Viewing Company DHX Media | StockChase
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Compiling comments that experts make about stocks while on public TV.

DHX Media Stock Symbol: DHX.B-T

Notes:

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

Last Price Recorded: $7.1700 on 2017-09-20

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Date Signal Expert Opinion Price
2017-07-19 PAST TOP PICK Eric Nuttall

(A Top Pick July 29/16. Down 14.92%.) He liked this for the growth prospects of Teletubbies. It got pretty good traction in the UK, but the US was pretty disappointing and that’s when he sold the stock.


Price:
$5.920
Subject:
ENERGY
Bias:
OPTIMISTIC on OIL
Owned:
No
2017-07-14 HOLD Michael Smedley

The great original in the non-Disney type company. It is Canadian. Great animation programming.


Price:
$6.000
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2017-07-04 COMMENT Bruce Campbell (1)

Looks cheap, but it has looked cheap for quite a while. Canadians have trouble valuing this. There is really not much else like it in Canada. They’ve made some recent good transactions. They need consistency of a few quarters bringing the numbers they say they can do, and the stock will slowly go up.


Price:
$5.700
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2017-06-26 WATCH Stephen Takacsy, B. Eng, MBA

He follows it closely for the children’s content space.  They did a great job of monetizing content.  They have been on an acquisition binge and have to keep acquiring content to keep the ball rolling.  They have quite a bit of debt and have to pay that down quickly.  The stock has come down a lot and it is coming close to a buy.


Price:
$5.550
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
No
2017-05-25 DON'T BUY Peter Imhof

Just made a large acquisition of Strawberry Shortcake and Peanuts. In the last while, there has not been a lot of positive cash flow from the properties they have. A lot of their properties are older and are not the hottest, so they are trying to rejuvenate them. He is staying on the sidelines.


Price:
$6.020
Subject:
SMALL CAPS
Bias:
BULLISH
Owned:
No
2017-05-23 PAST TOP PICK Eric Nuttall

(A Top Pick May 27/16. Down 7%.) Just did a big stock issuance to buy Strawberry Shortcake and Peanuts. They are taking an oldish brand and re-digitalizing it. Sold this quite some time ago and is looking to possibly get back in again.


Price:
$6.120
Subject:
ENERGY
Bias:
BEARISH on CANADIAN MARKET
Owned:
No
2017-02-28 COMMENT Peter Imhof

Just met with them 2 weeks ago after they came out with disappointing earnings. The stock came down by 10% or more after that. They are not showing the cash flow that people want to see. Haven’t had any big hits. Other companies have done a really good job in creating some new shows, and garnering a lot of revenue from the toy business.


Price:
$5.820
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
No
2016-12-23 COMMENT John Zechner

He likes this. To him it is almost a mini Disney. Content is king, and they own children’s content, which has a longer life than a lot of others out there. They are doing a better job distributing into other media as well. He likes the assets they have. The balance sheet is in better shape. They are starting to generate free cash flow again, and the operating cash flow looks good.


Price:
$7.020
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2016-12-14 COMMENT Michael Smedley

From what is being said, he has a feeling they are not going to report particularly aggressive earnings until the 4th quarter of 2017. You have to be patient. Expects this quiet period will be continuing over the next few months.


Price:
$6.650
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2016-11-25 WAIT Ryan Modesto

This has been a bit of a laggard lately. They do media licensing content for children’s television shows. Has had really good success with Netflix, Amazon Prime, etc. Have also had a lot of success with YouTube. He likes this and thinks things are going to turn around in 2017. They have some contracts coming on with DreamWorks, Mattel and more, so closer to the end of 2017 they’ll have more content going out. You may need to wait a few months, but thinks the pastures are greener going forward.


Price:
$6.900
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
2016-11-16 TOP PICK John Zechner

Content is still king. This is one of the best growth stories in media. Kids’ content lasts forever. They actually did a reselling agreement into China not too long ago. Some of this stuff does well internationally. They are paying down the debt and generating free cash flow. Dividend yield of 1.03%. (Analysts’ price target is $9.72.)


Price:
$6.990
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-11-02 HOLD Peter Hodson

Has been a little frustrating. It has children’s animation programs and an international library so there are no language issues. Management knows what they are doing. The library has great value. Raised their dividend a couple of times. But the stock is just languishing. A little expensive. A 5-10 year type of story.


Price:
$6.730
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
2016-11-02 COMMENT Veronika Hirsch

This has been a strange year. It has done so well in the last 3 years that it has been neglected. It is not the kind of stock people are focusing on, like value stocks, cyclicals and commodities. She doesn’t see anything wrong with their numbers, so she is hanging on.


Price:
$6.730
Subject:
AGRICULTURE, DIVIDEND & FIXED INCOME
Bias:
UNKNOWN
Owned:
Yes
2016-10-12 TOP PICK John Zechner

He sees value in the sector.  They have growing cash flows and are paying down the debt.  He thinks at some point it might be taken out.  They have been under pressure recently because of acquisitions.


Price:
$6.780
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-10-07 COMMENT Eric Nuttall

Put out a somewhat disappointing quarter in that they paid on top line. The EBITDA margin wasn’t as strong as the street consensus was, because they were spending more on Teletubbies as well as buying more content for DHX Television. He is hoping he can get this on a little bit more of a pullback. Looking out to 2017, the challenge in Canadian small cap is that there are very few companies that are able to put up positive 10%-15% organic EBITDA growth. 


Price:
$6.800
Subject:
ENERGY & SMALL CAP EQUITIES
Bias:
BULLISH on OIL
Owned:
No
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