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
2017-02-28 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. The market is almost flat year to date. We had a big move at the end of the year after the US election. He has seen a lot of good earnings come through that has just reported, so there is good visibility on a lot of companies. You have to be more of a stock picker in this environment. Good correlations have broken down, but that is the type of manager he is and where he has historically been able to perform.


Price:
$0.020
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
_N/A
2017-02-28 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Stocks that will do well in US defence spending? He doesn’t follow the US market closely, but for Canada there is CAE (CAE-T) that will benefit from larger defence spending. Also, Top Picks will include a stock that has a portion of their business in US defence spending. Sometimes these stocks move ahead of the news, so sometimes it is good to sell into the news and wait for a pullback. The spending doesn’t happen for a while, so it will take a while for you to see it in earnings.


Price:
$0.020
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
Unknown
2017-02-28 COMMENT Must be logged in to use chart ACQ-T AutoCanada Inc.

The stock did extremely well, and then they did a financing and the stock came off. Oil prices had come off and most of their dealerships were in Alberta. They’ve been consolidating quite a bit. Has traded sideways for about 1.5 years. When things start to come back, these guys will garner a higher multiple. Also, they are the only way to play the auto dealership sector in Canada.


Price:
$22.970
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
Yes
2017-02-28 COMMENT Must be logged in to use chart BRB-T Brick Brewing Company Ltd.

What normally happens with the smaller brewers is that they get taken out. He likes the company, but doesn’t follow it closely. A good story with good earnings growth.


Price:
$2.900
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
No
2017-02-28 TOP PICK Must be logged in to use chart BUS-X Grande West Transportation Group

They make smaller buses, relative to New Flyer (NFI-T). It will probably be his “go to” name over the next couple of years. Thinks they are at an inflection point where they have over 240 buses in backlog. Have just started to ramp up in terms of production, and thinks Q1 will be a good quarter. Has a huge advantage over everybody else. It is more cost efficient for people to buy these buses, because if you look at the 40 foot buses that are out there, they are driving around fairly empty after peak hours. The US is spending a lot more money in this area in terms of municipalities. Probably going to earn $.10 this year, and maybe $.15 in 2018, and will probably trade at around 14X next year’s earnings, but earnings are going to be extremely strong. (Analysts’ price target is $2.25.)


Price:
$2.400
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
Yes
2017-02-28 PAST TOP PICK Must be logged in to use chart BYD.UN-T Boyd Group Income Fund

(A Top Pick Jan 8/16. Up 42%.) A great company. They’ve done a great job in terms of same store sales growth. Management is A+ and he has the utmost confidence in them. Stock is not trading at a low multiple, but over the last 5 years their EPS growth has grown by 25% compounded annually. They’ve done a very good job and there is still a lot of consolidation going on in the US. They are still talking about a lot of growth over the next couple of years.


Price:
$86.270
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
Yes
2017-02-28 COMMENT Must be logged in to use chart CLR-T Clearwater Seafoods Inc.

Has a small position. The last couple of quarters have not been very good, and the visibility for the next couple of quarters doesn’t look too good either. There are so many names to buy in the small-cap area, that he would prefer other places. Long-term, he likes this area.


Price:
$10.570
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
Yes
2017-02-28 HOLD Must be logged in to use chart CRH-T CRH Medical Corp.

Involved with gastrointestinal, and they work with anesthesia to provide for colonoscopies, etc. They’ve been trying to consolidate the market. Just reported a blowout quarter and the stock moved up quite a bit. Management has done a great job of under promising and over delivering.


Price:
$9.190
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
Yes
2017-02-28 COMMENT Must be logged in to use chart CZO-X Ceapro Inc.

They extract beta gluten from oats. Have had some very good earnings growth over the last year. Thinks the stock will continue to do well. They are going to expand their plant which should be coming on soon. He still likes this.


Price:
$1.590
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
Yes
2017-02-28 COMMENT Must be logged in to use chart DHX.B-T DHX Media

Just met with them 2 weeks ago after they came out with disappointing earnings. The stock came down by 10% or more after that. They are not showing the cash flow that people want to see. Haven’t had any big hits. Other companies have done a really good job in creating some new shows, and garnering a lot of revenue from the toy business.


Price:
$5.820
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
No
2017-02-28 HOLD Must be logged in to use chart DIV-T Diversified Royalty Corp.

Pretty steady right now because they sold one of their assets and have a lot of cash on the balance sheet. They are looking for other things to deploy their capital. They own Mr. Lube which has been consistently growing through the years, as well as Sutton Real Estate. Feels comfortable with this, and it is just a matter of what they are going to deploy their capital in. Has a nice yield of 8.7%.


Price:
$2.570
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
Yes
2017-02-28 COMMENT Must be logged in to use chart DMI-X Diamcor Mining Inc.

Has a diamond project in South Africa. They are starting to ramp up production. This stock is very underfollowed. Market cap is only about $50 million. There is no analyst that follows this right now, but there is a possibility they could earn between $.20 and $.40 in earnings this year, and the stock is only a little over $1. Thinks this will be a good stock over the next few years.


Price:
$1.090
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
Yes
2017-02-28 COMMENT Must be logged in to use chart ESP-T Espial Group

They are trying to defend cable companies from OTT (Over the Top) markets. With their set-top boxes software, they tried to make it look more like Apple TV so it is easier to use. Just reported a very big quarter. The business is doing fairly well and the stock is very cheap. About 50% of the market cap is in cash. He is waiting for deployment of a couple of the contracts that they’ve signed, and hopefully will see it coming in the next few quarters.


Price:
$2.370
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
Yes
2017-02-28 COMMENT Must be logged in to use chart FTG-T Firan Technology Group Corp.

This does circuit boards for aerospace. Market cap is only around $80 million or so. They’ve put up some very good numbers in terms of earnings. Made an acquisition about a year ago, and you are going to start to see the costs and synergies with that acquisition as they get the capital and utilization up. He still likes the story.


Price:
$3.950
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
Yes
2017-02-28 HOLD Must be logged in to use chart IRG-T Imvescor Restaurant Group

This is in the restaurant business out East. He met them and it looked like they were revamping a lot of the restaurants and that the margins increased. It looks like they have done a good job.


Price:
$3.340
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
No
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