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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I'm showing 42 cents for 2016 earnings for DHX media. This would bring it to a p/e of 22 in 2016 if the earnings work out and an ev/ebitda of 12.5 in 2016. Isn't this actually a reasonable valuation considering the 1) buyout prospects 2) earnings growth through multiple revenue channels 3) worldwide product placement. I'm not getting why some are calling it incredibly expensive. Thx.
Read Answer Asked by Michael on March 16, 2015
Q: Hi Peter and team

DHX Media has been drifting lower since the jump on the most recent earnings release. How expensive is it now? I can't seem to find any PE or other metrics that make sense.

Do you think the split into the A and B shares is confusing investors, especially American investors, and will therefore hold back the share price going forward?

Thank you!
Read Answer Asked by Mary on March 05, 2015
Q: In response to one of the previous comments about Teletubbies freaking him out. I lived in the UK at the height of the Teletubbies mania and my kids and all their little friends could n't get enough of the show.
It was incredible how it had such an impact both with kids and even the parents. That's why I think DHX is onto a real winner particularly their exposure to China. Wait until the M & L really kicks in.
Read Answer Asked by Peter on February 10, 2015
Q: Hello team
I know you have respect for Jason Donville and I do also. Yesterday on BNN he floored a question on DHX media. He seemed to have an issue with the way they dealt with some revenue stream accounting which I don't quite understand. There was nothing dishonest about it but he seemed to feel that the ROE (he likes 20% ROE) and profitability metrics weren't there. He seemed to question the revenue stream from the media inventory.
I know the 5I team likes the stock so what is your balance on what Jason says. Is 20% ROE a stretch in some cases.
It takes two to make a market !
Without Prejudice
Thank You
Clarence
Read Answer Asked by Clarence on February 06, 2015
Q: Hi Peter and Staff
For long term hold, small weighting, I am looking to add 3 of the ones below
CCT,FSV,SJ,DHX,TNC,NHC,GUD,CRH,RX

Which 3 would you recommend
For those not included in the 3 new ones, would you consider dumping any of the ones below for any of the other 4
SYZ,HWD,ESL,SPY,SIO,IT,IFP,GXI,AVO

Thanks for all you do
Read Answer Asked by Dennis on January 19, 2015