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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PAST TOP PICK
EnerCare Inc(ECI-T) 

September 17, 2018

(Past Top Pick, May 25, 2017, Up 64%) They're getting taken out by Brookfield Infrastructure. Had grown their  dividend, too. Very happy with this.

Consumer Products
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(Past Top Pick, May 25, 2017, Up 64%) They're getting taken out by Brookfield Infrastructure. Had grown their  dividend, too. Very happy with this.

Consumer Products
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$28.900
Owned Owned
Yes

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PAST TOP PICK
Pembina Pipeline Corp(PPL-T) 

September 17, 2018

(Past Top Pick, May 25, 2017, Up 5%) Basically flat this year. They're doing what they're supposed to be doing and are outperforming their peers. Increased their dividend. He stands by it.

pipelines
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(Past Top Pick, May 25, 2017, Up 5%) Basically flat this year. They're doing what they're supposed to be doing and are outperforming their peers. Increased their dividend. He stands by it.

pipelines
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$43.070
Owned Owned
Yes

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COMMENT
Morneau Shepell Inc(MSI-T) 

September 17, 2018

They've done acquisitions in the US and UK. They own the market in Canada and had to expand beyond. They paid a rich price for their purchaes. Well-managed and is growing its dividend.

Business Services
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They've done acquisitions in the US and UK. They own the market in Canada and had to expand beyond. They paid a rich price for their purchaes. Well-managed and is growing its dividend.

Business Services
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$27.200
Owned Owned
Unknown

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BUY

Great company. Owns NPI instead. AQN has moved more into the U.S. (than NPI)  and wind. energy. Offers good growth with fine dividend growth.

electrical utilities
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Great company. Owns NPI instead. AQN has moved more into the U.S. (than NPI)  and wind. energy. Offers good growth with fine dividend growth.

electrical utilities
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$13.770
Owned Owned
No

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COMMENT
Newell Brands Inc(NWL-N) 

September 17, 2018

Struggling like most consumer product companies. Revenue is flat/down. Streamlining assets will take time. It's paying 32% of earnings, so the dividend is safe, but it won't rise much.

misc consumer products
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Struggling like most consumer product companies. Revenue is flat/down. Streamlining assets will take time. It's paying 32% of earnings, so the dividend is safe, but it won't rise much.

misc consumer products
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$21.560
Owned Owned
Unknown

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HOLD
Canadian Western Bank(CWB-T) 

September 17, 2018

A mortgage- and loan-heavy bank, so it's more volatile than the big banks. But volatility is opportunity. Don't trade out of this for one to buy one of the big guys. Just stick with it.

banks
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A mortgage- and loan-heavy bank, so it's more volatile than the big banks. But volatility is opportunity. Don't trade out of this for one to buy one of the big guys. Just stick with it.

banks
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$34.200
Owned Owned
Unknown

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HOLD
First National Financial(FN-T) 

September 17, 2018

Follows it. Well-managed with a decent yield. Very conservative managers. But what happens when the two big shareholders retire or move on? Hold on.

Financial Services
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Follows it. Well-managed with a decent yield. Very conservative managers. But what happens when the two big shareholders retire or move on? Hold on.

Financial Services
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$28.880
Owned Owned
No

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BUY
Northland Power Inc(NPI-T) 

September 17, 2018

Likes it. There was concern they didn't have enough growth in the next few years, but NPI thenwent out and secured contracts in Taiwan. Buut that was too far, so then signed contracts in Germany. It pays a safe, decent yield. Conservative balance sheet. They've proved they can bring projects on time and under budget.

Utilities
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Likes it. There was concern they didn't have enough growth in the next few years, but NPI thenwent out and secured contracts in Taiwan. Buut that was too far, so then signed contracts in Germany. It pays a safe, decent yield. Conservative balance sheet. They've proved they can bring projects on time and under budget.

Utilities
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$22.620
Owned Owned
Yes

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BUY on WEAKNESS
Dollarama Inc.(DOL-T) 

September 17, 2018

Pays a meager dividend, since it's a growth company. Same store sales guidance was lower than what the street expected, so the stock was hammered last week. It's still a great company with a good balance sheet and expansion plans. See what happens in the next few weeks and peck away at it.

Consumer Products
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Pays a meager dividend, since it's a growth company. Same store sales guidance was lower than what the street expected, so the stock was hammered last week. It's still a great company with a good balance sheet and expansion plans. See what happens in the next few weeks and peck away at it.

Consumer Products
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$42.580
Owned Owned
No

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HOLD

Been slumping lately, but a great company with a fine track record. The emerging markets, where their investments are, are pressuring this stock. The Enercare purchase is good. Stick with it.

INDUSTRIAL PRODUCTS
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Been slumping lately, but a great company with a fine track record. The emerging markets, where their investments are, are pressuring this stock. The Enercare purchase is good. Stick with it.

INDUSTRIAL PRODUCTS
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$51.540
Owned Owned
Unknown

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COMMENT
BCE Inc.(BCE-T) 

September 17, 2018

A long-term holding for him.. It has increased its dividends a lot over history, though the recent share price is lagging its peers. Dividend increases are going down. A few acquisitions like Manitbo Tel, could wring out some synergies, but there are no new purchaes to support future dividend growth.

telephone utilities
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A long-term holding for him.. It has increased its dividends a lot over history, though the recent share price is lagging its peers. Dividend increases are going down. A few acquisitions like Manitbo Tel, could wring out some synergies, but there are no new purchaes to support future dividend growth.

telephone utilities
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$52.600
Owned Owned
Yes

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COMMENT
General Market Comment 

September 17, 2018

News flash: Trump imposes new tariffs to China, starting at 10% for the rest of 2018, then 25% This isn't good. This is Trump's way of pushing things along to get China to the table. But Trump's time horizon is November, the U.S. midterms, while China's is much longer. Also,  China vows to retaliate.

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News flash: Trump imposes new tariffs to China, starting at 10% for the rest of 2018, then 25% This isn't good. This is Trump's way of pushing things along to get China to the table. But Trump's time horizon is November, the U.S. midterms, while China's is much longer. Also,  China vows to retaliate.

Unknown
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$0.020
Owned Owned
Unknown

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DON'T BUY
Hydro One(H-T) 

September 17, 2018

With the Ontario government still owning a big part of this, he's avoided it. There's no difference between the old and new boards. A U.S. acqusition is on hold, perhaps out of worry--the new board has to decide whether to go ahead or now. Their transmission side is coming up for regulatory hearings next year which could be difficult. 

electrical utilities
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With the Ontario government still owning a big part of this, he's avoided it. There's no difference between the old and new boards. A U.S. acqusition is on hold, perhaps out of worry--the new board has to decide whether to go ahead or now. Their transmission side is coming up for regulatory hearings next year which could be difficult. 

electrical utilities
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$19.870
Owned Owned
Unknown

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HOLD
Vermilion Energy Inc(VET-T) 

September 17, 2018

LIkes it. They did a purchase in Canada, though it traditionally has diversified outside Canada. But they found it hard to buy good properties in Europe where offshore gas operations are declining. Instead, they bought some cheap assets in Canada. Debt has put pressure on the stock. Pays a safe dividend. He'll hold onto it.

oil/gas
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LIkes it. They did a purchase in Canada, though it traditionally has diversified outside Canada. But they found it hard to buy good properties in Europe where offshore gas operations are declining. Instead, they bought some cheap assets in Canada. Debt has put pressure on the stock. Pays a safe dividend. He'll hold onto it.

oil/gas
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$40.860
Owned Owned
Yes

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COMMENT

Enbridge wants to buy ENF to simplify their corporate structure. In the States, Enbridge offered a small premium, while in Canada, they offered a premium. He suspects the directors of ENF-T are waiting for a higher premium (or that's what he would do). Pays a higher yield than Enbridge Inc. but lacks the dividend growth potential.

oil/gas
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Enbridge wants to buy ENF to simplify their corporate structure. In the States, Enbridge offered a small premium, while in Canada, they offered a premium. He suspects the directors of ENF-T are waiting for a higher premium (or that's what he would do). Pays a higher yield than Enbridge Inc. but lacks the dividend growth potential.

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

Chief Inve, Leon Frazer & Associ...

Price Price
$32.650
Owned Owned
Unknown

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