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Davis and Henderson Stock Symbol: DH-T

Last Price Recorded: 31.2100 on 2014-07-28 01:14:06

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Date Signal Expert Opinion Price
2014-07-24 BUY David Burrows

US business is growing nicely and outweighs the mortgage business that has not performed as well so he would buy it.


Price:
$31.290
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-07-03 HOLD Barry Schwartz

Has had a nice run. Doesn’t own the stock, but does owned their convertible bonds. Well-run company. A stable business in forms and cheques.


Price:
$30.890
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-07-02 COMMENT David Cockfield

Have done extremely well, and went from cheques into other sectors, and have shown themselves to be really heads up. Have done very well. 4% yield.


Price:
$30.990
Subject:
CANADIAN
Bias:
DEFENSIVE
Owned:
Yes
2014-06-04 COMMENT Teal Linde

Getting into financial technology where they have software they provide to financial institutions. Had about 2000 clients in the US and then made a large US acquisition which gave them 5000 more. They plan to cross market and cross sell their product between their 7000 clients and they are doing quite well at it. Doesn’t own this because it is difficult to predict how well an acquisition is going to turn out.


Price:
$32.220
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
2014-06-04 TOP PICK Michael Smedley

He is very impressed. Recent results show that it has transitioned into a very major supplier of management solutions for the banks, in the states in particular. Have doubled their revenues to over $1 billion. Thinks this will just carry on up.


Price:
$32.220
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-06-03 SELL Christine Poole

Have done a good job in diversifying and buying assets out of their mature cheque writing business. Has had a good run, and is digesting its gains. Reasonably valued, but not going to be a strong grower. If you own, consider taking profits, and putting them elsewhere.


Price:
$32.220
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-05-21 HOLD Barry Schwartz

Owns their convertible debentures, which have done quite well. Smart asset allocators. Able to transform the business from cheque processing to forms. They make all these wonderful forms for mortgages, etc. and this is a growing business in the US. You have to be patient with this type of company. Has a reasonable payout ratio. Be patient and know that it will grow 3%-5% a year.


Price:
$32.010
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-04-29 PAST TOP PICK Paul Harris, CFA

(Top Pick Apr 26/13, Up 40.31%) The deal in the US was transformational.  It will move sideways for the next little while.  Doesn’t think they will increase the dividend for a while.


Price:
$30.430
Subject:
NORTH AMERICAN/GLOBAL
Bias:
SELECTIVE
Owned:
Yes
2014-04-15 HOLD Keith Richards

Great dividend payer. Chart shows a long upper trend from the middle of 2012. Great chart. Nothing wrong with this picture. As long as it doesn’t break the trend, stay with it.


Price:
$30.700
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Unknown
2014-04-01 DON'T BUY Christine Poole

Made a great transition from cheques into loan compliance services, registration of property liens and student loan portfolios. 4.1% yield is attractive. Growing its earnings in the high single digits and trading at about 13X earnings. Thinks it is fairly valued.


Price:
$31.200
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-03-05 BUY on WEAKNESS Michael Bowman

Loves the company, but would not buy here.  It has some support at $29.  He is not buying it.  But would on a 10% pullback.


Price:
$31.410
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
SELECTIVE
Owned:
Unknown
2014-02-28 BUY Ben Cheng

Likes it.  It is the example that yellow pages should have followed.  They took the cash flow from cheque printing and used it to leverage themselves into financial services.  Likes the growth process 5-7% organic growth and he would not be surprised to see a dividend increase this year.


Price:
$30.780
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
BULLISH o n CDN DIVIDEND STOCKS
Owned:
Yes
2014-02-27 STRONG BUY David Burrows

Long time holder.  Fits into financial technology sector.  Used to be printing cheques and today they have tremendous success with acquisitions.  4% yield.  Company is growing.  Stock is behaving well.  Consider adding to it.


Price:
$31.140
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2014-02-27 BUY on WEAKNESS Paul Harris, CFA

An interesting company that used to make cheques but now is an IT company for banks.  They acquired heartland in the US which will be the core driving the company in the next few years.  The US is more fragmented on the banking side so there is more opportunity for them there.  They are executing well on that acquisition and he thinks there will be more tuckins in the next little while.  Good dividend yield but it may not rise for a while.  There is lots of opportunity for the company to grow.


Price:
$31.140
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BULLISH on US MARKET
Owned:
Yes
2014-02-19 BUY on WEAKNESS Mohsin Bashir

A Canadian growth company with a growth catalyst to US exposure. Recently purchased the 5th largest US financial network company. He loves the financial technology space as an area of investment but his preferences are towards others. If your goal is to be able to generate income, this company does that better than others. Trading close to its 52-week high and he would like it closer to $25.


Price:
$28.860
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
Showing 1 to 15 of 184 entries
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