DHX Media

DHX.B-T

Analysis and Opinions about DHX.B-T

Signal
Opinion
Expert
COMMENT
COMMENT
June 15, 2016

They lost Disney (DIS-N), but have more than replaced it with other properties. You would think it would be higher. Kind of an orphan in Canada as there is nothing else like it. It is not well followed by Bay Street and the comparables are more US. All they can do is just keep grinding out the numbers, and eventually it will work and should go higher than $6.29. He owns the bonds.

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DHX Media (DHX.B-T)
June 15, 2016

They lost Disney (DIS-N), but have more than replaced it with other properties. You would think it would be higher. Kind of an orphan in Canada as there is nothing else like it. It is not well followed by Bay Street and the comparables are more US. All they can do is just keep grinding out the numbers, and eventually it will work and should go higher than $6.29. He owns the bonds.

HOLD
HOLD
June 10, 2016

(Market Call Minute.) Has been concerned about the company, but likes the long-term prospects.

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DHX Media (DHX.B-T)
June 10, 2016

(Market Call Minute.) Has been concerned about the company, but likes the long-term prospects.

BUY
BUY
June 9, 2016

Wonderful company, worldwide. He will continue to hold it, based on tremendous creativity in Canada. It is a smaller cap Disney type of Canada and some day it might be bought by somebody.

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DHX Media (DHX.B-T)
June 9, 2016

Wonderful company, worldwide. He will continue to hold it, based on tremendous creativity in Canada. It is a smaller cap Disney type of Canada and some day it might be bought by somebody.

BUY
BUY
June 8, 2016

Has always been a big fan of content. They’ve done a lot of acquisitions including Teletubbies. The acquisition story in Canada is a tough one and you have to be the best and the biggest, and have deep pockets with the ability to go to the market to keep getting cash. Thinks this has a pretty good future, and at this price it is probably not a bad Buy.

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DHX Media (DHX.B-T)
June 8, 2016

Has always been a big fan of content. They’ve done a lot of acquisitions including Teletubbies. The acquisition story in Canada is a tough one and you have to be the best and the biggest, and have deep pockets with the ability to go to the market to keep getting cash. Thinks this has a pretty good future, and at this price it is probably not a bad Buy.

TOP PICK
TOP PICK
May 27, 2016

This is a business with very high quality and very valuable content. Kids programming lasts way longer than your average typical TV show. They have been very successful in acquiring good brands, and then using those brands in merchandising deals. The Teletubbies used to be a $1 billion a year franchise, and the market cap today is about $700 million. They got renewal in the UK for the 2nd season and it has been launched in the US. If successful, it could do incredibly well. Dividend yield of 0.97%.

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DHX Media (DHX.B-T)
May 27, 2016

This is a business with very high quality and very valuable content. Kids programming lasts way longer than your average typical TV show. They have been very successful in acquiring good brands, and then using those brands in merchandising deals. The Teletubbies used to be a $1 billion a year franchise, and the market cap today is about $700 million. They got renewal in the UK for the 2nd season and it has been launched in the US. If successful, it could do incredibly well. Dividend yield of 0.97%.

COMMENT
COMMENT
May 6, 2016

Has been kind of quiet in the past year or so, but have been making some acquisitions. They are building their children’s library. Made some great deals with partners. Things are looking okay, but the stock is really not acting well. Thinks this is a 10-year story. Just park it and put it away for a few years, and you’ll be okay.

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Has been kind of quiet in the past year or so, but have been making some acquisitions. They are building their children’s library. Made some great deals with partners. Things are looking okay, but the stock is really not acting well. Thinks this is a 10-year story. Just park it and put it away for a few years, and you’ll be okay.

COMMENT
COMMENT
April 28, 2016

DHX Media (DHX.B-T) or Concordia (CXR-T)? DHX has raised money trying to grow. They lost the Disney channel, but are making it up in China. A fairly cheap stock, but not very well known, and doesn’t get a premium valuation. You are going to have to be patient with it.

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DHX Media (DHX.B-T)
April 28, 2016

DHX Media (DHX.B-T) or Concordia (CXR-T)? DHX has raised money trying to grow. They lost the Disney channel, but are making it up in China. A fairly cheap stock, but not very well known, and doesn’t get a premium valuation. You are going to have to be patient with it.

HOLD
HOLD
April 20, 2016

(Market Call Minute.) His initial Sell target was $4.24, but now thinks he would hold this until it gets over $5.

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DHX Media (DHX.B-T)
April 20, 2016

(Market Call Minute.) His initial Sell target was $4.24, but now thinks he would hold this until it gets over $5.

COMMENT
COMMENT
February 9, 2016

A content provider, and everybody wants content, so at this point it has probably bottomed out. It is difficult to get content in Canada, so if you want exposure this is one that you could look at.

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DHX Media (DHX.B-T)
February 9, 2016

A content provider, and everybody wants content, so at this point it has probably bottomed out. It is difficult to get content in Canada, so if you want exposure this is one that you could look at.

COMMENT
COMMENT
November 19, 2015

Children’s animation and television programming. Last quarter was much better than expected and the prior quarter was great. They have a small dividend which probably gets slowly raised over time. They are in the situation where they are just building out their children’s library. What he really likes is that most of their children’s programming is not dependent on language. This is a name that should be held for 3-5 years.

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DHX Media (DHX.B-T)
November 19, 2015

Children’s animation and television programming. Last quarter was much better than expected and the prior quarter was great. They have a small dividend which probably gets slowly raised over time. They are in the situation where they are just building out their children’s library. What he really likes is that most of their children’s programming is not dependent on language. This is a name that should be held for 3-5 years.

DON'T BUY
DON'T BUY
September 30, 2015

There is technical resistance just under $10. There is no case of building.

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DHX Media (DHX.B-T)
September 30, 2015

There is technical resistance just under $10. There is no case of building.

BUY
BUY
September 28, 2015

He likes the story. Just came out with earnings this morning. They came out with pretty good guidance. He likes the management team and he expects some growth.

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DHX Media (DHX.B-T)
September 28, 2015

He likes the story. Just came out with earnings this morning. They came out with pretty good guidance. He likes the management team and he expects some growth.

COMMENT
COMMENT
September 1, 2015

This is content, which has done really well in the stock market. They have periodically mentioned selling the company at some point before the cycle “content” matures, so she is holding onto her holdings.

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DHX Media (DHX.B-T)
September 1, 2015

This is content, which has done really well in the stock market. They have periodically mentioned selling the company at some point before the cycle “content” matures, so she is holding onto her holdings.

HOLD
HOLD
August 4, 2015

They are building a content library worldwide in children’s programming. Their former companies were acquired, and this is probably their end game. Thinks it is very, very early to consider an acquisition right now. This is one that you want to sit and park for 5 years. Let them build their business, build the library and build their valuation. Have been raising the dividend. Everything is going totally perfect according to plan. Last quarter was a screaming surprise to the upside. A solid company with a great management team.

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DHX Media (DHX.B-T)
August 4, 2015

They are building a content library worldwide in children’s programming. Their former companies were acquired, and this is probably their end game. Thinks it is very, very early to consider an acquisition right now. This is one that you want to sit and park for 5 years. Let them build their business, build the library and build their valuation. Have been raising the dividend. Everything is going totally perfect according to plan. Last quarter was a screaming surprise to the upside. A solid company with a great management team.

DON'T BUY
DON'T BUY
July 6, 2015

Not a fan of dual share companies. This story had been very compelling and became over-loved. A compelling story can only get so compelling before it runs out of steam. Technically it is not going anywhere.

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DHX Media (DHX.B-T)
July 6, 2015

Not a fan of dual share companies. This story had been very compelling and became over-loved. A compelling story can only get so compelling before it runs out of steam. Technically it is not going anywhere.

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