Summer Sale

50% off Premium Yearly

00days
00hrs
00mins
00secs

Alliance Atlantis Communications Inc. (B) (AAC.B.TO)

TOP PICK
Previous top pick. Sagged last year but earnings and cash flow look strong. Change in CEO he believes is a positive move. Stock price could go to $40 area. He bought at $19 and has held for a couple of years. Recommends buying on any weaknesses.
PAST TOP PICK
(A Top Pick Sept 29/05. Up 6%.) Still likes the story.
TOP PICK
An evolving story. Company was going off in different directions. Management stripped off all the non-core activities and cut back to 3 main assets, specialty broadcasting, a 50% ownership in a film distribution company and they own 50% CSI investigation franchise which is the #1 watched show in the US. Low risk.
TOP PICK
Can easily see a break up value north of $40. Generating huge free cash flow. Most of their divisions are doing well.
TOP PICK
(A Top Pick June 14/05. Up 7%.) Likes the business they are in. If they split the business up, the parts would easily be worth $40 a share. Still thinks it is going in the right direction.
TOP PICK
Have a good franchise. Have specialty broadcasting, the CSI franchise as well as 50% ownership of the movie distribution income fund.
TOP PICK
(A Top Pick Apr 6/05. Down a bit.) Last quarter they had a miss relative to expectations. When the pieces of this are added up, such as CSI, specialty broadcasts, etc. it is easily $40. Consolidation is coming in the sector and this company is more a target than a buyer.
TOP PICK
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.
TOP PICK
(A Top Pick Feb 14/05. Down 15%.) Stock dropped on the earnings restatement projection. Buying more now. CSI franchise is still very strong. Building up a great asset for the future. Over seas sales, etc.
TOP PICK
A defensive play.Has had a great move, but he likes what they've done by cleaning up the movie distribution and putting it into an income trust. Still making decent money off the CSI franchise. Have the specialty channel. Could be a takeout.
PAST TOP PICK
(Top pick Oct 19/04. Up 10%.) Still likes it. The CSI franchise is very strong.
TOP PICK
Likes the median business right now. Has some growth. Immune from the stronger Cdn $. Undervalued in this sector. Have restructured the balance sheet over the last couple of years. Trading around 7.5 X operating cash.
TOP PICK
Has a very attractive valuation. Looking at dropping some of the interest levels on their debt.
WEAK BUY
Stock has done very well and still has some potential based on their endless spinoffs from CSI. Questions where their next leg of growth will come from.
TOP PICK
They own 15% of CSI. They are cheaper than any other company in the group.
Showing 16 to 30 of 68 entries