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Home Capital Group Stock Symbol: HCG-T

Notes:mortgages

Last Price Recorded: $45.3600 on 2014-12-18

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Date Signal Expert Opinion Price
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
2014-10-27 PAST TOP PICK Peter Hodson

(Top Pick Oct 25/13, Up 37.35%) They have done nothing, but the right thing.  ROE is very high.  Raised their dividend when markets were down.


Price:
$53.000
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2014-10-24 PAST TOP PICK Jason Donville

(A Top Pick Oct 18/13. Up 39.04%.) There is a tremendous amount of intellectual capital tied up in the building. You get a steady 20% ROE. Very, very low loan losses, because their loan to value is very, very low.


Price:
$52.120
Subject:
GROWTH & FINANCIALS
Bias:
OPTIMISTIC
Owned:
Yes
2014-09-24 PARTIAL BUY Bruce Campbell (2)

This one always shows up on his radar screen. Looking at managements’ execution over number of years, there are only a handful of management teams in Canada who have executed and generated long-term returns for their investors like this one. This always gets targeted by US investors with a housing bubble in Canada blowing up. With the selloff, this is one that he is looking at.


Price:
$50.040
Subject:
CANADIAN
Bias:
BULLISH
Owned:
No
2014-09-23 COMMENT Ross Healy

Has liked this stock for a long time. However, it is closing in on one of his really important technical break points at about $61-$62. At the current price, it still gives you a 20% upside. They have a nice balance sheet.


Price:
$49.980
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-09-10 HOLD Alex Ruus

Has looked at this from time to time. Likes the business. Has had a pretty good run over the last year, so the current dip in the stock could be some profit taking. There are still a lot of people who are very cautious about the Canadian real estate market. Rates this as a Hold here and a Buy on significant weakness.


Price:
$52.400
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
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
Showing 1 to 15 of 194 entries
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