Viewing Expert Douglas Kee | StockChase
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Compiling comments that experts make about stocks while on public TV.

Viewing Expert

Douglas Kee , Chief Investment Officer

Leon Frazer & Associates


Date Signal Chart Symbol Company Opinion Price
2017-08-23 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  The broader market is expecting another increase in interest rates from the BOC.  There could be more in 2018.  Rates going up will hurt dividend paying stocks short term, but long term they will adjust.  In certain sectors there is overvaluation and the US market is fully valued at present.  In Canada two of the biggest sectors have not done well.  The banks should do fairly well because they should get their margins up.  Insurance companies should do well in a higher rate environment.  Pressure will be put on utilities and pipelines, but only short term as long term they get it back through inflation adjustment as that is the way they are paid.


Price:
$0.020
Subject:
CANADIAN DIVIDEND
Bias:
SELECTIVE
Owned:
_N/A
2017-08-23 PAST TOP PICK Must be logged in to use chart ALA-T Altagas Ltd

(Top Pick June 9/16, Down 1.70%)  He is picking it again tonight.  They did an acquisition in the US, but some say it is too big, too utility and won’t go through.  They had to do a big installment receipt.  The deal does not close for 12 months, but you raise your equity right away.  In the end he thinks the deal will get done and he now thinks there is potential for growth in the US.


Price:
$27.710
Subject:
CANADIAN DIVIDEND
Bias:
SELECTIVE
Owned:
Yes
2017-08-23 TOP PICK Must be logged in to use chart ALA-T Altagas Ltd

It is yielding 7.5% and the acquisition in the US should go through. They have a further billion and a half of growth projects and another billion and a half it the deal does go through. The yield is likely to go down if the deal goes through, but that is a good thing because the stock price will have gone up. (Analysts’ target: $34.50).


Price:
$27.710
Subject:
CANADIAN DIVIDEND
Bias:
SELECTIVE
Owned:
Yes
2017-08-23 COMMENT Must be logged in to use chart ALA.R-T AltaGas Ltd

ALA-T is buying a US utility company and issued an installment receipt.  It pays stocks if the deal closes otherwise you get your money back and a dividend along the way.


Price:
$28.190
Subject:
CANADIAN DIVIDEND
Bias:
SELECTIVE
Owned:
Unknown
2017-08-23 BUY Must be logged in to use chart AQN-T Algonquin Power & Utilities Corp

Has had pretty decent capital appreciation and he expects it to continue.  He bought one that paid a higher dividend.


Price:
$13.800
Subject:
CANADIAN DIVIDEND
Bias:
SELECTIVE
Owned:
No
2017-08-23 BUY Must be logged in to use chart CCL.B-T CCL Industries (B)

He likes the company.  It has done very well and continues to make acquisitions, which they are good at.  The stock has come off a bit recently but longer term it is a good company and has increased the dividend, which they have a good record at doing.


Price:
$58.140
Subject:
CANADIAN DIVIDEND
Bias:
SELECTIVE
Owned:
No
2017-08-23 DON'T BUY Must be logged in to use chart CGX-T Cineplex Inc

It pays a reasonable dividend that is safe.  They are down about 20% year to date.  Second quarter earnings were a disappointment.  If there are not a lot of good movies coming through they suffer.  Longer term they are trying make themselves less volatile than they are.  Right now it is not good value.  It is not cheap.  Early numbers on the Rec Room business are pretty good.


Price:
$37.610
Subject:
CANADIAN DIVIDEND
Bias:
SELECTIVE
Owned:
No
2017-08-23 WEAK BUY Must be logged in to use chart CHE.UN-T Chemtrade Logisitics Inc.

A decent business and a decent dividend payer.


Price:
$18.500
Subject:
CANADIAN DIVIDEND
Bias:
SELECTIVE
Owned:
No
2017-08-23 TOP PICK Must be logged in to use chart CNQ-T Canadian Natural Rsrcs

They did a good job of making acquisitions. There is an overhang of 4 billion of stock to come out at some point.  They can pay down debt, increase the dividend and buy back shares with it.  (Analysts’ target: $48.00).


Price:
$38.720
Subject:
CANADIAN DIVIDEND
Bias:
SELECTIVE
Owned:
Yes
2017-08-23 BUY Must be logged in to use chart CNR-T Canadian National R.R.

It is a long term core holding. It has come off a bit recently after a huge run.  At current prices it is fully valued.  He wants to buy it in the low $90s or high $80s.  They increased their dividend 10% plus for the last 5 years.  He prefers this to CP’s dividend record.  He also likes that it is more North/South.  It is more US oriented. 


Price:
$99.810
Subject:
CANADIAN DIVIDEND
Bias:
SELECTIVE
Owned:
Yes
2017-08-23 HOLD Must be logged in to use chart CPG-T Crescent Point Energy Corp

It has not helped him to date this year.  They are doing okay.  The dividend after the cut is safe.  The growth side of it is challenged. 


Price:
$8.430
Subject:
CANADIAN DIVIDEND
Bias:
SELECTIVE
Owned:
Yes
2017-08-23 BUY Must be logged in to use chart ENF-T Enbridge Income Fund Holdings

It has a higher dividend than Enbridge and it is safe.  Growth projections are slower than the parent.


Price:
$30.880
Subject:
CANADIAN DIVIDEND
Bias:
SELECTIVE
Owned:
No
2017-08-23 BUY Must be logged in to use chart H-T Hydro One

He has big positions in other utilities.  It has done well coming out of the chute. They were challenged in their growth, but now they have made an acquisition. 


Price:
$22.750
Subject:
CANADIAN DIVIDEND
Bias:
SELECTIVE
Owned:
No
2017-08-23 DON'T BUY Must be logged in to use chart HBC-T Hudson Bay Co.

It is a roll of the dice.  The retail business is mature and declining.  It is a play on real estate.


Price:
$10.600
Subject:
CANADIAN DIVIDEND
Bias:
SELECTIVE
Owned:
Unknown
2017-08-23 DON'T BUY Must be logged in to use chart HBM-T Hudbay Minerals Inc.

He typically does not own too many materials stocks. It has done okay, but is quite volatile. He is not interested in it.


Price:
$10.720
Subject:
CANADIAN DIVIDEND
Bias:
SELECTIVE
Owned:
Unknown
Showing 1 to 15 of 850 entries
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