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Peter Imhof , Investment Strategist

Sprott Small Cap Equity


Date Signal Chart Symbol Company Opinion Price
2013-12-19 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  People were looking for a reason for the market to continue because it had been strong.  They are moving into the large cap because of more liquidity.  Then it is trickling down the small caps.  After a big run up like we have had it could be volatile over the next year.  Watch that your picks don’t have a big PE.  He is bottom up and finds there is good value is some technology companies.  Dollar came down and so some lumber companies moved up.


Price:
$0.020
Subject:
NORTH AMERICAN - SMALL
Bias:
SELECTIVE
Owned:
_N/A
2013-12-19 BUY Must be logged in to use chart AD-T Alaris Royalty

One of their royalty streams just filed for bankruptcy.  It may be oversold here.  But it has a high multiple.


Price:
$29.900
Subject:
NORTH AMERICAN - SMALL
Bias:
SELECTIVE
Owned:
No
2013-12-19 HOLD Must be logged in to use chart CLS-T Celestica Inc

Company is more into buying back stock than dividends but that is the reason to own it.  Good management team and margins continue to increase.  Don’t sell.


Price:
$10.530
Subject:
NORTH AMERICAN - SMALL
Bias:
SELECTIVE
Owned:
Unknown
2013-12-19 TOP PICK Must be logged in to use chart CNE-T Canacol Energy Ltd.

Thinks we could see more results before Christmas.  There is still a lot of upside here.  There are a lot of catalysts here.  They are working with some of the majors.  Net backs have been increasing dramatically. 


Price:
$6.560
Subject:
NORTH AMERICAN - SMALL
Bias:
SELECTIVE
Owned:
Yes
2013-12-19 HOLD Must be logged in to use chart CSU-T Constellation Software Inc.

Been a tremendous story.  Likes the management team.  Growth through acquisition.  Multiple is high but they have done a good job.  Don’t sell here.


Price:
$216.670
Subject:
NORTH AMERICAN - SMALL
Bias:
SELECTIVE
Owned:
Unknown
2013-12-19 BUY Must be logged in to use chart DHX-T DHX Media

They are in the right space at the right time.  The cable companies want to buy these companies that have the content.  Likes the CEO.  He sold most of his position.  Thinks there will be a lot of consolidation in this area.  Eventually it will be take out.


Price:
$5.440
Subject:
NORTH AMERICAN - SMALL
Bias:
SELECTIVE
Owned:
No
2013-12-19 HOLD Must be logged in to use chart GWR-T Global Water Resources

Has been an orphan.  He has a small position.  He likes the story.  They got a bit ahead of themselves with the housing crash.  They are not getting some traction.  Seeing revenues and earnings coming up.  Expects them to initiate a dividend fairly soon, over the next couple of quarters.  Quite a bit of upside left in this stock.


Price:
$3.550
Subject:
NORTH AMERICAN - SMALL
Bias:
SELECTIVE
Owned:
Yes
2013-12-19 PAST TOP PICK Must be logged in to use chart HCG-T Home Capital Group

(Top Pick Dec 27/12, Up 35.20%)  He took a little of the table because it was 7% of his fund.  There were a lot of US guys that shorted but they didn’t have a good understanding of this company.  10 times earnings.  Not sure why it is less than the banks.  Earnings are growing so you are going to get a higher stock price.


Price:
$78.110
Subject:
NORTH AMERICAN - SMALL
Bias:
SELECTIVE
Owned:
Yes
2013-12-19 HOLD Must be logged in to use chart LEG-T Legacy Oil and Gas Inc.

They had some debt issues and production was not increasing as much as people expected.  There are better places to put your money.  Doesn`t know if he would be selling right here.


Price:
$6.070
Subject:
NORTH AMERICAN - SMALL
Bias:
SELECTIVE
Owned:
Unknown
2013-12-19 BUY Must be logged in to use chart LOY-X Loyalist Group Limited

Came out with a weak quarter and then a better one.  English as a second language.  They are getting into dormitories for foreign students.  High margin / high profile.  Expects earnings to keep increasing.  This is a reasonable entry point. An underfollowed story.


Price:
$0.660
Subject:
NORTH AMERICAN - SMALL
Bias:
SELECTIVE
Owned:
Yes
2013-12-19 WATCH Must be logged in to use chart LSI-X Lonestar West

Likes this story.  Hydro vac systems.  Growing rapidly.  He wants to see their margin increase.  Top line has increased but it has not fallen to the bottom line.  He exited.  He was disappointed in the last two quarters.


Price:
$3.380
Subject:
NORTH AMERICAN - SMALL
Bias:
SELECTIVE
Owned:
No
2013-12-19 BUY Must be logged in to use chart MCR-X Macro Enterprises

Has been a very good story.  He took his money off the table too early.  The long term outlook for them in BC is quite strong.  Management lets the numbers do the talking.  Expects more analysts as the market cap increase.  Thinks the stock will continue to move up.


Price:
$6.400
Subject:
NORTH AMERICAN - SMALL
Bias:
SELECTIVE
Owned:
Unknown
2013-12-19 PAST TOP PICK Must be logged in to use chart MMT-T Mart Resources Inc

(Top Pick Dec 27/12, Down 13.98%) 16.25% dividend.  He was afraid it would get cut.  Huge play on Nigerian oil.  They had some problems in terms of the pipeline.  It is still up in the air if the theft from the pipeline may cause a drop in the dividend.


Price:
$1.230
Subject:
NORTH AMERICAN - SMALL
Bias:
SELECTIVE
Owned:
No
2013-12-19 SELL Must be logged in to use chart MRE-T Martinrea

Where there is smoke there is fire.  He would be more likely to sell than to buy because you don’t know the extent of it.  If there is an accounting issue, then stay away from it.  Does not know the strategy to get back in if you sell.


Price:
$7.480
Subject:
NORTH AMERICAN - SMALL
Bias:
SELECTIVE
Owned:
No
2013-12-19 PAST TOP PICK Must be logged in to use chart MWE-T Mawson West Ltd

(Top Pick Dec 27/12, Down 32.43%) The sector has come down.  People decided they don’t want to be in this space.  As long as operations come through you are okay holding it.  Cash flows are very good and you could see an uptick on this


Price:
$0.520
Subject:
NORTH AMERICAN - SMALL
Bias:
SELECTIVE
Owned:
Yes
Showing 1 to 15 of 322 entries
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