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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: $8.1600 on 2015-05-04

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Date Signal Expert Opinion Price
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
2015-03-02 HOLD Veronika Hirsch

Loves this company. They continue to make acquisitions. A lot of analysts have a Hold on the stock. It’s not cheap. She would think the content cycle is in the 6th or 7th inning now. With her conversations with management, she would guess that the company might get sold by the time the cycle matures.


Price:
$9.330
Subject:
CANADIAN & ALTERNATIVE
Bias:
OPTIMISTIC
Owned:
Yes
2015-02-23 BUY Peter Imhof

Not a typical name he would own because the valuation is very high.  Eventually they may get taken out.


Price:
$9.350
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Yes
2015-02-17 COMMENT Colin Stewart

Trades at a premium valuation because investors are looking for content in the media space and this has a significant amount, particularly in children’s programming, which is seen as a valuable asset. Just reported very strong results and upped their dividends. Very good company to own.


Price:
$9.540
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
BULLISH on US ECONOMY
Owned:
No
2015-02-05 COMMENT Jason Donville

Loves their product. Looking underneath the hood at the cash flows and profitability, and he doesn’t see them. A lot of analysts who value this company, do it on a non-gap earnings basis, and they add back a whole bunch of costs that he views as costs, but they view as amortizations. He just doesn’t see the profitability.


Price:
$9.020
Subject:
GROWTH & FINANCIALS
Bias:
CAUTIOUS
Owned:
No
2015-02-02 COMMENT Michael Smedley

Had a downswing after a very big upswing. Acquired a private company that is extremely attractive and is a good merge. The most important, freestanding, non-Disney independent type of company in this business. Probably attractive for a take out one day, which he feels is what the principals of the company want.


Price:
$8.740
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2014-12-22 DON'T BUY James Hodgins

Using EBITDA, he thinks it is overvalued. This resembles something like a Corus Entertainment (CJR.B-T) now. It’s not a pure content play any more. Had thought it was a take out candidate purely from the content, but now they have their own channels and are now competing with the companies he thought might eventually buy them. He is Short this and would stay away.


Price:
$9.680
Subject:
MARKET NEUTRAL INVESTING
Bias:
BEARISH on COMMODITIES
Owned:
Yes
Showing 1 to 15 of 85 entries
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