List by Company Name |
List by Symbol |
Notes:Provides consumer financing for vehicles.
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 2013-04-03 | COMMENT | Peter Imhof |
Lends money to people buying cars. Stock has done really well and most people really like the story. Doesn’t really follow this company. 4.7% dividend yield, which he believes is safe. Tweet finance |
Price: $10.050 Subject: NORTH AMERICAN - SMALL Bias: UNKNOWN Owned: No |
| 2013-04-03 | HOLD | Jason Donville |
Stock pulled back because 1) quarter was slightly on the weak side because of a slight jump of loan-loss provisions and 2) did a financing and part of it was management selling some of their stock, which is never a good sign. Hasn’t sold his stock but he likes high ROE businesses that don’t raise additional equity. Stock still screens very well and looks very attractive. He would probably take Rifco (RFC-X) over this one right now. Tweet finance |
Price: $10.050 Subject: GROWTH STOCKS Bias: SELECTIVE Owned: Yes |
| 2013-02-06 | PAST TOP PICK | Jason Donville |
(A Top Pick March 5/12. Up 59.52%.) Still able to grow quite comfortably going forward. Don’t really face any competition in the space they are in. If you own, continue to Hold. Thinks there are more dividend hikes coming. (See Top Picks.) Tweet finance |
Price: $11.280 Subject: CANADIAN SMALL & FINANCIALS Bias: BULLISH Owned: Yes |
| 2013-01-29 | SELL | James Hodgins |
Sold his holdings because of his views on 1) valuations and 2) Cdn consumer being pretty stretched at the lower end of the economy, which is where they mostly service. Fantastically run company. Very high ROE’s. Tweet finance |
Price: $10.960 Subject: MARKET NEUTRAL INVESTING: SMALL/MID-CAP Bias: CAUTIOUSLY OPTIMISTIC Owned: No |
| 2013-01-08 | PAST TOP PICK | Jason Donville |
(A Top Pick Jan 13/12. Up 66.19%.) Still adding. Has a very high ROE. This is one that you can continue holding for a while. Tweet finance |
Price: $10.580 Subject: CANADIAN SMALL & FINANCIALS Bias: OPTIMISTIC Owned: Yes |
| 2012-12-28 | BUY on WEAKNESS | James Hodgins |
Had a huge run. Given his view on the Canadian consumer, even though the company is a fantastic operator, he has started selling his holdings. He would wait for a pullback before stepping back in. Tweet finance |
Price: $10.450 Subject: MARKET NEUTRAL INVESTING: SMALL/MID-CAP Bias: BULLISH on PRECIOUS METALS Owned: Yes |
| 2012-11-23 | BUY | Jason Donville |
Becoming a good steady Eddie where it should grow in line with its earnings growth rate but its earnings growth rate is projected to be around 20%. If that’s the case, your earnings go up 20% and dividend of 4.8% with a good chance that the dividend will go up again. Tweet finance |
Price: $9.960 Subject: CANADIAN SMALL & FINANCIALS Bias: OPTIMISTIC Owned: Yes |
| 2012-10-03 | PAST TOP PICK | Jason Donville |
(Top Pick Oct 17/11, Up 57.57%) Not a lot of competition. High return on capital and they don’t need to retain it so they keep raising the dividend of 4.6% Tweet finance |
Price: $9.090 Subject: CANADIAN SMALL & FINANCIALS Bias: BULL on TECHNOLOGY Owned: Yes |
| 2012-07-11 | BUY | James Hodgins |
Car financing. Likes this company a lot. Thinks they will be a beneficiary of the downturn he is expecting. Generates tremendous returns on equity. Tweet finance |
Price: $8.010 Subject: MARKET NEUTRAL INVESTING: SMALL/MID-CAP Bias: BEARISH Owned: Unknown |
| 2012-05-07 | PAST TOP PICK | Jason Donville |
(A Top Pick May 25/11. Up 36.16%.) Have been very aggressively raising their dividend and people love dividends right now. Still a Buy. Tweet finance |
Price: $8.530 Subject: CANADIAN SMALL & FINANCIALS Bias: OPTIMISTIC Owned: Yes |
| 2012-03-05 | TOP PICK | Jason Donville |
Good dividend of well over 5%. Payout ratio is getting low so there should be another dividend hike coming. Stock price will immediately react to a dividend hike. Tweet finance |
Price: $7.430 Subject: CANADIAN SMALL & FINANCIALS Bias: OPTIMISTIC Owned: Yes |
| 2012-01-27 | BUY | James Hodgins |
Likes this one a lot. Feels the dividend is sustainable. Auto sector seems to be going gangbusters. Demand is starting to pick up. Disciplined management team. Tweet finance |
Price: $7.200 Subject: MARKET NEUTRAL INVESTING: SMALL/MID-CAP Bias: CAUTIOUSLY OPTIMISTIC Owned: Yes |
| 2012-01-16 | TOP PICK | Jason Donville |
Car Loans. Both growth and dividends. (5.4% yield.) Payout ratio is only 35%-40%. Expect there will be a dividend hike some time between now and mid-year again, which should take the stock higher.
Tweet finance |
Price: $7.000 Subject: CANADIAN SMALL & FINANCIALS Bias: UNKNOWN Owned: Yes |
| 2011-12-12 | BUY | Jason Donville |
5.5% dividend. Earnings in 2012 will be 25-30% higher. Dividend should go up in first or second quarter to stay above 5%, which is their policy. It is a cash cow on wheels. Right up at the top of his list. Tweet finance |
Price: $6.940 Subject: CANADIAN SMALL & FINANCIALS Bias: BULLISH Owned: Unknown |
| 2011-11-18 | TOP PICK | Jamie Horvat |
Car loans. They do C and D types of credit. They continue to grow at 20%-25% compound interest annually. Just had a record quarter. 5.7% yield. Has a history of paying special dividends. Tweet finance |
Price: $6.910 Subject: CANADIAN Bias: CAUTIOUS Owned: Yes |
February 7th 2013 at 1:58pm
Been in this one since $7.16, take a look at the 6 month chart. 4.3% yield and keeps increasing the div. and pays a special div. end of the year. Well managed, experienced, has big banks backing it. Maybe a take out. Great ROE. Canadian vehicles are 11 years old on average so still lots of growth. Uses GPS system to disable vehicles if miss payment and don't heed warning. Steady Eddy.
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