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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COMMENT
Not as positive on insurance companies as he is on the banking sector. Have credit problems on their bond portfolios as well as some volatility to earnings but not as severe as ManuLife (MFC-T). Expects returns to be lower than what they have been. Good company, well managed and basic good dividend. Over 4% yield.
insurance
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Not as positive on insurance companies as he is on the banking sector. Have credit problems on their bond portfolios as well as some volatility to earnings but not as severe as ManuLife (MFC-T). Expects returns to be lower than what they have been. Good company, well managed and basic good dividend. Over 4% yield.
insurance
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$32.170
Owned Owned
Yes

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BUY
Free cash flow story. Balance sheet is in good shape and the business is running well.
Cable
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Free cash flow story. Balance sheet is in good shape and the business is running well.
Cable
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$29.050
Owned Owned
Yes

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BUY
Bank of Nova Scotia(BNS-T) 

October 1, 2009

Payout is a little high but he thinks the earnings will come back quite nicely next year. Likes the international side, which will be a growth area longer term and a higher margin business. Loan-loss provisions on that side are kind of lagging. Domestic retail is good.
banks
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Payout is a little high but he thinks the earnings will come back quite nicely next year. Likes the international side, which will be a growth area longer term and a higher margin business. Loan-loss provisions on that side are kind of lagging. Domestic retail is good.
banks
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$48.030
Owned Owned
Yes

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TOP PICK
$400-$500 million free cash flow in the next couple of years. History of increasing dividends and buying back shares. Potential for wireless but doesn't think they will invest in this right now but will piggyback on what Rogers (RCI.B-T) does for them.
Cable
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$400-$500 million free cash flow in the next couple of years. History of increasing dividends and buying back shares. Potential for wireless but doesn't think they will invest in this right now but will piggyback on what Rogers (RCI.B-T) does for them.
Cable
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$19.030
Owned Owned
Yes

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COMMENT
TorstarCorp (B)(TS.B-T) 

October 1, 2009

5.5% dividend should be sustainable even though the payout is a little high. Earnings will probably be $.95 in 2010 and a little higher in 2011. Like all newspapers, they are suffering from the advertising side.
publishing/printing
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5.5% dividend should be sustainable even though the payout is a little high. Earnings will probably be $.95 in 2010 and a little higher in 2011. Like all newspapers, they are suffering from the advertising side.
publishing/printing
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$6.610
Owned Owned
No

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BUY
NAL Energy Corp(NAE-T) 

October 1, 2009

About 50/50 gas and oil. Payout of about 60%. Working on a light oil play that could add very nicely to production over the next couple of years.
oil/gas
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About 50/50 gas and oil. Payout of about 60%. Working on a light oil play that could add very nicely to production over the next couple of years.
oil/gas
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$12.440
Owned Owned
Yes

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TOP PICK
Thomson Reuters Corp(TRI-T) 

October 1, 2009

5-year dividend record is excellent and the payout is reasonably low. Going through the Reuters merger so 2010-2011 costs and synergies are going to come back as positive earnings growth. Free cash flow will probably be $1.5 billion. Good record of increasing dividends and buying back shares.
publishing/printing
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5-year dividend record is excellent and the payout is reasonably low. Going through the Reuters merger so 2010-2011 costs and synergies are going to come back as positive earnings growth. Free cash flow will probably be $1.5 billion. Good record of increasing dividends and buying back shares.
publishing/printing
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$34.880
Owned Owned
Yes

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TOP PICK
Good free cash flow and have been buying back shares. This is a call on the North American economy where Canadian Pacific (CPR-T) is a call in the global economy. Low cost producer.
Transportation
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Good free cash flow and have been buying back shares. This is a call on the North American economy where Canadian Pacific (CPR-T) is a call in the global economy. Low cost producer.
Transportation
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$51.760
Owned Owned
Yes

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BUY
Power Financial Corp(PWF-T) 

October 1, 2009

In the insurance company group but is way more diversified. Has Great West Life (GWO-T) and IGM Financial (IGM-T). A dividend grower.
finance/leasing
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In the insurance company group but is way more diversified. Has Great West Life (GWO-T) and IGM Financial (IGM-T). A dividend grower.
finance/leasing
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$29.750
Owned Owned
Yes

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