Viewing Expert Peter Imhof | StockChase
stockchase picture

Compiling comments that experts make about stocks while on public TV.

Viewing Expert

Peter Imhof , Vice President & Portfolio Manager

AGF Investments Inc


Date Signal Chart Symbol Company Opinion Price
2016-01-08 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Canadian Small Cap Markets. It is difficult to be optimistic on the Canadian market. Very tough with oil prices where they are and commodity prices moving down overall. He is finding pockets where he can invest and feel fairly comfortable. It is going to be another difficult year, especially in the short term with the macro trends that are negative towards Canada and is hard to find stocks that will benefit from the lower Cdn$. Had been buying things in anticipation of a weaker Cdn$, but if you are just moving into this area now it is a little bit more difficult. Most of the damage has already been done. Thinks the smaller cap Canadian IPOs are going to dry up, but he is anticipating a few IPOs that should be coming in the next year or so that are quite interesting. Has about 10% in cash and is being very selective.


Price:
$0.020
Subject:
NORTH AMERICAN - SMALL
Bias:
BEAR
Owned:
Unknown
2016-01-08 PAST TOP PICK Must be logged in to use chart AGT-T AGT Food & Ingredients

(A Top Pick Feb 23/15. Up 25.37%.) Still one of his largest holdings. Thinks they are going to show really good earnings growth. People are eating more quinoa, lentils and chickpeas to get the protein. There have been crop failures in India, so prices have all gone up quite a bit, and this company has been able to benefit. They also do gluten free pasta, so margins have been increasing for them. Thinks they are on the cusp of growing more rapidly, so you are going to see margins expand.


Price:
$34.630
Subject:
NORTH AMERICAN - SMALL
Bias:
BEAR
Owned:
Yes
2016-01-08 DON'T BUY Must be logged in to use chart AVO-T Avigilon Corp

Doesn’t really like this story. Have a great product and earnings have been there, but there have been a number of changes in the CFO role over the last few years. That is always a cause for concern. Management has guided sometimes and then missed by quite a bit. Has been very, very volatile. Doesn’t think they have enough visibility. Management bought a building in Vancouver, and thinks they should be sticking with what they do instead. Too many red flags in this story.


Price:
$12.910
Subject:
NORTH AMERICAN - SMALL
Bias:
BEAR
Owned:
No
2016-01-08 COMMENT Must be logged in to use chart BTO-T B2Gold Corp.

Likes what management bought before and their operations, but thinks they are going to have to raise money at some point. That might be why the stock is off. Exited about 80% of his position a few months ago. There are better stocks to play. Likes this longer-term, so there might be an opportunity on an equity issue.


Price:
$1.340
Subject:
NORTH AMERICAN - SMALL
Bias:
BEAR
Owned:
Yes
2016-01-08 TOP PICK Must be logged in to use chart BYD.UN-T Boyd Group Income Fund

The only publicly traded collision repair shop company. The stock has done extremely well. He has been in this since $15 and they have done nothing but continue to beat his estimates. The stock has come off recently so this is an ideal time. They have compounded their earnings growth over the last 4 years by 27%. This year earnings growth will probably be a little bit less, 18%-20%, but their same-store sales are increasing dramatically. A highly fragmented business where they continue to makes more acquisitions. They have economies of scale through buying paint, etc. Dealing with some of the largest insurance companies in the US. Dividend yield of 0.82%.


Price:
$62.160
Subject:
NORTH AMERICAN - SMALL
Bias:
BEAR
Owned:
Yes
2016-01-08 COMMENT Must be logged in to use chart CEU-T Canadian Energy Services & Technology

Really likes management and the company. With the commodity price coming off this much, it is probably down 60% or so. They supply the fluids to the companies that are drilling. Longer-term, this is one of the higher-quality names in terms of management and operations.


Price:
$3.580
Subject:
NORTH AMERICAN - SMALL
Bias:
BEAR
Owned:
Yes
2016-01-08 COMMENT Must be logged in to use chart CGC-X Canopy Growth Corp.

The whole sector got overheated when they went public. He looked at all of these, and the one he preferred best was Aphria (APH-X). Management team was with Jamison before and were able to sell that. The people they are connected with are very good marijuana growers. All the other companies have had problems in growing the marijuana. Thinks these are going to be the go to guys and this is the way you should play it.


Price:
$2.790
Subject:
NORTH AMERICAN - SMALL
Bias:
BEAR
Owned:
No
2016-01-08 COMMENT Must be logged in to use chart CHR.B-T Chorus Aviation Inc

Looks fairly cheap, but it is a difficult one because it is not that big. Has a very nice yield. Have an agreement with Air Canada (AC-T), so a lot of revenue is pretty much guaranteed. If you are going to play the airlines and lower oil prices, you are probably better off playing one of the other names to give you more torque. Very difficult to make money in airlines at any time. Doesn’t think there is a lot of downside.


Price:
$5.460
Subject:
NORTH AMERICAN - SMALL
Bias:
BEAR
Owned:
No
2016-01-08 BUY on WEAKNESS Must be logged in to use chart CLR-T Clearwater Seafoods Inc.

Likes the story. This past quarter was very good and the next couple of quarters are going to be fairly strong also. Had a few weak quarters last year because of weather issues with all the storms out east. Expects they are going to raise some money at some point, and he would participate in an equity issue. Wait for a better entry point. They should benefit from a lower Cdn$.


Price:
$11.050
Subject:
NORTH AMERICAN - SMALL
Bias:
BEAR
Owned:
Yes
2016-01-08 BUY Must be logged in to use chart CRH-T CRH Medical Corp.

He likes this. It has been fairly strong over the last couple of weeks. Good management team. The cash flow from operations should rise quite a bit this year. Probably trading at around 8X 2016 EBITDA. If you are going to own something in this space, this is a go to name.


Price:
$3.940
Subject:
NORTH AMERICAN - SMALL
Bias:
BEAR
Owned:
Yes
2016-01-08 COMMENT Must be logged in to use chart CXR-T Concordia Healthcare

This had been one of the best performing stocks in Canada for a couple of years. When the stock got to around $85-$90, he took most of his position off. Subsequent to that, the stock went to $25, but there was so much worry about the debt load because they made an acquisition. The whole sector is under scrutiny in the US. Prefers companies like CRH Medical (CRH-T).


Price:
$49.730
Subject:
NORTH AMERICAN - SMALL
Bias:
BEAR
Owned:
No
2016-01-08 COMMENT Must be logged in to use chart EFN-T Element Financial

One of the best performing financial companies in Canada last year. Extremely cheap. Has come off quite a bit in the last few days. They will probably earn around $1.50 next year, so it is trading at around 10X earnings which is up by quite a bit. Very good growth here. Any time you can find a business that is growing their earnings by more than 20% and trading at 10X earnings, these are the types of companies he is going to hold. He may Buy more.


Price:
$15.150
Subject:
NORTH AMERICAN - SMALL
Bias:
BEAR
Owned:
Yes
2016-01-08 DON'T BUY Must be logged in to use chart ELD-T Eldorado Gold

Thinks there have been some delays in their permitting and expects there are better gold companies. Historically they have been fairly good operators and thinks it is just the political environment in getting their permits to progress with their mines.


Price:
$4.590
Subject:
NORTH AMERICAN - SMALL
Bias:
BEAR
Owned:
No
2016-01-08 PAST TOP PICK Must be logged in to use chart ESP-T Espial Group

(A Top Pick Feb 23/15. Down 29.07%.) This company is trying to help cable companies from competing against Netflix and everybody that is going over the top. They have software for the set-top boxes. Actually reported a great quarter that beat all expectations, but in the quarter they announced that they weren’t sure if they were going to go forward with one of their clients, so the stock sold off quite a bit. Have about $1.25 a share in cash. Enterprise Value is probably only about $40 million, where he thinks they are going to do $10 million EBITDA, so it is only trading around 4X 2016 EBITDA. Once you start to see the quarters come through, you should start to see the stock move up again.


Price:
$2.210
Subject:
NORTH AMERICAN - SMALL
Bias:
BEAR
Owned:
Yes
2016-01-08 COMMENT Must be logged in to use chart KXS-T Kinaxis Inc

Became public in 2014 at around $13. Have done a very good job of increasing revenues, cash flow and earnings. Not cheap, but it merits a premium to the other companies because of good growth and good visibility. They continue to get larger contracts. Expects you will see some bigger signings.


Price:
$51.400
Subject:
NORTH AMERICAN - SMALL
Bias:
BEAR
Owned:
Yes
Showing 1 to 15 of 500 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.