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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BUY
Yields about 5.5%, which he feels is safe. IT is oily (90%) which helps them and they are good operators.
oil/gas
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0 comments
Yields about 5.5%, which he feels is safe. IT is oily (90%) which helps them and they are good operators.
oil/gas
0 0 0 0 0
0 comments
Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$45.640
Owned Owned
Yes

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DON'T BUY
Bell Aliant(BA-T) 

January 8, 2010

Yields 10.3%. Wire line in a slow growth economy and are losing market share to wireless. We'll have about two years of tax losses when they convert to a corp. Pays out more than the cash flow but are trying to cut costs in order to maintain the payout. Not sure they can do that.
Utilities
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0 comments
Yields 10.3%. Wire line in a slow growth economy and are losing market share to wireless. We'll have about two years of tax losses when they convert to a corp. Pays out more than the cash flow but are trying to cut costs in order to maintain the payout. Not sure they can do that.
Utilities
0 0 0 0 0
0 comments
Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$27.940
Owned Owned
Yes

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COMMENT
Transalta Corp(TA-T) 

November 7, 2011

Yield of 5.29%.New CEO. Assets are OK. Their problem is how they can grow. Alberta coal assets come off over the next 5-10 years. The assumption is that the will replace the coal assets with natural gas. No dividend increases for quite a while but they can maintain the current one.
electrical/electronic
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0 comments
Yield of 5.29%.New CEO. Assets are OK. Their problem is how they can grow. Alberta coal assets come off over the next 5-10 years. The assumption is that the will replace the coal assets with natural gas. No dividend increases for quite a while but they can maintain the current one.
electrical/electronic
0 0 0 0 0
0 comments
Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$21.910
Owned Owned
Yes

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DON'T BUY
Yellow Media Inc(Y-T) 

July 21, 2011

Yield of 28%, so what does that tell you? They are trying but it is a tough business. They have a lot of debt and market doesn’t believe they can keep paying their dividend.
communications/media
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0 comments
Yield of 28%, so what does that tell you? They are trying but it is a tough business. They have a lot of debt and market doesn’t believe they can keep paying their dividend.
communications/media
0 0 0 0 0
0 comments
Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$2.300
Owned Owned
No

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DON'T BUY
Chorus Aviation Inc(CHR-T) 

August 29, 2011

Yield of 14% is questionable. A reasonably cyclical business.
Transportation & Environmental Services
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0 comments
Yield of 14% is questionable. A reasonably cyclical business.
Transportation & Environmental Services
0 0 0 0 0
0 comments
Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$4.250
Owned Owned
Unknown

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DON'T BUY
Yield is about 19%. Very challenging industry. They have the Air Canada and Jazz business along with the Thomas Cook. If something is yielding 19%, there has to be a reason and there is danger of a cut in the distribution.
Transportation & Environmental Services
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0 comments
Yield is about 19%. Very challenging industry. They have the Air Canada and Jazz business along with the Thomas Cook. If something is yielding 19%, there has to be a reason and there is danger of a cut in the distribution.
Transportation & Environmental Services
0 0 0 0 0
0 comments
Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$3.130
Owned Owned
No

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N/A
General Market Comment 

April 20, 2010

Yield curve says interest rates are going up. His fear is that interest rates may rise quicker than expected. His worry is on the supply side, rather than on the inflation side. For dividend paying stocks, the real rate of return will be better than a growth stock. Earnings expectations are looking punchy, 20-25% growth by next year.
0 0 0 0 0
0 comments
Yield curve says interest rates are going up. His fear is that interest rates may rise quicker than expected. His worry is on the supply side, rather than on the inflation side. For dividend paying stocks, the real rate of return will be better than a growth stock. Earnings expectations are looking punchy, 20-25% growth by next year.
Unknown
0 0 0 0 0
0 comments
Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$0.020
Owned Owned
Unknown

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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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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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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$49.090
Owned Owned
Yes

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TOP PICK
Would rather stick with low cost producer, which is CN even if CEO goes to CP.
Transportation
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0 comments
Would rather stick with low cost producer, which is CN even if CEO goes to CP.
Transportation
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0 comments
Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$79.300
Owned Owned
Yes

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HOLD
Transalta Corp(TA-T) 

March 21, 2011

Would not expect dividend increase for the next couple of years. Are paying out pretty much as much as they can – all of the earnings and some cash flow. They can maintain it, however. Decent yield.
electrical/electronic
0 0 0 0 0
0 comments
Would not expect dividend increase for the next couple of years. Are paying out pretty much as much as they can – all of the earnings and some cash flow. They can maintain it, however. Decent yield.
electrical/electronic
0 0 0 0 0
0 comments
Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$20.600
Owned Owned
Yes

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DON'T BUY
Yellow Media Inc(Y-T) 

October 25, 2010

Worries about the business structure and whether they can maintain their yield.
communications/media
0 0 0 0 0
0 comments
Worries about the business structure and whether they can maintain their yield.
communications/media
0 0 0 0 0
0 comments
Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$6.130
Owned Owned
No

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HOLD
Wire line telecom. Have done a pretty good job of coming back.
telephone utilities
0 0 0 0 0
0 comments
Wire line telecom. Have done a pretty good job of coming back.
telephone utilities
0 0 0 0 0
0 comments
Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$30.230
Owned Owned
Yes

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WEAK BUY
Bell Aliant(BA-T) 

September 9, 2010

Will reduce payouts in 2011. Fairly mature. Built up cash flow and earnings through cost cutting. Nice safe stock but not sure you will make a lot of money on it.
Utilities
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0 comments
Will reduce payouts in 2011. Fairly mature. Built up cash flow and earnings through cost cutting. Nice safe stock but not sure you will make a lot of money on it.
Utilities
0 0 0 0 0
0 comments
Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$25.650
Owned Owned
Yes

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COMMENT
A T & T US(T-N) 

March 21, 2011

Will deal going on with AT&T have any affect on Canadian? Our telecom companies would be more attractive but regulatory limitations prevent they being taken out by a foreign company.
Telecommunications
0 0 0 0 0
0 comments
Will deal going on with AT&T have any affect on Canadian? Our telecom companies would be more attractive but regulatory limitations prevent they being taken out by a foreign company.
Telecommunications
0 0 0 0 0
0 comments
Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$28.260
Owned Owned
Unknown

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DON'T BUY
Why bother with this one. Avoid it. Have had its problems. High debt level.
food processing
0 0 0 0 0
0 comments
Why bother with this one. Avoid it. Have had its problems. High debt level.
food processing
0 0 0 0 0
0 comments
Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$0.095
Owned Owned
No

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