DH Corporation (DH.TO)

(A Top Pick July 22/15. Down 18.83%.) Got hit by Shorts from a hedge fund, which was unwarranted. Management did a fairly good job of fending off their criticism. Have been aggressively paying down their debt. Dividend yield of 3.83%.

There was a hedge fund story that was probably wrong in criticizing their accounting. Management reacted strongly. The stock is not cheap, however. It is a good, solid company, but will not go straight back to $38.

Has been hit by the “bear” raids by hedge funds or Short sellers. While the allegations are there, it really doesn’t seem to be amounting to much. The price seems to be consolidating. This is a company with real value and real growth prospects. He still thinks it is a very good company and leveraged to the growth of the US economy. Still likes it.

Recently hit by one of the Short attacks. He respects what this company has accomplished over the last number of years. This move into fund techs put them into a whole new technologically driven area. He was a little concerned at the multiples they were paying to get into that business. It will be a while before we see how this will settle out.

They did a pretty good job of defending their business model, but right now the stock chart is technically broken. He got stopped out.

Stock fell because of a Short report. The report did not talk about fraud, but a little bit about aggressive accounting and capitalizing expenses on the R&D side. It also acknowledged that 50% of the business was rock solid. He would be a buyer at these levels. There is upside and there is growth. Financial technology is a part of the market where you want to be invested in.

This got hit this week on one of those Short attacks. A lot of these are just opportunistic. Regardless of the short attack, there have been breakdowns occurring in 2014 and 2015. We have to be careful, because if it does stay below the trend line, there may be more of a flattening period. He would wait for it to get above its trend line.

Has always liked this. Has shown itself to be quite able to adjust to the new world of electronics, and go from a cheque side to the overall handling of financial information and transactions.

It is a financial technology company, leveraged to the financial industry. There is good growth through acquisition potential here. They have a great Canadian franchise. People signing contracts with them go long term.

This has a cash cow component i.e. bank cheques, but where they are really growing and making significant strides is in the financial technology space. Made 2 acquisitions with both being tied to the US economy. These make this company part of the necessity in needing them to be able to execute transactions. It also increases their EBITDA to 60%. Dividend yield of 3.18%.

(Top Pick Jul 22/15, Down 2%) It is good to see that the fundamentals still come back. They did an acquisition in the US earlier this year that gets them away from the cheque business. They are now more exposed to US banks.

(A Top Pick Nov 12/14. Up 15.79%.) No longer in cheques, but helps companies automate billing and accounting processes.

Has done very well. They really transformed their company. Now they do technology solutions for banks. This adds some risk, however. It has a good yield and it looks more sustainable now. He is going to be evaluating it here.

Good dividend returns in the manufacturing sector? There are not that many manufacturing companies here anymore. Instead of a manufacturing company, he would suggest this instead.

This is one of those nice boring companies that continues to pay a dividend. They have been transforming themselves into a high-tech company that delivers the same processes. Management is doing very well. His company has it with a $48 target. Dividend yield of 3.04%.