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DHX Media Stock Symbol: DHX-T

Last Price Recorded: 7.5000 on 2014-08-22 01:14:46

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Date Signal Expert Opinion Price
2014-08-21 BUY on WEAKNESS Stephen Takacsy, B. Eng, MBA

Knows it well.  Well managed company and got in at a great time to start consolidating children’s content.  Family channel with recurring subscribers.  Did a phenomenal job of monetizing newer and older content.  It’s difficult to value.  They had a big run so be careful.  He has taken profits.  He may get back in on weakness.  It is not impossible that Netflix will acquire them.  At some point this company will be attractive. 


Price:
$7.500
Subject:
CANADIAN MIDCAP (NON-RESOURCE)
Bias:
SELECTIVE
Owned:
No
2014-08-21 WEAK BUY Michael Smedley

(Market Call Minute) Brilliantly run.


Price:
$7.500
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Unknown
2014-08-20 COMMENT Veronika Hirsch

Growth has been phenomenal. It fits into the theme that she likes, i.e., growth by acquisition. Because we are in a slow growth environment, she loves companies that are making acquisitions. This has been a phenomenal example. She feels the company will sell themselves at the peak of the cycle.


Price:
$7.440
Subject:
CANADIAN & ALTERNATIVE
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-14 BUY Patrick Horan

Likes the business model.  They are more about the online space now.  Bringing their library to YouTube and getting royalties from advertizing.  They know the space incredibly well.  One of the better growing media companies in Canada.  At $8.50 or $9 he would consider taking profits and buying back on a dip.


Price:
$7.090
Subject:
NORTH AMERICAN
Bias:
BULL on US EQUITIES
Owned:
Unknown
2014-08-06 COMMENT Michael Decter

Had a great run. Trimmed his position at around $7. He was waiting for the catalyst event of them closing the Family Channel, which they did. Likes it long term and if it came off further, he would likely Buy more of it back. Loves where they are positioned. There are only a handful of studios globally that produce content for the children’s segment. Turning into a global business and they are either going to be acquired or are going to be one of the consolidators.


Price:
$6.950
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-06 BUY Michael Smedley

This is a superb mini-Disney. Probably required in a takeout manoeuvre by someone some day. It is absolutely at the top of the small company world in the creative children’s programming. Globally situated with its products.


Price:
$6.950
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-07-30 DON'T BUY Peter Imhof

They have been in the right place at the right time.  They acquired the family channel.  They have to renew with Disney over the next few years.  They could get bought out over time.


Price:
$7.030
Subject:
NORTH AMERICAN - SMALL
Bias:
SELECTIVE
Owned:
Yes
2014-07-30 COMMENT Bruce Campbell (2)

Management team has done a great job. These content libraries are just becoming more and more valuable, especially as we migrate from just watching TVs over to iPads, computers and other devices. They are picking up children’s programs, which really don’t go out of favour. Thinks this can probably go higher.


Price:
$7.030
Subject:
CANADIAN
Bias:
BULLISH
Owned:
No
2014-07-29 BUY Peter Hodson

A great example of a management team that have spun out and done it all before. They are now picking out libraries like Teletubbies and forming timeless content for children. This is great, because there isn’t a language issue as it is very easy to dub these into other languages. The value of their library is probably higher than what people are giving them credit for. This is a 5 year timeframe, where they will build up their library and ultimately decide to sell it to big media enterprises. Good company and very well-managed.


Price:
$6.900
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
BULLISH
Owned:
No
2014-07-11 BUY Brian Huen

A very rare mid-cap Canadian media company that owns a portfolio of very, very strong children/youth oriented titles. Thinks there are still lots of opportunities for them to buy up things people don’t want, rebrand the titles, and continue to capitalize on the titles they own. Have made a bunch of acquisitions. There is potential for M&A activity.


Price:
$6.790
Subject:
MATERIALS, CONSUMERS & RISK-ARBITRAGE
Bias:
BULLISH on GOLD
Owned:
Yes
2014-06-20 COMMENT James Hodgins

Still loves this. Likes the Astro Media deal, and thinks it is going to close imminently. This will basically double the cash flow in the company. He thinks the next leg up will be when they re-sign Disney content into the Astro channels.


Price:
$6.510
Subject:
MARKET NEUTRAL INVESTING
Bias:
BEARISH
Owned:
Yes
2014-06-17 PAST TOP PICK Christine Hughes

(A Top Pick Dec 10/13. Up 30.91%.) This is media and content, so you can compare it to Disney (DIS-N) and CBS (CBS-N) and look at what they have done. In the consumer space but they sell media, and it is children’s programming. Bringing back all the oldies and the goodies. Acquired the Canadian rights to the Disney channel. A great growth story. Still really likes it.


Price:
$6.160
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2014-06-04 HOLD Michael Smedley

A finely run company that is one of the dominant independents in its space of dealing with children’s productions. Has been quiet lately in terms of news so you have to toss the coin, and decide if it is going to be up. It will do something at some point. Someday, somebody will buy it up.


Price:
$5.550
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Unknown
2014-05-14 COMMENT Michael Decter

(Market Call Minute.) Likes this. Had a bit of a check back, but really likes the acquisitions they have done and their whole strategy on content.


Price:
$5.050
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
Yes
2014-05-08 BUY Peter Hodson

Likes it.  Management team has done it all before.  A lot of people debate the value of the library, but he feels the value is timeless.  The valuation is hard to peg because of the acquisitions.  All look good so far.  You have to believe in management.


Price:
$5.030
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
BULLISH on CANADIAN MARKET
Owned:
Unknown
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