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Davis and Henderson

Stock Symbol: DH-T

Last Price Recorded: 23.2700 on 2013-05-21 01:14:05

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Date Signal Expert Opinion Price
2013-04-25 TOP PICK Paul Harris, CFA

Substantial revenue from cheques (40%).  They do financial technology including credit cards.  Nice yield but not paying out much of its cash flow.  Room to increase dividend.  Made some acquisitions and getting rid of the non-core parts of the acquired company.  5.74% dividend.  They can go and buy bolt-on acquisitions.  Growth will come from credit cards.  It’s growing nicely.

 Price:
$22.390
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
SELECTIVE
Owned:
Yes
2013-04-15 HOLD Gavin Graham

A dying industry because it is cheque writing. They have been successful in migrating into other areas. Only 40% of their revenue comes from printing cheques. 22% is from things like loans servicing and repossession. Another 17% each is the new technology they have been doing in the US. Largest provider of point-of-sale mortgage origination software. Earnings growth has not been great because they have had to spend about $300 million to issue a lot of stocks. You get a 5.9% yield while you wait.

 Price:
$21.420
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
Unknown
2013-04-12 PAST TOP PICK James Telfser

(A Top Pick Jan 23/13. Up 1.4%.) Cheques still make up a decent part of their business. Likes it for its defensive characteristics. Feels the dividend yield is safe. Getting a little more cautious on the name as he has heard they lost some business and he thinks the banks are going to pull off a little bit here, which could hurt them as well. If they lose another major client, he would be close to hitting the Sell button.

 Price:
$21.770
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2013-03-19 BUY Michael Sprung

Seems to be doing fairly well in most of their business lines right now.  Has a fairly large payout in excess of 6% but he thinks it is sustainable for the time being and you could see some more appreciation.  He certainly would own it.

 Price:
$20.940
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
No
2013-03-11 WEAK BUY Ryan Bushell

(Market Call Minute) Stable.  Not just Cheques. Nearly 6% dividend yield. It is too small a company for him to own it.

 Price:
$21.660
Subject:
CANADIAN DIVIDEND
Bias:
BULLISH on DIVIDEND STOCKS
Owned:
No
2013-03-08 PAST TOP PICK James Telfser

(A Top Pick Jan 23/13. Up 1.86%.) Still likes. Just announced they were divesting some assets that aren’t related to their financial services. Still a Buy.

 Price:
$21.740
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
Yes
2013-02-28 BUY Michael Bowman

Only 40% of revenue comes from cheques.  A lot of other irons in the fire.  A really good yield.  He would buy it here.  He has always liked it.  6% yield.  Long term hold.

 Price:
$20.880
Subject:
CANADIAN LARGE & ETFs
Bias:
SELECTIVE
Owned:
Yes
2013-02-27 BUY David Cockfield

Was a cheque producing company. Still is but has shown an ability to adjust to get into other areas. Have added other sections such as lending technology, loan and credit card services, securitized lending, etc. About 40% of their revenue is coming from other areas. 6.1% dividend is relatively safe.

 Price:
$20.880
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2013-02-12 DON'T BUY Christine Poole

Attractive yield. Company diversified out of cheques and have been moving into mortgage servicing business. Couldn’t see a lot of exciting growth so she never went into this. Not really a great growth stock and not particularly exciting on the income side. Expensive at 17X earnings.

 Price:
$21.630
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2013-01-23 TOP PICK James Telfser

Have been turning themselves around for a number of years. Made a lot of acquisitions in the US and are more of a financial IT company now. A little bit of an unknown story creating an opportunity. Balance sheet has been improving so they can make some acquisitions. Only trading at 11X next year’s earnings. 5.9% dividend is very safe and increasing.

 Price:
$21.800
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2013-01-18 PAST TOP PICK Ross Healy

(A Top Pick Jan 10/12. Up 28.43%.)

 Price:
$21.390
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2013-01-04 HOLD Keith Richards

Has hit the old highs from 2011 which are going to have an influence and is probably why you are seeing a little bit of resistance at this point. Might be a little bit overbought in the near-term. If you don’t own, wait for a breakout from the old high before buying.

 Price:
$21.770
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH on FOREIGN
Owned:
No
2013-01-02 BUY on WEAKNESS Michael Decter

Originally it was simply a cheque writing company but has gone into the transactions business, outsourcing the backend of banks and doing data processing. Has done extremely well. Cheque writing is still about 40% of their business. Try to get it below $21. Expect they will increase their distribution at some point.

 Price:
$21.900
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2012-12-27 TOP PICK Paul Harris, CFA

Their business is cheques but they’ve also done some add-on acquisitions that allow them to be in the mortgage business. Moving into the US. Really great organic growth opportunities in the US. Trades at a reasonable multiple and pays a great dividend. Great balance sheet. Will continue to do well.

 Price:
$21.300
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2012-12-03 HOLD Barry Schwartz

Cheques are only about 25% of business.  He can’t make heads or tails of their other businesses.  It is doing all the right things.

 Price:
$21.540
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
Showing 1 to 15 of 133 entries
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