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

DON'T BUY
Pengrowth Energy (PGF-T)

The last few days it has moved.  This is not one he is invested in because of the debt load.  They are trying to rectify this.  He prefers other companies with higher netbacks.  There are better opportunities for a highly levered oil company. 

oil/gas
Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $1.300
Owned: No

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2017-09-28

BUY
Photon Control (PHO-X)

They have a great balance sheet, with 25% of market cap in cash and their margins continue to increase.  He sees some follow on.  Their recent management changes will benefit them.  They have a pristine balance sheet.  There is a lot of upside and the downside is limited.

electrical/electronic
Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $1.510
Owned: Unknown

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2017-09-28

BUY on WEAKNESS
Pivot Technology Solutions Inc. (PTG-T)

This is a micro cap stock and the company has slim margins.  It has done well.  You get a lot of leverage if margins do move up.  It is a bit small for him.  He wants to wait for a few quarters and see if they get their margins up.

Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $2.590
Owned: No

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2017-09-28

BUY
Parex Resources Inc. (PXT-T)

It is one of his favourite oil names and is in his top ten.  It came off over a 4 week period and has moved up.  They want to get to 50k BOE per day over the next 5 years.  He can sleep well at night even though it is in Columbia.  It is one of the goto names in Columbia from Canada. 

oil/gas
Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $15.040
Owned: Yes

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2017-09-28

WAIT
StorageVault Canada (SVI-X)

He likes the story.  It has come off.  He is looking at adding to it.  It is not cheap but it is the only way to play storage in Canada.  He thinks it will consolidate here.

Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $2.150
Owned: Yes

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2017-09-28

PAST TOP PICK
Tahoe Resources (THO-T)

(Top Pick Dec 20/16, Down 44%)  He thought he was picking it up near the bottom.  It is geopolitical issues.  It is a difficult environment there now and he exited but may take another look at it. 

Mining
Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $6.420
Owned: No

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2017-09-28

TOP PICK
Spin Master Corp (TOY-T)

One of Canada’s great success stories.  Management owns a huge chunk of it.  They recently came out with a high quarter.  They were up 42% in Q1.  The next 6 months or so will have them beating expectations.  (Analysts’ target: $52.00).

Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $46.570
Owned: Yes

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2017-09-28

BUY
Trevali Mining Corp (TV-T)

It has done well.  This is the pure play.  He bought it in a smaller fund of his.  He likes it but it will be quite volatile.  This is the one way to play zinc.

Mining
Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $1.420
Owned: Yes

Must be logged in to use chart

2017-09-28

TOP PICK
Tamarack Valley Energy (TVE-T)

There were in the penalty box for quite some time.  They did not structure their acquisition very well.  It is now going better than they expected.  He really likes that they are in a similar play to another that is perfecting the play in Alberta.  The market is not rewarding them for this at present.  He thinks they will beat expectations.  (Analysts’ target: $3.75).

oil/gas
Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $2.850
Owned: Yes

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2017-09-28

BUY
Whitecap Resources (WCP-T)

He likes this one.  It is not in his top 5 but the management team has done a good job.  They have good production growth.  He would buy at these prices.

Oil and Gas (Integrated Oils)
Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $9.730
Owned: Yes

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2017-09-28

TOP PICK
WPT Industrial REIT (WIR.U-T)

It pays a nice dividend (5.6%).  It is close to hitting new highs.  Amazon is one of their clients – the 7th largest.  Most analysts like it.  It does not trade a lot because it is heavily owned by insiders.  It could play out quite well over the next few years.  (Analysts ’target: $14.00).

Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $13.400
Owned: Yes

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2017-09-28

PAST TOP PICK
Yangarra Resources (YGR-T)

(Top Pick Dec 20/16, Up 101%)  Their net backs are about the largest in the industry.  They have beaten guidance and all the analysts have moved their numbers up.  They are the fastest growing small cap company.  If we get a lift in oil prices it will go up even higher.

Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $3.890
Owned: No

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2017-05-25

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

Market. This is the weak period seasonally where liquidity dries up. You want to make sure you have very high conviction in the small caps you own during this period. He has a little more cash than what he would usually have. Although cautious because of the seasonality, long term he is bullish.

Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $0.020
Owned: _N/A

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2017-05-25

COMMENT
AcuityAds Inc (AT-X)

This has done well. Originally, he had thought it was a concept stock, but they’ve proved their concept is working. He is not ready to invest yet.

Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $4.140
Owned: No

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2017-05-25

COMMENT
Grande West Transportation Group (BUS-X)

He really likes the story. Their backlog for 2018 looks very strong, and the stock has moved up quite a bit. They just have to execute on all their orders, and you will be able to see how they do over the next several quarters.

Transportation
Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $2.950
Owned: Yes

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