Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
January 23, 2019
Lumber stocks are challenging. He liked the leverage in the company and they have been paying down debt. Now that lumber prices have collapsed in the last year, he still will hold it, but would not rush out to add to his position. He likes management still. He would wait for a better entry.
Interfor Corp(IFP-T)
January 23, 2019
Lumber stocks are challenging. He liked the leverage in the company and they have been paying down debt. Now that lumber prices have collapsed in the last year, he still will hold it, but would not rush out to add to his position. He likes management still. He would wait for a better entry.
Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$15.220
Owned
Yes
HOLD
HOLD
January 23, 2019
He holds a large position in this and acquired it when they were in disfavor with the market a couple of years ago. Their refinery has been generating great cash flow and a recent Caribbean acquisition is starting to create good synergies in terms of buying power. They are good operators. There is still a lot of good growth opportunities. Analysts have been so bullish on them, that it has been difficult for them to meet the targets -- he hopes the analysts will be a little more conservative and let them exceed targets for a while.
Parkland Fuel Corp(PKI-T)
January 23, 2019
He holds a large position in this and acquired it when they were in disfavor with the market a couple of years ago. Their refinery has been generating great cash flow and a recent Caribbean acquisition is starting to create good synergies in terms of buying power. They are good operators. There is still a lot of good growth opportunities. Analysts have been so bullish on them, that it has been difficult for them to meet the targets -- he hopes the analysts will be a little more conservative and let them exceed targets for a while.
Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$36.580
Owned
Yes
HOLD
HOLD
January 23, 2019
The multiples are near 11 times earnings -- quite cheap. Management has gotten into good higher margin business in the energy space. On all metrics it looks very enticing. They had added to their position around $25.50. He met with management team recently and believes they will be able to continue to expand margins into the future.
Finning Int(FTT-T)
January 23, 2019
The multiples are near 11 times earnings -- quite cheap. Management has gotten into good higher margin business in the energy space. On all metrics it looks very enticing. They had added to their position around $25.50. He met with management team recently and believes they will be able to continue to expand margins into the future.
Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$24.620
Owned
Yes
COMMENT
COMMENT
January 23, 2019
All the drillers have under performed. This is probably a good entry point -- around 5 year lows. He does not love the sector, but the risk reward is enticing. He owns PD-T right now instead. He would recommend taking money off the table if the stock price strengthens due to the volatility of the energy sector.
All the drillers have under performed. This is probably a good entry point -- around 5 year lows. He does not love the sector, but the risk reward is enticing. He owns PD-T right now instead. He would recommend taking money off the table if the stock price strengthens due to the volatility of the energy sector.
Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$1.330
Owned
_N/A
COMMENT
COMMENT
January 23, 2019
All the drillers have under performed. This is probably a good entry point -- around 5 year lows. He does not love the sector, but the risk reward is enticing. He owns PD-T right now instead. He would recommend taking money off the table if the stock price strengthens due to the volatility of the energy sector.
Precision Drilling(PD-T)
January 23, 2019
All the drillers have under performed. This is probably a good entry point -- around 5 year lows. He does not love the sector, but the risk reward is enticing. He owns PD-T right now instead. He would recommend taking money off the table if the stock price strengthens due to the volatility of the energy sector.
Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$2.600
Owned
_N/A
HOLD
HOLD
January 23, 2019
It has been a good IPO story. He sold after the IPO. It is a premier retailer and believes they can defend their margins. This jacket is in demand globally, so he sees more growth to come. It is just too expensive right now for him to re-enter.
It has been a good IPO story. He sold after the IPO. It is a premier retailer and believes they can defend their margins. This jacket is in demand globally, so he sees more growth to come. It is just too expensive right now for him to re-enter.
Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$66.260
Owned
No
HOLD
HOLD
January 23, 2019
His analyst met with them yesterday and it made him feel very bullish. Operationally they have been very strong. They added to their holding a few weeks ago. He thinks it could get back to $12 soon. The multiples are improving the value in his eyes and thinks the market will reward them. Rental rates have been increasing in the US -- especially in the sunbelt.
Tricon Capital Group(TCN-T)
January 23, 2019
His analyst met with them yesterday and it made him feel very bullish. Operationally they have been very strong. They added to their holding a few weeks ago. He thinks it could get back to $12 soon. The multiples are improving the value in his eyes and thinks the market will reward them. Rental rates have been increasing in the US -- especially in the sunbelt.
Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$10.070
Owned
Yes