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Compiling comments that experts make about stocks while on public TV.

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Peter Imhof , Investment Strategist

Sprott Small Cap Equity


Date Signal Chart Symbol Company Opinion Price
2014-11-26 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. Small caps were outperforming earlier in the year, but for the last 3 years have underperformed quite a bit versus the larger caps. There is a lot of selling still going on in terms of tax losses. This is an opportunity to buy them, but he wouldn’t expect them to move up until next year because of people trying to sell their losers by year end. He is very much “growth at a reasonable price”, so is looking for companies that are growing earnings, good balance sheet, good visibility and a management team that historically have done well. His turnover period for his portfolios is about 30%, so he has about a 3 year Hold period for most of his stocks.


Price:
$0.020
Subject:
NORTH AMERICAN - SMALL
Bias:
CAUTIOUS
Owned:
_N/A
2014-11-26 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Energy. Right now you really have to focus in on the companies that have clean balance sheets and don’t have a lot of debt. With a lower commodity price, cash flow generation is going to be lower. Thinks the energy sector has been overdone and people are throwing out the baby with the bathwater. There is some very good value within the sector. You have to be selective and make sure the companies have good balance sheets.


Price:
$0.020
Subject:
NORTH AMERICAN - SMALL
Bias:
CAUTIOUS
Owned:
_N/A
2014-11-26 COMMENT Must be logged in to use chart AC-T Air Canada (B)

Have done a very good job over the last few years in terms of cutting their costs, getting their earnings up and rectifying a lot of the problems that they did have. Lower oil prices will obviously help them. This is one that you should just buy for a trade and not hold for something like 3 years, as a lot of low hanging fruit has already taken place for them.


Price:
$10.220
Subject:
NORTH AMERICAN - SMALL
Bias:
CAUTIOUS
Owned:
Unknown
2014-11-26 PAST TOP PICK Must be logged in to use chart AIF-T Altus Group

(A Top Pick Oct 24/13. Up 68.99%.) Software and valuations for real estate. Just sold his holdings recently. The quarter was alright, but he had high expectations. Felt it got a little bit ahead of itself. Likes the management team.


Price:
$23.510
Subject:
NORTH AMERICAN - SMALL
Bias:
CAUTIOUS
Owned:
No
2014-11-26 COMMENT Must be logged in to use chart AYA-T Amaya Gaming Group Inc.

Stock has done phenomenally well. Made a number of acquisitions and for a while he was a bit worried, because each time they came out with guidance they wouldn’t hit their numbers. This is the 1st time they have hit their numbers. Have the backing of a lot of US investors. A 2-3 years hold is very difficult as there is so much regulatory environment in the gaming industry. You have to be prepared to take some money off the table at certain points of time.


Price:
$38.500
Subject:
NORTH AMERICAN - SMALL
Bias:
CAUTIOUS
Owned:
Yes
2014-11-26 COMMENT Must be logged in to use chart CBL-T Callidus Capital Corp

This is a lender. Went public at about $14 and was heavily oversubscribed. Every quarter they have come out with very good earnings, and thinks they have a lot of runway here in doing other loans with higher fees. Expects the earnings to ramp up quite a bit. Trading at a low multiple compared to others. Management is quite adept at putting the money to work and having a good return on capital.


Price:
$21.500
Subject:
NORTH AMERICAN - SMALL
Bias:
CAUTIOUS
Owned:
Yes
2014-11-26 COMMENT Must be logged in to use chart CDV-T Com Dev International Ltd.

In aerospace. They previously had some engine team issues, where they had some contracts, bid on them, but didn’t charge enough and ended up losing a lot of money. Because of that, he had stayed away for a while. Now the space has done fairly well. It was never traded at a high valuation and has always been fairly cheap. However, every time he thinks it is cheap, it is cheap for a reason.


Price:
$3.750
Subject:
NORTH AMERICAN - SMALL
Bias:
CAUTIOUS
Owned:
No
2014-11-26 BUY Must be logged in to use chart CEU-T Canadian Energy Services & Technology

Energy services company that helps with fluid handling. Looking at a long-term chart the company has done very well, but has come off quite a bit in the last 6 months. Have come out with very good earnings every quarter, but thinks it is getting caught up with oil prices coming down. If you are a long-term believer in management, which he is, you should continue to hold. It is also a pretty good buying opportunity.


Price:
$7.550
Subject:
NORTH AMERICAN - SMALL
Bias:
CAUTIOUS
Owned:
Yes
2014-11-26 PAST TOP PICK Must be logged in to use chart CNE-T Canacol Energy Ltd.

(A Top Pick Oct 24/13. Down 32.81%.) Still likes the story. A Colombian producer. There are high expectations in terms of exploration, and thinks there is still a lot of that coming. It is going to be difficult with oil prices down at this level. Thinks it has been oversold.


Price:
$3.270
Subject:
NORTH AMERICAN - SMALL
Bias:
CAUTIOUS
Owned:
Yes
2014-11-26 BUY Must be logged in to use chart CS-T Capstone Mining Corp.

One of his favourite copper stories. Currently producing $1.90-$2 a pound copper. Have done very well in terms of their operations. There are very few ways to play copper in Canada now. Management has done a good job. If you want copper exposure, this is a way to really play it. Expects production to grow over the next few years and their costs to come down. A good entry point.


Price:
$2.110
Subject:
NORTH AMERICAN - SMALL
Bias:
CAUTIOUS
Owned:
Yes
2014-11-26 BUY Must be logged in to use chart CWL-T Caldwell Partners Int'l (A)

Seem to have a lot of visibility. They are working on deals presently. Pays a nice dividend and is trading at a low multiple. Too small for him, but if he were running a microcap fund, he would have it in his portfolio. Pays a dividend of over 5%.


Price:
$1.580
Subject:
NORTH AMERICAN - SMALL
Bias:
CAUTIOUS
Owned:
No
2014-11-26 TOP PICK Must be logged in to use chart DIV-T Diversified Royalty Corp.

A new type of royalty company. They are buying top line revenue from companies that have steady businesses. Management own a lot of stock themselves. The 1st deal they signed was with Franwork, the owners of Original Joe’s and Elephant and Castle restaurants. Trading at a fairly low multiple, and has a 7% yield. They are just starting getting coverage. Expects they will sign another deal in the next couple of months or so. Street is starting to get behind this story. Fairly cheap. Considers this a long-term hold that he can own for the next few years and let it play out.


Price:
$2.470
Subject:
NORTH AMERICAN - SMALL
Bias:
CAUTIOUS
Owned:
Yes
2014-11-26 COMMENT Must be logged in to use chart ESP-T Espial Group

They try to help cable providers beat some of the companies, such as Netflix. Have signed one large deal which he thinks is going to be deployed later on in the year. Stock has come off quite a bit in the last number of months. Feels half the market cap is in cash, and there will be some deployment coming in the back half or early part of 2015. Earnings are about to start to come through. Have done fairly well operationally. Surprised on the upside each quarter for the last three quarters. People were expecting them to sign another deal before year-end, but that was pushed out so the stock has come off for the moment.


Price:
$1.410
Subject:
NORTH AMERICAN - SMALL
Bias:
CAUTIOUS
Owned:
Yes
2014-11-26 COMMENT Must be logged in to use chart ET-T Evertz Technologies Ltd.

Do a lot of work for ESPN in their studios, such as building out studios, refreshing them in terms of the cameras, etc. Thinks their deal with ESPN is going to start to revenue over the next number of quarters. Not very liquid as people at that moment don’t want to sell it. Management has done a very good job of executing. Looking for a lot of good earnings growth over the next 12-18 months.


Price:
$17.540
Subject:
NORTH AMERICAN - SMALL
Bias:
CAUTIOUS
Owned:
Yes
2014-11-26 BUY Must be logged in to use chart GTE-T Gran Tierra Energy Inc.

Doing well operationally. Even though the stock has come off, this oil/gas producer in Colombia generates its own cash flows and hasn’t had to go back to the market. It has no debt and has a lot of cash on the balance sheet. Thinks it is going to do very well on a rebound.


Price:
$4.960
Subject:
NORTH AMERICAN - SMALL
Bias:
CAUTIOUS
Owned:
Yes
Showing 1 to 15 of 405 entries
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