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DH Corporation Stock Symbol: DH-T

Last Price Recorded: $40.8200 on 2015-05-30

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Date Signal Expert Opinion Price
2015-05-28 TOP PICK Paul Harris, CFA

He likes it and owns it.  It is a ‘thin-tech’ company.  Cheques are 20% of their business still.  They made acquisitions that give them a bigger presence in the US.  They can continue to grow both organically or with bolt-on acquisitions.  The one risk is that they are not merging the sales forces in the last acquisition, so it is something to look out for.  You won’t see a lot of dividend increases because they really want to grow.  They should grow quite substantially over the next little while.


Price:
$41.250
Subject:
NORTH AMERICAN/GLOBAL
Bias:
SELECTIVELY OPTIMISTIC
Owned:
Yes
2015-05-13 HOLD Michael Decter

Have transformed their business from a successful firm that printed cheques to a firm that does back-office Information Technology for the financial sector. Have done a series of acquisitions and have had terrific growth. Has had a big, big run, so considers it a Hold at this time. With the growth in the US, a lot of banks will want to modernize their back-office IT. He would recommend the dividend reinvestment on it.


Price:
$40.480
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-11 PAST TOP PICK Michael Smedley

(A Top Pick June 4/14. Up 30.36%.) This continues to be an absolutely superb long term hold. They are getting deeper into financial technology.


Price:
$40.910
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-05-08 COMMENT Ross Healy

Company is in a beautiful uptrend, which began in 2011, and which he doesn’t see breaking yet. FMV is about 20% higher than what the stock is selling at. This is a company that is doing things and is on the move. He could see it moving higher.


Price:
$41.120
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
2015-05-04 HOLD Don Lato

Used to be a cheque writing company, and over the years they wisely diversified into other financial service areas where they run the interface between the ATMs machines and online banking systems. Very, very well-managed company. He would look in the high $30 area is a possible entry point.


Price:
$41.970
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-01 HOLD Bruce Campbell (1)

(Market Call Minute.) Made a good acquisition lately.


Price:
$41.750
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
No
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
Showing 1 to 15 of 210 entries
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