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
2016-07-20 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. Markets have been moving up quite a bit in the last month or so, and he has decided to build a little cash. Trimming some of the names that he thinks has been a little more overvalued. He’ll redeploy it when the market comes off. Has about 9% cash right now, which typically is about 4%-5%. As the market continues to move up, he will probably continue taking some money off the table in the short term.


Price:
$0.020
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
_N/A
2016-07-20 COMMENT Must be logged in to use chart AC-T Air Canada (B)

Airline stocks are very difficult to pick at the right time. All these stocks look extremely cheap, and this one looks very cheap relative to the US comparables. A very competitive market. Even though it looks very tempting at this low multiple, he is surprised that it hasn’t moved up with the other airline stocks in the US. Finds it very difficult to buy these things for the long-term.


Price:
$9.400
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
No
2016-07-20 HOLD Must be logged in to use chart BGM-X Barkerville Gold Mines

His knowledge of this company is a few years back when he worked at Sprott Asset Management. Thinks there may be permitting issues. He likes the gold space in general which has a lot of momentum behind it.


Price:
$0.690
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
No
2016-07-20 HOLD Must be logged in to use chart CGY-T Calian Group Ltd

(Market Call Minute.) They have done well operationally.


Price:
$21.340
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
Unknown
2016-07-20 COMMENT Must be logged in to use chart CLR-T Clearwater Seafoods Inc.

Recently did a financing, and he participated. They have done a good job in increasing their EBITDA. Have grown by acquisition as well as organically, and expects them to grow quite a bit over the next few years. There is quite a bit of debt on the balance sheet, and he normally doesn’t like to own companies with a lot of debt, but they have been able to muddle through that and have been able to grow. Really likes the story.


Price:
$14.400
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
Yes
2016-07-20 PAST TOP PICK Must be logged in to use chart CRH-T CRH Medical Corp.

(A Top Pick Sept 28/15. Up 23.28%.) Not sure who is buying this, but somebody is buying quite a bit of stock. Most healthcare stocks in Canada have not done well, but this one has. He really likes management, which underpromises and overdelivers. Recently made a few acquisitions which should be accretive. Only trading at about 8.5X EBITDA with very good growth over the next couple of years.


Price:
$5.120
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
Yes
2016-07-20 DON'T BUY Must be logged in to use chart CWB-T Canadian Western Bank

Because it is one of the smaller banks with a lot of exposure to Alberta, the stock sold off. Earnings growth rate has come down quite a bit, so multiples have contracted as well. You could play the larger banks where you don’t have that concentration risk in terms of Alberta. Feels the next couple of quarters could be difficult for them. Had sold his holdings.


Price:
$25.860
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
No
2016-07-20 DON'T BUY Must be logged in to use chart CXR-T Concordia Healthcare

Sold his holdings over a year ago. Has looked at it, but just doesn’t want to go back into it again. There is a very high debt level. They were making acquisitions when their currency was much higher. He doesn’t like companies that have a lot of debt.


Price:
$27.240
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
No
2016-07-20 TOP PICK Must be logged in to use chart CZO-X Ceapro Inc.

A very, very interesting company. Burt’s Bees, Aveeno and Neutrogena are some of its products. Has done an incredible job in the last 5 quarters. Revenue has gone from $1.7 million to $2.4 million to $3 million to $4 million last quarter, and income has risen quite a bit as well. There are no analysts looking at this now. Market cap has gotten over $100 million. Has a joint venture with a large German company. Thinks the next couple of quarters are going to be extremely good for them. Production is in Cdn$, but income is in US$.


Price:
$1.960
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
Yes
2016-07-20 COMMENT Must be logged in to use chart DIV-T Diversified Royalty Corp.

There is worry about their 10% dividend, but he is not worried about it being cut at this time. Likes management. This has been in a tough position, as some of their restaurants were in Alberta. Mr. Lube, which they own, has been doing very well. Also, have royalties on Sutton, a real estate play. He still likes this.


Price:
$2.260
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
Yes
2016-07-20 PAST TOP PICK Must be logged in to use chart ESP-T Espial Group

(A Top Pick Sept 28/15. Down 30.13%.) They try to help cable companies keep their clients from cord cutting. They were dealing with Rogers (RCI.B-T) and people suspected the contract was going to be cancelled, so the stock came off. Earnings growth has been kind of pushed out. They’ve signed a couple of contracts, and in the back half of this year will start to see them get deployed. Have about $1.60 a share in cash.


Price:
$2.120
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
Yes
2016-07-20 COMMENT Must be logged in to use chart FTG-T Firan Technology Group Corp.

A Top Pick May 12th. There are only a couple of analysts following this. They do circuit boards for airplanes, which are complicated. The company has done a good job in growing earnings. Made an acquisition recently in order to give them full capacity utilization. They will bring this in-house so that utilization rates will go up and margins should increase. Very cheap.


Price:
$2.430
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
Yes
2016-07-20 TOP PICK Must be logged in to use chart GCG.A-T Guardian Capital Group

A deep value company, where it is an asset manager. Market cap of about $650 million-$675 million. They own Bank of Montréal (BMO-T) shares that are worth about $360 million, as well as other securities that are worth about $230 million. You are almost getting the asset management company for free. Extremely cheap. They continue to buy back shares. Dividend yield of 1.58%.


Price:
$21.740
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
Yes
2016-07-20 HOLD Must be logged in to use chart GSY-T goeasy

(Market Call Minute.) This looks extremely cheap, but the market doesn’t want to reward it with a higher multiple.


Price:
$17.400
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
Unknown
2016-07-20 COMMENT Must be logged in to use chart JTR-X Greenspace Brands Inc

Likes this company. The stock has started to perform well. Recently acquired Central Roast. They are in the right space at the right time. Recently did a financing, and thinks there is some difficulty in getting it completed. Very close to being breakeven now.


Price:
$0.980
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
No
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