DHX Media (DHX.B.TO)

Done a good job, management is good. You have to watch the accounting in this industry. They have done a phenomenal job of monetizing their content on the Internet. Remains to be seen if they can maintain it. The easy money has been made. 1.2% dividend.

(Top Pick Sept 27/12, Up 124.20%) He was early into the idea that new digital avenues for media would create new demand for content. Pretty good numbers last week. Now acquiring Rag Doll. You will see an acceleration in licensing of their content. They are getting better monetization engines.

(Top Pick Jul 11/12, Up 191.01%) He bought some back recently and it is now a top position in his portfolio. The licensing of children’s content is really picking up. YouTube, Netfix. He expects another acquisition this year.

(Top Pick Jun 15/12, Up 173.57%) Thesis played out almost perfectly with the merger. It is still playing out and there is still upside. It got out because he was disciplined. He is waiting for a pullback or an equity raise. 15-20% drop needed.

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.

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.

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

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.

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.