Viewing Company DHX Media | StockChase
stockchase picture

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: $6.8200 on 2016-12-01

Globe 5 day average
Google Discussions (view only)
yahoo discussion
Bloomberg
Date Signal Expert Opinion Price
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
2016-10-05 WATCH Keith Richards

He would avoid this stock until the downtrend is broken.  It has to take out the last high.


Price:
$7.190
Subject:
TECHNICAL ANALYSIS
Bias:
BEARISH
Owned:
Unknown
2016-09-30 COMMENT Ryan Modesto

Children’s media. He likes this company. It has not been the greatest performer over the last year. Even their most recent quarter reported last week was lacklustre. The guidance for 2017 is looking better. They are expecting double digit earnings growth over the next year. They have kind of put some investments behind them now, and he thinks they are going to start reaping the benefits.


Price:
$6.910
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
Unknown
2016-09-29 DON'T BUY Peter Imhof

He has not been involved for the last couple of years.  They recently came out with numbers.  Their cash flow growth was not there.  Stay away from this one.  Cap-X is likely to go up as they build a studio.


Price:
$6.950
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
No
2016-09-02 COMMENT Jason Mann

Has this as a Short. They have a pretty wide range of kids’ content, but for him it is a combination of valuation and price momentum. Bounced off its lows after missing a few quarters. Valuation is expensive at 16X EBITDA. PE of 28X, and they don’t have the growth to support that.


Price:
$7.690
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-08-19 HOLD Michael Smedley

A great model, and a very, very important company globally. It has captured everything outside of the Disney (DIS-N) type level in children’s programming. There is nothing he can identify that is wrong with this company. The quality continues. Sometimes you have to exhibit patience.


Price:
$7.830
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2016-08-15 TOP PICK John Zechner

This develops kids content, and they cross sell it very well in various channels. Content is value, and you can sell content to various channels. Trading at a big discount to the rest of the group at 10X operating cash flow. It’s cheap, and at a point, it gets taken out. Well capitalized. Dividend yield of 0.85%.


Price:
$7.530
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-08-03 COMMENT Peter Hodson

He likes this. You need to have a 10-year timeframe on this. Management has done it all before with their prior companies that they sold. Have signed very good deals and have signed licensing partnerships, and have worldwide media partners. Their library is starting to increase in value. But it is a quiet company, and is not that sexy. They produce children’s shows. Has a tiny dividend which they can probably increase a little more. If you own it for 4-5 years, you might get a little bit frustrated.


Price:
$7.050
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
BULLISH
Owned:
No
2016-07-29 TOP PICK Eric Nuttall

One of the largest children’s content owners.  They get paid every single time a child watches a show.  They have a significant YouTube strategy.


Price:
$7.100
Subject:
ENERGY & SMALL CAP EQUITIES
Bias:
BULLISH on ENERGY
Owned:
Yes
2016-07-21 COMMENT Robert McWhirter

Expected to earn $.35 in June/2016, growing to $.40 in 2017, about a 15% lift. Dividend is probably as big as you are going to see in the near term. They grow by acquisition, and it should continue to do well. Has a library of children’s videos, which they can continue to build out at almost no cost. They hope to get big enough that someone like Disney (DIS-N) will buy out their videos. There is also the potential of someone like Netflix (NFLX-Q) taking a run at them. Stock seems to be relatively expensive.


Price:
$7.220
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
UNKNOWN
Owned:
Unknown
Showing 1 to 15 of 123 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.