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

2012-05-31

BUY
Renegade Petroleum Ltd. (RPL-X (Dead))
You could put this one away. It will outperform.
Oil and Gas (Integrated Oils)
Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $3.160
Owned: Unknown

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2010-07-16

BUY on WEAKNESS
Grande Cache Coal Corp. (GCE-T (Dead))
When playing any of the coal stocks, you are really looking at what the macro environment is going to be. If China and economy does well, coal will do well. He would treat as a trading vehicle because of its volatility.
other mines
Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $5.120
Owned: No

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2010-07-16

BUY on WEAKNESS
Western Canadian Coal Corp. (WTN-T (Dead))
When playing any of the coal stocks, you are really looking at what the macro environment is going to be. If China and economy does well, coal will do well. He would treat as a trading vehicle because of its volatility.
non-base metal mining
Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $3.960
Owned: No

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2010-04-30

BUY
Wavefront Energy & Environment Services (WEE-X)
Well stimulation to increase oil production. Seem to be getting quite a bit of traction and expects they will become profitable in the next couple of years. Doesn't have a lot of revenue presently.
oil/gas
Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $2.140
Owned: Yes

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2010-02-11

DON'T BUY
Wavefront Energy & Environment Services (WEE-X)
Well stimulation and have been working with Encana (ECA-T) for the last couple of years. Increase in production and decline rates have come down using this technology. Market cap of $175 million and revenues are only a few million. Too expensive for him.
oil/gas
Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $2.410
Owned: No

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2010-04-30

COMMENT
Avion Gold (AVR-T (Dead))
Was early in this story at $.07. Was moving up to $.80 on high volume when the company released Q4 production numbers and decided to do a financing at $.70. Week later announced terrible production numbers so reduced the financing to $.60 but are now in the penalty box. Still super cheap. If they can hit on any of their numbers in the next few years, they will do very well,
Mining
Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $0.600
Owned: Yes

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2011-08-29

HOLD
Sylogist Ltd. (SYZ-X)
Was a top pick July 16/10. Did well operationally and had fairly good earnings. Earnings dropped a little bit for a couple of quarters. Still have a lot of cash on their balance sheet and just had a fairly decent quarter. Doesn't see a lot of downside risk but not sure what the catalyst is.
Business Services
Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $1.900
Owned: Yes

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2011-08-29

BUY
Orbite Aluminae (ORT-T (Unlisted)
Want to turn clay into alumina. Have been able to do it in small batches and have been increasing the size of the batches. Good story long-term. There could be some hiccups getting into full-scale production. Execution risk. Still a concept stock.
Mining
Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $2.630
Owned: Yes

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2008-06-18

BUY
New Millennium Capital Corp. (NML-T)
Very large iron ore deposit. Has done well because they’ve been trying to sell the company and analysts think the take out value is much higher. Risk/reward is great.
metal mines
Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $1.760
Owned: Yes

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2011-03-28

BUY
Allana Potash Corp (AAA-T (Acquired)
Very high grade potash in Ethiopia. World Bank financed them, which is a positive. Big believer in agriculture. Long-term play.
Mining
Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $1.730
Owned: Yes

Must be logged in to use chart

2010-09-23

TOP PICK
Orko Silver (OK-X (Dead))
Very bullish on silver. A misunderstood story. Developing one of the biggest pure silver deposits in Mexico. 200 million market cap. In a joint venture with a $3 billion market cap company, Pan-American (PAA-T) who will fully fund the project into production with Orko retaining 45% of the economics.
precious metals
Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $1.970
Owned: Yes

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2008-06-18

TOP PICK
Largo Resources Ltd. (LGO-T)
Vanadium play in Brazil. Highest grade in the world. Expect they will go into production in about 2010. Open pit mining.
metal mines
Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $1.210
Owned: Yes

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2010-09-23

DON'T BUY
Blue Scout Technologies (SCT.H-X (Unlist)
Used to be a $3 stock and has come down to $.45 because there are no earnings. Just announced the CFO is leaving so they have to find a replacement.
INDUSTRIAL PRODUCTS
Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $0.445
Owned: No

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2010-02-11

TOP PICK
Diversified Royalty Corp. (DIV-T)
Treats contaminated waste soil in Quebec. No analysts are following this one right now. Came out with phenomenal earnings of $.30 in Q3 and expects similar earnings in Q4 and Q1 and Q2 in 2010. Very cheap at 2 or 3 times earnings.
other services
Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $2.140
Owned: Yes

Must be logged in to use chart

2010-12-22

COMMENT
Canacol Energy Ltd. (CNE-T)
Traded sideways last few months. Expected to exit the year at 7000 BOE but was 10,900 with 6,00 barrels of tariff oil where the margins are not that great and 4000 are net to them. Currently drilling very large wells in Guyana and expect to hear results in 60 days or so, which could move the stock dramatically.
oil/gas
Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $1.560
Owned: Yes

Must be logged in to use chart
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