DHX Media

DHX.B-T

Analysis and Opinions about DHX.B-T

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COMMENT
COMMENT
October 7, 2013

Done a good job, management is good. You have to watch the accounting in this industry. They have done a phenomenal job of monetizing their content on the Internet. Remains to be seen if they can maintain it. The easy money has been made. 1.2% dividend.

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DHX Media (DHX.B-T)
October 7, 2013

Done a good job, management is good. You have to watch the accounting in this industry. They have done a phenomenal job of monetizing their content on the Internet. Remains to be seen if they can maintain it. The easy money has been made. 1.2% dividend.

PAST TOP PICK
PAST TOP PICK
September 30, 2013

(Top Pick Sept 27/12, Up 124.20%) He was early into the idea that new digital avenues for media would create new demand for content. Pretty good numbers last week. Now acquiring Rag Doll. You will see an acceleration in licensing of their content. They are getting better monetization engines.

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DHX Media (DHX.B-T)
September 30, 2013

(Top Pick Sept 27/12, Up 124.20%) He was early into the idea that new digital avenues for media would create new demand for content. Pretty good numbers last week. Now acquiring Rag Doll. You will see an acceleration in licensing of their content. They are getting better monetization engines.

PAST TOP PICK
PAST TOP PICK
July 25, 2013

(Top Pick Jul 11/12, Up 191.01%) He bought some back recently and it is now a top position in his portfolio. The licensing of children’s content is really picking up. YouTube, Netfix. He expects another acquisition this year.

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DHX Media (DHX.B-T)
July 25, 2013

(Top Pick Jul 11/12, Up 191.01%) He bought some back recently and it is now a top position in his portfolio. The licensing of children’s content is really picking up. YouTube, Netfix. He expects another acquisition this year.

PAST TOP PICK
PAST TOP PICK
May 27, 2013

(Top Pick Jun 15/12, Up 173.57%) Thesis played out almost perfectly with the merger. It is still playing out and there is still upside. It got out because he was disciplined. He is waiting for a pullback or an equity raise. 15-20% drop needed.

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DHX Media (DHX.B-T)
May 27, 2013

(Top Pick Jun 15/12, Up 173.57%) Thesis played out almost perfectly with the merger. It is still playing out and there is still upside. It got out because he was disciplined. He is waiting for a pullback or an equity raise. 15-20% drop needed.

TOP PICK
TOP PICK
January 29, 2013

Effectively tripled their library with the Cookiejar merger. Believes that with the rollout of Netflix (NFLX-Q) and ultimately Apple TV (AAPL-Q), the demand for digital content is going to go up on a step function. This company is the largest independent producer of children’s content globally. Thinks ultimately it will be a big takeover candidate. Trades at 6X forward EBITDA.

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DHX Media (DHX.B-T)
January 29, 2013

Effectively tripled their library with the Cookiejar merger. Believes that with the rollout of Netflix (NFLX-Q) and ultimately Apple TV (AAPL-Q), the demand for digital content is going to go up on a step function. This company is the largest independent producer of children’s content globally. Thinks ultimately it will be a big takeover candidate. Trades at 6X forward EBITDA.

STRONG BUY
STRONG BUY
December 28, 2012

A great 3-year story. As new digital distribution platforms like Netflix and Hulu and, ultimately, Apple TV and even Facebook, this company is now the largest independent manufacturer and producer of children’s content. Great growth story here to leverage those new digital distribution platforms and to create a real impetus on the distribution side, whether cable companies or the newer platforms. Feels that ultimately it is a takeout candidate.

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DHX Media (DHX.B-T)
December 28, 2012

A great 3-year story. As new digital distribution platforms like Netflix and Hulu and, ultimately, Apple TV and even Facebook, this company is now the largest independent manufacturer and producer of children’s content. Great growth story here to leverage those new digital distribution platforms and to create a real impetus on the distribution side, whether cable companies or the newer platforms. Feels that ultimately it is a takeout candidate.

TOP PICK
TOP PICK
December 4, 2012

Very intensely run company. Have the biggest media library in the world now. They will go from strength to strength.

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DHX Media (DHX.B-T)
December 4, 2012

Very intensely run company. Have the biggest media library in the world now. They will go from strength to strength.

TOP PICK
TOP PICK
November 13, 2012

They merged with Cookie Jar Entertainment, making them the largest independent producer of children’s entertainment in the world. You could see continued growth in the 30% range organically, plus digital growth through digital licensing of their content.

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DHX Media (DHX.B-T)
November 13, 2012

They merged with Cookie Jar Entertainment, making them the largest independent producer of children’s entertainment in the world. You could see continued growth in the 30% range organically, plus digital growth through digital licensing of their content.

TOP PICK
TOP PICK
September 27, 2012

Largest independent provider of children’s programming globally. Just did a transformational deal buying Cookie Jar. Kids now want to watch these shows on the computer and play the games as well. What is really revolutionizing this business is the digital and Internet distribution. Now you see Netflix and you will see Apple TV. Those new distribution platforms make their libraries that much more valuable. Stock still has significant upside even after its run from $1 to $1.50. Takeover candidate. $2 in 12 months is easily doable.

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DHX Media (DHX.B-T)
September 27, 2012

Largest independent provider of children’s programming globally. Just did a transformational deal buying Cookie Jar. Kids now want to watch these shows on the computer and play the games as well. What is really revolutionizing this business is the digital and Internet distribution. Now you see Netflix and you will see Apple TV. Those new distribution platforms make their libraries that much more valuable. Stock still has significant upside even after its run from $1 to $1.50. Takeover candidate. $2 in 12 months is easily doable.

COMMENT
COMMENT
July 16, 2012
He prefers companies that have been around for a longer period of time. There is talk of a possibility of a takeover. Doesn't qualify for his standards.
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DHX Media (DHX.B-T)
July 16, 2012
He prefers companies that have been around for a longer period of time. There is talk of a possibility of a takeover. Doesn't qualify for his standards.
TOP PICK
TOP PICK
July 11, 2012
They have slowly been building up the brands. Really starting to see some traction. 35% growth on revenues last quarter and 45% in EBITDA. Trades at 4X forward EBITDA. As the fight for content heats up with Apple’s ITV, Netflix, etc, expects their will be some consolidation. Thinks it could be 10X EBITDA on a takeout.
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DHX Media (DHX.B-T)
July 11, 2012
They have slowly been building up the brands. Really starting to see some traction. 35% growth on revenues last quarter and 45% in EBITDA. Trades at 4X forward EBITDA. As the fight for content heats up with Apple’s ITV, Netflix, etc, expects their will be some consolidation. Thinks it could be 10X EBITDA on a takeout.
COMMENT
COMMENT
June 18, 2012
He is looking at this one right now. One of the tricky things about this one is the very complicated accounting.
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DHX Media (DHX.B-T)
June 18, 2012
He is looking at this one right now. One of the tricky things about this one is the very complicated accounting.
TOP PICK
TOP PICK
June 15, 2012
There is a real battle for the distribution systems including cable. The real catalyst is going to be the ITV (Apple TV) launch next year. Expects the same kind of consolidation wave that occurred back in 2000-2001 of content and delivery. Could be a double and on a takeout basis it could be even higher.
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DHX Media (DHX.B-T)
June 15, 2012
There is a real battle for the distribution systems including cable. The real catalyst is going to be the ITV (Apple TV) launch next year. Expects the same kind of consolidation wave that occurred back in 2000-2001 of content and delivery. Could be a double and on a takeout basis it could be even higher.
PAST TOP PICK
PAST TOP PICK
April 26, 2011
(A Top Pick March 30/10. Down 38.51%.) Didn’t work out.
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DHX Media (DHX.B-T)
April 26, 2011
(A Top Pick March 30/10. Down 38.51%.) Didn’t work out.
TOP PICK
TOP PICK
March 30, 2010
Production company doing TV shows and pre-finance 85% of the production costs and then sell international. Have 2300 hours of library content and is primarily children's programming, which is international and basically timeless. Content can also be converted to 3-D so likes the potential.
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DHX Media (DHX.B-T)
March 30, 2010
Production company doing TV shows and pre-finance 85% of the production costs and then sell international. Have 2300 hours of library content and is primarily children's programming, which is international and basically timeless. Content can also be converted to 3-D so likes the potential.
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