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DHX Media Stock Symbol: DHX-T

Last Price Recorded: 7.1400 on 2014-07-24 01:14:43

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Date Signal Expert Opinion Price
2014-07-11 BUY Brian Huen

A very rare mid-cap Canadian media company that owns a portfolio of very, very strong children/youth oriented titles. Thinks there are still lots of opportunities for them to buy up things people don’t want, rebrand the titles, and continue to capitalize on the titles they own. Have made a bunch of acquisitions. There is potential for M&A activity.


Price:
$6.790
Subject:
MATERIALS, CONSUMERS & RISK-ARBITRAGE
Bias:
BULLISH on GOLD
Owned:
Yes
2014-06-20 COMMENT James Hodgins

Still loves this. Likes the Astro Media deal, and thinks it is going to close imminently. This will basically double the cash flow in the company. He thinks the next leg up will be when they re-sign Disney content into the Astro channels.


Price:
$6.510
Subject:
MARKET NEUTRAL INVESTING
Bias:
BEARISH
Owned:
Yes
2014-06-17 PAST TOP PICK Christine Hughes

(A Top Pick Dec 10/13. Up 30.91%.) This is media and content, so you can compare it to Disney (DIS-N) and CBS (CBS-N) and look at what they have done. In the consumer space but they sell media, and it is children’s programming. Bringing back all the oldies and the goodies. Acquired the Canadian rights to the Disney channel. A great growth story. Still really likes it.


Price:
$6.160
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2014-06-04 HOLD Michael Smedley

A finely run company that is one of the dominant independents in its space of dealing with children’s productions. Has been quiet lately in terms of news so you have to toss the coin, and decide if it is going to be up. It will do something at some point. Someday, somebody will buy it up.


Price:
$5.550
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Unknown
2014-05-14 COMMENT Michael Decter

(Market Call Minute.) Likes this. Had a bit of a check back, but really likes the acquisitions they have done and their whole strategy on content.


Price:
$5.050
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
Yes
2014-05-08 BUY Peter Hodson

Likes it.  Management team has done it all before.  A lot of people debate the value of the library, but he feels the value is timeless.  The valuation is hard to peg because of the acquisitions.  All look good so far.  You have to believe in management.


Price:
$5.030
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
BULLISH on CANADIAN MARKET
Owned:
Unknown
2014-05-05 BUY on WEAKNESS Stephen Takacsy, B. Eng, MBA

Monetized children’s libraries and now are acquiring family channel. It is expensive, but he would buy on a pullback.  


Price:
$4.980
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Unknown
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
Showing 1 to 15 of 34 entries
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