Opinions Andrew Guy, CFA
CinramCRW.UN.TODON'T BUYDec 27, 2007
Now trying to move into high definition DVDs. As always, there’s a transition point, which is painful for people who own the stock. The decline in DVD’s has not as yet been offset by a demand for high definition DVDs. Was also impacted by the stronger Cdn$.
Andrew Guy, CFAUnknown
$5.71
Stock price when the opinion was issued
misc industrial products
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HOLD
DVD consumption is low. Distribution is not safe. History of the business, is that with each new technology (cassettes, cds, dvds) there is a good profit. This eventually dies down.
It's at a hold now, because it's so cheap, someone will "just take it"
or possibly take it private.
misc industrial products
HOLD
Long time holder. The market is telling us that the distribution is unsustainable. Be happier if stock was trade at $30 with 10% yield, would say people had more confidence. There’s a big 4th quarter coming. History of successful transitions.
David BaskinOwned
misc industrial products
PAST TOP PICK
(A Top Pick Aug 24/06. Down 19.8%.) Had ratty earnings last quarter but their peak quarter is the 4th when DVD sales tend to be at their highest. Yield is about 16%. Thinks the market was wrong on this one.
David BaskinOwned
misc industrial products
DON'T BUY
TOP PICK
Have a long history of transforming. Now manages the distribution channels around the world for a number of major studios. Now going to do this with Motorola to package cell phones and parts.
David BaskinOwned
misc industrial products
TOP PICK
Pays 15%. Just acquired a software company to take advantage of their distribution network. Feels it will be a takeover. Cash flow generation is attractive.
David BaskinOwned
misc industrial products
