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
2017-01-05 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. His clients are a lot happier now than they were a year ago. Going into 2017, he is cautioning his clients. 2016 was a great year but expects returns are probably going to be in the single digit area. His long-term strategy is to get returns of 6%-8% for clients, and this is a year that he thinks he can do it. The market right now is at about 17X forward earnings. The top of the range is 18X and the bottom is 15X. If there is a scare of inflation in 2017, the multiples are probably going to come down. Earnings may still go up, but what they are going to pay for it, they is going to go down. His portfolios have likely reached a maximum in economic sensitivity. That is the more cyclical parts of the market such as energy, commodity materials and industrial stocks. They are about as high as he would go now. This market started its uptick in 2009, so it is getting a bit aged, and he thinks we are somewhere in the 8th inning.


Price:
$0.020
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
_N/A
2017-01-05 COMMENT Must be logged in to use chart AEM-T Agnico-Eagle Mines

The company has done pretty well. He is not a big believer in gold. Prefers Goldcorp (G-T).


Price:
$60.300
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
No
2017-01-05 HOLD Must be logged in to use chart AQN-T Algonquin Power & Utilities Corp

They’ve done a great job. Just did an acquisition in the US. They are going to increase their dividend 8%-10% per year over the next couple of years. This could come off further with interest rates. He will probably be looking to increase his holdings in utilities over the next 12-18 months.


Price:
$11.220
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
No
2017-01-05 COMMENT Must be logged in to use chart ARE-T Aecon Group Inc

A good company. The challenge is that a lot of their construction business is in Western Canada, and they have been hurt because of the oil industry slowing down. If you believe the oil industry is now improving, that should help this company to some extent.


Price:
$14.960
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
Unknown
2017-01-05 COMMENT Must be logged in to use chart ARX-T Arc Resources Ltd

Natural gas and oil. He has watched this over the years. The company has done well along with all the rest of them. Good management.


Price:
$22.790
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
No
2017-01-05 COMMENT Must be logged in to use chart BAM.A-T Brookfield Asset Management (A)

Not a huge yielder, but a steady grower of income. A great company. Good management team. They have their fingers in a lot of different places. The core business is managing assets, primarily for pension funds, superannuation funds, etc. They put their own money on the line, but they also manage money for other people.


Price:
$44.320
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
No
2017-01-05 COMMENT Must be logged in to use chart BNS-T Bank of Nova Scotia

About half the banks’ revenues and businesses are retail in Canada, which is a cash cow. This bank’s strategy is international retail in Mexico, South America, etc. International retail is a higher margin business than domestic retail, but it is also more volatile. This is a core holding for him. (See Top Picks.)


Price:
$76.570
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
Yes
2017-01-05 COMMENT Must be logged in to use chart CARA-T Cara Operations Ltd.

This seems to be in the mode of buying more. You will probably get a dividend increase over time, but they are on the acquisition trail, so they are on the growth mode.


Price:
$24.570
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
Unknown
2017-01-05 DON'T BUY Must be logged in to use chart CCO-T Cameco Corporation

Owned this years ago, and has no intention of buying again. The stock has done better with uranium and energy prices in general going up, but uranium is uranium. You read in the papers about 60 nuclear plants being built, but that was 6 years ago, and they are still having trouble bringing them on. He would avoid this.


Price:
$14.460
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
No
2017-01-05 COMMENT Must be logged in to use chart CHR-T Chorus Aviation Inc

Has had a good move, and feels they are doing the right things. Their deal with Air Canada (AC-T) is going well. They’ve ordered more aircraft. This is a good situation.


Price:
$7.430
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
No
2017-01-05 COMMENT Must be logged in to use chart CPG-T Crescent Point Energy Corp

This had been hurt. It was poking its head up and was starting to outperform, and then they did an equity issue which hurt them again. He cut his position in half last year. Expects the dividend will come back. As the year goes on, if oil prices stay at the $45-$55 area, the company does a good job at finding oil and bring it on cost effectively. He is going to continue to Hold. It will probably yield between 3% and 4% in dividends.


Price:
$18.000
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
Yes
2017-01-05 PAST TOP PICK Must be logged in to use chart CVE-T Cenovus Energy

(A Top Pick Oct 8/15. Down 6.95%.) During this last year, it actually reached $14.50, so it has had a nice recovery. This outperformed when oil companies were getting creamed, because it had the best balance sheet. The attraction is that they have good growth coming. They expand their SAGD operations in the oil sands in chunks, so he believes they have 2, maybe 3 50,000 barrel chunks they can do over the next 3 years or so.


Price:
$20.270
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
Yes
2017-01-05 COMMENT Must be logged in to use chart DH-T DH Corporation

He looked at this about 18 months ago. They were moving from writing cheques in Canada and into more interesting stuff in the US. Unfortunately, that didn’t work out, in the short term anyway. They took a hit and they cut their dividend. The bloom is kind of off this for now. He is not interested. Dividend yield of 5.8%.


Price:
$22.050
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
No
2017-01-05 PAST TOP PICK Must be logged in to use chart ENB-T Enbridge

(A Top Pick Oct 8/15. Up 8.2%.) This is doing all the right things. They got beaten down with all the other pipeline companies, and have come back significantly over the period. He is looking for dividend increases of 10% in 2017.


Price:
$57.430
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
Yes
2017-01-05 COMMENT Must be logged in to use chart HBC-T Hudson Bay Co.

Pays a small dividend, but not attractive enough for him. A value play if you believe the consolidation of the companies they bought are successful and they are able to spin out their real estate.


Price:
$12.590
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
No
Showing 1 to 15 of 790 entries
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