Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
September 28, 2017

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.

Trevali Mining Corp(TV-T)
September 28, 2017

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.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$1.420
Owned
Yes
HOLD
HOLD
September 28, 2017

It has been doing well lately.  There as a takeover bid for it at 105% premium.  He owns a lot of it.  He has not sold yet .  He prefers to hold on to it.  He will still get a little bit if he holds it and someone else may come in to bid higher.  He would rather hold it.

NYX Gaming Group Ltd(NYX-X)
September 28, 2017

It has been doing well lately.  There as a takeover bid for it at 105% premium.  He owns a lot of it.  He has not sold yet .  He prefers to hold on to it.  He will still get a little bit if he holds it and someone else may come in to bid higher.  He would rather hold it.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$2.360
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 28, 2017

(Top Pick Dec 20/16, Up 18%) He did not want them to get taken over.  He thought there was more growth left.  You would have got more upside over a couple of years. 

(Top Pick Dec 20/16, Up 18%) He did not want them to get taken over.  He thought there was more growth left.  You would have got more upside over a couple of years. 

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$22.150
Owned
No
PAST TOP PICK
PAST TOP PICK
September 28, 2017

(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.

Yangarra Resources(YGR-T)
September 28, 2017

(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
PAST TOP PICK
PAST TOP PICK
September 28, 2017

(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. 

Tahoe Resources(THO-T)
September 28, 2017

(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. 

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$6.420
Owned
No
BUY
BUY
September 28, 2017

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. 

Parex Resources Inc.(PXT-T)
September 28, 2017

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. 

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$15.040
Owned
Yes
BUY
BUY
September 28, 2017

It has done extremely well since he last recommended it.  They made some management changes but he still likes it.  There are more and more planes being ordered.  It is fairly cheap but there is not a lot of liquidity to it.  It still looks cheap.  He thinks they will come out with better quarters. 

It has done extremely well since he last recommended it.  They made some management changes but he still likes it.  There are more and more planes being ordered.  It is fairly cheap but there is not a lot of liquidity to it.  It still looks cheap.  He thinks they will come out with better quarters. 

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$3.390
Owned
Yes