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DHX Media Stock Symbol: DHX.B-T

Notes:

Split into 2 structures Oct 2014. B are Canadian Voting shares.

Last Price Recorded: $9.8000 on 2014-12-20

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Date Signal Expert Opinion Price
2014-12-11 HOLD Michael Smedley

A very important company. Very solid.


Price:
$9.660
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2014-12-10 COMMENT Bruce Campbell (2)

Recently acquired Nerds out of Vancouver, which just builds their library up that much more. Every day he looks at this and feels it is expensive, but they’ve done such a great job of growing their revenue over the last number of years. He thinks that is going to continue going forward. He would like to get it on a pullback, but has never been able to. Netflix (NFLX-Q) has just announced they want to globally launch their service, which means that they have to go to a company like this to get their rights for all of those countries. With all the video-on-demand services that cable companies are launching, they also have to go here to get licensing.


Price:
$9.930
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
No
2014-12-02 COMMENT Bruce Campbell (1)

Just acquired Nerd Corps out of Vancouver for $57 million, which gives them many more hours of animated programming. This will be about 5% accretive to earnings. He bought the bond that helped fund the deal. Stock was up $0.54, which was just about exactly what the extra value of the acquisition is. Not a cheap stock, but there aren’t too many choices. A lot of the good news is already priced in. (See Top Picks.)


Price:
$9.460
Subject:
CANADIAN LARGE
Bias:
BULLISH on NORTH AMERICAN ECONOMY
Owned:
Yes
2014-11-28 COMMENT Hap (Robert) Sneddon FCSI

Hugging just below $9, which is the 50 day moving average, which is positive. Also, has the 16 week relative low, sort of converging. All these things are converging, where the risk/reward sets you up in a good situation. The upside, compared to the downside, is a lot greater. On a long-term basis, some of the indicators are starting to roll over.


Price:
$9.030
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Unknown
2014-11-19 COMMENT Bruce Campbell (2)

Stock has done phenomenally well. Had a bit of a pullback recently. He had previously owned this and is on his radar screen. Last quarter's earnings were a little bit of a disappointment to the street. It will eventually be a take out; it is just a matter of when. They continue to build out their library. Just announced a deal where they are going to be doing some work in China. Revenue and earnings are going to slowly catch up to all the building they have done in content. If it pulled back a little more, he would probably look at adding it to his portfolio.


Price:
$9.050
Subject:
CANADIAN
Bias:
BULLISH
Owned:
No
2014-11-11 DON'T BUY Bill Carrigan

Had been a fan of this company until they went to a special class structure B format. Expects the stock will go sideways only.


Price:
$9.390
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
No
2014-11-10 COMMENT Robert McWhirter

This company basically creates children's cartoons, videos and animations. Growing by acquisition. Because of the various incentives by both federal and provincial governments, they are able to end up having programmers and animators create additional libraries and content. Have a streaming deal opportunity in China.


Price:
$9.500
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH on SMALL CAPS
Owned:
No
2014-11-06 BUY Colin Stewart

A big winner over the last several years. They own valuable children’s content. They have licensing deals with a variety of companies. It shows the value that investors are willing to put on content. It trades at a much steeper valuation than it once did, but it gets a premium because it is thought someone might someday be interested in a takeover.


Price:
$9.480
Subject:
NORTH AMERICAN - LARGE
Bias:
Bullish on Canadian Equities
Owned:
Unknown
2014-11-04 HOLD Prakash Hariharan

Likes this company and the way they have aggregated children’s content. A great name to own in a bad commodity environment and in terms of library content and their licensing deal with streaming media. Has always been expensive, but in terms of its fundamentals and its margins and as a potential takeover candidate, it is always interesting. The time to add to this name is when it has a disappointing quarter.


Price:
$9.650
Subject:
GLOBAL DIVIDEND
Bias:
UNKNOWN
Owned:
Unknown
2014-10-31 COMMENT Hap (Robert) Sneddon FCSI

(They changed the share structure, and BNN only had access to a few weeks of the new shares.) Chart shows a nice trend. It was a little disconcerting when you see strength in the market overall today and having this one come down. It could be just a little bit of profit taking.


Price:
$9.740
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Unknown
2014-10-28 HOLD Brooke Thackray

Very good company and well-run. Building up their library and have done extremely well. It is seasonally significant that you would hold this at this time, and probably right into May. You might let this run.


Price:
$9.540
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
OPTIMISTIC
Owned:
Unknown
2014-10-27 HOLD Peter Hodson

They did a lot of things right.  Managed the process well and made good acquisitions.  A well run company by executives that have done it before.  Analysts tend to be conservative for their own sake when the company goes up like this.  Let it ride.  It is a very good company.


Price:
$9.030
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
UNKNOWN
Owned:
Unknown
2014-10-24 DON'T BUY James Telfser

Valuation on this is too rich for him. They are building in a lot of the positive news that has happened. It has been a good story.


Price:
$8.980
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
No
2014-10-22 COMMENT Bruce Campbell (2)

Had sold his holdings way too soon. Obviously valuation is very rich. If you are a long-term holder, 5 years plus, it is probably a good holding and the valuation won’t matter as much. They’ll probably end up selling this, but in the meantime they just continue to accumulate more library content.


Price:
$8.800
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
No
2014-10-17 DON'T BUY James Hodgins

It is relatively expensive.  It is similar to Chorus now.  They just restructured the shares due to a CRTC requirement.  It does not have an impact on the company.


Price:
$8.680
Subject:
MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias:
UNKNOWN
Owned:
Unknown
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