Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
December 21, 2017

(A Top Pick Feb 28’17, Down 13.75%) It has been coming off quite a bit and he is not sure exactly why. He still owns it. He likes it. They just signed a new deal for their first sales in Quebec. Their backlog is about 270 busses. We will continually see them ramping up. We need to see their margins increase a little. They are almost cash flow positive.

(A Top Pick Feb 28’17, Down 13.75%) It has been coming off quite a bit and he is not sure exactly why. He still owns it. He likes it. They just signed a new deal for their first sales in Quebec. Their backlog is about 270 busses. We will continually see them ramping up. We need to see their margins increase a little. They are almost cash flow positive.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$2.070
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 21, 2017

(A Top Pick Feb 28’17, Up 81.27%) The top performing oil and gas company in North America this year. The CEO is more nimble that other CEOs. He has been able to keep their costs down.

Yangarra Resources (YGR-T)
December 21, 2017

(A Top Pick Feb 28’17, Up 81.27%) The top performing oil and gas company in North America this year. The CEO is more nimble that other CEOs. He has been able to keep their costs down.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$4.660
Owned
Yes
BUY
BUY
December 21, 2017

He started purchasing about 2.5 months ago. It is a mini ATD.B-T. It had come off for no apparent reason. They have some very good growth ahead of them and he started buying it early. It is not cheap but they have very good growth over the next few years. They will probably raise the dividend. People are unsure of the impact of a refinery that they had to take over. Will they be able to get it up and running? They are going to use most of the people that used to run it, so it should go okay.

Parkland Fuel Corp (PKI-T)
December 21, 2017

He started purchasing about 2.5 months ago. It is a mini ATD.B-T. It had come off for no apparent reason. They have some very good growth ahead of them and he started buying it early. It is not cheap but they have very good growth over the next few years. They will probably raise the dividend. People are unsure of the impact of a refinery that they had to take over. Will they be able to get it up and running? They are going to use most of the people that used to run it, so it should go okay.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$26.930
Owned
Yes
COMMENT
COMMENT
December 21, 2017

If you are walking into a casino, they can screen you to make sure you don’t have weapons. You don’t see the device. It could be used in malls. He does not know the operations or revenues or what the ramp up will be.

If you are walking into a casino, they can screen you to make sure you don’t have weapons. You don’t see the device. It could be used in malls. He does not know the operations or revenues or what the ramp up will be.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$1.340
Owned
No
DON'T BUY
DON'T BUY
December 21, 2017

It is one of the larger players. They have all had incredible runs. He cannot believe how well things have gone. He thinks we will end up with 5 players in the industry and he thinks this will be one of the survivors. They are in a dispute right now so he prefers the others of the large ones.

Aurora Cannabis (ACB-T)
December 21, 2017

It is one of the larger players. They have all had incredible runs. He cannot believe how well things have gone. He thinks we will end up with 5 players in the industry and he thinks this will be one of the survivors. They are in a dispute right now so he prefers the others of the large ones.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$7.000
Owned
No
COMMENT
COMMENT
December 21, 2017

The grand daddy of the block chain names and the first one to go public in Canada. They are miners that mine for something other than hard assets. His office has been taking a closer look at these things. This has the most liquidity and the most credibility but he is not in this sector.

The grand daddy of the block chain names and the first one to go public in Canada. They are miners that mine for something other than hard assets. His office has been taking a closer look at these things. This has the most liquidity and the most credibility but he is not in this sector.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$3.620
Owned
No
BUY
BUY
December 21, 2017

He is going to meet with them in a few weeks. The company has traded sideways for many years and then recently had some well results that were strong so people are starting to get behind this name. It could be a massive opportunity in terms of the amount of gas they can hit on.

Valeura Energy Inc. (VLE-T)
December 21, 2017

He is going to meet with them in a few weeks. The company has traded sideways for many years and then recently had some well results that were strong so people are starting to get behind this name. It could be a massive opportunity in terms of the amount of gas they can hit on.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$3.580
Owned
Unknown