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

DH Corporation Stock Symbol: DH-T

Last Price Recorded: $29.0100 on 2016-09-23

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Date Signal Expert Opinion Price
2016-09-22 COMMENT Stephen Takacsy, B. Eng, MBA

He passed on it last year.  It was down and there were shorts reports.  It is now considered technology and it is hard to understand the various businesses.  The market is concerned about organic growth.  It is not an easy company to get your head around these days.


Price:
$28.960
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
No
2016-09-19 HOLD Teal Linde

They have three businesses, lending, transaction and domestic business.  The lending business is hurting.  The domestic business is a bit flat.  Their balance sheet is quite leveraged, so they can’t acquire.  It is a hold.


Price:
$28.650
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Unknown
2016-09-15 BUY Daniel Lloyd

He bought this recently.  There is still a reasonable free cash flow yield and he thinks the dividend is safe. 


Price:
$29.250
Subject:
CANADIAN
Bias:
BEARISH on BONDS
Owned:
Yes
2016-09-15 PAST TOP PICK Paul Harris, CFA

(A Top Pick Oct 1/15. Down 23.42%.) Their last acquisition is the one that caused them a lot of problem. Took on a lot of debt, which constrained them from doing anything. Not an expensive stock and has a good dividend yield. He can see some positives. There are better earnings and cash flow growth over the next little while which will help them bring down their debt levels. Thinks fintech is a great business. 4.4% dividend yield.


Price:
$29.250
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-09-14 WATCH Jim Huang

This has gone into the fintech space in the US by doing a couple of big acquisitions. The stock has done very well on the back of that, but lately have gotten into some execution issues with some of the fintech acquisitions not doing as well as originally anticipated. Thinks that over time they will come out of this. A bit of wait and see.


Price:
$30.010
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2016-08-29 DON'T BUY Brian Acker, CA

The problem is that acquisition.  It is big.  He thinks there is doubt in their strategy.  The model price is $37.  At $22 he would be interested in it.


Price:
$29.070
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
No
2016-08-29 DON'T BUY Brian Madden

The emerging growth driver for this company is FinTech. They made a number of acquisitions in the FinTech space and are struggling to integrate them. He would be on the sidelines until they figure out what they have acquired and digested and get the profitability back on track.


Price:
$29.070
Subject:
CANADIAN
Bias:
BULLISH
Owned:
No
2016-08-23 BUY James Telfser

(Market Call Minute.) This has been beaten down too far. He still likes the assets and they have great management.


Price:
$28.380
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2016-08-22 WAIT John Kim

They’ve been able to use the cash flow from their cheque business to get into the FinTech side of things. The issue over the past year or so has been one of the large FinTech acquisitions and what it really is capable of. They’ve had to cut guidance and retrench. The street is still sceptical as to what the real margins are in their FinTech business, and the growth opportunities. Wait until after they have their FinTech day later this year.


Price:
$28.500
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2016-08-18 DON'T BUY Michael Simpson, CFA

(Market Call Minute) Expanded into ancillary services where there is more competition.  There are better US companies in this space.


Price:
$28.610
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
SELECTIVE
Owned:
Unknown
2016-08-16 HOLD Christine Poole

(Market Call Minute.) Made a big acquisition in the US, and have had some difficulties there. Feels investors are questioning the visibility in terms of the acquisition, but relatively attractive in terms of valuation.


Price:
$29.200
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2016-08-15 DON'T BUY Teal Linde

They are going through some challenges right now.  Their guidance was recently lowered.  They are not getting renewals in their laser business as fast as they want.  They grow through acquisition but their debt levels are high right now.


Price:
$29.650
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2016-08-12 DON'T BUY Jerome Hass

This had some issues last October. There was a US hedge fund that had a Short thesis on it. The company is a processor of financial services for banks and other financial institutions. Made a major acquisition of Fundtech. It paid about $1.5 billion, and paid about 20X trailing EV/EBITDA, which was an expensive acquisition. The Short’s thesis was that there was a consent order (?) by the US banking regulators against Fundtech. Essentially the allegation is that they engaged in unsound banking practices. As a consequence, they have had a tough time making sales out of this business. They also funded this with debt, which added to the problems. A name he is cautious on.


Price:
$29.690
Subject:
LONG-SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
No
2016-08-10 COMMENT Jon Vialoux

Technology tends to do well from October all the way through to January. This company’s chart shows a declining trend from April, and there are no signs of it bottoming as of yet. There was a large washout recently, coming into August, and it is now starting to inch higher. It is not really recouping those losses and is holding below its 20, 50 and 200 day moving averages. When you have a stock below its 200 day moving average, that is generally a warning sign. It means it is really unloved and long-term holders are cautious about it. There is support at around $29.


Price:
$31.530
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2016-08-04 BUY Paul Harris, CFA

(Market Call Minute.) He likes this.


Price:
$30.250
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BEAR
Owned:
Yes
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