Chris Fernyc
Alliance Atlantis Communications Inc. (B)
AAC.B-T
TOP PICK
Apr 14, 2005
Thinks there's very solid upside over the next year and a half. If there's going to be media consolidation, this is an obvious target. Have 3 main assets, a 51% interest in a film distribution trust, a whole suite of specialty broadcast channels in Canada and 50% owners of the CSI TV series.
(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.