DHX Media (DHX.B-T) Stock Predictions - Stockchase
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DHX Media (DHX.B-T)

ON STOCKCHASE SINCE Mar 2010

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

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DHX Media

DHX.B-T

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DHX Media (DHX.B-T) SAVE Dec, 31, 1969, 7:00 pm

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Signal Opinion Expert
HOLD
DHX Media(DHX.B-T) 

February 20, 2019

The company screwed up badly and they could not find a buyer when they put themselves up for sale. They still struggle with execution on earnings and have a volatile earnings profile. Their debt is high as well. He will give them a couple of quarters before deciding to get out.
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The company screwed up badly and they could not find a buyer when they put themselves up for sale. They still struggle with execution on earnings and have a volatile earnings profile. Their debt is high as well. He will give them a couple of quarters before deciding to get out.
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Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$0.000
Owned Owned
Yes

SELL
DHX Media(DHX.B-T) 

November 27, 2018

He doesn't like their debt which is 6x EBITDA. He fears this could go bankrupt. Problems were they bought up TV stations from Bell, and lost Disney as core client and in turn will launch their own streaming service and compete with DHX. He's short DHX, which could go to 0.
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He doesn't like their debt which is 6x EBITDA. He fears this could go bankrupt. Problems were they bought up TV stations from Bell, and lost Disney as core client and in turn will launch their own streaming service and compete with DHX. He's short DHX, which could go to 0.
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James Hodgins

Chief Inve, Curvature Hedge Stra...

Price Price
$0.000
Owned Owned
Yes

HOLD
DHX Media(DHX.B-T) 

May 2, 2018

The stock has not done well and struggles to meet earnings expectations.  Management itself became frustrated and put themselves up for strategic sale.  It is worth holding to see what the reviews will be, but would not be a new buyer. 

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The stock has not done well and struggles to meet earnings expectations.  Management itself became frustrated and put themselves up for strategic sale.  It is worth holding to see what the reviews will be, but would not be a new buyer. 

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Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$3.570
Owned Owned
No

SELL
DHX Media(DHX.B-T) 

March 1, 2018

The CEO just stepped down.  They were growing fast and adding debt to find it but then the growth fell off and they were left with the debt, so they started a strategic review and the CEO stepped down.  This is not a great development.  You should look elsewhere.  He thinks they will have to sell the company now.

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The CEO just stepped down.  They were growing fast and adding debt to find it but then the growth fell off and they were left with the debt, so they started a strategic review and the CEO stepped down.  This is not a great development.  You should look elsewhere.  He thinks they will have to sell the company now.

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Ryan Modesto

Managing P, 5i Research...

Price Price
$3.830
Owned Owned
Unknown

PARTIAL BUY
DHX Media(DHX.B-T) 

January 2, 2018

Produces and licenses children's content such as TV shows. Also licenses the properties to toymakers on different types of products. Got into a bit of a quandary where they were ramping up debt load and the earnings growth slowed down. The market punished the stock. Valuation is now getting to a level where it is a bit easier to digest. There are also activists entering the stock. The recent move by Disney, where they purchased some assets from Fox and were making a big statemen of the importance of owning content, is important. There may be potential buyers sniffing around a company like this, for the content. Still a higher risk, but he would be okay with a half position.

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Produces and licenses children's content such as TV shows. Also licenses the properties to toymakers on different types of products. Got into a bit of a quandary where they were ramping up debt load and the earnings growth slowed down. The market punished the stock. Valuation is now getting to a level where it is a bit easier to digest. There are also activists entering the stock. The recent move by Disney, where they purchased some assets from Fox and were making a big statemen of the importance of owning content, is important. There may be potential buyers sniffing around a company like this, for the content. Still a higher risk, but he would be okay with a half position.

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Ryan Modesto

Managing P, 5i Research...

Price Price
$4.650
Owned Owned
Unknown

DON'T BUY
DHX Media(DHX.B-T) 

December 21, 2017

Over the last number of years, they’ve been making a lot of acquisitions and raising the amount of their debt. The cash flows from these acquisitions hasn't really come through as had been expected. Debt is very, very high and they need to figure out how to get more cash in their cash flow, so may have to sell off some assets. He would stay away.

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Over the last number of years, they’ve been making a lot of acquisitions and raising the amount of their debt. The cash flows from these acquisitions hasn't really come through as had been expected. Debt is very, very high and they need to figure out how to get more cash in their cash flow, so may have to sell off some assets. He would stay away.

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Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$4.340
Owned Owned
No

COMMENT
DHX Media(DHX.B-T) 

November 7, 2017

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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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 Inve, Arrow Capital...

Price Price
$4.060
Owned Owned
Unknown

PAST TOP PICK
DHX Media(DHX.B-T) 

November 6, 2017

(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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(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 Price
$4.000
Owned Owned
No

COMMENT
DHX Media(DHX.B-T) 

November 3, 2017

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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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 Inv...

Price Price
$3.950
Owned Owned
No

DON'T BUY
DHX Media(DHX.B-T) 

October 25, 2017

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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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 Wea, ScotiaWealth Managem...

Price Price
$4.040
Owned Owned
No

COMMENT
DHX Media(DHX.B-T) 

October 20, 2017

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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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

President, Campbell and Lee Inv...

Price Price
$4.520
Owned Owned
No

PAST TOP PICK
DHX Media(DHX.B-T) 

October 6, 2017

(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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(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 Price
$4.830
Owned Owned
No

COMMENT
DHX Media(DHX.B-T) 

October 5, 2017

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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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...

Price Price
$5.000
Owned Owned
Unknown

PAST TOP PICK
DHX Media(DHX.B-T) 

July 19, 2017

(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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(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

Partner & , Ninepoint Partners...

Price Price
$5.920
Owned Owned
No

HOLD
DHX Media(DHX.B-T) 

July 14, 2017

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

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

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Michael Smedley

Exec VP & , Morgan Meighan & Ass...

Price Price
$6.000
Owned Owned
Unknown

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