Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
December 18, 2018
They've increased their dividend which is decent around 4%. As long as wireless is growing, this'll be okay. There's little competition in Canada. The telecoms have done well recently, because of anticipated interest rate increases.
Telus Corp(T-T)
December 18, 2018
They've increased their dividend which is decent around 4%. As long as wireless is growing, this'll be okay. There's little competition in Canada. The telecoms have done well recently, because of anticipated interest rate increases.
Douglas Kee
Chief Investment Officer, Leon Frazer & Associates
Price
$45.790
Owned
Yes
BUY
BUY
December 18, 2018
They've been challenged like all the midstream oil guys. They're okay. They slowed down their capex and sold non-core assets. This avoids going to market to raise equity.
Inter Pipeline(IPL-T)
December 18, 2018
They've been challenged like all the midstream oil guys. They're okay. They slowed down their capex and sold non-core assets. This avoids going to market to raise equity.
Douglas Kee
Chief Investment Officer, Leon Frazer & Associates
Price
$19.820
Owned
Unknown
COMMENT
COMMENT
December 18, 2018
They've come off the mid-$50s to $47, reflecing the wider market. Their recent acquisition was Enercare. He likes BIP's international infrastructure.
They've come off the mid-$50s to $47, reflecing the wider market. Their recent acquisition was Enercare. He likes BIP's international infrastructure.
Douglas Kee
Chief Investment Officer, Leon Frazer & Associates
Price
$35.420
Owned
Yes
COMMENT
COMMENT
December 18, 2018

He owned years ago. It struggled like all oil companies. They've gradually lessened their debt and reduced exploration. They've managed production well. He isn't buying any energy. Be cautious with the dividend above 9%.

He owned years ago. It struggled like all oil companies. They've gradually lessened their debt and reduced exploration. They've managed production well. He isn't buying any energy. Be cautious with the dividend above 9%.

Douglas Kee
Chief Investment Officer, Leon Frazer & Associates
Price
$3.910
Owned
No
DON'T BUY
DON'T BUY
December 18, 2018
Dividend of 11.6%. Their business is pretty good. It's economically sensitive which is a concern.
Dividend of 11.6%. Their business is pretty good. It's economically sensitive which is a concern.
Douglas Kee
Chief Investment Officer, Leon Frazer & Associates
Price
$10.370
Owned
No
PAST TOP PICK
PAST TOP PICK
December 18, 2018
(A Top Pick Dec 06/17, Down 13%) BNS had problems early this year with acquisitions, but long-term these purchases made sense (money manager in Canada and Latin America). They likley paid too much, but markets always say this. It's been the best performing Canadian banks since summer. All banks will see 5-7% growth.
Bank of Nova Scotia(BNS-T)
December 18, 2018
(A Top Pick Dec 06/17, Down 13%) BNS had problems early this year with acquisitions, but long-term these purchases made sense (money manager in Canada and Latin America). They likley paid too much, but markets always say this. It's been the best performing Canadian banks since summer. All banks will see 5-7% growth.
Douglas Kee
Chief Investment Officer, Leon Frazer & Associates
Price
$71.200
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 18, 2018
(A Top Pick Dec 06/17, Down 11%) It's declined with the market. Interest rates went up then down which hurt them.
(A Top Pick Dec 06/17, Down 11%) It's declined with the market. Interest rates went up then down which hurt them.
Douglas Kee
Chief Investment Officer, Leon Frazer & Associates
Price
$44.430
Owned
Yes