DHX Media (DHX.B.TO)

Very good company and well-run. Building up their library and have done extremely well. It is seasonally significant that you would hold this at this time, and probably right into May. You might let this run.

They did a lot of things right. Managed the process well and made good acquisitions. A well run company by executives that have done it before. Analysts tend to be conservative for their own sake when the company goes up like this. Let it ride. It is a very good company.

Valuation on this is too rich for him. They are building in a lot of the positive news that has happened. It has been a good story.

Had sold his holdings way too soon. Obviously valuation is very rich. If you are a long-term holder, 5 years plus, it is probably a good holding and the valuation won’t matter as much. They’ll probably end up selling this, but in the meantime they just continue to accumulate more library content.

It is relatively expensive. It is similar to Chorus now. They just restructured the shares due to a CRTC requirement. It does not have an impact on the company.

Doesn’t follow this one to closely. A producer of children’s TV. Has had a good run, so she would wait for a pullback. Eventually this name may be taken over by a larger entity, which is probably embedded in the stock somewhat.

It is doing well and is a little over the top. It could pull back. Use RSI and stochastics. If they start to round over then it could indicate a correction to a short term trader. If you are long term, it is fine.

Management knows the space very well and are going around the broadcasters and getting advertising revenue. Good business model and unique in Canada, capturing revenues outside of Canada.

Has been quite a winner. It has been accelerating. It looks like it wants to go higher here. There is probably takeover talk. He thinks it will go higher, but it could be risky.

(A Top Pick Dec 10/13. Up 73.91%.) Still a Buy on pullbacks. It’s the US investors that are taking it up now. It’s content and the value of content has increased away from the distribution channels such as TV, Internet, etc. They can take all of their content and create new episodes.

Recently bought the Family Channel. This has done very well. He has a little nervousness and given the valuation this would be a Hold only.

The company is going to grow and he expects them to succeed. They had a private equity investor who sold $130 million in stock and two board members left the board. So he is on the sidelines.

Excellent little Canadian media company. Doesn’t own, but if he did, he would probably be Selling it here. Has a lot of admiration for the company, but thinks it is really expensive now.

They are trying to build a great content library based on children’s shows and to be a way to monetize this through different channels, such as web, TV, etc. Have been doing very well with it so far. Recently acquired Disney Junior and will see what they can do with it. Wouldn’t bet against this management. Not a cheap stock. He would wait a quarter or 2 and see if they can unleash the power of the acquired contents.

Children’s media and entertainment. The advantage is they have a library that can be used for children. Also, have significant government incentives federally and provincially, allowing them to build up their library of programs at almost no cost. Continues to grow by acquisition. Their target is to grow big enough to be acquired. Earnings are forecast to grow from $.09 to $0.28 in 2014 and 19% growth in 2015.