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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: $8.8200 on 2015-03-27

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Date Signal Expert Opinion Price
2015-03-24 HOLD Michael Smedley

He isn’t selling.  It has been a big winner.  Hang in there.


Price:
$8.690
Subject:
CANADIAN
Bias:
BULLISH on HEALTH CARE
Owned:
Yes
2015-03-20 HOLD Norman Levine

They just have the one network – Family channel.  When Canada has Pick and Pay for cable channels, they will not be hit as hard because they have markets other than Canada. 


Price:
$8.910
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on EUROPE
Owned:
Unknown
2015-03-09 HOLD John Zechner

Doesn’t know if this is a take out necessarily, but certainly would be a bit of a fit for any of the major media companies. Content is king in this market.


Price:
$9.200
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR
Owned:
No
2015-03-02 HOLD Veronika Hirsch

Loves this company. They continue to make acquisitions. A lot of analysts have a Hold on the stock. It’s not cheap. She would think the content cycle is in the 6th or 7th inning now. With her conversations with management, she would guess that the company might get sold by the time the cycle matures.


Price:
$9.330
Subject:
CANADIAN & ALTERNATIVE
Bias:
OPTIMISTIC
Owned:
Yes
2015-02-23 BUY Peter Imhof

Not a typical name he would own because the valuation is very high.  Eventually they may get taken out.


Price:
$9.350
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Yes
2015-02-17 COMMENT Colin Stewart

Trades at a premium valuation because investors are looking for content in the media space and this has a significant amount, particularly in children’s programming, which is seen as a valuable asset. Just reported very strong results and upped their dividends. Very good company to own.


Price:
$9.540
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
BULLISH on US ECONOMY
Owned:
No
2015-02-05 COMMENT Jason Donville

Loves their product. Looking underneath the hood at the cash flows and profitability, and he doesn’t see them. A lot of analysts who value this company, do it on a non-gap earnings basis, and they add back a whole bunch of costs that he views as costs, but they view as amortizations. He just doesn’t see the profitability.


Price:
$9.020
Subject:
GROWTH & FINANCIALS
Bias:
CAUTIOUS
Owned:
No
2015-02-02 COMMENT Michael Smedley

Had a downswing after a very big upswing. Acquired a private company that is extremely attractive and is a good merge. The most important, freestanding, non-Disney independent type of company in this business. Probably attractive for a take out one day, which he feels is what the principals of the company want.


Price:
$8.740
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2014-12-22 DON'T BUY James Hodgins

Using EBITDA, he thinks it is overvalued. This resembles something like a Corus Entertainment (CJR.B-T) now. It’s not a pure content play any more. Had thought it was a take out candidate purely from the content, but now they have their own channels and are now competing with the companies he thought might eventually buy them. He is Short this and would stay away.


Price:
$9.680
Subject:
MARKET NEUTRAL INVESTING
Bias:
BEARISH on COMMODITIES
Owned:
Yes
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
Showing 1 to 15 of 79 entries
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