Andrew McCreath
Alliance Atlantis Communications Inc. (B)
AAC.B-T
BUY
Apr 20, 2004
Continues to like this stock. Expect them to get rid of the 13% coupon debt. Also expects further consolidation in the media industry in Canada and this could be a takeover.
(A Top Pick Feb 27/06. Up 26.5%.) Still likes. Could be an acquisition in the mix. Generating a fair amount of cash, buying back stock and reducing debt.
(A Top Pick Dec 1/06. Up 21%.) Takeover by CanWest (CGS-T). The review will take a little while and could run into the fall. He sold his holdings sometime back.