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DH Corporation Stock Symbol: DH-T

Last Price Recorded: $42.7000 on 2015-04-26

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Date Signal Expert Opinion Price
2015-04-23 BUY Greg Newman

The whole area is getting a little bit pricey, but is still cheaper than its peers. Just did another big acquisition, bigger than its last one, that is going to help drive growth, global reach and cross sell. Very well positioned to benefit from the big trend of electronic payments. He sees this growing very well over the next couple of years. About 62% of their business will come from the US. Has a $48 target on this.


Price:
$42.390
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Unknown
2015-04-21 TOP PICK David Burrows

The key secular theme in this market is financial technologies. Banks did not spend money for a few years as they needed to. They are behind the curve. This company took an old cheque printing business and, through acquisitions, has converted itself into a financial technologies company. Have done it very effectively, cross-border with Canada and the US. The most recent acquisition is in payment systems, and they have 8 of the 10 listed global banks as customers. Yield of 3.05%.


Price:
$42.490
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-04-16 COMMENT Paul Harris, CFA

Used to be a cheque business, but that is getting to be a smaller and smaller part. Did a couple of really big deals in the US. It is really a technology company in the financial services industry and it is very unique. Executed on their last acquisition very, very well and it will do the same with the latest one.


Price:
$42.890
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2015-04-10 HOLD David Cockfield

This isn’t a cheque company anymore, but more of an information, analysis, storage, manipulation company. They keep expanding more and more into the computer area. Have made various acquisitions in the US that have turned out well. Below $40 would be a decent entry.


Price:
$42.570
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-04-07 TOP PICK Genevieve Roch-Decter

This was the biggest cheque processing company in Canada for over 100 years. It was a declining legacy business, so they decided they were going to have to look further for other opportunities. In 2013, they acquired a company that was in the fin-tech space, and as a result, the multiple on the stock started increasing because it was back in growth mode. Recently announced an acquisition of Fundtech, which further bolts them into this space. Also, gives them geographical diversification and an entry point into Asia. It gets them into 8 of the 10 top US banks and 30 of the top global banks. Has gone up, but is still attractive on a multiple basis and is only trading at 11 or 12 times, where the US comps are trading at 15 or 18 times. Yield of 3.12%.


Price:
$41.220
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2015-04-02 BUY Bill Carrigan

It reinvented itself and then it broke out.  He thinks it will just go higher and higher. 


Price:
$39.690
Subject:
TECHNICAL ANALYSIS
Bias:
SELECTIVE
Owned:
Unknown
2015-03-24 HOLD Michael Smedley

It did a tremendous thing in stepping into a banking software solution in the US.  It is going through a bit of a consolidation.


Price:
$38.760
Subject:
CANADIAN
Bias:
BULLISH on HEALTH CARE
Owned:
Unknown
2015-03-16 BUY on WEAKNESS Andrew Hamlin

A top quality company and a core holding.  Canadian and US business exposure.  The valuation is full here.  You would have to pay up for the growth.  He would wait and try to get a better entry point.


Price:
$39.940
Subject:
NORTH AMERICAN - INCOME
Bias:
BEAR
Owned:
Unknown
2015-02-13 PAST TOP PICK Brendan Caldwell

(A Top Pick Nov 12/14. Up 8.15%.) This is remembered as the cheque production people, but they have actually become a company that helps companies with their payables, their billables, basically everything to do with making their whole finance system run. They have been making acquisitions and expanding.


Price:
$38.380
Subject:
CANADIAN VALUE
Bias:
BULLISH
Owned:
Yes
2015-02-11 COMMENT Hank Cunningham

Convertible debenture. Should I convert now? If the bond still yields more than the stock, you should probably hold it. If that’s the case, it is likely that the company will force the conversion, which they can do.


Price:
$38.270
Subject:
FIXED INCOME
Bias:
UNKNOWN
Owned:
Unknown
2015-02-09 BUY on WEAKNESS Hap (Robert) Sneddon FCSI

Has made a great transformation from being strictly a cheque company. It has been really volatile. Technically if it breaks below $35, there is a significant moving average there. If you don’t own, try to get in at around $35.


Price:
$37.900
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Unknown
2015-02-09 WATCH Hap (Robert) Sneddon FCSI

Chart shows a rolling top. It has already broken down through some near-term support. It doesn’t mean that it is going to have a price drop, but it means the stock is sort of weakening. He would like to see it break above $10 with volume.


Price:
$37.900
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Unknown
2015-02-06 COMMENT Chris Hensen

Very attractive dividend yield and a very stable business. Management has done a tremendous job over the last 5 years, transitioning from an old checking business to providing banking technology solutions, lending and payment solutions across North America. They have done a number of acquisitions. Have grown and compounded EBITDA by 18% over the last 5 years. At this level, the stock is not cheap. Doesn’t see a tremendous amount of upside, but he will continue to hold.


Price:
$38.420
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2014-11-27 BUY on WEAKNESS Paul Harris, CFA

Very unique franchise here in Canada.  An acquisition moved them into the US.  They are now a technology company.  There is some great growth coming.  Does not think the dividend will go up as substantially as before.  They may have to do some more debt for acquisitions.  In the US the banking industry is more fragmented so their products are more beneficial to them.  Buy them on a pullback.  It will do well over the next few years.  They executed on what they promised to do.


Price:
$36.130
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
CAUTIOUS on OIL
Owned:
Yes
2014-11-18 PAST TOP PICK Andrew Hamlin

(A Top Pick Oct 4/13. Up 45.13%.) The deal they made in the US in the last 18 months was transformational. Has done very well along the way and has raised some money as well. Expects to see the stock continue to do well and grow significantly.


Price:
$36.430
Subject:
NORTH AMERICAN - INCOME
Bias:
BULLISH
Owned:
Yes
Showing 1 to 15 of 204 entries
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