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Home Capital Group Stock Symbol: HCG-T

Notes:mortgages

Last Price Recorded: 54.2200 on 2014-08-29 21:10:35

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Date Signal Expert Opinion Price
2014-08-07 BUY Jerome Hass

He likes it.  Met with management last week and thinks it is a great long term hold.  Largest non-bank company in Canada.  They got hit unfairly hard in 2008 and if there is a correction in the markets now, it could take it on the chin again this time.  Their guidance was between 13-18%, so he thinks it is a great long term hold.  It is pretty fairly valued right now, which is one of his issues with it.


Price:
$55.060
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
CAUTIOUS
Owned:
No
2014-08-01 COMMENT Norman Levine

This is not a value stock, so not one that he owns. However, it is a company with a management that he admires very, very much. Earnings go up steadily. Not a risky stock.


Price:
$52.640
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2014-07-30 COMMENT Bruce Campbell (2)

(Market Call Minute.) Fantastic management and thinks it goes higher.


Price:
$51.450
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Unknown
2014-06-19 BUY Jason Donville

Thinks it’s great. Has still been buying at around this price. Great long-term holding.


Price:
$48.470
Subject:
GROWTH & FINANCIALS
Bias:
CAUTIOUS
Owned:
Yes
2014-05-22 PAST TOP PICK Todd Johnson

(A Top Pick May 15/13. Up 82.65%.) Had a 2-for-1 stock split last year. Still likes the company. Earnings are still growing at about 15%. Still sees loan growth.


Price:
$46.140
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-05-21 COMMENT Barry Schwartz

Really loves the CEO and thinks he is unappreciated. Probably one of the best compounders of capital over the long-term. Company has never issued a share since he has held the stock in 2000. Have grown the capital by organic growth. Unlimited growth because Canada is expanding and they still have a tiny market share of overall mortgages. Continuing to get into new areas of mortgages and other types of landings such as commercial. Have started a financial services arm, Oaken Financial, which is offering GICs, a cheap way to get good capital to continue to expand. Their biggest problem is that demand is slack.


Price:
$45.980
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-05-09 TOP PICK David Baskin

(A Top Pick May 15/13. Up 82.07%.) Had a 2-for-1 stock split. People that don’t like this stock say they are a non-traditional lender. Most customers are self-employed or own their own businesses or not traditional customers. That means they have to actually have humans to use judgment. Loan-loss ratios are consistently very low. Lower than the big banks. Returns on capital are consistently over 20% which is better than the big banks. Dividend yield of 1.39%.


Price:
$46.800
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-05-08 BUY Peter Hodson

In each year of the recession in the financial crisis they raised their earnings and dividend.  You don’t have to worry about them.


Price:
$47.050
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
BULLISH on CANADIAN MARKET
Owned:
Unknown
2014-05-07 TOP PICK Peter Imhof

Continues to grow earnings 15%-20% per annum. Trading at about 11.5-12 times trailing earnings and they continue to increase the dividend. Their loan to value on their homes is about 68%. Although housing prices have moved up quite a bit in Canada, they have a lot of leeway. There were a lot of US hedge funds that were shorting the stock last year because they didn’t understand it. Reporting tonight and he expects it to be a record quarter. Yield of 1.32%.


Price:
$48.770
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH
Owned:
Yes
2014-03-26 COMMENT Brian Acker, CA

There is a lot of value here. His model prices $56, a 27% upside. In all likelihood it will go to $58.25 but it does have risk. At $50.25, he would seriously think about Selling and moving on. He would use this is a Trade more than a Hold in a portfolio.


Price:
$43.610
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-03-21 BUY Norman Levine

Customers are people who have trouble getting loans from banks, not because they have bad credit but because they are entrepreneurs and have all their money tied up in their business, or immigrants who don’t have the greatest credit history. Management is really good. Thinks there is more upside over the next 12 months. A long-term stock that you want to own.


Price:
$44.280
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-03-18 COMMENT Jason Donville

There tends to be a market seasonality where it is strong until March, April, May. Then there is a malaise and when the school year starts in September, we get going again. If your investment horizon is 3 months, then you could wait but for a long-term investor who is going to hold this for years, he would stay the course. If you really want to mitigate your risk, do a 3rd today, then in another 30-60 days do another 3rd, etc.


Price:
$44.500
Subject:
GROWTH & FINANCIALS
Bias:
CAUTIOUS
Owned:
Yes
2014-03-10 PAST TOP PICK David Baskin

(A Top Pick Feb 19/13. Up 52.91%.) This is a tremendous company. Have a lot of faith in management. Loan/losses ratios are as good as any other financial institution.


Price:
$87.120
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR on COMMODITIES
Owned:
Yes
2014-02-25 DON'T BUY James Hodgins

He is either really wrong or really early or maybe both.  Can’t recommend any of these subprime mortgage providers.  Canada is between 70 and 80 % overvalued compared to rest of G7.  If housing market pulled back HCG would be worth zero as they have 8 times leverage. He is short a small amount on this.


Price:
$84.460
Subject:
MARKET NEUTRAL INVESTING
Bias:
BEARISH
Owned:
Yes
2014-02-10 COMMENT John Zechner

Not expensive. It’s just not as cheap as it was last summer when Americans were Shorting our banks and this company. He had been aggressively buying this and sold it at around this price level a couple of months ago. Likes the company. Has a high ROE and a niche spot for mortgaging. Easy money has been made. Wouldn’t be surprised if it trades in this range for a while and the earnings have to catch up a little.


Price:
$76.450
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
Showing 1 to 15 of 185 entries
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