Investment Q&A

Q: I currently have a 3 % weight on Home Capital . Should I increase this to 5% or is there another company that you recommend that I could buy and leave Home Capital at 3%.

Thanks
Dolores

Q: For 2014 you had been recommending HCG. Despite the stock and my position losing $10 a share since I bought it on your supportive advice last summer, what is your advice now on your 2014 recommendation. It takes a huge recovery in the stock price to make up for this current losing position from those who bought it last summer, or fall. I know the stocks history but more interested in your call on what to do now on this one.

Q: Would you add to HCG at today's prices? It appears to be dragged down along with other financials like the banks right now.

With regard to HCG, I am also trying to connect the dots on a couple of the guidelines that you have provided over the last couple of years, namely buy on upside strength and (generally) do not add to a losing position. Again, generally sell a stock when it drops 8-10%. I apologize if I am takinng anything out of context, but I am trying to make sense out this market. Case in point I have owned HCG for a couple of years, saw it drop and then recently start to reverse. So I added to my position on Monday and saw it drop 5% today! Ouch.

Hold and wait for a better time to buy or buy more now? (I am sure selling would not be a wise option for a quality company like HCG)

Thanks for helping me sort this out.

Q: What should I do if I hold HCG. Where is the bottom? Thank you

Q: My portfolio is 37% in HCG due to rising prices since I bought it in 2001 and I have never sold any. I have been meaning to trim it, but I am reluctant to trim when it is falling in price so quickly. I would apreciate your advice. And I really appreciate your service.

Thanks,
Hans

Q: As you have been pointing out in your excellent answers to so many questions, the stocks of some fine Canadian companies in the non-energy and non-material spaces have been hammered in the current rout. I would like to take advantage of this opportunity to buy some fine companies at bargain prices. Generally I hold most of the companies in your model portfolio; I am over-weight Amaya and Constellation Software. Could you please identify 5 non-energy and material stocks which you consider to be bargains at this time? Thank you.

Q: HCG is down more than 13% the last 5 days. The current price is well below the 200 day moving average. Over the last 5 days it is my biggest loser. Can you provide any insight for the decline and would you suggest adding to my position at these levels. Thank you

Q: Hi,
Does the fact that Home Capital Trust, a division of HCG. is applying for a bank license provide a decent catalyst for this much beloved company, or is it a bit of a yawn.
Thx

Q: IS the drop today justified. Earning missed by 1 penny. Is it a buy, sell or hold. Thank you.

Q: Peter, your view please on the earnings from SLF and HCG. Thanks in advance.

Q: HCG is down 10% from its recent high. Would you view this as a buying opportunity or are you concerned about the impact of rising interest rates on the housing market?

Thanks, and great service.
Hans

Q: Why is Home Capital HCG falling lately. Is it a buy, sell or hold. Thank you very much.

Q: Good morning,

I hold HCG ($43) in my RRSP for growth and have been watching it's slow decline the past week.
Is this interest rate related or manipulation in anticipation of earnings. Would you add at a lower level?

Hope all is going well on the ride

Carl

Q: Hi,

I'm a buy and hold investor and am up 25% on HCG, a riskier investment than my normal TD, SLF, Manulife, TELUS type investments. HCG has dropped of late and is making me nervous. Is it time to get out? What are its long term, say five year, prospects?

Q: Peter and team:
Re HCG
Many people feel housing market is overvalued (due for correction) and interest rates are likely to rise modestly in the coming year or two. How may these factors effect HCG's business model and subsequently share price?

Thanks as always

Phil

Q: Home Capital Group (HCG)

Hi Team, Any quick thoughts on HCG's latest quarterly report released July 30? Many thanks as usual. Michael

Q: i have the following financial companies in my portfolio DFS.us, HCG and BNS all at 2.5%. I would like to increase two of them to 5%, which ones? Or do you have another one in mind?

thanks again

Q: I have BNS & am pleased with it one year appreciation.It is my only large cap financial. What would you be recommended at this time in this field. I was looking at LB, good div and/or Home Capital. Value your input. Thank you.

Q: Hello, I've owned TD for a while and have a nice gain but I was thinking of switching it into Home Capital Group since Home Capital has better growth numbers. What do you think?

Q: 7 May Question by Jason re HCG: Can you define origination, pls.
Gary