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

Market. This is the weak period seasonally where liquidity dries up. You want to make sure you have very high conviction in the small caps you own during this period. He has a little more cash than what he would usually have. Although cautious because of the seasonality, long term he is bullish.


Price:
$0.020
Subject:
SMALL CAPS
Bias:
BULLISH
Owned:
_N/A
2017-05-25 COMMENT Must be logged in to use chart AT-X AcuityAds Inc

This has done well. Originally, he had thought it was a concept stock, but they’ve proved their concept is working. He is not ready to invest yet.


Price:
$4.140
Subject:
SMALL CAPS
Bias:
BULLISH
Owned:
No
2017-05-25 COMMENT Must be logged in to use chart BUS-X Grande West Transportation Group

He really likes the story. Their backlog for 2018 looks very strong, and the stock has moved up quite a bit. They just have to execute on all their orders, and you will be able to see how they do over the next several quarters.


Price:
$2.950
Subject:
SMALL CAPS
Bias:
BULLISH
Owned:
Yes
2017-05-25 COMMENT Must be logged in to use chart CRH-T CRH Medical Corp.

This got up to $11-$12, where he thought it was a little ahead of itself. Markets were jittery and someone came out with a Short report, so a lot of Shorts piled on and the stock came off quite a bit. At the current value of around $8, it looks half decent. He is comfortable with management.


Price:
$8.050
Subject:
SMALL CAPS
Bias:
BULLISH
Owned:
Yes
2017-05-25 COMMENT Must be logged in to use chart CZO-X Ceapro Inc.

A very high margin business. They do beta glucan that goes into Burt’s Bees, Aveeno etc. It is extracted from oats. This is a small component of a number of their products, but margins are very high. They were getting orders from a few companies in China, which ramped up their earnings. The last quarter wasn’t great. He still likes the company. It is going to be bumpy in terms of earnings.


Price:
$1.020
Subject:
SMALL CAPS
Bias:
BULLISH
Owned:
Yes
2017-05-25 DON'T BUY Must be logged in to use chart DHX.B-T DHX Media

Just made a large acquisition of Strawberry Shortcake and Peanuts. In the last while, there has not been a lot of positive cash flow from the properties they have. A lot of their properties are older and are not the hottest, so they are trying to rejuvenate them. He is staying on the sidelines.


Price:
$6.020
Subject:
SMALL CAPS
Bias:
BULLISH
Owned:
No
2017-05-25 COMMENT Must be logged in to use chart DIV-T Diversified Royalty Corp.

Payout ratio is more than 100%, but they sold one of their Alberta assets. They are looking to redeploy that cash from that, but for now they’re going to pay a little bit more than their actual cash flow numbers. Their dividend is quite high at about 8.5%, so people are worried about that. If you break up this company, you could get close to $3.


Price:
$2.630
Subject:
SMALL CAPS
Bias:
BULLISH
Owned:
Yes
2017-05-25 COMMENT Must be logged in to use chart DMI-X Diamcor Mining Inc.

Would have expected them to be cash flow positive this past quarter, but they weren’t, but are ramping up nicely. However, rough diamond prices have come off quite a bit. This is a very, very cheap stock. He really likes the capital structure, it is only about $50 million market cap. Thinks they will start to ramp up and will start to see some cash flow and earnings. He is still quite bullish on this.


Price:
$0.990
Subject:
SMALL CAPS
Bias:
BULLISH
Owned:
Yes
2017-05-25 PAST TOP PICK Must be logged in to use chart ESP-T Espial Group

(A Top Pick May 12/16. Up 20%.) This has been in the news with a hedge fund trying to replace some people on the board. Feels there needs to be changes. The market cap is about 45% in cash. They have 2 companies that make up the majority of their revenue. He is hoping they can bring on some new customers.


Price:
$2.490
Subject:
SMALL CAPS
Bias:
BULLISH
Owned:
Yes
2017-05-25 DON'T BUY Must be logged in to use chart FLY-X Flyht Aerospace Solutions

This is trying to improve black box flight recorder technology. Looking at the long-term chart, they haven’t gained a lot of traction. He doesn’t like to invest on hope, but prefers to see some results for several quarters first. This seems more like a lottery ticket.


Price:
$0.240
Subject:
SMALL CAPS
Bias:
BULLISH
Owned:
No
2017-05-25 PAST TOP PICK Must be logged in to use chart FTG-T Firan Technology Group Corp.

(A Top Pick May 12/16. Up 70%.) Electronic circuit boards and display equipment. It looks like they are going to put up some good earnings this year. In 2018 they’ll be able to earn $.40 or so. The problem is, there is not much liquidity to it.


Price:
$4.200
Subject:
SMALL CAPS
Bias:
BULLISH
Owned:
Yes
2017-05-25 COMMENT Must be logged in to use chart GUD-T Knight Therapeutics

This is more of a cash shell, but also has some products. Excellent management team. One thing; this trades above cash, and he likes to trade at a discount to cash.


Price:
$9.960
Subject:
SMALL CAPS
Bias:
BULLISH
Owned:
No
2017-05-25 HOLD Must be logged in to use chart ITC-T Intrinsyc Software Inc

A technology play and he doesn’t know the story well. It looks like they were putting up some very good earning numbers for several quarters in a row, however the recent quarter was not very strong. There may be some weakness in the coming quarter, but it looks like the back half of the year will be coming on strong because of some new customers.


Price:
$2.020
Subject:
SMALL CAPS
Bias:
BULLISH
Owned:
No
2017-05-25 COMMENT Must be logged in to use chart LTE-X Lite Access Technologies

They are doing distinctive infrastructure, where they are digging trenches to get that last mile to the home. They are doing this in the UK, and have a large contract with one company. He really likes the story, but is waiting to see some revenues and earnings drop to the bottom line over the next few quarters. Has a small position, waiting to see if they can improve their concept out over the next couple of quarters.


Price:
$2.410
Subject:
SMALL CAPS
Bias:
BULLISH
Owned:
Yes
2017-05-25 HOLD Must be logged in to use chart MAL-T Magellan Aerospa

He really likes this company. The multiple is very low. When he recommended it in the past, it was about 10X earnings. You only have to get a couple of multiple readings above that to get a much, much higher stock price. Last quarter wasn’t great, but thinks the cash flow generation is still there. The problem is that it is very illiquid, so for individuals it is a good one to own, but for institutions it is difficult.


Price:
$21.000
Subject:
SMALL CAPS
Bias:
BULLISH
Owned:
No
Showing 1 to 15 of 671 entries
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