Investment Q&A

Q: Bought DH at $23 in July/2013. Reached $43+ in July 2015. Now $29+. I have read your recent comments on this stock & respect your assessment however, do you firmly believe that this very OLD company has the current management to compete today in a very sophisticated high-teck marketplace? Thank you.

Q: What is your current view of DH- acting very poorly. Given that US financials are improving lately- surprising. I know a US short seller has been involved...

Q: Hello Team, I realize these three are very different companies. But could you please rank these in order for a conservative investor with at least a 5-year time frame to hold the chosen stock? No need to hit homers. A longer-term 5-7% annual return would be just fine! Thank you.

Q: Is today's news release a material positive given the continued selling pressure on this name? thx

Q: Which of these 2 technology stocks would you pick today and why.
Thanks

Q: I have held DH Corp for a number of years and have done very well with it. The stock continues to bleed almost daily. Is it time to sell & buy something else? If so, can you suggest a couple of names for a long term hold?

Q: Now that you have finally removed Concordia from your portfolio, it is time to consider also removing Dh and Efn as they are also cheap for a reason.

Q: Hello Peter and Co.
On your guidance I have unloaded CXR. I hold MG and DH, 2 stocks that have had bad years but I still feel are solid companies. I am thinking of adding to these as their valuations seem pretty good right now and I have done well in the past adding to good companies when they're down a bit. What do you think? cheers

Q: SECTOR question regarding DH Corp.

I noticed that you listed DH Corp under the sector (Industrial) in your most recent list of covered stocks.

I own the stock was always was under the impression it was a Technology sector stock.

When I think industrial I think GE etc.

Is this an misprint or should I now think of DH as a INDUSTRIAL sector company when I allocate my portfolio?

Thank you very much.

Q: Hi Peter What is your thinking on the DH coverts as a long term hold in my RIF.
Kind Regards
Stan

Q: Hi Peter & Ryan, I'm looking to increase the technology content in my well balanced portfolio and was thinking of adding to existing positions in either DH Corp or Evertz Technology. I see they yield about the same, which would you add to right now keeping in mind I love companies who regularly increase their dividends. Thanks. Mario.

Q: What is the story with DH?

SP was up yesterday supposedly due to the Q2 results, and today it did a 180 and took a big dive wiping out yesterday's gains and then some. I used to own gold and mining stocks and have seen this play many times in the past. I thought DH is main stream enough and big enough to not being played that way. If that is not the doing of some manipulators, what could be the possible reason for yesterday's pump and today's dump?

Thanks.

Q: Hi, could you please comment on DH earnings. At the first glance, Revenue, EBITDA and FCF, all seem to have meet or beat estimates. Laser Pro renewals are still weak (as expected) but organic growth in other areas appear to be decent. Debt reduction seems to be a priority. How do you read their commentary on outlook ? DH stock has gone thro' quite a roller coaster, after past two quarterly reports. Any thoughts on reducing or adding to present position. Thanks

Q: Considering a sell on both DH & MIC. DH for the obvious reasons that you have previously commented on as well as I've owned it for several years & enjoy a reasonable gain. RBC Research however as of July 12/16 rates it Outperform with a target of $48?? As to MIC, I am at a break even & have some concerns re: the uncertainty of their US parent as well as the Real Estate market in Canada. These are both in a reasonably diversified RIF. Looking at AD, ECI & FSZ & would appreciate your opinion on these as well as suggestions on others. Thank you.

Q: What do you attribute to the head wind, other than the smear by the short sellers, that DH faces since April this year?

DH is my single largest holding and it was cruising along nicely until the recent bumps. I also made the "rookie" mistake of increasing my stake in DH as share price spirals downward. To make a long story short, it went from my biggest winner to my biggest loser in my portfolio in a flash.

My dilemma is - do I add even more (betting this sell down is over done), hold a bit longer (hoping for a turn around by some upcoming catalyst), or sell some or all (to cut my losses and move on.

The real key is the business operation of DH. What's you read on the business of DH?

You insight s much appreciated.

Q: Hi Peter and team :
Do you have the DH new evaluation ?.
Do you think that gold will keep going up ?, what will be the catalyst that could trigger a reversal in this price run up ?
thanks for your good service

Q: I've decided to sell DH as other than the dividend I don't think it now has the management or leading edge technology to compete in the US anymore. They had a good business for many years but have not kept pace. Looking for a replacement in a RIF which includes MIC, IPL, EIF, KXS, ESL, KEY & WSP. Your recommendations. Thank you.

Q: As it's about a year and one half since your last evaluation of DH, what's your take on it now? Do you see any impediments to share valuation going forward? Is this perhaps a good time to add to portfolio?

Q: I am a retired, conservative, dividend-income investor with a pension, CPP, Insured Annuities and the following securities: AD, AQN, ALA, BCE, BNS, CGX, CJ, FTS, ECI, PBH, RY, TRP, WSP, WCP, WEF, RBC Cdn Equity Inc, Sentry Cdn Income, Sentry REIT, Fisgard Capital, ZLB, XIT.

I am looking to top up my industrial sector holdings. I have WSP, and those contained within AD and Sentry Cdn Income Fund (Progressive, Republic Serv, Transforse, United Parcel, among others).

I am looking for dividend payers and have narrowed it down to DH,MG, TCL.A (filtered using P/E, P/B, P/S, P/CF, Beta, as well as technicals). DH (your rating = B+) looks good due to its FinTech exposure. MG (your rating = B+) is a possible concern due to the car cycle being long in the tooth. TCL.A (not rated) is possibly in an industry that is fading away.

Which would be your top pick for both security of dividend and capital appreciation? Please rank them in order of your preference as well as how they might fit with my other holdings.

Thanks, Steve

Q: Hi, a guest on BNN Market Call tonight, mentioned of another "Short" report out on DH Corp, yesterday. In his words, one should be "fearful" of investing in this stock. He also disclosed that he sold his position after company's recent "horrible" quarter. Have you come across this new "short" report ? Do you find any basis for such strong negative comments ? I have noticed, in past, that sometimes portfolio managers on BNN downplay the stocks, they sold or do not own. I have a full position but may consider adding, if stock gets hit once again. What are your thoughts? Thanks