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Home Capital Group

Stock Symbol: HCG-T

Notes:mortgages

Last Price Recorded: 53.3600 on 2013-05-25 01:14:08

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Date Signal Expert Opinion Price
2013-05-16 STRONG BUY Stephen Takacsy, B. Eng, MBA

Mortgages that the banks don't want, but well secured by the value of the house. They've had a nice correction, by some US hedge fund managers who don't understand the Canadian market, they "are going to loose their shirts by betting against the banks" :)

A very good entry point. Other companies in the same area that are a bit less expensive are Equitable Group or Capital group.  More growth, or upside from the smaller companies.

 Price:
$53.000
Subject:
Canadian Equities
Bias:
BEAR
Owned:
No
2013-05-15 TOP PICK Todd Johnson

The stock has been a little weak lately. They are an alternative lender. They are well capitalized. Trades at very low multiple to earnings around 9X. Long track record of profitable growth. Thinks the stock is low because of unfounded concerns of a housing price crash.

 Price:
$51.100
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY BULLISH
Owned:
Yes
2013-05-15 TOP PICK David Baskin

The company is a lender to people with unconvential credit. People who are self-employed wihout a T4. The company's low  losses are terrific. Great credit control. Billion dollar in equity in company. Trading 7X earnings. Good value and growing nicely.

 Price:
$51.100
Subject:
NORTH AMERICAN - LARGE/MID CAP (GROWTH)
Bias:
UNKNOWN
Owned:
Yes
2013-05-10 BUY Bruce Campbell

Canadian Real Estate is much different than in the US.  Doesn’t necessarily think it is a bad thing.  Bad news (US analyst that doesn’t realize Canadian Real Estate is different) has driven it down to its 10 year cheapest. 

 Price:
$50.790
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
No
2013-05-09 DON'T BUY David Burrows

(Market Call Minute) High profile US short sellers.  This is a headwind.

 Price:
$52.290
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
No
2013-04-19 DON'T BUY David Cockfield

This is a company that tends to lend to people where the banks won’t. They have done extremely well in the good markets that we have had in the last little while. There is a higher risk involved but at the same time, the company has grown very well. With housing a little more under scrutiny by the feds as well as the current slowdown, this would be a negative. He would avoid this one.

 Price:
$55.850
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
No
2013-04-03 BUY Peter Imhof

Management team has done a very good job. Always under promise and over deliver. EPS growth has been about 20% over the last number of years. Trades at a low multiple. They continue to increase the dividend. He is holding this for the long-term. Could see $70 over the next 12 months or so.

 Price:
$58.250
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
Yes
2013-03-19 BUY on WEAKNESS Michael Sprung

Such a well managed company and so well positioned that they continue to be able to source mortgages and issue credit with very low loan losses.  Selling for about 2x book, value.  About 20% ROE.  Thinks he will jump in not too far away.

 Price:
$57.010
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
No
2013-03-08 TOP PICK James Telfser

Some think the housing market is going to have a severe correction including some US investors who are shorting this one. Gives a great opportunities to get into a great name. Has a 25% return on equity. Trading at 8X forward earnings, compared to the banks at 10 or 11 times. 1.78% yield. Big banks are turning away loans that they used to take so the quality of their loan book is increasing.

 Price:
$58.410
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
Yes
2013-02-28 BUY Michael Bowman

Fantastic Q4 earnings.  Great company. Has come off a couple of dollars in the last little while.  He would be a buyer here.

 Price:
$57.560
Subject:
CANADIAN LARGE & ETFs
Bias:
SELECTIVE
Owned:
Unknown
2013-02-26 PAST TOP PICK Barry Schwartz

(A Top Pick Feb 21/12. Up 18.92%.) Essentially owns the mortgage non-bank lending business in Canada because all competition has retrenched. Pretty much have a monopoly market share. Great dividend and earnings growth. Trading at 7X earnings.

 Price:
$57.910
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2013-02-19 TOP PICK David Baskin

ROE of 25%, growing at 16% and pays a modest dividend of 1.82%. Going to make $7.25 this year and is trading at under $60, around 8X earnings. Baffling to him why it is not trading in the $70s.

 Price:
$58.490
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2013-02-01 COMMENT John Zechner

Has been taking a little money off the table recently because it has finally had such a good move. Still relatively cheap at 8X forward earnings. There is the risk if the housing market slows but they still have a niche on the mortgage product side. They have picked up all the business that the banks have walked away from. In a different risk category.

 Price:
$60.590
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2013-01-02 HOLD Michael Decter

(Market Call Minute.) Extremely well managed and has done very well.

 Price:
$60.270
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
No
2012-12-28 PAST TOP PICK James Hodgins

(A Top Short Dec 29/11. Down 21.83%.) Has been a tremendous success story in that Canadian banks tended to have relatively high lending standards in the past and this company has taken advantage of larger spreads in mortgage lending. If the macro picture in housing deteriorates as he expects, the protection this company has on its balance sheet may be in question.

 Price:
$58.800
Subject:
MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias:
BULLISH on PRECIOUS METALS
Owned:
Yes
Showing 1 to 15 of 145 entries
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