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Peter Imhof , Investment Strategist

Sprott Small Cap Equity

Date Signal Symbol Company Opinion Price
2013-04-03 N/A A Commentary A Comment -- General Comments From an Expert

Markets. He typically has 3%-10% cash in his portfolio and this is currently now at 7%. Always has a little bit on the sidelines to take advantage of any dips in some of the names that he likes. Expects this will be a volatile time over the next few months, particularly since the US market has had such a big rally here.

 Price:
$0.020
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
_N/A
2013-04-03 TOP PICK ACQ-T AutoCanada Inc.

Consolidator of dealerships (predominantly truck sales) in Canada. Management has done an excellent job. In this recent quarter, their EBITDA was up over 37%. EPS should be over 30% this year. Trading at around 12.5X this year’s earnings. Dividend yield of 3.4%.

 Price:
$21.360
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
Yes
2013-04-03 PARTIAL SELL BAD-T Badger Daylighting

Thinks people were primarily buying this for the dividend but there has been a lot of growth, both top line and bottom-line. A company tried to bid for them in 2011 and since then the company has done a great job of growing their earnings both in the US and Canada. If you own, consider taking a little bit of profit.

 Price:
$39.800
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
Yes
2013-04-03 COMMENT BTO-T B2Gold Corp.

One of his favourite gold stocks. Has a very good growth profile. Made an acquisition a few months ago that will help grow the company and their production. Fairly low cash cost relative to the rest of the industry. This will be a function of where the price of gold goes. If you only had 5-6 gold names to own, this would be one of them for him.

 Price:
$2.860
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
Yes
2013-04-03 COMMENT CFN-T Carfinco Financial Group

Lends money to people buying cars. Stock has done really well and most people really like the story. Doesn’t really follow this company. 4.7% dividend yield, which he believes is safe.

 Price:
$10.050
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
No
2013-04-03 BUY CNE-T Canacol Energy Ltd.

Most of the Colombian names have lagged over the last couple of years. Had some hiccups, but recently signed a deal with Exxon who will start to pay for some of their explorations. Good story at this price. Undervalued.

 Price:
$2.910
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
Unknown
2013-04-03 PAST TOP PICK CROX-Q Crocs Inc.

(A Top Pick July 30/12. Down 6.48%.) Stock is down because they reported a weak quarter. Trading at only 8X the shares earnings. Stock is somewhat seasonal so you’ll see earnings and revenues ramp up in the spring and summer. $18 is very easily attainable.

 Price:
$14.380
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
Yes
2013-04-03 BUY HCG-T Home Capital Group

Management team has done a very good job. Always under promise and over deliver. EPS growth has been about 20% over the last number of years. Trades at a low multiple. They continue to increase the dividend. He is holding this for the long-term. Could see $70 over the next 12 months or so.

 Price:
$58.250
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
Yes
2013-04-03 HOLD MMT-X Mart Resources Inc

Stock has really come off in the last few days. Trades at a low multiple because it is working out of Nigeria. Thinks the dividend is safe here. Pipeline has been down for quite some time but they have $100 million credit facility and he thinks a new pipeline is going to come on at the end of this summer. Still likes the story. 13.5% dividend yield.

 Price:
$1.480
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
Yes
2013-04-03 PAST TOP PICK MND-T Mandalay Resources Corp.

(A Top Pick July 30/12. Up 65.66%.)

 Price:
$0.990
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
Unknown
2013-04-03 TOP PICK SO-T Softchoice Corp.

Expects them to have more than 30% EPS growth this year. Trading at around 10X the shares earnings. Good dividend yield. Came out with a record quarter last quarter. Net income was up 29% and revenues up 15%. Very cheap. Good management. Expects the 2.18% dividend will be increased to double over the next 2 years.

 Price:
$16.720
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
Yes
2013-04-03 COMMENT SYZ-X Sylogist Ltd.

One of his favourite stories. A software company that continued to do very well on top line and bottom line. Increased their dividend. Cash flows are very strong. Has started to see price increases on their software. Expects you will see margins expand over the next couple of quarters. 3.5% dividend yield.

 Price:
$4.580
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
Yes
2013-04-03 STRONG BUY TME-X Temex Resources Corp.

Down quite a bit but feels this is just a function of the rest of the market where small juniors have come off quite a bit. Had excellent drill results and they continue to do what they said they would do. He has been adding to his position at these prices. Very cheap. At some point he thinks it will be a consolidation play.

 Price:
$0.150
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
Yes
2013-04-03 PAST TOP PICK WIN-Q Windstream Corporation

(A Top Pick July 30/12. Down 15.9%.) (BNN shows Wyndham Worldwide “Up 23.3%”, but our records show it as Windstream (WIN-Q) “Down 15.9%”. I’m using our figures.)

 Price:
$8.210
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
Unknown
2013-04-03 TOP PICK WIN-T Wi-Lan Inc.

A “show me” year as they are in a lot of trials. This will be the time where they are going to sign more licensing deals or they will be in trouble. Stock has been weak over the last couple of months. Recently came out and said one of the trial dates has been pushed back but this is just a timing issue. Feels they are very strong in the patents they do have against the companies they are going up against. Have a ton of cash on their balance sheet. Yield of 3.96%.

 Price:
$4.120
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 251 entries
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