DHX Media

DHX.B-T

Analysis and Opinions about DHX.B-T

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
December 9, 2019
Avoid. They're in a tough business, though have good brands. They also carry a lot of debt from acquisitions. Their chart does not look good.
DHX Media (DHX.B-T)
December 9, 2019
Avoid. They're in a tough business, though have good brands. They also carry a lot of debt from acquisitions. Their chart does not look good.
James Telfser
Partner & Portfolio Manager, Aventine Management Group
Price
$0.000
Owned
No
DON'T BUY
DON'T BUY
November 14, 2019
Things aren't going well. Very expensive endeavour developing content. Be cautious. "Restructuring debt" is a signal for investors to go elsewhere.
DHX Media (DHX.B-T)
November 14, 2019
Things aren't going well. Very expensive endeavour developing content. Be cautious. "Restructuring debt" is a signal for investors to go elsewhere.
James Telfser
Partner & Portfolio Manager, Aventine Management Group
Price
$0.000
Owned
No
DON'T BUY
DON'T BUY
October 31, 2019
It has undergone some rough times and has a lot of debt on the balance sheet from past acquisitions in the content business. They made management changes recently and sold off some of this. It is a higher risk investment that is difficult to value so he stays away from it.
DHX Media (DHX.B-T)
October 31, 2019
It has undergone some rough times and has a lot of debt on the balance sheet from past acquisitions in the content business. They made management changes recently and sold off some of this. It is a higher risk investment that is difficult to value so he stays away from it.
Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$0.000
Owned
No
DON'T BUY
DON'T BUY
August 8, 2019
Between high debt, poor performance and flat revenue projections, he does not see a whole lot of reasons to own it. They put themselves up for sale but no buyer emerged.
DHX Media (DHX.B-T)
August 8, 2019
Between high debt, poor performance and flat revenue projections, he does not see a whole lot of reasons to own it. They put themselves up for sale but no buyer emerged.
Ryan Modesto
Managing Partner, 5i Research
Price
$0.000
Owned
Unknown
DON'T BUY
DON'T BUY
June 24, 2019
They have not allocated capital in the best interests of the shareholder. They are now undergoing a turnaround. There is a huge opportunity for content providers this year. TBRD-X is a company he would prefer to DHX-T. TBRD-X is very carefully with how they allocate capital.
DHX Media (DHX.B-T)
June 24, 2019
They have not allocated capital in the best interests of the shareholder. They are now undergoing a turnaround. There is a huge opportunity for content providers this year. TBRD-X is a company he would prefer to DHX-T. TBRD-X is very carefully with how they allocate capital.
Teal Linde
Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report
Price
$0.000
Owned
Unknown
HOLD
HOLD
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.
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.
Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$0.000
Owned
Yes
SELL
SELL
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.
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.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$0.000
Owned
Yes
HOLD
HOLD
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.

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.

Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$3.570
Owned
No
SELL
SELL
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.

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.

Ryan Modesto
Managing Partner, 5i Research
Price
$3.830
Owned
Unknown
PARTIAL BUY
PARTIAL BUY
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.

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.

Ryan Modesto
Managing Partner, 5i Research
Price
$4.650
Owned
Unknown
DON'T BUY
DON'T BUY
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.

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.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$4.340
Owned
No
COMMENT
COMMENT
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.

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.

Veronika Hirsch
Chief Investment Officer, Arrow Capital
Price
$4.060
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
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.

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.

John Zechner
Chairman, J. Zechner & Assoc
Price
$4.000
Owned
No
COMMENT
COMMENT
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.

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.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$3.950
Owned
No
DON'T BUY
DON'T BUY
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.

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.

Cole Kachur
Senior Wealth Advisor, ScotiaWealth Management
Price
$4.040
Owned
No
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