Opinions by Peter Imhof | StockChase
698
Peter Imhof

Vice President & Portfolio Manager

ON STOCKCHASE SINCE Jan 2008

AGF Investments Inc


Opinions by Peter Imhof


Signal Opinion Expert Chart

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

Must be logged in to use chart

2012-07-30

WEAK BUY
Canacol Energy Ltd. (CNE-T)

Still fond of the story.  He had taken money off the table but he would not sell now.  Thinks there will be more consolidation in Columbia.  Would not sell, but might add.

oil/gas
Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $0.445
Owned: Yes

Must be logged in to use chart

2013-07-11

WEAK BUY
Enterprise Group (E-T)

They all trade at low multiples.  There is no one following them.  It looks cheap but they will not garner high multiples.

oil/gas
Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $0.600
Owned: Yes

Must be logged in to use chart

2012-05-31

WEAK BUY
Ithaca Energy Inc. (IAE-T (Dead))
It is a good time to look at some of the oil stocks but this may not be the one to look at. They put themselves up for sale and now have said they have not received a bit that was worthy of the company. This is not he one he would play although he feels there is now some value in the company. Could buy at a $1.80 but prefers others.
oil/gas
Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $1.900
Owned: Unknown

Must be logged in to use chart

2011-12-29

WEAK BUY
Orbite Aluminae (ORT-T (Unlisted)
They are trying to create alumina from clay. Still in a “show me” stage. Going into production in the 3rd quarter next year. He still considers it a concept stock as there are no revenues or earnings presently. If you have a long-term perspective, and if it works, it will be a multiple bagger. Otherwise it could go down dramatically.
Mining
Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $2.360
Owned: Yes

Must be logged in to use chart

2015-02-23

WEAK BUY
BioSyent Inc (RX-X)

Likes the story but the valuation is a bit too high.  It is not that liquid of a stock.  Hard to buy in a fund, but okay for individual investors.  Prefers MLS-T.

Consumer Products
Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $10.010
Owned: Unknown

Must be logged in to use chart

2016-05-12

WEAK BUY
Sandvine Corp. (SVC-T (Dead))

He has a small position.  They have been lucky in terms of their earnings.  A pristine balance sheet.  He thinks the market has been quite volatile for them and the visibility is not what it once was.  The right time to buy this company is when they miss a quarter because their contract signing is rather lumpy.

computer software/processing
Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $2.670
Owned: Yes

Must be logged in to use chart

2011-08-29

WEAK BUY
U.S. Silver Corp. (USA-T (Acquired)
Silver. There were when it tried to go into production but wasn't able to. Now in production and guiding to 2.4 million ounces. Costs last quarter were just under $16, which is very high, but at today’s silver price, they are still making quite a bit of money. Better opportunities in other silver stocks.
precious metals
Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $0.620
Owned: Yes

Must be logged in to use chart

2015-02-23

WEAK BUY
iShares S&P/TSX SmallCap ETF (XCS-T)

Well diversified.  All the small cap sectors are in it.  No active management and he feels you could look for that instead.

Financial Services
Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $15.020
Owned: Unknown

Must be logged in to use chart

2016-12-20

WATCH
A Comment -- General Comments From an Expert 

Marijuana.  He bought one stock (APH-X) and did extremely well.  He does not understand the valuations on these stocks now.  It is a tough industry right now because the stocks are all going up and the multiples are extremely high.  This is not the time to get in but APH-X would be the one he likes best.

Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $0.020
Owned: No

Must be logged in to use chart

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

Must be logged in to use chart

2013-10-24

WATCH
Alio Gold Corp. (ALO-T)

Surprise that the stock is up as much is it is today because he thinks they said they were going to delay the information on their mine plans. One of the better stories in gold. Wait for the earnings to come out before participating.

Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $1.700
Owned: Unknown

Must be logged in to use chart

2013-10-24

WATCH
Alio Gold Corp. (ALO-T)

Surprise that the stock is up as much is it is today because he thinks they said they were going to delay the information on their mine plans. One of the better stories in gold. Wait for the earnings to come out before participating.

Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $1.700
Owned: Unknown

Must be logged in to use chart

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

Must be logged in to use chart

2012-05-31

WATCH
Acerus Pharmaceuticals (ASP-T)
New drug delivery for more testosterone. Got a lot of attention because they are working on the female Viagra. It is a concept stock because they are in trials. If it works out it could be a huge win. But there are no revenue or earnings at this point so there is a lot of ability for downside. A licensing deal would be the catalyst.
Consumer Products
Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $3.190
Owned: Unknown

Must be logged in to use chart
Showing 1 to 15 of 698 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.

Successfully Saved Company