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Home Capital Group Stock Symbol: HCG-T

Notes:mortgages

Last Price Recorded: $46.2200 on 2015-04-19

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Date Signal Expert Opinion Price
2015-04-14 COMMENT Christine Poole

Bank of Nova Scotia (BNS-T) or Home Capital Group (HCG-T)? Mainly focused on Canadian housing. It has a lower dividend then Scotia. Both stocks have pulled back. Her preference would be Scotia, because of their diverse business base.


Price:
$45.800
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2015-03-31 DON'T BUY Paul Gardner, CFA

Would not want to own this in this late stage housing cycle. They deal with the subprime market. Recently missed their earnings. This space is a very competitive market.


Price:
$42.560
Subject:
LARGE CAP DIVIDEND PLAYERS, REITs & FIXED INCOME
Bias:
BULLISH on CANADIAN MARKET
Owned:
No
2015-03-12 HOLD Christine Poole

Residential non-bank lending.  They have done well.  We are still seeing robust activity in Toronto and Vancouver in the housing sector.  HCG has different businesses.  But she would prefer a big bank because they are not so concentrated.


Price:
$41.460
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
No
2015-03-09 TOP PICK Teal Linde

Biggest non-bank lender in Canada.  Customers don’t have 3 years of stable income which the banks like to see.  It is selling off because of energy concerns.  But it picks and chooses its regions and they have less than 4% exposure to Alberta, Saskatchewan and Newfoundland.  The sell off is a buying opportunity.


Price:
$42.850
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2015-02-13 COMMENT Brendan Caldwell

Non-conventional lending, but not high risk. The stock did very, very well for a long time, but valuations got a bit extended and he sold his holdings. Trading at nearly all-time highs. If you like what they do and you like financial services in general, some of the non-bank financials will continue to do very well.


Price:
$43.470
Subject:
CANADIAN VALUE
Bias:
BULLISH
Owned:
No
2015-02-10 COMMENT Christine Poole

They do mortgage financing to clients that banks don’t necessarily provide to. Have a very good record on credit quality. She is looking into this one for herself. With a pullback in the banks, this is a very good time to be looking into them. Currently she would be more interested in the Canadian banks rather than this company.


Price:
$43.450
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2015-02-05 HOLD Jason Donville

Have been growing their earnings at 20% per annum for the last 15 years and he doesn’t see this slowing down. The risks on this are headline risks. This is one of the cheapest things that he follows. If you are a long-term investor and are patient, continue to hold. He is not adding to his position at this time.


Price:
$43.550
Subject:
GROWTH & FINANCIALS
Bias:
CAUTIOUS
Owned:
Yes
2015-02-02 COMMENT Michael Smedley

The best in its businesses of picking up the non-very high end loans. It has had a decent correction. Thinks the talk of the demise of the Canadian housing market is totally overdone.


Price:
$42.080
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-01-13 BUY Paul Taylor

This is a non-prime mortgage lender. He likes the name, because their lending standards are quite stringent. His view is relatively constructive on the Canadian housing market. A very well-run company with a diversified housing portfolio.


Price:
$41.410
Subject:
CANADIAN LARGE & GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2015-01-12 TOP PICK Barry Schwartz

This has been hit lately. It is always easy to be Short or be negative on a narrative. The narrative is “Canadians have too much debt, the housing market is overvalued, and with oil and gas going down, etc., etc., so Short banks and this company.”. Has heard this story every year for13-14 years. As interest rates go low, people can carry more debt. At the end of the day, you are not paying a high valuation. They have delivered double-digit growth pretty much every single year since it existed. Yield of 1.91%.


Price:
$41.640
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2014-12-24 BUY Jason Donville

A blue chip company. ROE has not gone below 20% since 1993, which is due to Down cycles. Doesn’t expect this to change. Every once in a while, the stock goes up really, really fast and then it corrects, so there is a bit of volatility. The correction that happened in December hit a lot of stocks. Financial services stocks are sometimes perceived to be risky. In this case this is a mortgage lender in Western Canada. Because of the drop in oil, the concern is whether people can pay their mortgages in Alberta or Saskatchewan. He thinks this is going to be fine. This is a good time to get in. A 12 month target price of $58 is very reasonable.


Price:
$46.950
Subject:
GROWTH & FINANCIALS
Bias:
SELECTIVE
Owned:
Yes
2014-12-12 COMMENT Bruce Tatters

This is an alternative lender in Canada and one of the premier financial growth stocks. Has grown at an almost 20% clip for the last decade. Grew right through the 2008 crisis. Never had big problems with exposure to bad debts. Sold his holdings because it had had an incredible run from the middle of 2013. Has pulled back to just under 10X earnings and he is keeping an eye on it.


Price:
$43.510
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-12-10 COMMENT Bruce Campbell (2)

You can’t argue with what the management team has done. Phenomenal job. Great return on equity growth. They continue to build the market up. For a longer-term investor, it certainly has good prospects. Had a recent selloff. Their latest quarter was not as strong as the market was anticipating, because so much expectation had been built in based on what they had done in the past. Also, as capital has moved out of Canada, it has been targeted a number of times by US institutions as a Short sale, because of their exposure to the housing sector. Bank of Canada just came out with a report saying the housing market in Canada is probably 30% overvalued. This company is very careful about the sectors and the areas that they take clients in. With its pullback, the P/E ratio and the metrics it is trading at. For an investor with a 3-5 year timeframe, this is probably a great entry point. It will probably go lower.


Price:
$44.580
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
No
2014-11-28 PAST TOP PICK Jason Donville

(A Top Pick Oct 18/13. Up 39.68%.) Have had a very consistent ROE. Risk management is extremely prudent. With interest rates low and stable where they are, he thinks this will continue to generate those 20%-25% returns every year. One of those great stocks that you can ride forever and ever. One of the cheaper stocks on the TSO.


Price:
$52.150
Subject:
GROWTH & FINANCIALS
Bias:
UNKNOWN
Owned:
Yes
2014-11-21 COMMENT Michael Sprung

Very diversified portfolio of mortgages, so he wouldn't be concerned about their exposure to any particular community. Extremely well-managed. Their loan losses are very, very low. Good management team.


Price:
$51.620
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Unknown
Showing 1 to 15 of 205 entries
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