Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
February 28, 2017

The stock did extremely well, and then they did a financing and the stock came off. Oil prices had come off and most of their dealerships were in Alberta. They’ve been consolidating quite a bit. Has traded sideways for about 1.5 years. When things start to come back, these guys will garner a higher multiple. Also, they are the only way to play the auto dealership sector in Canada.

AutoCanada Inc. (ACQ-T)
February 28, 2017

The stock did extremely well, and then they did a financing and the stock came off. Oil prices had come off and most of their dealerships were in Alberta. They’ve been consolidating quite a bit. Has traded sideways for about 1.5 years. When things start to come back, these guys will garner a higher multiple. Also, they are the only way to play the auto dealership sector in Canada.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$22.970
Owned
Yes
COMMENT
COMMENT
February 28, 2017

This does circuit boards for aerospace. Market cap is only around $80 million or so. They’ve put up some very good numbers in terms of earnings. Made an acquisition about a year ago, and you are going to start to see the costs and synergies with that acquisition as they get the capital and utilization up. He still likes the story.

This does circuit boards for aerospace. Market cap is only around $80 million or so. They’ve put up some very good numbers in terms of earnings. Made an acquisition about a year ago, and you are going to start to see the costs and synergies with that acquisition as they get the capital and utilization up. He still likes the story.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$3.950
Owned
Yes
HOLD
HOLD
February 28, 2017

Manufactures lifts, etc. for homes for people with disabilities. Has traded sideways for a while, but earnings have been very strong, and the demographics are great. Thinks they are looking to make acquisitions and put them together with what they already have, creating synergies to increase margins. Feels the margin profile is going to go up over the next couple of years. Not extremely cheap, but this is because they have been able to grow earnings rapidly over the last couple of years.

Savaria Corp (SIS-T)
February 28, 2017

Manufactures lifts, etc. for homes for people with disabilities. Has traded sideways for a while, but earnings have been very strong, and the demographics are great. Thinks they are looking to make acquisitions and put them together with what they already have, creating synergies to increase margins. Feels the margin profile is going to go up over the next couple of years. Not extremely cheap, but this is because they have been able to grow earnings rapidly over the last couple of years.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$10.690
Owned
Yes
HOLD
HOLD
February 28, 2017

Involved with gastrointestinal, and they work with anesthesia to provide for colonoscopies, etc. They’ve been trying to consolidate the market. Just reported a blowout quarter and the stock moved up quite a bit. Management has done a great job of under promising and over delivering.

CRH Medical Corp. (CRH-T)
February 28, 2017

Involved with gastrointestinal, and they work with anesthesia to provide for colonoscopies, etc. They’ve been trying to consolidate the market. Just reported a blowout quarter and the stock moved up quite a bit. Management has done a great job of under promising and over delivering.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$9.190
Owned
Yes
COMMENT
COMMENT
February 28, 2017

They extract beta gluten from oats. Have had some very good earnings growth over the last year. Thinks the stock will continue to do well. They are going to expand their plant which should be coming on soon. He still likes this.

Ceapro Inc. (CZO-X)
February 28, 2017

They extract beta gluten from oats. Have had some very good earnings growth over the last year. Thinks the stock will continue to do well. They are going to expand their plant which should be coming on soon. He still likes this.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$1.590
Owned
Yes
COMMENT
COMMENT
February 28, 2017

This has been a great story. They have done nothing, but under promise and over deliver. Fairly expensive, but they continue to deliver on the bottom line. They’ve gained a lot of new contracts in terms of the larger companies. At some point, this might get taken out because they are taking a lot of business from competition.

Kinaxis Inc (KXS-T)
February 28, 2017

This has been a great story. They have done nothing, but under promise and over deliver. Fairly expensive, but they continue to deliver on the bottom line. They’ve gained a lot of new contracts in terms of the larger companies. At some point, this might get taken out because they are taking a lot of business from competition.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$72.380
Owned
Unknown
COMMENT
COMMENT
February 28, 2017

Has a diamond project in South Africa. They are starting to ramp up production. This stock is very underfollowed. Market cap is only about $50 million. There is no analyst that follows this right now, but there is a possibility they could earn between $.20 and $.40 in earnings this year, and the stock is only a little over $1. Thinks this will be a good stock over the next few years.

Diamcor Mining Inc. (DMI-X)
February 28, 2017

Has a diamond project in South Africa. They are starting to ramp up production. This stock is very underfollowed. Market cap is only about $50 million. There is no analyst that follows this right now, but there is a possibility they could earn between $.20 and $.40 in earnings this year, and the stock is only a little over $1. Thinks this will be a good stock over the next few years.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$1.090
Owned
Yes