Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
October 26, 2018

He's recommended it before. It had a strong run, then pulled back for a while. They had to grow into their multiple, so the stock got ahead of itself. The storage sector is highly fragmented. They continue to make acqusitions. Margins are increasing. They're very good operators. It's a defensive play. A US player may eventually buy them.

He's recommended it before. It had a strong run, then pulled back for a while. They had to grow into their multiple, so the stock got ahead of itself. The storage sector is highly fragmented. They continue to make acqusitions. Margins are increasing. They're very good operators. It's a defensive play. A US player may eventually buy them.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$2.680
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 26, 2018

(Past Top Pick Sept. 28, 2017, Up 29%) He bought it when it was unloved as the oil/gas sector was doing poorly. They were moving more into oil vs. gas. Their production was moving up. It's a large position for him. Production was going well, so more people traded it. They got added to the TSX, so index buyers started to buy them. They've upped their guidance twice now. Trades at a low multiple. Continues to like and hold it.

(Past Top Pick Sept. 28, 2017, Up 29%) He bought it when it was unloved as the oil/gas sector was doing poorly. They were moving more into oil vs. gas. Their production was moving up. It's a large position for him. Production was going well, so more people traded it. They got added to the TSX, so index buyers started to buy them. They've upped their guidance twice now. Trades at a low multiple. Continues to like and hold it.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$3.700
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 26, 2018

(Past Top Pick Sept. 28, 2017, Down 1%) It's outperformed its peers. But it doesn't trade at a low multiple. Partially sold his shares. Great management. This is one of the better IPO's in Canada. It did well last Christmas with good toy launches. They've been a good consolidator/acquirer. He really likes this story.

Spin Master Corp (TOY-T)
October 26, 2018

(Past Top Pick Sept. 28, 2017, Down 1%) It's outperformed its peers. But it doesn't trade at a low multiple. Partially sold his shares. Great management. This is one of the better IPO's in Canada. It did well last Christmas with good toy launches. They've been a good consolidator/acquirer. He really likes this story.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$45.160
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 26, 2018

(Past Top Pick Sept. 28, 2017, Up 1%) It's come off a lot lately, so he will add to his position. It's a play on Amazon, because it's an industrial REIT that stores products that Amazon sells. Pays a yield of 5.9%. He will add to an already-large position. The last quarter was weaker than previous ones. It's a lumpy stock, but have re-signed their leesees at higher rates, so he still likes it. He's not sure why the stock is down apart from a general market downturn.

(Past Top Pick Sept. 28, 2017, Up 1%) It's come off a lot lately, so he will add to his position. It's a play on Amazon, because it's an industrial REIT that stores products that Amazon sells. Pays a yield of 5.9%. He will add to an already-large position. The last quarter was weaker than previous ones. It's a lumpy stock, but have re-signed their leesees at higher rates, so he still likes it. He's not sure why the stock is down apart from a general market downturn.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$12.840
Owned
Yes
COMMENT
COMMENT
October 26, 2018

He hasn't met the company yet but will next week. The stock has done well. They've raised money through an investor in the past 5 months. He's curious to hear the details.

He hasn't met the company yet but will next week. The stock has done well. They've raised money through an investor in the past 5 months. He's curious to hear the details.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$0.400
Owned
Unknown
WAIT
WAIT
October 26, 2018

They haven't won many contracts lately. They had signed a deal with Rogers to make them look like Apple TV and more user-friendly, but lost that contract, then signed a few new contracts, but those revenues haven't come to fruition. He still holds it thought it's been going down. There's lot of cash on the balance sheet. He's waiting for them to sign more contracts. Frustrating. If things don't work it, the company might be sold. They've done poorly operationally.

Espial Group (ESP-T)
October 26, 2018

They haven't won many contracts lately. They had signed a deal with Rogers to make them look like Apple TV and more user-friendly, but lost that contract, then signed a few new contracts, but those revenues haven't come to fruition. He still holds it thought it's been going down. There's lot of cash on the balance sheet. He's waiting for them to sign more contracts. Frustrating. If things don't work it, the company might be sold. They've done poorly operationally.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$1.300
Owned
Yes
HOLD
HOLD
October 26, 2018

Pays a nice dividend. The stock had been coming off. They were supposed to have signed some royalty deals, but haven't in 18 months. He prefers that they take their time and be careful, but eventually they need to sign in order to lower their payout ratio. This should do okay during the current market downturn.

Pays a nice dividend. The stock had been coming off. They were supposed to have signed some royalty deals, but haven't in 18 months. He prefers that they take their time and be careful, but eventually they need to sign in order to lower their payout ratio. This should do okay during the current market downturn.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$2.910
Owned
Yes