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DH Corporation Stock Symbol: DH-T

Last Price Recorded: $43.0600 on 2015-07-30

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Date Signal Expert Opinion Price
2015-07-24 TOP PICK Jaime Carrasco

This is one of those nice boring companies that continues to pay a dividend. They have been transforming themselves into a high-tech company that delivers the same processes. Management is doing very well. His company has it with a $48 target. Dividend yield of 3.04%.


Price:
$42.140
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH on GOLD
Owned:
Yes
2015-07-24 COMMENT Jeff Young

Good dividend returns in the manufacturing sector? There are not that many manufacturing companies here anymore. Instead of a manufacturing company, he would suggest this instead.


Price:
$42.140
Subject:
CANADIAN DIVIDEND
Bias:
CAUTIOUS
Owned:
Unknown
2015-07-22 TOP PICK Allan Meyer

One of the companies that was able to make the transition from the old type of technology. They are now considered more like a financial services tech company. Made an acquisition using the cash they had as well as some debt. Still have a reasonable amount of debt to equity. Still thinks it has momentum behind it. Yield of 3.09%.


Price:
$41.550
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-07-20 STRONG BUY Paul Gardner, CFA

Going into the US you have to deal with US regulation.  You have no control.  They have been amazing acquirers.  It is a core position of his.  The yield is covered.  They are getting scale.  He would wait for a better time, but does not know if you will see it.  Don’t wait too long.


Price:
$41.330
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-17 PAST TOP PICK Brendan Caldwell

(A Top Pick Nov 12/14. Up 16.44%.) This is really plugged into the banks and have really effectively transformed into the modern world. Pays a strong dividend of 3%.


Price:
$41.510
Subject:
CANADIAN VALUE
Bias:
UNKNOWN
Owned:
Yes
2015-07-08 TOP PICK Paul Harris, CFA

A great play in the US. 60% revenue comes from US. Div $0.32, yield 3.24%. Bank technology business. Won't see the dividend grow much over the next couple of years. More interested in growing their business.

 


Price:
$39.460
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR
Owned:
Yes
2015-06-18 TOP PICK Greg Newman

Thinks the acquisition of Fundtech is a transformational deal for them. It will help to position them to benefit from these industry megatrends of electronic banking. Once the thing closes, the US represents 63% of their business mix. He is modelling 24% revenue growth. They are very much invested in a good, higher growth business. Dividend yield of 3.09%.


Price:
$41.440
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH
Owned:
Yes
2015-06-09 HOLD Christine Poole

Have done a very good job of diversifying out of their old cheque writing business. Did a big US acquisition which has generally been viewed as positive. Well-run company. Just doesn’t see a compelling reason to own it. 3.25% dividend yield.


Price:
$39.370
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2015-06-08 COMMENT Michael Sprung

He really likes this but is having trouble understanding their recent acquisition of Fundtech, a software design company for the financial industry. Paid a lot and raised about $1 billion. Have always been very well positioned in defensive markets, but are now getting into very highly competitive markets. When a lot of capital goes up front to pay for markets where you need a huge subscriber base, he worries. He is going to wait to see how the integration goes.


Price:
$40.350
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2015-05-28 TOP PICK Paul Harris, CFA

He likes it and owns it.  It is a ‘fin-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
Showing 1 to 15 of 219 entries
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