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Home Capital Group Stock Symbol: HCG-T

Notes:mortgages

Last Price Recorded: 49.2700 on 2014-07-24 01:14:07

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Date Signal Expert Opinion Price
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
2014-01-09 BUY David Baskin

Looking at the balance sheet, he is convinced their loan to value ratio is very reasonable. Even if there was a disaster in Canadian housing, say prices went down 25%-30%, feels this company would still be fully covered on its mortgage book. Have recently opened up a retail deposit taking institution, which will increase their availability of capital at a reasonable price. Excellently run and trading at a lower multiple of earnings. Lower than the banks, but with a higher growth rate but lower dividends.


Price:
$77.300
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2013-12-27 PAST TOP PICK James Hodgins

(A Top Pick Dec 28/12. Down 37.72%.) 3 Shorts. Covered his Shorts in May and made a profit. He is now layering this trade back on now because the spike in rates in May through August pulled forward demand in the housing market.


Price:
$80.340
Subject:
MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias:
CAUTIOUS
Owned:
Yes
2013-12-19 PAST TOP PICK Peter Imhof

(Top Pick Dec 27/12, Up 35.20%)  He took a little of the table because it was 7% of his fund.  There were a lot of US guys that shorted but they didn’t have a good understanding of this company.  10 times earnings.  Not sure why it is less than the banks.  Earnings are growing so you are going to get a higher stock price.


Price:
$78.110
Subject:
NORTH AMERICAN - SMALL
Bias:
SELECTIVE
Owned:
Yes
Showing 1 to 15 of 182 entries
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