Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
May 12, 2016

Revenues and market cap around $15 million. They will be a beneficiary to the infrastructure build here in Canada. It looks interesting here and he thinks they signed some contracts here.

Revenues and market cap around $15 million. They will be a beneficiary to the infrastructure build here in Canada. It looks interesting here and he thinks they signed some contracts here.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$0.450
Owned
Unknown
BUY
BUY
May 12, 2016

Has been a good performer, possible the best IPO in the last couple of years. He took some money off the table at $50 and then added back to it when it fell. It is not cheap, but he thinks they will grow into it. He thinks larger cap managers will start to look at it.

Kinaxis Inc (KXS-T)
May 12, 2016

Has been a good performer, possible the best IPO in the last couple of years. He took some money off the table at $50 and then added back to it when it fell. It is not cheap, but he thinks they will grow into it. He thinks larger cap managers will start to look at it.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$49.760
Owned
Yes
WEAK BUY
WEAK BUY
May 12, 2016

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.

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.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$2.670
Owned
Yes
STRONG BUY
STRONG BUY
May 12, 2016

Keep riding the wave. They just reported blow away numbers. Every time he tries to buy it he cannot because he is such a big fund. They continue to come out with good earnings and have some properties where they can crystallize some value. He would definitely hold this name for individuals. There is not much liquidity to this name.

Keep riding the wave. They just reported blow away numbers. Every time he tries to buy it he cannot because he is such a big fund. They continue to come out with good earnings and have some properties where they can crystallize some value. He would definitely hold this name for individuals. There is not much liquidity to this name.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$12.520
Owned
No
BUY
BUY
May 12, 2016

He has not followed it closely over the last year or so, but his previous employer has gone into it big. The grades are getting better. He likes this story. The Canadian dollar is a bit of a headwind compared to before. He holds other names.

He has not followed it closely over the last year or so, but his previous employer has gone into it big. The grades are getting better. He likes this story. The Canadian dollar is a bit of a headwind compared to before. He holds other names.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$11.380
Owned
No
DON'T BUY
DON'T BUY
May 12, 2016

He has never been a fan because of no revenue nor earnings. It is a highly competitive market. He would not invest in it. It is hard to value it when there is no earnings.

He has never been a fan because of no revenue nor earnings. It is a highly competitive market. He would not invest in it. It is hard to value it when there is no earnings.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$0.265
Owned
No
PAST TOP PICK
PAST TOP PICK
May 12, 2016

(Top Pick Jun 19/15, up 26.29%) Came out with earnings yesterday, but the stock is down 5% today. There is weakness expected in Q2/Q3 this year. There are few ways to play this. People are looking for alternative sources for protein. Quinoa and Chickpeas. This is just a bump in the road.

(Top Pick Jun 19/15, up 26.29%) Came out with earnings yesterday, but the stock is down 5% today. There is weakness expected in Q2/Q3 this year. There are few ways to play this. People are looking for alternative sources for protein. Quinoa and Chickpeas. This is just a bump in the road.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$8.660
Owned
Yes