Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
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.

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.

Douglas Kee
Chief Investment Officer, Leon Frazer & Associates
Price
$43.070
Owned
Yes
COMMENT
COMMENT
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.

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.

Douglas Kee
Chief Investment Officer, Leon Frazer & Associates
Price
$27.200
Owned
Unknown
BUY
BUY
September 17, 2018

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.

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.

Douglas Kee
Chief Investment Officer, Leon Frazer & Associates
Price
$13.770
Owned
No
COMMENT
COMMENT
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.

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.

Douglas Kee
Chief Investment Officer, Leon Frazer & Associates
Price
$21.560
Owned
Unknown
HOLD
HOLD
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.

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.

Douglas Kee
Chief Investment Officer, Leon Frazer & Associates
Price
$34.200
Owned
Unknown
HOLD
HOLD
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.

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.

Douglas Kee
Chief Investment Officer, Leon Frazer & Associates
Price
$28.880
Owned
No
BUY
BUY
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.

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.

Douglas Kee
Chief Investment Officer, Leon Frazer & Associates
Price
$22.620
Owned
Yes