Talking to myself on this BB but for the lurkers out there, DH was again a top pick of Paul Gardner when he appeared on yesterday's Market Call Tonight. Here are two summaries of his comments. GLTA 

Davis + Henderson (DH TSX) Recent acquisitions have been accretive. Yield is attractive at 6.5 percent. A unique story that offers reasonable growth and defensive characteristics. U.S. acquisitions have been accretive, with now only 40 percent of revenue comes from cheque producing.

 

2012-08-23 TOP PICK Paul Gardner, CFA

Recently blew away numbers. Expanding into a mortgage platform and into the back office of US lenders. High-margin business. Cheque creation used to be 80% of their business but is now 40%. Although we use less cheques, their fees keep going up and up.

Price:
$19.720
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
UNKNOWN
Owned:
Yes