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Compiling comments that experts make about stocks while on public TV.

DH Corporation Stock Symbol: DH-T

Last Price Recorded: $25.1700 on 2017-03-27

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Date Signal Expert Opinion Price
2017-03-23 HOLD Norman Levine

Before the takeover offer, the stock was not doing very well.  The company put themselves up for sale and only one bidder came along.  There is still time because the deal has not been finalized. 


Price:
$25.170
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-03-13 COMMENT Matt Kacur

Being acquired by Vista Equity at $25.50 a share. They had some serious issues the last quarter where they missed badly. However, overall, it was a pretty good company. He would be inclined to take the offer and move on.


Price:
$25.160
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-03-08 COMMENT Paul Harris, CFA

He bought more when it fell because it was massively discounted. Also, management gave very poor guidance about what was happening to a lot of their businesses. Feels their core businesses really has good opportunities on the FinTech side, in the US specifically, and the stock can slowly go up. Pays a decent yield.


Price:
$23.280
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-02-24 COMMENT Bill Shaw

This has been a disappointment. In terms of their new entry into FinTech, it has had some disappointing results. At the current price level, he feels it is reasonably valued. This is more of a “show me” story at this point.


Price:
$23.080
Subject:
CANADIAN DIVIDEND & REITS
Bias:
UNKNOWN
Owned:
Unknown
2017-02-17 DON'T BUY Christine Poole

(Market Call Minute) They are having troubles in the US.


Price:
$23.600
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2017-02-13 BUY Paul Harris, CFA

He bought more when it fell after earnings came out last quarter.  Hopefully this quarter they get some of the business from the RFPs they put out previously.  Over the next couple of quarters you will see some changes in the company.  The dividend is reasonable and he was glad they cut it.  There is opportunity for the stock to go up from here.


Price:
$23.520
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BEAR
Owned:
Yes
2017-02-01 COMMENT Brendan Caldwell

This does financial back offices for many, many companies globally. sold his holdings when they first had accounting issues. Once you lose control of your Book, you’ve lost control of everything.


Price:
$23.220
Subject:
CANADIAN VALUE
Bias:
OPTIMISTIC
Owned:
No
2017-01-18 HOLD Greg Newman

In December, he upgraded this to a sector outperform again. Private equity was approaching them to possibly pick apart part of the business. A very cheap FinTech play. He can understand why the stock cratered. Their US lending business will pick up, and he doesn’t think the Canadian business is declining as fast as we saw last quarter.


Price:
$23.160
Subject:
CANADIAN DIVIDEND
Bias:
BULLISH
Owned:
Yes
2017-01-09 BUY Daniel Lloyd

He started re-buying it a month ago.  He thinks it will get taken over.  They have received unsolicited offers after the stock sold off.  He suspects it is private equity firms.


Price:
$22.850
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2017-01-05 COMMENT Douglas Kee

He looked at this about 18 months ago. They were moving from writing cheques in Canada and into more interesting stuff in the US. Unfortunately, that didn’t work out, in the short term anyway. They took a hit and they cut their dividend. The bloom is kind of off this for now. He is not interested. Dividend yield of 5.8%.


Price:
$22.050
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
No
2016-12-23 COMMENT John Zechner

Conceptually he loves the area they are going to, regarding the payment system, electronic banking, etc. The acquisitions they’ve done in the past 2 years have yet to prove themselves, which is a problem because there is a lot of debt on the balance sheet. Not sure about the quality of assets they acquired in the past year. He would love to see a quarter or 2 of good results.


Price:
$21.990
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2016-12-23 COMMENT Lorne Zeiler

Sold his holdings in May, when there was a bad quarter of earnings. The company did a number of acquisitions; however the acquisitions weren’t bringing the revenue in fast enough, and hence they were over levered on all of them. Q4 basically missed on all factors, and the stock fell off a cliff. They’ve been able to renegotiate their debt covenants, so that is all clean. Also, reduced distributions. The last move, from $17 to about $18, was based on the potential of an acquisition. If it does not happen, he expects the stock will decline. However, if it does happen, you could see about 20% from where we are today.


Price:
$21.990
Subject:
NORTH AMERICAN DIVIDEND STOCKS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
No
2016-12-13 COMMENT Brooke Thackray

This has struggled. They cut their dividend and now are starting to refocus on their FinTech business, which is a new thing for them. It is paying a dividend, so it got hit by the Trump Dump. He doesn’t see good prospects over the next few months, especially if bond yields continue to go up.


Price:
$21.960
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
BULLISH
Owned:
Unknown
2016-12-01 DON'T BUY Colin Stewart

(Market Call Minute.) Stay away from this. There is too much debt on the balance sheet. They recently cut their dividend.


Price:
$18.920
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
OPTIMISTIC
Owned:
Unknown
2016-11-28 WAIT Teal Linde

The stock plummeted recently. Whenever he sees a stock fall 40%, he asks if it is a company specific problem, management incompetence or something that is more widespread. Their peer group are having similar problems, so he doesn’t think it is a company specific issue, it is basically industrywide. Also, banks and financial institutions are moving away from discretionary spending, and only spending on what they have to, which is risk and compliance. There are examples of banks now adopting more subscription base software services, where they have lower payments or an extended period of time, rather than larger upfront payments. That is going to hurt the sector. On the FinTech companies, a lot of banks are going with smaller upstarts, and not with the bigger guys. Given the secular trends that are occurring right now, he would probably wait.


Price:
$17.280
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
Unknown
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