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: $7.7000 on 2016-08-23

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Date Signal Expert Opinion Price
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
2016-07-05 COMMENT Daniel Lloyd

He was Short this for quite a long time and made good money on it. He would love to be able to Short it again and he is hoping that it pops a little. The issue he has is the lack of free cash flow. It is often able to show EBITDA growth, but the issue is that the “DA” in EBITDA is a very high number, and they need to be continually investing in more content. As a result, there is never any extra cash left over at the end of the day. It is sort of a treadmill that they can’t get off of.


Price:
$6.740
Subject:
CANADIAN
Bias:
BEAR
Owned:
No
2016-06-29 COMMENT Stephen Takacsy, B. Eng, MBA

Very interesting a very well-managed. Had quite a run consolidating children’s content, making acquisitions and doing a hell of a job monetizing it with the new trends towards streaming content. The stock was always too rich for him. Their top line is slowing down a little. They bought the family Channel from BCE (BCE-T) and are losing subscribers because all the Disney (DIS-N) content that was on this channel has gone over to Corus (CJR.B-T) now. Starting to give this a hard look because the valuation is becoming more reasonable. Still expensive for a value investor, but thinks they have a lot of value in some of their assets.


Price:
$6.370
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2016-06-20 COMMENT John Zechner

Has been buying this aggressively in the last couple of weeks. They did a financing earlier this year at $7.50, which fell a little flat. Last quarter was a bit of a miss, but they were still suffering a little with the loss of the Disney (DIS-N) contract a year ago. They have refilled the content side very well, and that is a bigger part of their business right now. The stock is looking exceptionally cheap compared to others in the sector.


Price:
$6.320
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-06-15 COMMENT Bruce Campbell (1)

They lost Disney (DIS-N), but have more than replaced it with other properties. You would think it would be higher. Kind of an orphan in Canada as there is nothing else like it. It is not well followed by Bay Street and the comparables are more US. All they can do is just keep grinding out the numbers, and eventually it will work and should go higher than $6.29. He owns the bonds.


Price:
$6.340
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-10 HOLD Jerome Hass

(Market Call Minute.) Has been concerned about the company, but likes the long-term prospects.


Price:
$6.140
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
CAUTIOUS
Owned:
Unknown
2016-06-09 BUY Michael Smedley

Wonderful company, worldwide.  He will continue to hold it, based on tremendous creativity in Canada.  It is a smaller cap Disney type of Canada and some day it might be bought by somebody. 


Price:
$6.450
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-08 BUY Mike S. Newton, CIM FCSI

Has always been a big fan of content. They’ve done a lot of acquisitions including Teletubbies. The acquisition story in Canada is a tough one and you have to be the best and the biggest, and have deep pockets with the ability to go to the market to keep getting cash. Thinks this has a pretty good future, and at this price it is probably not a bad Buy.


Price:
$6.460
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2016-05-27 TOP PICK Eric Nuttall

This is a business with very high quality and very valuable content. Kids programming lasts way longer than your average typical TV show. They have been very successful in acquiring good brands, and then using those brands in merchandising deals. The Teletubbies used to be a $1 billion a year franchise, and the market cap today is about $700 million. They got renewal in the UK for the 2nd season and it has been launched in the US. If successful, it could do incredibly well. Dividend yield of 0.97%.


Price:
$6.580
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC on OIL
Owned:
Yes
2016-05-06 COMMENT Peter Hodson

Has been kind of quiet in the past year or so, but have been making some acquisitions. They are building their children’s library. Made some great deals with partners. Things are looking okay, but the stock is really not acting well. Thinks this is a 10-year story. Just park it and put it away for a few years, and you’ll be okay.


Price:
$7.350
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
CAUTIOUS
Owned:
Unknown
2016-04-28 COMMENT Bruce Campbell (1)

DHX Media (DHX.B-T) or Concordia (CXR-T)? DHX has raised money trying to grow. They lost the Disney channel, but are making it up in China. A fairly cheap stock, but not very well known, and doesn’t get a premium valuation. You are going to have to be patient with it.


Price:
$7.500
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
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