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
2016-09-29 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  This is the first year in 5 that small caps have outperformed.  He expects that to continue throughout the rest of the year.  There is more of a sector rotation and more into small caps than large.  Mining stocks have done extremely well.  Small and mid-cap energy stocks are outperforming the large.  In Canada there are more small and medium cap companies that are in the oil space than elsewhere.  People are looking for more outside of resources as well. 


Price:
$0.020
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
_N/A
2016-09-29 BUY on WEAKNESS Must be logged in to use chart AGT-T AGT Food & Ingredients

A long term holding for him.  People are looking for other sources of protein besides red meat.  Chickpeas and Lentils.  They did a good job of growing their earnings.  The macro environment is good for them and operationally they are doing well.  He would feel comfortable holding it for the next few years.


Price:
$37.970
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Yes
2016-09-29 SELL Must be logged in to use chart ARE-T Aecon Group Inc

They are probably one of the only construction companies that have done well.  He finished selling it about 4 months ago because after they do well for a while they eventually misprice a contract.  So he exited.  The management team did a very good job. 


Price:
$17.830
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
No
2016-09-29 BUY Must be logged in to use chart BDT-T Bird Construction Income Fund

This is the one he would be looking closely at here.  Their balance sheet is quite good.  Risk reward looks pretty good.  It is great for individuals, but it does not trade a lot so holds him back as an institutional investor.


Price:
$11.310
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
No
2016-09-29 PAST TOP PICK Must be logged in to use chart BYD.UN-T Boyd Group Income Fund

(Top Pick Jan 8/16, Up 34.31%) They have gotten bigger.  He has had a history with these guys.  He has not sold a share.  Same store sales growth is up 5%.  It is one of his top ten holdings.  There is a lot of running room for them.  They are continuing to make acquisitions and can continue to grow.  It is one of the A+ management teams in North America.


Price:
$81.650
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Yes
2016-09-29 COMMENT Must be logged in to use chart CNE-T Canacol Energy Ltd.

He used to own it.  He moved to another.  They got into trouble with oil prices, but have not gotten out of it.  It is smaller cap.  Reducing tax rates in Colombia would be beneficial to them.


Price:
$4.310
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
No
2016-09-29 HOLD Must be logged in to use chart CRH-T CRH Medical Corp.

He really likes the management team.  He continues to hold it although the whole healthcare sector has been under scrutiny.  Their earnings have grown as they made tuck-in acquisitions.  They recently did some marketing.  Over the next couple of years earnings estimates should go up.


Price:
$5.110
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Yes
2016-09-29 BUY Must be logged in to use chart CWX-T Canwel Building Materials Ltd.

He likes this story.  He used to own some.  He sold because it had done well.  He is not buying it because he has so many housing related stories.  But he likes it.  He would continue to hold it.


Price:
$6.680
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
No
2016-09-29 SELL Must be logged in to use chart CXR-T Concordia Healthcare

He prefers to cut losses because of the amount of debt on the books.  When you get into trouble you still have to fund all that debt.  He doesn’t see the company coming back.  Cut your losses.


Price:
$7.120
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Unknown
2016-09-29 TOP PICK Must be logged in to use chart CZO-X Ceapro Inc.

They extract beta glucan from oats.  It is supposed to be anti-aging, healing and goes into their products.  They have ramped up earnings tremendously over the last few quarters.  They just opened a new facility that can do 10 times the production.


Price:
$1.840
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Yes
2016-09-29 WAIT Must be logged in to use chart DDC-T Dominion Diamond

This company has underperformed, but has a great balance sheet.  He tried to buy, but did not get his price.  The next quarter is probably not going to be that good for them and there may be tax loss selling.  Look to get in at the $11 range.


Price:
$10.490
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
No
2016-09-29 DON'T BUY Must be logged in to use chart DHX.B-T DHX Media

He has not been involved for the last couple of years.  They recently came out with numbers.  Their cash flow growth was not there.  Stay away from this one.  Cap-X is likely to go up as they build a studio.


Price:
$6.950
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
No
2016-09-29 BUY Must be logged in to use chart DIV-T Diversified Royalty Corp.

They just sold off an asset and got a huge amount of cash so their payout ratio, although over a 100 percent is okay.  He feels the dividend is safe.  He likes the management team.  It has been a tough environment for them with assets in Alberta.


Price:
$2.370
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Yes
2016-09-29 TOP PICK Must be logged in to use chart DMI-X Diamcor Mining Inc.

No one covers this story.  When he looked at the numbers he got VERY interested.  They just started to ramp up in terms of production.  It should rise into Q1’17.  They could earn 20-40 cents.  He has 3 year warrants.  Diamond prices are at a multi year low.  This will start to get it on people’s radar screens.


Price:
$0.000
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Yes
2016-09-29 WATCH Must be logged in to use chart ESP-T Espial Group

They were trying to help Rogers make set top boxes look like Apple TV.  They have since cut cords.  They have up to $1.50 of cash per share.  He thinks there are activist shareholders looking to do something with this company.  We need to see them start to do well operationally before buying.


Price:
$2.000
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Unknown
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