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


General Comment by Peter Imhof

Bias Subject Owned

Small Caps. Market is feeling there will not be a resolution to the fiscal cliff situation so the market is selling off. From a macro environment, he is really looking at individual names and is getting opportunities with the selloff. Really not so much of a sector selection as it is a company by company choice depending on management, balance sheet, etc.  Holding about 8% cash to be able to make purchases when the opportunity arises.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc

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