Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
January 23, 2019
DIV-T vs AD-T He owns Diversified. He likes their management team and it pays a good dividend. He waits to hear how management will deploy their capital going forward, but likes how management has been prudent with it. The yield is enticing. Alaris has stumbled as of late. He prefers DIV-T.
DIV-T vs AD-T He owns Diversified. He likes their management team and it pays a good dividend. He waits to hear how management will deploy their capital going forward, but likes how management has been prudent with it. The yield is enticing. Alaris has stumbled as of late. He prefers DIV-T.
Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$2.970
Owned
_N/A
COMMENT
COMMENT
January 23, 2019
DIV-T vs AD-T He owns Diversified. He likes their management team and it pays a good dividend. He waits to hear how management will deploy their capital going forward, but likes how management has been prudent with it. The yield is enticing. Alaris has stumbled as of late. He prefers DIV-T.
Alaris Royalty (AD-T)
January 23, 2019
DIV-T vs AD-T He owns Diversified. He likes their management team and it pays a good dividend. He waits to hear how management will deploy their capital going forward, but likes how management has been prudent with it. The yield is enticing. Alaris has stumbled as of late. He prefers DIV-T.
Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$18.800
Owned
_N/A
BUY WEAKNESS
BUY WEAKNESS
January 23, 2019
He owned it around $7.50, but exited recently during the market downturn. The multiples were getting too high and margins were getting squeezed. He is waiting for a better point to re-enter than this. Yield 2.9%
Savaria Corp (SIS-T)
January 23, 2019
He owned it around $7.50, but exited recently during the market downturn. The multiples were getting too high and margins were getting squeezed. He is waiting for a better point to re-enter than this. Yield 2.9%
Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$14.570
Owned
No
PAST TOP PICK
PAST TOP PICK
January 23, 2019
(A Top Pick Dec 21/17, Down 44%) He entered at $4.70 and still holds a large holding. They just announced a solid earnings quarter and their metrics all improved. BOE production is now 12,500 and he expects that to increase again. He likes the management team. When oil prices dropped below $45, they curtailed their production and smartly acquired land in their core area. It still looks cheap and management has been buying back stock. He will likely look to buy more here.
Yangarra Resources (YGR-T)
January 23, 2019
(A Top Pick Dec 21/17, Down 44%) He entered at $4.70 and still holds a large holding. They just announced a solid earnings quarter and their metrics all improved. BOE production is now 12,500 and he expects that to increase again. He likes the management team. When oil prices dropped below $45, they curtailed their production and smartly acquired land in their core area. It still looks cheap and management has been buying back stock. He will likely look to buy more here.
Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$2.600
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 23, 2019
(A Top Pick Dec 21/17, Down 36%) It did extremely well until the last few months last year. He started buying around $1.10 and took money off at $2.10. He still owns a small position. About 27% of their market cap is in cash. The CEO recently resigned. He still continues to hold it. The balance sheet looks great and they have huge intellectual property value -- potentially making it a great acquisition target.
Photon Control (PHO-T)
January 23, 2019
(A Top Pick Dec 21/17, Down 36%) It did extremely well until the last few months last year. He started buying around $1.10 and took money off at $2.10. He still owns a small position. About 27% of their market cap is in cash. The CEO recently resigned. He still continues to hold it. The balance sheet looks great and they have huge intellectual property value -- potentially making it a great acquisition target.
Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$1.180
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 23, 2019
(A Top Pick Dec 21/17, Down 76%) They exited this position. He entered around $0.80 and exited a large position around $1.80. The company faced a down turn in October after they had revenue recognition issues and contracts that had been signed and that is when they exited. He needs to see management prove up revenues before re-entering.
(A Top Pick Dec 21/17, Down 76%) They exited this position. He entered around $0.80 and exited a large position around $1.80. The company faced a down turn in October after they had revenue recognition issues and contracts that had been signed and that is when they exited. He needs to see management prove up revenues before re-entering.
Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$0.330
Owned
No
WATCH
WATCH
January 23, 2019
He has looked at it in the past. A portfolio manager change with a few key mutual funds may have resulted in the stock priced getting hurt as they sold out of their positions. They have done a good operational job, but it is a little too small for him. He is going to take a closer look going forward.
Roxgold Inc (ROXG-T)
January 23, 2019
He has looked at it in the past. A portfolio manager change with a few key mutual funds may have resulted in the stock priced getting hurt as they sold out of their positions. They have done a good operational job, but it is a little too small for him. He is going to take a closer look going forward.
Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$0.750
Owned
No