TSE:DND

Dye & Durham (DND.TO)

2.28
-0.08 (3.39%)
as of Jun 8, 2026, 8:00:00 pm Market Open.
118 watching
0
Investor Insights
star iconJun 8, 2026, 12:00 am

This summary was created by AI, based on 10 opinions in the last 12 months.

Dye & Durham (DND-T) has faced significant challenges, including declining revenue and a troubled balance sheet. Analysts have pointed to management turmoil and high levels of debt as primary concerns, making it difficult for the company to find its footing. While some believe there remains latent value that could be unlocked, others view the stock as too risky, citing comparisons to Valeant and describing it as a 'basket case.' There are mixed opinions on whether investors should sell, hold, or even consider the stock as a high-risk opportunity. Overall, the company is mired in uncertainty, leading most experts to favor caution over investment.

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Consensus
Negative
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Valuation
Overvalued
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Similar
Valeant,VRX
PAST TOP PICK
(A Top Pick Dec 08/20, Up 1%) The stock price has not responded to their business. Tried to capitalize on taking it private, but it looks like it has not panned out yet. The end is not yet finalized. Some regulatory over hang due to their buying up competition and pushing prices up.
WAIT
News says that they rejected a leveraged buyout via an options grant. Instead, DND will operate as a consolidator, buying companies and raising prices (which creates negative publicity). Wait to see how their governance and strategy unfolds. DND is in a very good space, software. They rely on a subscription model, so this rules out seasonality, and offers stability.
BUY ON WEAKNESS

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The latest pullback could be a good buying opportunity. The thesis has not changed and the growth prospects are intact. This is probably a broader sell off and not about the specific company. Unlock Premium - Try 5i Free

BUY ON WEAKNESS

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The recent weakness is probably due to investor frustration of there being no report from the strategic review. There is no material news. Could own it for the potential of a take out at a higher price. Unlock Premium - Try 5i Free

WAIT
If they go private There is a bid to go private, but it's been dragging on for a while. DND stumbled with their recent UK acquisition, which may be a factor. The price will likely be above $50/share. DND has lagged its peers. He expects the deal to close, but wait for the big before deciding what to do with your shares.
COMMENT
Doing quite well, and should continue. Making acquisitions in Canada, the UK and Australia. Once the acquisitions are over, its growth rate will slow to that of the legal business. It can't go global, because the software would have to be adapted to different legal systems. He hasn't researched it to be able to give a solid opinion.
RISKY
Software as a service models can be hugely successful in creating shareholder value. This one, though, is not well established. He does not like the fact that they plan to purchase companies and then jack up their fees. There are some similarities to Valiant. He would like to see them growing organically. Their return metrics are good, but they don't have the history with the new business model. Size the position accordingly but this might be the time to establish a small position.
BUY ON WEAKNESS

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. There is a lot of short term noise which has brought shares down. It is at an attractive valuation. It just sold shares at $50.50 and is in talks for another large acquisition. Unlock Premium - Try 5i Free

DON'T BUY
Growth by acquisition. Mission-critical stock. Stable. He shied away from it, as it was focused on getting stock price higher to raise equity. This dilutes shareholder value. Shareholders are pushing back. It might be good long term, but it doesn't suit his concentrated portfolios.
BUY
It's shot up since its IPO. It's a tech disruptor in the legal sector. A quality name with high growth. They just did a secondary offering of $500 million, perhaps to capitalize on the stock run, perhaps to fund an acquisition. Sadly, he missed the boat here. Lots of growth in this industry.
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The stock has pulled back recently. 5i would be fine stepping into this decline. The long term prospects are positive. You could expect $50 to be reasonable in the next 12 to 18 months if the market is good. Unlock Premium - Try 5i Free

TOP PICK
Not the faster-grower or sexiest business, but they raised money this year to buy companies. Last week, they made an acquisition in Australia, which unleashed a huge rally. They'll continue to make acquisitions, particularly in Commonwealth countries for their better tax situations. These buys will produce synergy by cross-selling to new and existing customers alike. (Analysts’ price target is $37.13)
WATCH
Cloud-based solutions and tech software for the legal industry, mainly larger law firms. Global. Digitalize paperwork. Done very well. Not cheap. Only concern is ongoing losses, and Covid disruption. He follows it, but doesn't own.
Showing 31 to 43 of 43 entries