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| HOLD | 9.050 | Jason Donville | (Market Call Minute) Great management team, but waiting for mortgage business to kick in. | 2011-12-12 | |
| PAST TOP PICK | 9.000 | Jim Huang | (A Top Pick June 22/10. Up 45.15%.) Likes their nonprime mortgage business with experienced management from Home Capital (HCG-T). Still a lot of upside. | 2011-11-14 | |
| BUY | 10.590 | Jason Donville | If you are looking for a financial company that is coming out of the chutes, this is one. Starting to move into mortgage lending, which will probably have a big ramp up next year or the year after. Good management. | 2011-09-08 | |
| TOP PICK | 7.530 | Jim Huang | 2 sided business. Base business is a custodian business i.e. trust, transfer agency for stocks, proxies, etc. 2nd business is an alternative mortgage business for people who can’t get mortgages from a regular lender. When they get the regulatory approval they should grow quickly. | 2011-02-24 | |
| WATCH | 6.920 | Jason Donville | Interesting. Trying to get a bank or trust license, which he believes is imminent. Once done it will take about 9 to 12 months to get lending operations wrapped up, which will be followed by a higher return on equity. ROE probably comes up in the 2nd half of 2012 and then becomes a really good play. Wait until they get their license. | 2011-01-20 | |
| TOP PICK | 6.900 | Jean-Francois Tardif | A very niche, and are customer friendly so they are getting a lot of traction. They want to grow at at least 20%, but in the past have done much better. It's a very high quality cash machine, and he has owned it for years, and expects to own it 5 years from now. | 2007-05-22 |