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DHX Media

Stock Symbol: DHX-T

Last Price Recorded: 3.1000 on 2013-05-18 01:14:52

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Date Signal Expert Opinion Price
2013-01-29 TOP PICK James Hodgins

Effectively tripled their library with the Cookiejar merger. Believes that with the rollout of Netflix (NFLX-Q) and ultimately Apple TV (AAPL-Q), the demand for digital content is going to go up on a step function. This company is the largest independent producer of children’s content globally. Thinks ultimately it will be a big takeover candidate. Trades at 6X forward EBITDA.

 Price:
$2.030
Subject:
MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2012-12-28 STRONG BUY James Hodgins

A great 3-year story. As new digital distribution platforms like Netflix and Hulu and, ultimately, Apple TV and even Facebook, this company is now the largest independent manufacturer and producer of children’s content. Great growth story here to leverage those new digital distribution platforms and to create a real impetus on the distribution side, whether cable companies or the newer platforms. Feels that ultimately it is a takeout candidate.

 Price:
$1.710
Subject:
MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias:
BULLISH on PRECIOUS METALS
Owned:
Yes
2012-12-04 TOP PICK Michael Smedley

Very intensely run company. Have the biggest media library in the world now. They will go from strength to strength.

 Price:
$1.840
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2012-11-13 TOP PICK James Hodgins

They merged with Cookie Jar Entertainment, making them the largest independent producer of children’s entertainment in the world.  You could see continued growth in the 30% range organically, plus digital growth through digital licensing of their content.

 Price:
$1.840
Subject:
SMALL & MID-CAP
Bias:
SELECTIVE
Owned:
Yes
2012-09-27 TOP PICK James Hodgins

Largest independent provider of children’s programming globally. Just did a transformational deal buying Cookie Jar. Kids now want to watch these shows on the computer and play the games as well. What is really revolutionizing this business is the digital and Internet distribution. Now you see Netflix and you will see Apple TV. Those new distribution platforms make their libraries that much more valuable. Stock still has significant upside even after its run from $1 to $1.50. Takeover candidate. $2 in 12 months is easily doable.

 Price:
$1.600
Subject:
MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias:
BEAR
Owned:
Yes
2012-07-16 COMMENT Benj Gallander He prefers companies that have been around for a longer period of time. There is talk of a possibility of a takeover. Doesn't qualify for his standards.
 Price:
$1.200
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
No
2012-07-11 TOP PICK James Hodgins They have slowly been building up the brands. Really starting to see some traction. 35% growth on revenues last quarter and 45% in EBITDA. Trades at 4X forward EBITDA. As the fight for content heats up with Apple’s ITV, Netflix, etc, expects their will be some consolidation. Thinks it could be 10X EBITDA on a takeout.
 Price:
$1.130
Subject:
MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias:
BEARISH
Owned:
Yes
2012-06-18 COMMENT Jason Donville He is looking at this one right now. One of the tricky things about this one is the very complicated accounting.
 Price:
$1.200
Subject:
CANADIAN SMALL & FINANCIALS
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2012-06-15 TOP PICK James Hodgins There is a real battle for the distribution systems including cable. The real catalyst is going to be the ITV (Apple TV) launch next year. Expects the same kind of consolidation wave that occurred back in 2000-2001 of content and delivery. Could be a double and on a takeout basis it could be even higher.
 Price:
$1.100
Subject:
MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias:
CAUTIOUS
Owned:
Yes
2011-04-26 PAST TOP PICK Peter Hodson (A Top Pick March 30/10. Down 38.51%.) Didn’t work out.
 Price:
$0.930
Subject:
GROWTH STOCKS
Bias:
BULLISH on SILVER
Owned:
Unknown
2010-03-30 TOP PICK Peter Hodson Production company doing TV shows and pre-finance 85% of the production costs and then sell international. Have 2300 hours of library content and is primarily children's programming, which is international and basically timeless. Content can also be converted to 3-D so likes the potential.
 Price:
$1.480
Subject:
GROWTH STOCKS
Bias:
BULLISH on TECHNOLOGY
Owned:
Yes
Showing 1 to 11 of 11 entries

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