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
2017-09-28 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  If you look at Canada, we are trading at quite a discount to the US.  If you look at the Copper price, and oil price, over the last number of months they are starting to move up.  In 6 of the last 7 years small caps have underperformed.  These sectors should start to do better.  A lot of bigger energy names got added to the small cap index.  They will probably start to move their weights up. 


Price:
$0.020
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
_N/A
2017-09-28 WATCH Must be logged in to use chart AGT-T AGT Food & Ingredients

He just started to realize that quarter after quarter they were starting to miss and debt levels were quite high.  Fairfax lent them quite a bit of money.  It is like Warren Buffet taking part of the company on the cheap.  He exited about 9 months ago.  He is watching for revenues to come up.


Price:
$24.470
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
No
2017-09-28 WATCH Must be logged in to use chart APH-T Aphria Inc

This is the only play he has ever owned in the Marijuana space.   He did extremely well on it but before all the hype about it.  The market caps are now so large and not spinning off much cash flow so it is hard for him to justify them.  He likes the management and they are one of the low cost producers.  He stays away because of valuations. 


Price:
$6.860
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
No
2017-09-28 DON'T BUY Must be logged in to use chart AVO-T Avigilon Corp

The CEO runs it like a private company.  It is hard for him if he is not aligned with the CEO.  The stock has done alright on a longer term chart.  But he will not invest in it.


Price:
$17.820
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
No
2017-09-28 BUY Must be logged in to use chart BUS-X Grande West Transportation Group

He took the majority of a recent financing.  They are just starting to ramp up and are now earnings positive.  Their backlog should keep them busy for the next couple of quarters. 


Price:
$2.750
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Yes
2017-09-28 WEAK BUY Must be logged in to use chart CLR-T Clearwater Seafoods Inc.

He exited about 5 months or so ago.  They pretty much had 100% of the quotas in Canadian in these shell fish.  The last couple of quarters were half decent for them but the last few years were choppy.  It is coming down to a valuation that makes more sense.


Price:
$9.180
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
No
2017-09-28 SELL Must be logged in to use chart CRH-T CRH Medical Corp.

He exited this story.  He was a big bull.  It came back for stock specific stories.  Multiple compression resulted from short reports. 


Price:
$2.890
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
No
2017-09-28 WAIT Must be logged in to use chart DIV-T Diversified Royalty Corp.

It has had a really big run here. It was falling and then they signed with Air Miles. Now their payout ratio is not above 100% like it was. They may sign another deal by year end and that would cover off their dividend. He likes the management team but he is not sure theres much more upward room left, unless they sign another deal. Some analysts are calling for $3.75-$4. There's strength and the fundamentals are looking good, but he thinks its more fairly priced now than it was a couple months ago.


Price:
$3.100
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Yes
2017-09-28 HOLD Must be logged in to use chart DMI-X Diamcor Mining Inc.

South African mining.  It has been quite disappointing.  They had a hiccup in their production.  He still owns it.  They have been finding larger karats but have had a bit of a water issue.  You need to continue to hold it. 


Price:
$0.590
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Yes
2017-09-28 COMMENT Must be logged in to use chart FRII-T Freshii Inc

Disappointed with recent results and guided down store openings. There hasn't been many successful IPOs in Canada in the last few years. They didn't have enough visibility in what was coming in the first few quarters to build a strong shareholder base and keep IPO shares price up.


Price:
$5.600
Subject:
NORTH AMERICAN - SMALL
Bias:
BEAR
Owned:
Unknown
2017-09-28 BUY Must be logged in to use chart FTG-T Firan Technology Group Corp.

It has done extremely well since he last recommended it.  They made some management changes but he still likes it.  There are more and more planes being ordered.  It is fairly cheap but there is not a lot of liquidity to it.  It still looks cheap.  He thinks they will come out with better quarters. 


Price:
$3.390
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Yes
2017-09-28 BUY Must be logged in to use chart GXE-T Gear Energy

It is a small position for him.  It is heavier oil and has not kept up with other names.  It is under the radar.  He is quite impressed with their production ramp up and netbacks.  People are hesitant to move down to these microcap names.  It looks cheap.  The oil price has moved up but this stock has not.  He would buy.


Price:
$0.790
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Yes
2017-09-28 WATCH Must be logged in to use chart IPT-X Impact Silver Corp.

It has come off over the last couple of weeks.  A lot of people were playing it as a materials stock.  The last couple of quarters were not that strong.  There have been some increases in costs.  The next couple of quarters should not be that strong.  He is going to take a closer look at it if it comes down a little further. 


Price:
$0.330
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
No
2017-09-28 PAST TOP PICK Must be logged in to use chart MST.UN-T (Dead) Milestone Apartment REIT

(Top Pick Dec 20/16, Up 18%) He did not want them to get taken over.  He thought there was more growth left.  You would have got more upside over a couple of years. 


Price:
$22.150
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
No
2017-09-28 HOLD Must be logged in to use chart NYX-X NYX Gaming Group Ltd

It has been doing well lately.  There as a takeover bid for it at 105% premium.  He owns a lot of it.  He has not sold yet .  He prefers to hold on to it.  He will still get a little bit if he holds it and someone else may come in to bid higher.  He would rather hold it.


Price:
$2.360
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Yes
Showing 1 to 15 of 698 entries
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