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

DH Corporation Stock Symbol: DH-T

Last Price Recorded: $18.7300 on 2016-12-05

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Date Signal Expert Opinion Price
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
2016-11-23 WAIT Andy Nasr

Very difficult to ascertain if this is a good buying opportunity or not. He would wait until there is clarity next year, and they give a bit more of an update on the outlook.


Price:
$16.820
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
No
2016-11-22 COMMENT Matt Kacur

He was definitely disappointed with the quarter, and the stock has come down substantially. It is probably at an OK level at this point.


Price:
$16.780
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2016-11-14 DON'T BUY Keith Richards

It was in an uptrend and this year is a disaster.  It is a good example of what happens when support breaks.  $28 was pretty darn good support, although there were lower highs.  Then they guided lower on earnings.  It is the law of gravity here.  Don’t catch a falling knife.  It will go as low as it wants.  If it stops making lower lows then it looks like it is getting healthy and you watch for a breakout.


Price:
$14.790
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Unknown
2016-11-10 WATCH Ryan Bushell

(Market Call Minute.) This has been a bit of a disaster story. There are management credibility issues. 8.5% dividend yield. He would be watching this to see what happens next. It could get interesting.


Price:
$15.390
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
UNKNOWN
Owned:
No
2016-11-08 DON'T BUY Norman Levine

He wouldn’t go near this. When this was in the cheque printing business, he could understand owning it. They then got into the FinTech business and started becoming a company that he didn’t understand.


Price:
$15.140
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-11-07 WATCH Brian Acker, CA

He thought it had a chance of sticking around his green line ($22).  If we get a positive transit then it has a chance of getting to analysts’ estimates. 


Price:
$15.460
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR
Owned:
Unknown
2016-11-04 COMMENT Michael Sprung

(Market Call Minute.) Had a very bad quarter, and got hit in just about every business line they are in. A huge disappointment. This is at a point where it is probably worth looking at again.


Price:
$16.230
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-11-03 SELL Jason Mann

He came into this earnings season with a short.  It has high valuation and poor earnings momentum.  They made an acquisition a while back, but the problem is that they had a big earnings miss.  They are trying to transform the business, but it is not working out and now they have a lot of debt.


Price:
$16.890
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2016-11-01 COMMENT Kash Pashootan

Not something he would buy. There is still uncertainty around earnings growth, and even direction of the business over the next 3-5 years. If you are a little further on the risk spectrum, you might want to take a half position here, otherwise wait to get a little more clarity on earnings on a go-forward basis.


Price:
$17.230
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2016-10-31 DON'T BUY Brian Madden

This stock was a real tick bomb when they released their earnings last week.  They were in the cheque printing business and now people don’t write cheques.  They made a concerted effort to diversify themselves away from the legacy business by buying a series of fin-tech businesses.  The problem is that those industries are hyper competitive.  The market is expressing a concern that DH-T may have gotten into something they don’t understand.


Price:
$17.230
Subject:
CANADIAN
Bias:
BULL
Owned:
Unknown
2016-10-27 PAST TOP PICK Paul Harris, CFA

(Top Pick Oct 1/15, Down 52.79%) He bought more after the fall.  Their numbers have come down substantially for next year.  One of the issues he has is that they are in a good industry but the market is implying that they will cut their dividend.  He thinks they should cut it.  The Heartland acquisition was a good one and they integrated it well.  The acquisition for Funtech was too expensive and they are being squeezed on the debt side.  With the election in the US, on the banking side they are not sure what things are going to look like.


Price:
$17.230
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2016-10-26 HOLD Cole Kachur

Down around 40% today, which seems a little extreme. Most analysts thought the quarter wasn’t going to be great. It is now going to be in a “prove it” mandate where they have to prove to shareholders that they can execute on their plan. The tone from management going into next year was not great. He wouldn’t be a buyer, but if you own he would hold and hope it would bounce back again.


Price:
$16.250
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2016-10-26 WATCH Bruce Campbell (2)

Had owned this in the past. The stock had a pretty dramatic drop today. He has always had a lot of respect for management. As cheque writing started to decline, they got into the electronic business. They’ve had some hiccups here. At this point, he would probably just want to watch. It would mean giving up some returns, but he would like to see the next quarter turn around and that the worst is behind them.


Price:
$16.250
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
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