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
Northland Power Inc(NPI-T) 

December 18, 2018

They've expanded a lot into offshore wind in Europe with two farms with another in Germany, plus one in Taiwan, plus a letter of understanding in Korea. They won't increase their dividend 5% a year, but will as projects come on.
Utilities
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They've expanded a lot into offshore wind in Europe with two farms with another in Germany, plus one in Taiwan, plus a letter of understanding in Korea. They won't increase their dividend 5% a year, but will as projects come on.
Utilities
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$22.350
Owned Owned
Yes

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COMMENT
Parkland Fuel Corp(PKI-T) 

December 18, 2018

They could be more generous with their yield, given their expansion. Over the next few years they likely will. They're paying down debt now. They have a refinery, which is a plus.
merchandising/lodging
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They could be more generous with their yield, given their expansion. Over the next few years they likely will. They're paying down debt now. They have a refinery, which is a plus.
merchandising/lodging
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$34.250
Owned Owned
Unknown

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DON'T BUY
They cut their dividend with a 25-30% payout ratio, which is good. But their topline revenue is declining. It's a shrinking business with lots of competition.
entertainment services
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They cut their dividend with a 25-30% payout ratio, which is good. But their topline revenue is declining. It's a shrinking business with lots of competition.
entertainment services
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$4.540
Owned Owned
Unknown

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COMMENT
Enerplus Corp(ERF-T) 

December 18, 2018

A great energy company. Good managers with most of their oil in the Bakken, good. He owns enough oil elsewhere.
oil/gas
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A great energy company. Good managers with most of their oil in the Bakken, good. He owns enough oil elsewhere.
oil/gas
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0 comments
Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$10.500
Owned Owned
No

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TOP PICK
Fortis Inc.(FTS-T) 

December 18, 2018

A defensive choice in this market. He's owned this for a long time. A good dividend payer at 4% that'll increase. It's diversified across North America. Good balance and expected growth for five years. A great utility. Solid. (Analysts’ price target is $48.15)
electrical utilities
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0 comments
A defensive choice in this market. He's owned this for a long time. A good dividend payer at 4% that'll increase. It's diversified across North America. Good balance and expected growth for five years. A great utility. Solid. (Analysts’ price target is $48.15)
electrical utilities
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$46.340
Owned Owned
Yes

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TOP PICK
TransCanada Corp(TRP-T) 

December 18, 2018

Long owned this. 5% dividend that consistently grows. They're big in the U.S. that's growing. They have the L&G coastal gas link and Keystone which both have partners. (Analysts’ price target is $63.51)

oil/gas pipelines
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Long owned this. 5% dividend that consistently grows. They're big in the U.S. that's growing. They have the L&G coastal gas link and Keystone which both have partners. (Analysts’ price target is $63.51)

oil/gas pipelines
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$51.350
Owned Owned
Yes

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TOP PICK
Royal Bank(RY-T) 

December 18, 2018

This bank has scale and they´ve been doing cost-cutting. They're spending millions in e-techonology to stay ahead. Capital markets, wealth management and insurance are doing well. They can beat this year's huge profit margin in 2019. (Analysts’ price target is $110.14)

banks
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This bank has scale and they´ve been doing cost-cutting. They're spending millions in e-techonology to stay ahead. Capital markets, wealth management and insurance are doing well. They can beat this year's huge profit margin in 2019. (Analysts’ price target is $110.14)

banks
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$93.800
Owned Owned
Yes

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COMMENT
General Market Comment 

September 17, 2018

He's expecting the US to slap more tariffs on China, which is not good. True, China has been taking advantage of other markets, but tariffs won't help markets either. Canadian markets are going sideways whereas U.S. markets are rising. Valuations peaked at 19x and are now 17.5x, because earnings have risen. Good, but what will happen next year? He predicts earnings to be positive in 2019 due to less regulation in the U.S. and a tax structure that encourages business. He is cautious in this 10-year bull run. Earnings are going up, but there is pressure on wages and more tariffs. He has trimmed positions to rise to 7% cash and is not spending dividends. The market is fairly valued, but things could go wrong on the trade front.

0 0 0 0 0
0 comments

He's expecting the US to slap more tariffs on China, which is not good. True, China has been taking advantage of other markets, but tariffs won't help markets either. Canadian markets are going sideways whereas U.S. markets are rising. Valuations peaked at 19x and are now 17.5x, because earnings have risen. Good, but what will happen next year? He predicts earnings to be positive in 2019 due to less regulation in the U.S. and a tax structure that encourages business. He is cautious in this 10-year bull run. Earnings are going up, but there is pressure on wages and more tariffs. He has trimmed positions to rise to 7% cash and is not spending dividends. The market is fairly valued, but things could go wrong on the trade front.

Unknown
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0 comments
Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$0.020
Owned Owned
Unknown

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COMMENT
Manulife Financial(MFC-T) 

September 17, 2018

What's the effect of interest rates rising is a good thing for insurance companies? Good, because higher rates boost the bottom line quickly. Also, the hedging costs decrease.

insurance
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0 comments

What's the effect of interest rates rising is a good thing for insurance companies? Good, because higher rates boost the bottom line quickly. Also, the hedging costs decrease.

insurance
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0 comments
Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$23.040
Owned Owned
Unknown

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BUY
Nutrien Ltd.(NTR-T) 

September 17, 2018

Likes it. Nutrien has done everything it has promised after the marger. Have nicely executed a program to sell $5 billion in assets which they will invest in the retail side by doing acquisitions. They will do buybacks and raise the dividend.

agriculture
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0 comments

Likes it. Nutrien has done everything it has promised after the marger. Have nicely executed a program to sell $5 billion in assets which they will invest in the retail side by doing acquisitions. They will do buybacks and raise the dividend.

agriculture
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0 comments
Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$75.380
Owned Owned
Yes

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BUY
Altagas Ltd(ALA-T) 

September 17, 2018

He's still happy with this. They did what they said they'd do: did the wgl acquisition, then sold off assets with more to come, and THE dividend is still safe. Management though will likely stop dividend increases for a year or two because they're conservative managers.

oil/gas
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0 comments

He's still happy with this. They did what they said they'd do: did the wgl acquisition, then sold off assets with more to come, and THE dividend is still safe. Management though will likely stop dividend increases for a year or two because they're conservative managers.

oil/gas
0 0 0 0 0
0 comments
Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$22.380
Owned Owned
Yes

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BUY on WEAKNESS
Suncor Energy Inc(SU-T) 

September 17, 2018

The Cadillac of the oil patch. They have a lot of refining, so that's a natural hedge, with all this worry about getting Canadian oil to the U.S. They've made good purchases. The stock has gone down, but $48-50 is a good place to buy. Generates a lot of cash flow.

integrated oils
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0 comments

The Cadillac of the oil patch. They have a lot of refining, so that's a natural hedge, with all this worry about getting Canadian oil to the U.S. They've made good purchases. The stock has gone down, but $48-50 is a good place to buy. Generates a lot of cash flow.

integrated oils
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$49.770
Owned Owned
Unknown

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COMMENT
Cenovus Energy(CVE-T) 

September 17, 2018

He sold it this year, because he was reducing his energy weighting. New managers have done well selling assets to reduce debt. Have also lowered costs. They don't have the refining capacity, so that's a problem. By 2020, the debt should be low enough to increase the dividend, though he had been expecting 2019.

oil/gas
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0 comments

He sold it this year, because he was reducing his energy weighting. New managers have done well selling assets to reduce debt. Have also lowered costs. They don't have the refining capacity, so that's a problem. By 2020, the debt should be low enough to increase the dividend, though he had been expecting 2019.

oil/gas
0 0 0 0 0
0 comments
Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$11.400
Owned Owned
No

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PARTIAL BUY
Inter Pipeline(IPL-T) 

September 17, 2018

He owns other pipelines. It's trading at near lows. If you're longterm on pipelines, it's a decent time to enter this, but Transcanada and Pembina offer better dividend growth.

oil pipelines
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0 comments

He owns other pipelines. It's trading at near lows. If you're longterm on pipelines, it's a decent time to enter this, but Transcanada and Pembina offer better dividend growth.

oil pipelines
0 0 0 0 0
0 comments
Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$22.990
Owned Owned
No

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PAST TOP PICK
Toronto Dominion(TD-T) 

September 17, 2018

(Past Top Pick, May 25, 2017, Up 29%) Great retail operations in Canada and U.S. They increased their dividend 10% this year, and boast the lowest payout of all the Canadian banks. They'll continue to do well, given their U.S. presence and interest rates rises.

banks
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(Past Top Pick, May 25, 2017, Up 29%) Great retail operations in Canada and U.S. They increased their dividend 10% this year, and boast the lowest payout of all the Canadian banks. They'll continue to do well, given their U.S. presence and interest rates rises.

banks
0 0 0 0 0
0 comments
Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$79.170
Owned Owned
Yes

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