Vermilion Energy Inc(VET-T) 

December 18, 2018

Disciplined managers: balance sheet, dividend and growth are their priorities. They've never cut their dividend, good. 40% of their production is Brent-related. Like other Canadian oil, they are frustrated with the oil price and situation. Doing exploratory drilling in central Europe which is new.
oil/gas
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0 comments
Disciplined managers: balance sheet, dividend and growth are their priorities. They've never cut their dividend, good. 40% of their production is Brent-related. Like other Canadian oil, they are frustrated with the oil price and situation. Doing exploratory drilling in central Europe which is new.
oil/gas
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0 comments
Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$27.010
Owned Owned
Yes

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BUY
Suncor Energy Inc(SU-T) 

December 18, 2018

He's watching it. Likes it. They are hedged because they have their own refinery capacity. Good buy at this price.
integrated oils
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He's watching it. Likes it. They are hedged because they have their own refinery capacity. Good buy at this price.
integrated oils
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0 comments
Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$38.980
Owned Owned
No

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DON'T BUY
Power Corp(POW-T) 

December 18, 2018

Trading at a discount of 20% to asset value. Investors Group has a bigger dividend and potential growth, and he prefers that.
mngmnt/diversified
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Trading at a discount of 20% to asset value. Investors Group has a bigger dividend and potential growth, and he prefers that.
mngmnt/diversified
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0 comments
Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$24.410
Owned Owned
No

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DON'T BUY
He owns other Canadian banks. He prefers diversification, which CM lacks. As mortgages roll over, the sector will be challenged.
banks
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0 comments
He owns other Canadian banks. He prefers diversification, which CM lacks. As mortgages roll over, the sector will be challenged.
banks
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0 comments
Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$105.180
Owned Owned
No

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