Viewing Expert Peter Imhof | StockChase
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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
2016-05-12 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  A lot of companies in the resource sector have had to cut costs and now you are seeing more in the small cap resource sector.  The small caps have underperformed for so long you could expect to see, from history, performances of 100-200 percent.  If you see outperformance in the small caps for the remainder of the year then you will see more money move to small caps.  You may see some IPOs in the small cap sector later this year.


Price:
$0.020
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
_N/A
2016-05-12 PAST TOP PICK Must be logged in to use chart AGT-T AGT Food & Ingredients

(Top Pick Jun 19/15, up 26.29%) Came out with earnings yesterday, but the stock is down 5% today.  There is weakness expected in Q2/Q3 this year.  There are few ways to play this.  People are looking for alternative sources for protein.  Quinoa and Chickpeas.  This is just a bump in the road. 


Price:
$8.660
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Yes
2016-05-12 BUY Must be logged in to use chart ATD.B-T Alimentation Couche-Tard (B)

One of the biggest winners in Canadian history.  He has known the management team for 15 years they are doing incredible acquisitions.  People understand that they don’t play up for acquisitions and are good stewards of capital.  It is a core holding for him.   They deserve a larger multiple.  He would be a buyer here.


Price:
$53.910
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Yes
2016-05-12 SELL Must be logged in to use chart AVO-T Avigilon Corp

(Market Call Minute) They continue to disappoint and just missed their quarter.  No consistency in earnings.


Price:
$13.900
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Unknown
2016-05-12 SELL Must be logged in to use chart CBL-T Callidus Capital Corp

High risk lender and a high risk stock.  He owned it just after it came out.  The management are not friendly to shareholders.  They lend to high risk clients.  They looked recently into buying back stock or taking the company private.  He sold and is not looking to get back in.


Price:
$13.540
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
No
2016-05-12 DON'T BUY Must be logged in to use chart CGC-X Canopy Growth Corp.

They don’t have their own retail stores.  There are a number in this sector and this is not the one in the sector he went with.  They are not the lowest cost producer.  They had problems when they were called ‘tweed’.  It will be a growing business.  The growth there is going to take longer than people expected.


Price:
$2.600
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Unknown
2016-05-12 COMMENT Must be logged in to use chart CNE-T Canacol Energy Ltd.

Columbian player.  He bought in ‘08/’09.  It has come down and now he does not own it.  Mostly gas in Columbia and they have fixed pricing for it.  Their production will ramp up quite a bit in the next year or two.  The management team has been put into the penalty box for missing over the last few years.  He likes Columbian oil players.


Price:
$3.930
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
No
2016-05-12 PAST TOP PICK Must be logged in to use chart CRH-T CRH Medical Corp.

(Top Pick Jun 19/15, Down 9.00%) They have done a good job.  They don’t need to raise prices.  9 times earnings.  They are probably looking for acquisitions.  The balance sheet looks good.  A premier small cap name so he continues to hold it.


Price:
$3.730
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Yes
2016-05-12 BUY Must be logged in to use chart CVX-X Convelo Health

Revenues and market cap around $15 million.  They will be a beneficiary to the infrastructure build here in Canada. It looks interesting here and he thinks they signed some contracts here. 


Price:
$0.450
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Unknown
2016-05-12 BUY Must be logged in to use chart DIV-T Diversified Royalty Corp.

(Market Call Minute) We will see some good numbers come out of it in the next few weeks.  Mr. lube should come out with a record quarter.


Price:
$2.290
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Unknown
2016-05-12 HOLD Must be logged in to use chart EFN-T Element Financial

(Market Call Minute) He sold a lot at the end of the year.  Their earnings look pretty good.  They are splitting the company in two.


Price:
$15.160
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Yes
2016-05-12 TOP PICK Must be logged in to use chart ESP-T Espial Group

Looking for people to cut the cord.  They look like Apple TV. This quarter there will be revenue generation so this is the right time.  He owns a big chunk.  There is deep value here, but people got impatient.


Price:
$2.100
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Yes
2016-05-12 TOP PICK Must be logged in to use chart FTG-T Firan Technology Group Corp.

Airplane circuit boards.  Extremely cheap company.  Next year earnings move from $.20 to $.30 per share.  Capacity utilization was not full, but with new contracts it will be.  6.5 times earnings next year.  Not too many people know this story still.  It is an early 2017 story still.


Price:
$2.400
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Yes
2016-05-12 SELL Must be logged in to use chart GRC-X Grenville Strategic Royalty

He met them a couple of times and does not like the story.  There are a few other royalty plays.  They talked about how much diligence they did, but they said one of their projects was a fraud.  The stock has come off quite a bit a couple of weeks ago when they missed their earrings.


Price:
$0.390
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Unknown
2016-05-12 BUY Must be logged in to use chart KGI-T Kirkland Lake Gold

He has not followed it closely over the last year or so, but his previous employer has gone into it big.  The grades are getting better.  He likes this story.  The Canadian dollar is a bit of a headwind compared to before.  He holds other names.


Price:
$11.380
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
No
Showing 1 to 15 of 530 entries
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