John Zechner
Alliance Atlantis Communications Inc. (B)
AAC.B-T
TOP PICK
Sep 27, 2006
This company is behind the CSI franchaise. Believes that there is good long term value. Risks involve film distribution and lower TV ratings of the CSI shows. Target around $45.00
(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.