DH Corporation | StockChase
337
DH Corporation (DH-T (Dead))

Last Price Recorded: $25.4900 on 2017-06-15

ON STOCKCHASE SINCE Jan 2002

Merged June 2017

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337
DH Corporation (DH-T (Dead))

Last Price Recorded: $25.4900 on 2017-06-15

ON STOCKCHASE SINCE Jan 2002

Merged June 2017

other services

DH Corporation


Signal Opinion Expert
PAST TOP PICK
DH Corporation(DH-T (Dead)) 

September 13, 2017

(A Top Pick Feb 17/16. Down 20%.) This got privatized.

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(A Top Pick Feb 17/16. Down 20%.) This got privatized.

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Paul Gardner, CFA

Partner and Portfolio Manager, Avenue Investment Ma...

PricePrice
$25.490
Owned Owned
No

PAST TOP PICK

(Top Pick Feb 17/16, Down 19.76%)  It fell apart and was acquired.  They fell apart integrating their US acquisitions.  They are no longer a public corp.

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(Top Pick Feb 17/16, Down 19.76%)  It fell apart and was acquired.  They fell apart integrating their US acquisitions.  They are no longer a public corp.

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Paul Gardner, CFA

Partner and Portfolio Manager, Avenue Investment Ma...

PricePrice
$25.490
Owned Owned
Yes

COMMENT

There was a big drop off that took place in late 2016, and then it partially recovered. He understands that they are in the middle of talks for a buyout, with the price being close to where it is right now. There is not a lot of potential.

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There was a big drop off that took place in late 2016, and then it partially recovered. He understands that they are in the middle of talks for a buyout, with the price being close to where it is right now. There is not a lot of potential.

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Brooke Thackray

President, Jov Investment Manag...

PricePrice
$25.340
Owned Owned
Unknown

COMMENT

Being acquired at $25.30 a share. It doesn’t look like there is going to be anybody else coming in and paying a higher price. If you have another idea, then you could sell it right now and move on.

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Being acquired at $25.30 a share. It doesn’t look like there is going to be anybody else coming in and paying a higher price. If you have another idea, then you could sell it right now and move on.

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Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Ma...

PricePrice
$25.290
Owned Owned
Yes

SELL

It was a short in the past.  You are looking at a merger arbitrage trade.    It is the time value now.

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It was a short in the past.  You are looking at a merger arbitrage trade.    It is the time value now.

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Jason Mann

CIO & Co-Founder, Edgehill Patners...

PricePrice
$25.200
Owned Owned
No

PAST TOP PICK

(Top Pick Feb 17/16, Down 17%) They are effectively being taken out.  He liked what they were acquiring.  The problem was their execution failed and they bought acquisitions through debt.  It was a bit of a miss.

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(Top Pick Feb 17/16, Down 17%) They are effectively being taken out.  He liked what they were acquiring.  The problem was their execution failed and they bought acquisitions through debt.  It was a bit of a miss.

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Paul Gardner, CFA

Partner and Portfolio Manager, Avenue Investment Ma...

PricePrice
$25.200
Owned Owned
Yes

HOLD

Before the takeover offer, the stock was not doing very well.  The company put themselves up for sale and only one bidder came along.  There is still time because the deal has not been finalized. 

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Before the takeover offer, the stock was not doing very well.  The company put themselves up for sale and only one bidder came along.  There is still time because the deal has not been finalized. 

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Norman Levine

Managing Director, Portfolio Management...

PricePrice
$25.170
Owned Owned
Unknown

COMMENT

Being acquired by Vista Equity at $25.50 a share. They had some serious issues the last quarter where they missed badly. However, overall, it was a pretty good company. He would be inclined to take the offer and move on.

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Being acquired by Vista Equity at $25.50 a share. They had some serious issues the last quarter where they missed badly. However, overall, it was a pretty good company. He would be inclined to take the offer and move on.

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Matt Kacur

President, FSA Financial Scienc...

PricePrice
$25.160
Owned Owned
Unknown

COMMENT

He bought more when it fell because it was massively discounted. Also, management gave very poor guidance about what was happening to a lot of their businesses. Feels their core businesses really has good opportunities on the FinTech side, in the US specifically, and the stock can slowly go up. Pays a decent yield.

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He bought more when it fell because it was massively discounted. Also, management gave very poor guidance about what was happening to a lot of their businesses. Feels their core businesses really has good opportunities on the FinTech side, in the US specifically, and the stock can slowly go up. Pays a decent yield.

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Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Ma...

PricePrice
$23.280
Owned Owned
Yes

COMMENT
DH Corporation(DH-T (Dead)) 

February 24, 2017

This has been a disappointment. In terms of their new entry into FinTech, it has had some disappointing results. At the current price level, he feels it is reasonably valued. This is more of a “show me” story at this point.

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This has been a disappointment. In terms of their new entry into FinTech, it has had some disappointing results. At the current price level, he feels it is reasonably valued. This is more of a “show me” story at this point.

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Bill Shaw

Partner & Portfolio Manager, Exponent Investment ...

PricePrice
$23.080
Owned Owned
Unknown

DON'T BUY
DH Corporation(DH-T (Dead)) 

February 17, 2017

(Market Call Minute) They are having troubles in the US.

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(Market Call Minute) They are having troubles in the US.

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Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$23.600
Owned Owned
Unknown

BUY
DH Corporation(DH-T (Dead)) 

February 13, 2017

He bought more when it fell after earnings came out last quarter.  Hopefully this quarter they get some of the business from the RFPs they put out previously.  Over the next couple of quarters you will see some changes in the company.  The dividend is reasonable and he was glad they cut it.  There is opportunity for the stock to go up from here.

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He bought more when it fell after earnings came out last quarter.  Hopefully this quarter they get some of the business from the RFPs they put out previously.  Over the next couple of quarters you will see some changes in the company.  The dividend is reasonable and he was glad they cut it.  There is opportunity for the stock to go up from here.

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Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Ma...

PricePrice
$23.520
Owned Owned
Yes

COMMENT
DH Corporation(DH-T (Dead)) 

February 1, 2017

This does financial back offices for many, many companies globally. sold his holdings when they first had accounting issues. Once you lose control of your Book, you’ve lost control of everything.

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This does financial back offices for many, many companies globally. sold his holdings when they first had accounting issues. Once you lose control of your Book, you’ve lost control of everything.

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Brendan Caldwell

President, Caldwell Securities...

PricePrice
$23.220
Owned Owned
No

HOLD
DH Corporation(DH-T (Dead)) 

January 18, 2017

In December, he upgraded this to a sector outperform again. Private equity was approaching them to possibly pick apart part of the business. A very cheap FinTech play. He can understand why the stock cratered. Their US lending business will pick up, and he doesn’t think the Canadian business is declining as fast as we saw last quarter.

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In December, he upgraded this to a sector outperform again. Private equity was approaching them to possibly pick apart part of the business. A very cheap FinTech play. He can understand why the stock cratered. Their US lending business will pick up, and he doesn’t think the Canadian business is declining as fast as we saw last quarter.

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Greg Newman

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$23.160
Owned Owned
Yes

BUY
DH Corporation(DH-T (Dead)) 

January 9, 2017

He started re-buying it a month ago.  He thinks it will get taken over.  They have received unsolicited offers after the stock sold off.  He suspects it is private equity firms.

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He started re-buying it a month ago.  He thinks it will get taken over.  They have received unsolicited offers after the stock sold off.  He suspects it is private equity firms.

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Daniel Lloyd

Portfolio Manager, Forge First Asset Ma...

PricePrice
$22.850
Owned Owned
Yes

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