Latest Expert Opinions

Signal
Opinion
Expert
SELL
SELL
September 29, 2016

He prefers to cut losses because of the amount of debt on the books. When you get into trouble you still have to fund all that debt. He doesn’t see the company coming back. Cut your losses.

He prefers to cut losses because of the amount of debt on the books. When you get into trouble you still have to fund all that debt. He doesn’t see the company coming back. Cut your losses.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$7.120
Owned
Unknown
WATCH
WATCH
September 29, 2016

It has come off because they are doing a lot of work on site ‘C’ in BC. There were weather related issues causing delays and hitting margins. If you price contracts too low you don’t make money. It is probably a half decent entry point here. You want to watch the operation quarter by quarter and see that they can make money off them.

Petrowest Corp (PRW-T)
September 29, 2016

It has come off because they are doing a lot of work on site ‘C’ in BC. There were weather related issues causing delays and hitting margins. If you price contracts too low you don’t make money. It is probably a half decent entry point here. You want to watch the operation quarter by quarter and see that they can make money off them.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$0.280
Owned
Unknown
BUY
BUY
September 29, 2016

He likes this story. He used to own some. He sold because it had done well. He is not buying it because he has so many housing related stories. But he likes it. He would continue to hold it.

He likes this story. He used to own some. He sold because it had done well. He is not buying it because he has so many housing related stories. But he likes it. He would continue to hold it.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$6.680
Owned
No
BUY
BUY
September 29, 2016

He was involved many years ago. He met with manage recently. They are more of a land grab. He likes the management team, but prefers other names. He likes the story and thinks you will do well by it.

Painted Pony Energy (PONY-T)
September 29, 2016

He was involved many years ago. He met with manage recently. They are more of a land grab. He likes the management team, but prefers other names. He likes the story and thinks you will do well by it.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$8.170
Owned
No
BUY
BUY
September 29, 2016

He has not been involved for a while except for buying a lot at the beginning of the year and he sold half at the high. They just missed on the last quarter. He thinks they can sign more companies. The overall market is coming back to some of these names. This is a good entry point.

Quarterhill Inc (QTRH-T)
September 29, 2016

He has not been involved for a while except for buying a lot at the beginning of the year and he sold half at the high. They just missed on the last quarter. He thinks they can sign more companies. The overall market is coming back to some of these names. This is a good entry point.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$2.070
Owned
Yes
WAIT
WAIT
September 29, 2016

This company has underperformed, but has a great balance sheet. He tried to buy, but did not get his price. The next quarter is probably not going to be that good for them and there may be tax loss selling. Look to get in at the $11 range.

Dominion Diamond (DDC-T)
September 29, 2016

This company has underperformed, but has a great balance sheet. He tried to buy, but did not get his price. The next quarter is probably not going to be that good for them and there may be tax loss selling. Look to get in at the $11 range.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$10.490
Owned
No
TOP PICK
TOP PICK
September 29, 2016

No one covers this story. When he looked at the numbers he got VERY interested. They just started to ramp up in terms of production. It should rise into Q1’17. They could earn 20-40 cents. He has 3 year warrants. Diamond prices are at a multi year low. This will start to get it on people’s radar screens.

Diamcor Mining Inc. (DMI-X)
September 29, 2016

No one covers this story. When he looked at the numbers he got VERY interested. They just started to ramp up in terms of production. It should rise into Q1’17. They could earn 20-40 cents. He has 3 year warrants. Diamond prices are at a multi year low. This will start to get it on people’s radar screens.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$1.380
Owned
Yes