DHX Media | StockChase
139
DHX Media (DHX.B-T)

Last Price Recorded: $4.1000 on 2017-11-20

ON STOCKCHASE SINCE Mar 2010

Split into 2 structures Oct 2014. B are Canadian Voting shares.

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DHX Media


Signal Opinion Expert

2017-11-07

COMMENT
DHX Media (DHX.B-T)

Was surprised at the negative reaction the market had after they said they are looking for a buyer. Disney would be ideal, but that has some issues, because of the Canadian assets that have to be owned by Canadian entities, but there are always ways you can get around that. The company has a balance sheet problem, which is why the stock is not doing well. It's cheap as a takeover.

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Veronika Hirsch

Chief Investment Officer, Arrow Capital

Price: $4.060
Owned: Unknown

2017-11-06

PAST TOP PICK
DHX Media (DHX.B-T)

(A Top Pick Nov 16/16. Down 42%.) This surprised him. Content is king in media. And what is really good is kids content. It will last forever. If you added up its current transactions, you could easily get a $15-$20 valuation. However, in this case, the company just couldn't execute. Sold this after the last quarter.

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John Zechner

Chairman, J. Zechner & Assoc

Price: $4.000
Owned: No

2017-11-03

COMMENT
DHX Media (DHX.B-T)

This is the time of year when people should be looking at portfolios, and think about taking tax losses. He takes most of his tax losses in May. At $4 a share, this is way above where he would've bought in. Look at the financials and why you bought in. Think about what is going on with the company. Take a close look at their debt levels. There is a reasonable chance that before the end of the year, there could be tax loss selling.

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Benj Gallander

President, Contra the Heard Investment Letter

Price: $3.950
Owned: No

2017-10-25

DON'T BUY
DHX Media (DHX.B-T)

This may be a sign of the times, where they essentially own cable subscription type services. A niche segment in the TV industry. There has been lower viewership and lower advertising dollars, which hurts revenues. Not sure the slide in the stock is done yet and would be a little leery. If you own, consider if there are better opportunities for your money to work.

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Cole Kachur

Senior Wealth Advisor, ScotiaWealth Management

Price: $4.040
Owned: No

2017-10-20

COMMENT
DHX Media (DHX.B-T)

Has put itself up for sale. With Canadian content there are only a few selective buyers. That really restricts it. On the other hand, they would have to break it up which becomes complicated. He’s wondering if 1 or 2 Canadian buyers have kicked the tires, maybe there is a story out there that nothing is going to happen. He doesn’t hear anything, and maybe the silence is deafening.

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Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $4.520
Owned: No

2017-10-06

PAST TOP PICK
DHX Media (DHX.B-T)

(A Top Pick Oct 12/16. Down 28.4%.) Pulled the plug on this just after they reported earnings. The positive is that they are still an asset story. When you look at the value of content out there, you could argue there is still $20 of valuation. The problem is, they levered up to make the Peanuts acquisition.

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John Zechner

Chairman, J. Zechner & Assoc

Price: $4.830
Owned: No

2017-10-05

COMMENT
DHX Media (DHX.B-T)

Kind of a rollup story. These stories always work well at first and then almost always fall apart, because it is hard to acquire businesses. They did a bunch of acquisitions, which worked out great until inevitably the wheels fell off. The question is, what are they going to do with this dog’s breakfast of assets. They are in the media space, and those assets tend to have long life, so they might get lucky, but he would be cautious.

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Fabrice Taylor

Publisher, The President's Club Newsletter

Price: $5.000
Owned: Unknown

2017-07-19

PAST TOP PICK
DHX Media (DHX.B-T)

(A Top Pick July 29/16. Down 14.92%.) He liked this for the growth prospects of Teletubbies. It got pretty good traction in the UK, but the US was pretty disappointing and that’s when he sold the stock.

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Eric Nuttall

Portfolio Manager, Sprott Assett Management

Price: $5.920
Owned: No

2017-07-14

HOLD
DHX Media (DHX.B-T)

The great original in the non-Disney type company. It is Canadian. Great animation programming.

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Michael Smedley

Exec VP & Chief Investment Officer, Morgan Meighan & Associates

Price: $6.000
Owned: Unknown

2017-07-04

COMMENT
DHX Media (DHX.B-T)

Looks cheap, but it has looked cheap for quite a while. Canadians have trouble valuing this. There is really not much else like it in Canada. They’ve made some recent good transactions. They need consistency of a few quarters bringing the numbers they say they can do, and the stock will slowly go up.

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Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $5.700
Owned: Unknown

2017-06-26

WATCH
DHX Media (DHX.B-T)

He follows it closely for the children’s content space.  They did a great job of monetizing content.  They have been on an acquisition binge and have to keep acquiring content to keep the ball rolling.  They have quite a bit of debt and have to pay that down quickly.  The stock has come down a lot and it is coming close to a buy.

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Stephen Takacsy, B. Eng, MBA

Chief Investment Officer & Portfolio Mgr, Lester Asset Management

Price: $5.550
Owned: No

2017-05-25

DON'T BUY
DHX Media (DHX.B-T)

Just made a large acquisition of Strawberry Shortcake and Peanuts. In the last while, there has not been a lot of positive cash flow from the properties they have. A lot of their properties are older and are not the hottest, so they are trying to rejuvenate them. He is staying on the sidelines.

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Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $6.020
Owned: No

2017-05-23

PAST TOP PICK
DHX Media (DHX.B-T)

(A Top Pick May 27/16. Down 7%.) Just did a big stock issuance to buy Strawberry Shortcake and Peanuts. They are taking an oldish brand and re-digitalizing it. Sold this quite some time ago and is looking to possibly get back in again.

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Eric Nuttall

Portfolio Manager, Sprott Assett Management

Price: $6.120
Owned: No

2017-02-28

COMMENT
DHX Media (DHX.B-T)

Just met with them 2 weeks ago after they came out with disappointing earnings. The stock came down by 10% or more after that. They are not showing the cash flow that people want to see. Haven’t had any big hits. Other companies have done a really good job in creating some new shows, and garnering a lot of revenue from the toy business.

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Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc

Price: $5.820
Owned: No

2016-12-23

COMMENT
DHX Media (DHX.B-T)

He likes this. To him it is almost a mini Disney. Content is king, and they own children’s content, which has a longer life than a lot of others out there. They are doing a better job distributing into other media as well. He likes the assets they have. The balance sheet is in better shape. They are starting to generate free cash flow again, and the operating cash flow looks good.

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John Zechner

Chairman, J. Zechner & Assoc

Price: $7.020
Owned: Unknown

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