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
2016-12-20 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  This year small caps in Canada have outperformed for the first time in years.  A lot of golds got moved up and out of small cap indexes.  A lot of managers didn’t own gold earlier in the year.  He tries to pick the best stocks in each sector and to have a well diversified portfolio.  It has a lot of sector rotation recently. 


Price:
$0.020
Subject:
NORTH AMERICAN - SMALL
Bias:
SELECTIVE
Owned:
_N/A
2016-12-20 WATCH Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Marijuana.  He bought one stock (APH-X) and did extremely well.  He does not understand the valuations on these stocks now.  It is a tough industry right now because the stocks are all going up and the multiples are extremely high.  This is not the time to get in but APH-X would be the one he likes best.


Price:
$0.020
Subject:
NORTH AMERICAN - SMALL
Bias:
SELECTIVE
Owned:
No
2016-12-20 COMMENT Must be logged in to use chart AC-T Air Canada (B)

Airlines are so volatile.  He played it around $7.50 and made around 20% on it.  It looks cheap and always does but the fundamentals are very strong.  The balance sheet is getting better and a lot of capacity has been brought on.


Price:
$14.210
Subject:
NORTH AMERICAN - SMALL
Bias:
SELECTIVE
Owned:
Unknown
2016-12-20 DON'T BUY Must be logged in to use chart AVO-T Avigilon Corp

This has been a letdown.  He has stayed away from it.  It is hard to get a grasp on what they are doing.  He likes the technology and the fundamentals.  It is very lumpy.  He needs to feel comfortable with management teams running these things.  He is not getting a clear vision on how they are going to build the business. 


Price:
$12.380
Subject:
NORTH AMERICAN - SMALL
Bias:
SELECTIVE
Owned:
No
2016-12-20 WATCH Must be logged in to use chart BCB-T Cott Corp

Now they moved into more water and they still have juices.  He thinks they will try to exit that part of the business.  It ran up to close to $22 and now it seems to go down every single day.  He thinks there is a seller out there.  They made acquisitions with debt.  It is not at a high multiple so he might take a look at it.  It looks interesting at these prices.


Price:
$15.120
Subject:
NORTH AMERICAN - SMALL
Bias:
SELECTIVE
Owned:
No
2016-12-20 HOLD Must be logged in to use chart BOS-T Airboss of America

It looks cheap here.  It might be a value trap because the last couple of quarters have not been good.  He is not adding but has not sold.  He hopes things will start to turn in the next couple of quarters.


Price:
$11.510
Subject:
NORTH AMERICAN - SMALL
Bias:
SELECTIVE
Owned:
Yes
2016-12-20 HOLD Must be logged in to use chart CLR-T Clearwater Seafoods Inc.

The last couple of quarters have not been good for the company.  He does not think they will come out with stellar quarters.  $10 might be a floor on the stock.  He would continue to hold it but there are head winds in the short term.


Price:
$10.830
Subject:
NORTH AMERICAN - SMALL
Bias:
SELECTIVE
Owned:
Unknown
2016-12-20 BUY Must be logged in to use chart CRH-T CRH Medical Corp.

It is a buy or a hold.  He is one of the largest holders.  This has been a top pick of his.  It is a health care company, the top performing one in Canada this year.  They did a very good job at increasing their earnings.  Last quarter the stock took off.  A lot more small cap managers are looking at it now.  He likes the management team from a previous company.


Price:
$7.060
Subject:
NORTH AMERICAN - SMALL
Bias:
SELECTIVE
Owned:
Yes
2016-12-20 BUY Must be logged in to use chart CZO-X Ceapro Inc.

He is one of the largest holders of the stock.  It came off because they did an issue.  They make chemicals that would go into a lot of P&G products.  The stock has been moving up in the last few days on a lot of volume.  There is still no analyst coverage.  He is comfortable with the story and thinks the next couple of quarters will show more strength.


Price:
$1.420
Subject:
NORTH AMERICAN - SMALL
Bias:
SELECTIVE
Owned:
Yes
2016-12-20 PAST TOP PICK Must be logged in to use chart ESP-T Espial Group

(Top Pick May 12/16, Up 1.44%) There was controversy with a contract they had with Rogers.  They rolled out with a couple of other companies.  The upside is quite strong and you will start to see other deals.  It is a way to play the defense against cord cutting.


Price:
$2.020
Subject:
NORTH AMERICAN - SMALL
Bias:
SELECTIVE
Owned:
Yes
2016-12-20 PAST TOP PICK Must be logged in to use chart FTG-T Firan Technology Group Corp.

(Top Pick May 12/16, Up 49.16%) They have good visibility.  Now there are a few people covering it.  Earnings were up over 20% last quarter.  They made an acquisition and so now can ramp up their manufacturing.  It is still very small and they have one very large shareholder.  He thinks it will continue to do well.


Price:
$3.600
Subject:
NORTH AMERICAN - SMALL
Bias:
SELECTIVE
Owned:
Yes
2016-12-20 WATCH Must be logged in to use chart ITC-T Intrinsyc Software Inc

The stock price has been moving up.  The earnings have been coming through.  He still has to do more work on it.  It is a technology company.  It looks like the earnings growth is there.  There is no analyst that follows it at present.


Price:
$2.070
Subject:
NORTH AMERICAN - SMALL
Bias:
SELECTIVE
Owned:
No
2016-12-20 BUY Must be logged in to use chart KXS-T Kinaxis Inc

One of his favourite companies.  They are on the cutting edge.  He got involved in the IPO and did extremely well.  The multiple is not cheap but the growth is very good.  It came off and then he added to it.  It is his second largest technology weight.  They have a lot of recurring revenue.


Price:
$64.130
Subject:
NORTH AMERICAN - SMALL
Bias:
SELECTIVE
Owned:
Yes
2016-12-20 DON'T BUY Must be logged in to use chart MSL-T Merus Labs International

There has been no good news in the last couple of quarters.  He got out when he saw no growth coming through.  Regulatory things going on in Europe have hurt them.  This is not one of the top twenty names you want to own.


Price:
$0.960
Subject:
NORTH AMERICAN - SMALL
Bias:
SELECTIVE
Owned:
No
2016-12-20 TOP PICK Must be logged in to use chart MST.UN-T Milestone Apartment REIT

54% of their properties are in Texas and the rest in Florida.  They just announced an increase in their distribution that takes effect in January.  All these stocks have come off so he is accumulating more of this one.  He likes the management team as they keep beating his expectations.  They will continue to do well and may get bought out.  They pay their distributions in US$.  It is one of his larger positions.  (Analysts’ Target: $22.15).


Price:
$17.950
Subject:
NORTH AMERICAN - SMALL
Bias:
SELECTIVE
Owned:
Yes
Showing 1 to 15 of 618 entries
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