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DHX Media Stock Symbol: DHX.B-T

Notes:

Split into 2 structures Oct 2014. B are Canadian Voting shares.

Last Price Recorded: $8.9500 on 2015-08-01

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Date Signal Expert Opinion Price
2015-07-06 DON'T BUY Bill Carrigan

Not a fan of dual share companies. This story had been very compelling and became over-loved. A compelling story can only get so compelling before it runs out of steam. Technically it is not going anywhere.


Price:
$9.550
Subject:
TECHNICAL ANALYSIS
Bias:
OPTIMISTIC
Owned:
No
2015-06-30 HOLD Michael Smedley

Provides children’s and family creative television services. The company is doing brilliantly. Excellent company.


Price:
$9.340
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-06-15 HOLD Teal Linde

In Canada you have these Canadian content rules so they essentially have this subsidy where they can create all this Canadian content and sell it around the world.  The CRTC has their pick-and-pay rules coming out next year, so he is not sure which will impact more.  DHX.B-T is already exploring ways of getting into China.


Price:
$9.470
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2015-06-01 BUY Peter Hodson

This is a management bet.  They are building a content-based company.  Despite losing a contract, they know what they are doing.  You want to keep this one for 5-6 years.  Selling the company might be the endgame.


Price:
$9.520
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
BULLISH on SMALL CAPS
Owned:
Unknown
2015-05-20 COMMENT Bruce Campbell (2)

This has recently come up in his rankings with the earnings numbers they just came out with. Very solid numbers. As this video on demand and streaming services propagate their way around the globe, this company is receiving more revenue. Had a few disappointments with a TV division, but they continue to build up their content and their cash flow numbers continue to ramp up. At some point in time, this company is going to be sold. He has his eye on this for his Growth fund.


Price:
$9.620
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
No
2015-05-11 COMMENT Michael Smedley

Will be reporting shortly and hopes they would be able to provide a decent earnings report. The main issues at the moment are a very choppy market and the loss of some children’s programming to Corus (CJR.B-T). This is an important holding for him.


Price:
$8.440
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-04-27 DON'T BUY Stephen Takacsy, B. Eng, MBA

(Market Call Minute) They lost business from the Disney Channel and the stock has not reacted to that fully.


Price:
$8.240
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
2015-04-24 DON'T BUY Jon Vialoux

Discretionary stocks tend to gain from October all the way through to May. During the summer it is a bit negative and volatile. Since October, this one has been flat. It is now rolling over and underperforming the market. 50 day moving average is pointing lower.


Price:
$8.360
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2015-04-15 BUY Peter Hodson

This is one he would Buy and Hold. Great management team, great library and they have international sales. Starting to do good licensing deals with companies like Disney, Netflix, etc. Give it 3-5 years and let management build up the library and get the value from the library. Looks expensive right now, but as they grow the library and monetize it, it will start to look much, much better. He wouldn’t load up on it, but it is a solid name.


Price:
$8.540
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
BULLISH
Owned:
No
2015-04-08 COMMENT Bruce Campbell (2)

They were trading at pretty high multiples previously, and maybe some of that multiple contraction has happened, which would have taken a little bit of wind out of the sails. Sold his holdings, but has his radar on this and potentially adding it back into his portfolios.


Price:
$8.480
Subject:
CANADIAN
Bias:
BULLISH
Owned:
No
2015-04-07 COMMENT Genevieve Roch-Decter

Sold her holdings at around $8-$9. This is the largest independent children’s content owner globally. Have been on an acquisition spree for the last 2 years buying up content libraries. As we have seen with Netflix and over-the-top providers, content is hot. Late last year they bought the Family Channel, a must carry channel on cable, in order to pump their content to a broader audience. The acquisition was very costly and they had to lever up the balance sheet. Thinks the growth going forward is going to be a bit slower.


Price:
$8.470
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
2015-04-01 WAIT Patrick Horan

He would like to see Disney (DIS-N) renew their license, so that they can continue to carry the Disney channel. There is some changing landscape in terms of digital channels, and they will be affected by that. He would not be aggressive until he saw a renewed contract with Disney.


Price:
$8.820
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2015-03-24 HOLD Michael Smedley

He isn’t selling.  It has been a big winner.  Hang in there.


Price:
$8.690
Subject:
CANADIAN
Bias:
BULLISH on HEALTH CARE
Owned:
Yes
2015-03-20 HOLD Norman Levine

They just have the one network – Family channel.  When Canada has Pick and Pay for cable channels, they will not be hit as hard because they have markets other than Canada. 


Price:
$8.910
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on EUROPE
Owned:
Unknown
2015-03-09 HOLD John Zechner

Doesn’t know if this is a take out necessarily, but certainly would be a bit of a fit for any of the major media companies. Content is king in this market.


Price:
$9.200
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR
Owned:
No
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