Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
December 18, 2018
He owns other Canadian banks. He prefers diversification, which CM lacks. As mortgages roll over, the sector will be challenged.
He owns other Canadian banks. He prefers diversification, which CM lacks. As mortgages roll over, the sector will be challenged.
Douglas Kee
Chief Investment Officer, Leon Frazer & Associates
Price
$105.180
Owned
No
BUY
BUY
December 18, 2018
They've expanded a lot into offshore wind in Europe with two farms with another in Germany, plus one in Taiwan, plus a letter of understanding in Korea. They won't increase their dividend 5% a year, but will as projects come on.
Northland Power Inc (NPI-T)
December 18, 2018
They've expanded a lot into offshore wind in Europe with two farms with another in Germany, plus one in Taiwan, plus a letter of understanding in Korea. They won't increase their dividend 5% a year, but will as projects come on.
Douglas Kee
Chief Investment Officer, Leon Frazer & Associates
Price
$22.350
Owned
Yes
COMMENT
COMMENT
December 18, 2018
They could be more generous with their yield, given their expansion. Over the next few years they likely will. They're paying down debt now. They have a refinery, which is a plus.
Parkland Fuel Corp (PKI-T)
December 18, 2018
They could be more generous with their yield, given their expansion. Over the next few years they likely will. They're paying down debt now. They have a refinery, which is a plus.
Douglas Kee
Chief Investment Officer, Leon Frazer & Associates
Price
$34.250
Owned
Unknown
DON'T BUY
DON'T BUY
December 18, 2018
They cut their dividend with a 25-30% payout ratio, which is good. But their topline revenue is declining. It's a shrinking business with lots of competition.
They cut their dividend with a 25-30% payout ratio, which is good. But their topline revenue is declining. It's a shrinking business with lots of competition.
Douglas Kee
Chief Investment Officer, Leon Frazer & Associates
Price
$4.540
Owned
Unknown
COMMENT
COMMENT
December 18, 2018
A great energy company. Good managers with most of their oil in the Bakken, good. He owns enough oil elsewhere.
Enerplus Corp (ERF-T)
December 18, 2018
A great energy company. Good managers with most of their oil in the Bakken, good. He owns enough oil elsewhere.
Douglas Kee
Chief Investment Officer, Leon Frazer & Associates
Price
$10.500
Owned
No
TOP PICK
TOP PICK
December 18, 2018
A defensive choice in this market. He's owned this for a long time. A good dividend payer at 4% that'll increase. It's diversified across North America. Good balance and expected growth for five years. A great utility. Solid. (Analysts’ price target is $48.15)
Fortis Inc. (FTS-T)
December 18, 2018
A defensive choice in this market. He's owned this for a long time. A good dividend payer at 4% that'll increase. It's diversified across North America. Good balance and expected growth for five years. A great utility. Solid. (Analysts’ price target is $48.15)
Douglas Kee
Chief Investment Officer, Leon Frazer & Associates
Price
$46.340
Owned
Yes
TOP PICK
TOP PICK
December 18, 2018

Long owned this. 5% dividend that consistently grows. They're big in the U.S. that's growing. They have the L&G coastal gas link and Keystone which both have partners. (Analysts’ price target is $63.51)

TC Energy (TRP-T)
December 18, 2018

Long owned this. 5% dividend that consistently grows. They're big in the U.S. that's growing. They have the L&G coastal gas link and Keystone which both have partners. (Analysts’ price target is $63.51)

Douglas Kee
Chief Investment Officer, Leon Frazer & Associates
Price
$51.350
Owned
Yes