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DHX Media Stock Symbol: DHX-T

Last Price Recorded: 8.3000 on 2014-09-20 01:14:46

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Date Signal Expert Opinion Price
2014-09-17 PAST TOP PICK Christine Hughes

(A Top Pick Dec 10/13. Up 73.91%.) Still a Buy on pullbacks. It’s the US investors that are taking it up now. It’s content and the value of content has increased away from the distribution channels such as TV, Internet, etc. They can take all of their content and create new episodes.


Price:
$8.170
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2014-09-12 HOLD Bruce Campbell (1)

Recently bought the Family Channel. This has done very well. He has a little nervousness and given the valuation this would be a Hold only.


Price:
$8.140
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
No
2014-09-11 DON'T BUY Teal Linde

The company is going to grow and he expects them to succeed.  They had a private equity investor who sold $130 million in stock and two board members left the board.  So he is on the sidelines.


Price:
$8.090
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2014-09-10 SELL Alex Ruus

Excellent little Canadian media company. Doesn’t own, but if he did, he would probably be Selling it here. Has a lot of admiration for the company, but thinks it is really expensive now.


Price:
$8.130
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2014-09-03 WAIT Jim Huang

They are trying to build a great content library based on children’s shows and to be a way to monetize this through different channels, such as web, TV, etc. Have been doing very well with it so far. Recently acquired Disney Junior and will see what they can do with it. Wouldn’t bet against this management. Not a cheap stock. He would wait a quarter or 2 and see if they can unleash the power of the acquired contents.


Price:
$7.850
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
2014-08-29 COMMENT Robert McWhirter

Children’s media and entertainment. The advantage is they have a library that can be used for children. Also, have significant government incentives federally and provincially, allowing them to build up their library of programs at almost no cost. Continues to grow by acquisition. Their target is to grow big enough to be acquired. Earnings are forecast to grow from $.09 to $0.28 in 2014 and 19% growth in 2015.


Price:
$7.610
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH
Owned:
Unknown
2014-08-27 BUY on WEAKNESS Bruce Campbell (2)

Sold his holdings at about $1 ago because of valuation, which is starting to push up into the upper extremes. He would like to see numbers come back in from a valuation point of view. This business is very successful and they continue to just roll up these film and TV show libraries. The next catalyst will probably be that they will just continue to put together those pieces and create more film and TV show libraries put together. Expects they will sell out eventually, but there are probably a lot of small acquisitions in between.


Price:
$7.500
Subject:
CANADIAN
Bias:
BULLISH
Owned:
No
2014-08-26 COMMENT Benj Gallander

This is too expensive for him now. They have had a lot of changes and have taken over another company, perhaps two.


Price:
$7.450
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
No
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
Showing 1 to 15 of 51 entries
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