Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
December 18, 2018
(A Top Pick Dec 18/18, Up 5%) They did all that they promised. Synergy is better than expected. They have more money than expected and used it to pay down debt well. They are buying back shares. The only question is whether they can do retail acquisitions. He's sticking with it.
Agrium(AGU-T)
December 18, 2018
(A Top Pick Dec 18/18, Up 5%) They did all that they promised. Synergy is better than expected. They have more money than expected and used it to pay down debt well. They are buying back shares. The only question is whether they can do retail acquisitions. He's sticking with it.
Douglas Kee
Chief Investment Officer, Leon Frazer & Associates
Price
$0.000
Owned
Yes
DON'T BUY
DON'T BUY
December 18, 2018
Sold it 4 months ago as they re-positioned. They've bought back shares. Longer-term, it's low-growth. He needs to see a serious dividend increase to get back in.
Thomson Reuters Corp(TRI-T)
December 18, 2018
Sold it 4 months ago as they re-positioned. They've bought back shares. Longer-term, it's low-growth. He needs to see a serious dividend increase to get back in.
Douglas Kee
Chief Investment Officer, Leon Frazer & Associates
Price
$66.680
Owned
No
DON'T BUY
DON'T BUY
December 18, 2018
Low dividend of 0.5%. They buy small auto repair shops across North America. A growth company. Trades at 25x earnings, not cheap. If the economy goes south, it'll put strain on them.
Low dividend of 0.5%. They buy small auto repair shops across North America. A growth company. Trades at 25x earnings, not cheap. If the economy goes south, it'll put strain on them.
Douglas Kee
Chief Investment Officer, Leon Frazer & Associates
Price
$108.590
Owned
No
COMMENT
COMMENT
December 18, 2018
They're increasing their dividend 10% and have a serious capex program. But if the economy slows, will they have trouble raising equity?
They're increasing their dividend 10% and have a serious capex program. But if the economy slows, will they have trouble raising equity?
Douglas Kee
Chief Investment Officer, Leon Frazer & Associates
Price
$14.230
Owned
No
BUY
BUY
December 18, 2018
Disciplined managers: balance sheet, dividend and growth are their priorities. They've never cut their dividend, good. 40% of their production is Brent-related. Like other Canadian oil, they are frustrated with the oil price and situation. Doing exploratory drilling in central Europe which is new.
Vermilion Energy Inc(VET-T)
December 18, 2018
Disciplined managers: balance sheet, dividend and growth are their priorities. They've never cut their dividend, good. 40% of their production is Brent-related. Like other Canadian oil, they are frustrated with the oil price and situation. Doing exploratory drilling in central Europe which is new.
Douglas Kee
Chief Investment Officer, Leon Frazer & Associates
Price
$27.010
Owned
Yes
BUY
BUY
December 18, 2018
He's watching it. Likes it. They are hedged because they have their own refinery capacity. Good buy at this price.
Suncor Energy Inc(SU-T)
December 18, 2018
He's watching it. Likes it. They are hedged because they have their own refinery capacity. Good buy at this price.
Douglas Kee
Chief Investment Officer, Leon Frazer & Associates
Price
$38.980
Owned
No
DON'T BUY
DON'T BUY
December 18, 2018
Trading at a discount of 20% to asset value. Investors Group has a bigger dividend and potential growth, and he prefers that.
Power Corp(POW-T)
December 18, 2018
Trading at a discount of 20% to asset value. Investors Group has a bigger dividend and potential growth, and he prefers that.
Douglas Kee
Chief Investment Officer, Leon Frazer & Associates
Price
$24.410
Owned
No