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Peter Imhof , Vice President & Portfolio Manager

AGF Investments Inc


Date Signal Chart Symbol Company Opinion Price
2015-02-23 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  Looking for a lot of M&A over the next year in N.A. Small Caps.  Small caps have underperformed over the last 4 years and he thinks they will catch up.  We are at a point in the bull market where this just kind of thing happens.  There are opportunities for the big guys in the area of acquisitions.  A lot of Tech names are hitting new highs.  People are looking to move out of the energy space.  Small cap index is laden with energy and material stocks and this is why the index has underperformed over the last 4 years.  He thinks people will start to move down to the smaller caps.  About a third of his top picks have been taken out.  If the market does not reward the small caps with a higher multiple, someone takes them out.


Price:
$0.020
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
_N/A
2015-02-23 TOP PICK Must be logged in to use chart AGT-T AGT Food & Ingredients

Macro environment is ideal.  Chick peas and so on as an alternative to red meat.  15 times earnings.  Next quarter should be a record quarter for them.  There has been a lot of consolidation in this industry.  Have done well for 6 quarters.


Price:
$28.100
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Yes
2015-02-23 PAST TOP PICK Must be logged in to use chart CNE-T Canacol Energy Ltd.

(Top Pick Dec 19/13, Down 57.32%) They were doing well and then energy came off.  They made some big discoveries in the Nat Gas area.  He is disappointed in a lot of the Columbian plays right now.


Price:
$2.750
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Yes
2015-02-23 BUY Must be logged in to use chart CRH-T CRH Medical Corp.

Hemorrhoid business.  Acquisition they made is quite accretive.  People are just becoming aware of this story.  A high margin business.


Price:
$3.800
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Unknown
2015-02-23 DON'T BUY Must be logged in to use chart CS-T Capstone Mining Corp.

Always been a big fan of this one, but last quarter he was disappointed with the grades of all three mines.  He is hesitant to recommend it.


Price:
$1.280
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Unknown
2015-02-23 BUY Must be logged in to use chart DHX.B-T DHX Media

Not a typical name he would own because the valuation is very high.  Eventually they may get taken out.


Price:
$9.350
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Yes
2015-02-23 HOLD Must be logged in to use chart DIV-T Diversified Royalty Corp.

Royalty stream on restaurants out west.  Are negotiating a number of other royalty agreements.  Will be a long term good story.  A Top Pick previously.


Price:
$2.660
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Yes
2015-02-23 TOP PICK Must be logged in to use chart ESP-T Espial Group

He talked about it 6 months ago.  There was slippage in the signing of a contract from end of last year into the beginning of this year.  Earnings coming out this Thursday and should be good.


Price:
$3.140
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Yes
2015-02-23 DON'T BUY Must be logged in to use chart FLY-X Flyht Aerospace Solutions

Never really seen the revenue fall to the bottom line so it is a concept stock.  If there are a lot of plane crashes, people move to this stock.  He’s never been a fan.


Price:
$0.300
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
No
2015-02-23 BUY Must be logged in to use chart FTG-T Firan Technology Group Corp.

Just reported an unbelievable quarter.  No analyst follows it.  70% of revenues are from the US yet 70% of operations are in Canada so the declining CAD$ benefits them.  Earnings should accelerate over the next few years.  You probably have not missed the run.  The CAD$ has only helped them over the last couple of months.  An 11 year high.


Price:
$1.950
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Unknown
2015-02-23 DON'T BUY Must be logged in to use chart GRC-X Grenville Strategic Royalty

Making smaller bets on companies.  Came out with news that one of the streams they bought was zero (fraud).  He prefers DIV-T.


Price:
$0.620
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Unknown
2015-02-23 BUY Must be logged in to use chart GUD-T Knight Therapeutics

The whole sector has been on fire.  They have done a really good job.  They made a number of loans to companies in the space.  Thinks they will accumulate a number of drugs over the next little while.  Prefers CXR-T.


Price:
$9.300
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
No
2015-02-23 DON'T BUY Must be logged in to use chart GXI-T GuestLogix

Never been a fan of this company.  They did a refinancing and he was not a big fan of them.  He stayed away.  Thinks an activist shareholder has come in.


Price:
$0.770
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
No
2015-02-23 DON'T BUY Must be logged in to use chart MCR-X Macro Enterprises

Competitor of Petro West and Enterprise.  The sector has taken a downturn and this company has not executed as well as others. 


Price:
$1.870
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Unknown
2015-02-23 HOLD Must be logged in to use chart MTY-T MTY Food Group

Done a very good job of growing their earnings.  Restaurant food groups.  Consolidated a lot of businesses across Canada.  The space is fairly steady.  Continue to hold it.


Price:
$35.570
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Unknown
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