Viewing Expert Douglas Kee | StockChase
stockchase picture

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
2017-05-25 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Economy. Global growth expectations a year ago were probably a little higher, but if we get global growth of 3% we are doing pretty well. The US seems to struggle to get 2% growth, Canada is less than that, Europe, the UK and Japan have picked up again, over 2%. On the other hand, China seems to be slowing. Believes Canada is the best place to be invested in, because if your assets are in Canada, you will be spending money in Canada. At this point, he would gradually put money to work into the US market.


Price:
$0.020
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
_N/A
2017-05-25 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

A top pick in a dividend paying oil stock for a long-term believer in oil? He has 2 stocks that he has as “adds” in his portfolio right now. Vermilion Energy (VET-T), which is a higher yielder, and Cenovus Energy (CVE-T), which is in the doghouse right now. Longer-term, he thinks that Cenovus is a good place to be. Another stock he would suggest would be Canadian Natural Resources (CNQ-T), which has a lot more free cash flow generation coming, and will probably be the fastest dividend grower over the next 2 to-3 years.


Price:
$0.020
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Unknown
2017-05-25 COMMENT Must be logged in to use chart ALA-T Altagas Ltd

Hasn’t done well lately. Dividend yield of almost 7%. He expects them to increase the dividend this year by 6% or so. The stock is going sideways, because they are in the midst of doing a US acquisition, and the market doesn’t like it as it moves them more towards a utility.


Price:
$30.410
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2017-05-25 BUY on WEAKNESS Must be logged in to use chart AQN-T Algonquin Power & Utilities Corp

This has done a little better pricewise in the last 6 months or so. Made some acquisitions in the US that, in the longer-term, will work out well for them. Good yield.


Price:
$13.770
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
No
2017-05-25 COMMENT Must be logged in to use chart BAM.A-T Brookfield Asset Management (A)

A good company and is well-managed. Has a pretty good dividend growth record. The question mark on this more recently has been Brazil, but he is sure they will get through it okay.


Price:
$50.870
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
No
2017-05-25 COMMENT Must be logged in to use chart BCE-T BCE Inc.

For new clients, he would buy a half position on day one. Isn’t looking for big appreciation on this. It pays a good yield and they are increasing their dividend by about 5% a year. There is a lot of wireless growth, which is good for them.


Price:
$60.890
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2017-05-25 COMMENT Must be logged in to use chart CCL.B-T CCL Industries (B)

A dividend grower, but it doesn’t grow very quickly because the family that owns the A shares doesn’t really need the income. The stock has done very well.


Price:
$309.450
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
No
2017-05-25 COMMENT Must be logged in to use chart CGX-T Cineplex Inc

The movie business is still good, but it kind of depends on blockbuster shows coming out. However, they’ve gone into a lot of other things. They are doing a restaurant kind of thing as well as video play and arcade games. Dividend yield of 3.3%.


Price:
$51.840
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Unknown
2017-05-25 COMMENT Must be logged in to use chart CHR-T Chorus Aviation Inc

A little small for his portfolios, but it does have a decent yield. Their contract with Air Canada (AC-T) is until 2025. The 6.5% dividend yield on this is safe.


Price:
$7.430
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
No
2017-05-25 COMMENT Must be logged in to use chart CJR.B-T Corus Entertainment (B)

This company has lots of cash flow, but over time it is declining with the industry. If you don’t mind no capital appreciation, but having a good yield, stick with it. He wouldn’t be buying this.


Price:
$13.180
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
No
2017-05-25 COMMENT Must be logged in to use chart CPG-T Crescent Point Energy Corp

His outlook is that you are going to get oil trading at $50-$60, and just kind of grind higher over time as inventories decline. In the last quarter, they did some purchases of land, but also sold land to offset that. They have great land positions, but the market isn’t going to pay them for that right now.


Price:
$12.260
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2017-05-25 TOP PICK Must be logged in to use chart ECI-T EnerCare Inc

A fairly conservative company. Water heaters and HVAC’s. A slower growth company, but good earnings growth. A good, solid business. They are expanding in the US. Dividend yield of 5.1% will be going up 5% or so a year. (Analysts’ price target is $24.25.)


Price:
$18.770
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2017-05-25 PAST TOP PICK Must be logged in to use chart ENB-T Enbridge

(A Top Pick Jan 20/16. Up 37%.) A core position for him. Increased their dividend 15% last year and another 15% this year. Expects dividend increases of 10%-12% in the next 2-3 years. They made a big US acquisition, so they are participating more in the US infrastructure build.


Price:
$52.970
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2017-05-25 COMMENT Must be logged in to use chart FRU-T Freehold Royalties

A royalty company which goes up and down with oil prices. They increased their dividend this year. The 4.4% dividend yield is attractive.


Price:
$13.610
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2017-05-25 PAST TOP PICK Must be logged in to use chart FTS-T Fortis Inc.

(A Top Pick Jan 20/16. Up 28%.) He is looking for a rate base growth of 5% a year, and a dividend growth comparable to that. They’ve done a great job of expanding into the US, which actually represents over 55% of their revenues.


Price:
$44.250
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 818 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.