Opinions by Peter Imhof | StockChase
698
Peter Imhof

Vice President & Portfolio Manager

ON STOCKCHASE SINCE Jan 2008

AGF Investments Inc


Opinions by Peter Imhof


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2017-09-28

N/A
A Comment -- General Comments From an Expert 

Markets.  If you look at Canada, we are trading at quite a discount to the US.  If you look at the Copper price, and oil price, over the last number of months they are starting to move up.  In 6 of the last 7 years small caps have underperformed.  These sectors should start to do better.  A lot of bigger energy names got added to the small cap index.  They will probably start to move their weights up. 

Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $0.020
Owned: _N/A

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2017-09-28

WATCH
AGT Food & Ingredients (AGT-T)

He just started to realize that quarter after quarter they were starting to miss and debt levels were quite high.  Fairfax lent them quite a bit of money.  It is like Warren Buffet taking part of the company on the cheap.  He exited about 9 months ago.  He is watching for revenues to come up.

agriculture
Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $24.470
Owned: No

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2017-09-28

WATCH
Aphria Inc (APH-T)

This is the only play he has ever owned in the Marijuana space.   He did extremely well on it but before all the hype about it.  The market caps are now so large and not spinning off much cash flow so it is hard for him to justify them.  He likes the management and they are one of the low cost producers.  He stays away because of valuations. 

agriculture
Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $6.860
Owned: No

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2017-09-28

DON'T BUY
Avigilon Corp (AVO-T)

The CEO runs it like a private company.  It is hard for him if he is not aligned with the CEO.  The stock has done alright on a longer term chart.  But he will not invest in it.

INDUSTRIAL PRODUCTS
Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $17.820
Owned: No

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2017-09-28

BUY
Grande West Transportation Group (BUS-X)

He took the majority of a recent financing.  They are just starting to ramp up and are now earnings positive.  Their backlog should keep them busy for the next couple of quarters. 

Transportation
Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $2.750
Owned: Yes

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2017-09-28

WEAK BUY
Clearwater Seafoods Inc.  (CLR-T)

He exited about 5 months or so ago.  They pretty much had 100% of the quotas in Canadian in these shell fish.  The last couple of quarters were half decent for them but the last few years were choppy.  It is coming down to a valuation that makes more sense.

Financial Services
Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $9.180
Owned: No

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2017-09-28

SELL
CRH Medical Corp. (CRH-T)

He exited this story.  He was a big bull.  It came back for stock specific stories.  Multiple compression resulted from short reports. 

biotechnology/pharmaceutical
Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $2.890
Owned: No

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2017-09-28

WAIT
Diversified Royalty Corp. (DIV-T)

It has had a really big run here. It was falling and then they signed with Air Miles. Now their payout ratio is not above 100% like it was. They may sign another deal by year end and that would cover off their dividend. He likes the management team but he is not sure theres much more upward room left, unless they sign another deal. Some analysts are calling for $3.75-$4. There's strength and the fundamentals are looking good, but he thinks its more fairly priced now than it was a couple months ago.

other services
Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $3.100
Owned: Yes

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2017-09-28

HOLD
Diamcor Mining Inc. (DMI-X)

South African mining.  It has been quite disappointing.  They had a hiccup in their production.  He still owns it.  They have been finding larger karats but have had a bit of a water issue.  You need to continue to hold it. 

Mining
Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $0.590
Owned: Yes

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2017-09-28

COMMENT
Freshii Inc (FRII-T)

Disappointed with recent results and guided down store openings. There hasn't been many successful IPOs in Canada in the last few years. They didn't have enough visibility in what was coming in the first few quarters to build a strong shareholder base and keep IPO shares price up.

food services
Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $5.600
Owned: Unknown

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2017-09-28

BUY
Firan Technology Group Corp. (FTG-T)

It has done extremely well since he last recommended it.  They made some management changes but he still likes it.  There are more and more planes being ordered.  It is fairly cheap but there is not a lot of liquidity to it.  It still looks cheap.  He thinks they will come out with better quarters. 

Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $3.390
Owned: Yes

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2017-09-28

BUY
Gear Energy (GXE-T)

It is a small position for him.  It is heavier oil and has not kept up with other names.  It is under the radar.  He is quite impressed with their production ramp up and netbacks.  People are hesitant to move down to these microcap names.  It looks cheap.  The oil price has moved up but this stock has not.  He would buy.

oil/gas
Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $0.790
Owned: Yes

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2017-09-28

WATCH
Impact Silver Corp. (IPT-X)

It has come off over the last couple of weeks.  A lot of people were playing it as a materials stock.  The last couple of quarters were not that strong.  There have been some increases in costs.  The next couple of quarters should not be that strong.  He is going to take a closer look at it if it comes down a little further. 

precious metals
Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $0.330
Owned: No

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2017-09-28

PAST TOP PICK
Milestone Apartment REIT (MST.UN-T (Dead))

(Top Pick Dec 20/16, Up 18%) He did not want them to get taken over.  He thought there was more growth left.  You would have got more upside over a couple of years. 

REAL ESTATE
Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $22.150
Owned: No

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2017-09-28

HOLD
NYX Gaming Group Ltd (NYX-X)

It has been doing well lately.  There as a takeover bid for it at 105% premium.  He owns a lot of it.  He has not sold yet .  He prefers to hold on to it.  He will still get a little bit if he holds it and someone else may come in to bid higher.  He would rather hold it.

Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $2.360
Owned: Yes

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