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DHX Media Stock Symbol: DHX-T

Last Price Recorded: 5.3500 on 2014-04-24 01:14:54

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Date Signal Expert Opinion Price
2014-04-21 BUY James Hodgins

Had sold a lot of his position, but is now back into it. Liked the recent Degrassi purchase. The cash flows they’re going to get from their companies is almost like having a lead order for their series that they are producing in Canada. While it looks expensive on the current earnings basis, they are effectively going to more than double their earnings and cash flow on the back of that acquisition.


Price:
$5.240
Subject:
MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias:
CAUTIOUS
Owned:
Yes
2014-04-08 COMMENT Brian Huen

Really likes the company. Not cheap, but not expensive. He likes it being able to leverage its capital position and balance sheet to buy additional assets. Recently got the Degrassi Junior High library at a reasonable price which will be an accretive acquisition. Have an extensive library of children’s material that cannot be replicated. Content is king in the media business. A potential takeout target for somebody who’s looking for big library content.


Price:
$5.120
Subject:
MATERIALS, CONSUMERS & RISK-ARBITRAGE
Bias:
BULLISH on EUROPE
Owned:
Yes
2014-03-18 COMMENT Jason Donville

Not a fan of this company. Likes their product, but when he works through their cash flows, he doesn’t get it. Doesn’t see where the underlying product possibility is. ROE is 3%. A lot of analysts add back the amortization but he looks at the amortization of their films and wonders what kind of value his films have 2 or 3 years later.


Price:
$4.840
Subject:
GROWTH & FINANCIALS
Bias:
CAUTIOUS
Owned:
No
2014-02-25 PAST TOP PICK James Hodgins

(Top Pick Jan 29/13, Up 129.85%) Got out when he saw CEO selling some stock.  Then in the fall they saw a deal to buy properties spun out of astral media.  Now it is not just a pure content play.  It is content and distribution play.  He is more neutral now.  It will no longer have this kind of growth profile.


Price:
$4.530
Subject:
MARKET NEUTRAL INVESTING
Bias:
BEARISH
Owned:
No
2014-02-19 COMMENT James Telfser

Hard to be comfortable with media assets. You are at the mercy of who you sell these things too. Took a pass on this as it did not have the earnings predictability that he wanted.


Price:
$4.750
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2014-01-17 COMMENT Rob Stabile

Just signed a five-year agreement with Yu Yung Media (?) In China for distribution rights. This emphasizes the value of owning content. Acquired content in the last 3 transactions so you’ll see these kind of deals continue to roll out. Not just broadcast rights, but also includes rights tied to merchandise, licensing of toys, which has to be huge for them.


Price:
$5.410
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2013-12-27 COMMENT James Hodgins

Has a small Short position on this (short-term reversion trade). The largest investor, Birchcliff, recently exited their position. Did a nice accretive transaction buying Disney (DIS-N) type properties from Bell Canada (BCE-T). This is interesting in that there is some vertical integration in the children’s content side now but it also means they are competing with some of their customers now. There could be some challenges down the road with that. He is neutral on this company.


Price:
$5.590
Subject:
MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias:
CAUTIOUS
Owned:
Yes
2013-12-20 HOLD Michael Decter

This is in the children’s media. They bought the family channel. Has had a terrific run. A terrific holding. Yield of 0.8%.


Price:
$5.600
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2013-12-19 BUY Peter Imhof

They are in the right space at the right time.  The cable companies want to buy these companies that have the content.  Likes the CEO.  He sold most of his position.  Thinks there will be a lot of consolidation in this area.  Eventually it will be take out.


Price:
$5.440
Subject:
NORTH AMERICAN - SMALL
Bias:
SELECTIVE
Owned:
No
2013-12-10 TOP PICK Christine Hughes

Content is king and this company owns a lot of 2nd tier kids animated videos. Content providers can now distribute their content to more than just TV channels. They can do Netflix, YouTube, etc. They have the bargaining power. Thinks it will, eventually, get taken out. Recently, bought the Family Channel and the Disney Channel off of Bell Canada (BCE-T) in order to satisfy the regulators.


Price:
$4.720
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2013-10-31 BUY Michael Smedley

Very powerful company in children’s programming. He expects it to continue higher and will eventually be bought out by one of the majors, the Disney’s of this world.


Price:
$4.020
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2013-10-25 BUY Peter Hodson

(Market Call Minute.) Really likes what they are doing. Raised their dividend 50% a couple of weeks ago. Acquisitions have been great. Their library is timeless and there is a lot of value there.


Price:
$3.780
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
BULLISH
Owned:
No
2013-10-07 COMMENT Stephen Takacsy, B. Eng, MBA

Done a good job, management is good.  You have to watch the accounting in this industry.  They have done a phenomenal job of monetizing their content on the Internet.  Remains to be seen if they can maintain it.  The easy money has been made.  1.2% dividend.


Price:
$3.510
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
2013-09-30 PAST TOP PICK James Hodgins

(Top Pick Sept 27/12, Up 124.20%) He was early into the idea that new digital avenues for media would create new demand for content.  Pretty good numbers last week.  Now acquiring Rag Doll.  You will see an acceleration in licensing of their content.  They are getting better monetization engines.


Price:
$3.470
Subject:
MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias:
BEARISH on US ECONOMY
Owned:
Yes
2013-07-25 PAST TOP PICK James Hodgins

(Top Pick Jul 11/12, Up 191.01%) He bought some back recently and it is now a top position in his portfolio.  The licensing of children’s content is really picking up.  YouTube, Netfix.  He expects another acquisition this year.


Price:
$3.280
Subject:
SMALL & MID-CAP
Bias:
BEARISH
Owned:
Yes
Showing 1 to 15 of 27 entries
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