Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
March 7, 2018

Not for the faint of heart. Retail operations have been losing money in the past three years and same-store sales are down, but HBC has amazing real estate assets. They got a lot of debt while interest rates are rising. They need to make more real estate deals, but can they close them in time?

Hudson Bay Co.(HBC-T)
March 7, 2018

Not for the faint of heart. Retail operations have been losing money in the past three years and same-store sales are down, but HBC has amazing real estate assets. They got a lot of debt while interest rates are rising. They need to make more real estate deals, but can they close them in time?

Douglas Kee
Chief Investment Officer, Leon Frazer & Associates
Price
$9.540
Owned
Unknown
COMMENT
COMMENT
March 7, 2018

He's not a big owner of resources, but this is a good company with a fine balance sheet and cash flow that they will give back to shareholders through buybacks and dividend increases. 

He's not a big owner of resources, but this is a good company with a fine balance sheet and cash flow that they will give back to shareholders through buybacks and dividend increases. 

Douglas Kee
Chief Investment Officer, Leon Frazer & Associates
Price
$36.420
Owned
Unknown
BUY
BUY
March 7, 2018

Pays a modest dividend. Stock has performed well. The auction business is performing well, while a good economy is helping them.

Pays a modest dividend. Stock has performed well. The auction business is performing well, while a good economy is helping them.

Douglas Kee
Chief Investment Officer, Leon Frazer & Associates
Price
$42.780
Owned
Unknown
BUY
BUY
March 7, 2018

Scotia had good earnings. Their Canadian side fine and wealth management is growing. International side is coming back nicely after a tough period in 2008-9. There's some concern with their Mexican bank because of NAFTA troubles, but Scotia should overcome this. They will continue to grow their dividend.

Scotia had good earnings. Their Canadian side fine and wealth management is growing. International side is coming back nicely after a tough period in 2008-9. There's some concern with their Mexican bank because of NAFTA troubles, but Scotia should overcome this. They will continue to grow their dividend.

Douglas Kee
Chief Investment Officer, Leon Frazer & Associates
Price
$79.380
Owned
Unknown
HOLD
HOLD
March 7, 2018

Holds Fortis and Northland Power instead. Hydro One's dividend is safe and will increase. Yes, they are expanding in the States, but they are beholden to the Ontario regulator. So one bad call from this regulator and they're in trouble. Stick with it if you own it. They're challenged like all utilities due to interest rates rising.

Hydro One(H-T)
March 7, 2018

Holds Fortis and Northland Power instead. Hydro One's dividend is safe and will increase. Yes, they are expanding in the States, but they are beholden to the Ontario regulator. So one bad call from this regulator and they're in trouble. Stick with it if you own it. They're challenged like all utilities due to interest rates rising.

Douglas Kee
Chief Investment Officer, Leon Frazer & Associates
Price
$20.770
Owned
No
COMMENT
COMMENT
March 7, 2018

As long as oil stays above $50, their dividend won't budge, but it won't grow either. They're spending their cash flow on exploration and development.  

As long as oil stays above $50, their dividend won't budge, but it won't grow either. They're spending their cash flow on exploration and development.  

Douglas Kee
Chief Investment Officer, Leon Frazer & Associates
Price
$8.660
Owned
No
COMMENT
COMMENT
March 7, 2018

A disciplined acquirer. They've bought several companies over the years. Yield will grow over time, but their more focussed on increasing their assets.

A disciplined acquirer. They've bought several companies over the years. Yield will grow over time, but their more focussed on increasing their assets.

Douglas Kee
Chief Investment Officer, Leon Frazer & Associates
Price
$92.820
Owned
No