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

Recent Opinions

Date Signal Company Expert Opinion Price
2014-07-30 N/A A Comment -- General Comments From an Expert
A Commentary
Peter Imhof

Markets.  He is looking at the earnings of each company but as long as the earnings are coming through he is willing to keep holding them.  You have to be stock selective.  Cap-X has been going up.  Companies don’t feel the need to keep the money on the balance sheet so much now.  He sees attractive companies in all sectors.  There is no overweight in any one sector.


Price: $0.000
Subject: NORTH AMERICAN - SMALL
Bias: SELECTIVE
Owned: _N/A
2014-07-30 SELL Athabaska Oil Sands Corp
ATH-T
Peter Imhof

There are so many better places to play in the oil and gas area.  Don`t hang your hat on them getting the money from Petro China.


Price: $0.000
Subject: NORTH AMERICAN - SMALL
Bias: SELECTIVE
Owned: Unknown
2014-07-30 BUY Avigilon Corp
AVO-T
Peter Imhof

The numbers seem to be very good and they took a lot of market share from others. 


Price: $0.000
Subject: NORTH AMERICAN - SMALL
Bias: SELECTIVE
Owned: Unknown
2014-07-30 DON'T BUY Benev Capital
BEV.H-X
Peter Imhof

Thought it would do well a year ago.  What happens now is there was a fight with Difference Capital and the management team bought a royalty on a restaurant chain out west.  They placed 11 million shares and they did very well.  There was a lot of demand.  They have a 10% yield, the stock is halted right now and when it is released it should do well.


Price: $0.000
Subject: NORTH AMERICAN - SMALL
Bias: SELECTIVE
Owned: Unknown
2014-07-30 DON'T BUY Bellatrix Exploration Ltd.
BXE-T
Peter Imhof

He has been disappointed.  It is fairly cheap and they have some good growth longer term.  Don’t sell; new people have to move into the story.  He would like to see it trade sideways for a while.


Price: $0.000
Subject: NORTH AMERICAN - SMALL
Bias: SELECTIVE
Owned: Yes
2014-07-30 HOLD Celestica Inc
CLS-T
Peter Imhof

Just reported earlier this week.  Numbers were good but softer than people expected.  He exited at $10 at his previous employer.  He owns just a little bit.  You won`t be hurt by this story.


Price: $0.000
Subject: NORTH AMERICAN - SMALL
Bias: SELECTIVE
Owned: Yes
2014-07-30 PAST TOP PICK Canacol Energy Ltd.
CNE-T
Peter Imhof

(Top Pick July 11/13, Up 116.26%) started buying when he moved to AGF.  They did a big financing and people participated.  He really likes the story,  A lot of news coming out over the next 4-5 weeks.  A lot of catalysts in the next 6 months.


Price: $0.000
Subject: NORTH AMERICAN - SMALL
Bias: SELECTIVE
Owned: Yes
2014-07-30 BUY Capstone Mining Corp.
CS-T
Peter Imhof

Not too many ways to play the base metals companies.  Likes management.  Mid-cap copper producer.  A lower cost producer.  He likes the story.


Price: $0.000
Subject: NORTH AMERICAN - SMALL
Bias: SELECTIVE
Owned: Unknown
2014-07-30 DON'T BUY DHX Media
DHX-T
Peter Imhof

They have been in the right place at the right time.  They acquired the family channel.  They have to renew with Disney over the next few years.  They could get bought out over time.


Price: $0.000
Subject: NORTH AMERICAN - SMALL
Bias: SELECTIVE
Owned: Yes
2014-07-30 DON'T BUY Equity Financial Holdings
EQI-T
Peter Imhof

There was an executive proxy battle.  He does not see how the earnings will now accelerate.  It will take a while to ramp up again.


Price: $0.000
Subject: NORTH AMERICAN - SMALL
Bias: SELECTIVE
Owned: No
2014-07-30 TOP PICK Espial Group
ESP-T
Peter Imhof

Just signed with a tier one communications company.  Cable companies are losing a lot of business to Netflix.  Are going to try to enhance the cable experience to subscribers.


Price: $0.000
Subject: NORTH AMERICAN - SMALL
Bias: SELECTIVE
Owned: Yes
2014-07-30 DON'T BUY Guestlogix
GXI-T
Peter Imhof

History of over promising and under delivering.  Does not like the earnings profile and cash flows.  Never hit on where they say they will.


Price: $0.000
Subject: NORTH AMERICAN - SMALL
Bias: SELECTIVE
Owned: Unknown
2014-07-30 HOLD Intertape Polymer Group
ITP-T
Peter Imhof

Would continue to hold it.


Price: $0.000
Subject: NORTH AMERICAN - SMALL
Bias: SELECTIVE
Owned: Unknown
2014-07-30 PAST TOP PICK Loyalist Group Limited
LOY-X
Peter Imhof

(Top Pick July 11/13, Down 24.17%) They still have an opportunity to come through. They missed on a couple of quarters.


Price: $0.000
Subject: NORTH AMERICAN - SMALL
Bias: SELECTIVE
Owned: No
2014-07-30 BUY Lundin Mining Corp.
LUN-T
Peter Imhof

Likes it in terms of production numbers.  People are moving out of some of the other base metal names and into this one.  Likes the management team.


Price: $0.000
Subject: NORTH AMERICAN - SMALL
Bias: SELECTIVE
Owned: Yes
2014-07-30 DON'T BUY Macro Enterprises
MCR-X
Peter Imhof

They took a bit of a loss on a contract to engage some small guys.  Does not think the next quarter will be any better.  Prefers PRW-T.


Price: $0.000
Subject: NORTH AMERICAN - SMALL
Bias: SELECTIVE
Owned: Unknown
2014-07-30 COMMENT Mart Resources Inc
MMT-T
Peter Imhof

Nigerian oil and gas play.  This is a tough one.  It is not for the faint of heart.  Looking at acquisitions that may grow their production quite a bit.  Does not know if he would enter the stock right now.


Price: $0.000
Subject: NORTH AMERICAN - SMALL
Bias: SELECTIVE
Owned: No
2014-07-30 BUY Mandalay Resources Corp.
MND-T
Peter Imhof

Was a favorite name at his previous employer.  They continue to come through with higher production and lower production costs.  It is rather illiquid for him with the fund he is running.


Price: $0.000
Subject: NORTH AMERICAN - SMALL
Bias: SELECTIVE
Owned: Unknown
2014-07-30 PAST TOP PICK Martinrea
MRE-T
Peter Imhof

(Top Pick July 11/13, Up 14.98%) He bought Magna instead of this.  Likes both names.


Price: $0.000
Subject: NORTH AMERICAN - SMALL
Bias: SELECTIVE
Owned: No
2014-07-30 DON'T BUY Merus Labs International
MSL-T
Peter Imhof

Looking to make acquisitions.  They are all competing on acquisitions.


Price: $0.000
Subject: NORTH AMERICAN - SMALL
Bias: SELECTIVE
Owned: Unknown
2014-07-30 BUY Panterra Resource
PRC-X
Peter Imhof

Did a very good at making the acquisition at a very low multiple on the deal.  They should do well as they come out with a couple of quarters after the deal. 


Price: $0.000
Subject: NORTH AMERICAN - SMALL
Bias: SELECTIVE
Owned: Yes
2014-07-30 SELL Penn West Petroleum
PWT-T
Peter Imhof

Down 15% or so today.  This will not go to zero. If you made money on a short like this, then take the money and run. 


Price: $0.000
Subject: NORTH AMERICAN - SMALL
Bias: SELECTIVE
Owned: Unknown
2014-07-30 HOLD RDM Corporation
RC-T
Peter Imhof

It has been week so he has been adding to the position.  A bit of a micro cap. Great balance sheet.  Trades at a low multiple with a low market cap.


Price: $0.000
Subject: NORTH AMERICAN - SMALL
Bias: SELECTIVE
Owned: Unknown
2014-07-30 TOP PICK Rock Energy Inc.
RE-T
Peter Imhof

Divested some of their higher cost assets.  Cash flow growth goes from $0.76 to $1.85.  $2.75 next year.  Cheaper than the others.  Would be a good acquisition.


Price: $0.000
Subject: NORTH AMERICAN - SMALL
Bias: SELECTIVE
Owned: Yes
2014-07-30 TOP PICK Sandvine Corp.
SVC-T
Peter Imhof

Turnaround story.  The management team has learned from their mistakes and now have things right.  Done well in terms of earnings over the last few quarters.  Low multiple.  $1 a share in cash.  12 times earnings.  50% earnings growth next year.  Margins continue to increase.  Multiple will continue to increase.  There is a scarcity of technology companies in Canada and this one is a good take out candidate.


Price: $0.000
Subject: NORTH AMERICAN - SMALL
Bias: SELECTIVE
Owned: Yes
2014-07-30 HOLD Tricon Capital Group
TCN-T
Peter Imhof

It has been range bound.  Met with management team and he likes the story.  There are catalysts coming up as they sell an asset.  There are better ways to play the housing market.


Price: $0.000
Subject: NORTH AMERICAN - SMALL
Bias: SELECTIVE
Owned: Yes
2014-07-30 BUY Wanted Technologies
WAN-X
Peter Imhof

Was a Top Pick a year and a half ago.  He still likes the story.  No analyst coverage and at some point there will be. Not afraid to buy it at these prices.  HR Management.


Price: $0.000
Subject: NORTH AMERICAN - SMALL
Bias: SELECTIVE
Owned: Unknown
2014-07-30 DON'T BUY Wi-Lan Inc.
WIN-T
Peter Imhof

They came in with earnings that were higher than expected.  They don’t have any litigation costs at present so are going higher.  But he feels it is a momentum move and should be a growth play.  It should be flat for now.


Price: $0.000
Subject: NORTH AMERICAN - SMALL
Bias: SELECTIVE
Owned: Unknown
2014-07-30 BUY Yangarra Resources
YGR-T
Peter Imhof

Likes the story.  When they did financing he was the lead order.  Over the next couple of years you will see production growth.  He has been adding to his position.


Price: $0.000
Subject: NORTH AMERICAN - SMALL
Bias: SELECTIVE
Owned: Yes
2014-07-29 N/A A Comment -- General Comments From an Expert
A Commentary
Peter Hodson

Markets. There are always smart people on both sides of every trade. Going back through the past 40 years, every time there has been a market top he can give you smart people that are saying keep buying, and smart people saying that it is going to be over tomorrow. You cannot predict these things. His customers are very worried about a correction, but he sees good earnings, good valuations and low interest rates, so it is not a problem in terms of what he sees going forward. Long-term trend looks pretty good right now. We are in the middle of a long-term shift, away from bonds and into stocks. In 2009, we were in a truly different type of economy. 2009, 2010 and 2011 was a recovery. Now we are into the regular type of economic recovery. Better job growth, better earnings and companies are spending again. Interest rates are going to go up one of these days, but they are going to go up because the economy is strong, not because they have to go back up to 10%.


Price: $0.020
Subject: CANADIAN SMALL & MIDCAPS
Bias: BULLISH
Owned: _N/A
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