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Home Capital Group Stock Symbol: HCG-T

Notes:mortgages

Last Price Recorded: $51.3300 on 2014-11-25

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Date Signal Expert Opinion Price
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
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
Showing 1 to 15 of 191 entries
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