Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
March 13, 2019
(A Top Pick Mar 07/18, Up 20%) A core holding for him. They pay a good dividend. They've bought good assets in the States. They're geographically diversified, so are no longer 100% Canadian, but 50/50 with America. Good balance sheet. They raise dividends 6-7% annually.
Fortis Inc.(FTS-T)
March 13, 2019
(A Top Pick Mar 07/18, Up 20%) A core holding for him. They pay a good dividend. They've bought good assets in the States. They're geographically diversified, so are no longer 100% Canadian, but 50/50 with America. Good balance sheet. They raise dividends 6-7% annually.
Douglas Kee
Chief Investment Officer, Leon Frazer & Associates
Price
$48.810
Owned
Yes
SELL
SELL
March 13, 2019
He's look at it occasionally. Recent earnings have disappointed the market. Yields over 12%, which will likely be cut. Depending on your time horizon, you could weather this cut. If you can't, then sell now.
He's look at it occasionally. Recent earnings have disappointed the market. Yields over 12%, which will likely be cut. Depending on your time horizon, you could weather this cut. If you can't, then sell now.
Douglas Kee
Chief Investment Officer, Leon Frazer & Associates
Price
$9.680
Owned
No
DON'T BUY
DON'T BUY
March 13, 2019
He sold it 4 years ago. A great company and management, but it's related to energy prices. They are efficient at coating pipelines. If their backlog is rising, buy it, but when it is not (like now), don't.
Shawcor Ltd. (A)(SCL-T)
March 13, 2019
He sold it 4 years ago. A great company and management, but it's related to energy prices. They are efficient at coating pipelines. If their backlog is rising, buy it, but when it is not (like now), don't.
Douglas Kee
Chief Investment Officer, Leon Frazer & Associates
Price
$21.800
Owned
No
WEAK BUY
WEAK BUY
March 13, 2019
The recent pipeline delay will delay the project by 6-12 months. Crude by rail will offset this. This will hurt their furture earnings. ENB has paid down their debt through asset sales, so they're in good shape. They've been growing their dividend. His firm has owned this since the 1950s.
Enbridge(ENB-T)
March 13, 2019
The recent pipeline delay will delay the project by 6-12 months. Crude by rail will offset this. This will hurt their furture earnings. ENB has paid down their debt through asset sales, so they're in good shape. They've been growing their dividend. His firm has owned this since the 1950s.
Douglas Kee
Chief Investment Officer, Leon Frazer & Associates
Price
$49.110
Owned
Yes
BUY
BUY
March 13, 2019
A growth company, adding stores. They've built their brand and are well-managed. However, they had a few quarters where same-store sales disappointed, so the stock got hit. But there's still room for them to grow in Canada. A decent place to put your money if you're long-term and don't need a big dividend.
Dollarama Inc.(DOL-T)
March 13, 2019
A growth company, adding stores. They've built their brand and are well-managed. However, they had a few quarters where same-store sales disappointed, so the stock got hit. But there's still room for them to grow in Canada. A decent place to put your money if you're long-term and don't need a big dividend.
Douglas Kee
Chief Investment Officer, Leon Frazer & Associates
Price
$35.320
Owned
No
COMMENT
COMMENT
March 13, 2019
He owns Suncor and CNQ in this space. Husky is well-managed with good long-term assets. He has nothing negative to say about it; he just prefers these two other oil companies.
Husky Energy(HSE-T)
March 13, 2019
He owns Suncor and CNQ in this space. Husky is well-managed with good long-term assets. He has nothing negative to say about it; he just prefers these two other oil companies.
Douglas Kee
Chief Investment Officer, Leon Frazer & Associates
Price
$14.150
Owned
No
COMMENT
COMMENT
March 13, 2019
He watches it, watching defensive stocks. SAP has done well. They bought a UK company, Dairy Crest, and the market liked it. There'll be more acquisitions to come. The only problem is the commodity price of milk and cheeese, which is going down.
Saputo Inc.(SAP-T)
March 13, 2019
He watches it, watching defensive stocks. SAP has done well. They bought a UK company, Dairy Crest, and the market liked it. There'll be more acquisitions to come. The only problem is the commodity price of milk and cheeese, which is going down.
Douglas Kee
Chief Investment Officer, Leon Frazer & Associates
Price
$44.430
Owned
No