Alliance Atlantis Communications Inc. (B)

AAC.B-T

0.00
0.00 (0.00%)
This company is not ACTIVE.

Analysis and Opinions about AAC.B-T

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
December 11, 2007
(A Top Pick Dec 19/06. Up 20%+.) Acquired by CanWest (CGS-T).
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(A Top Pick Dec 19/06. Up 20%+.) Acquired by CanWest (CGS-T).
HOLD
HOLD
May 14, 2007
Being Acquired by CanWest (CGS-T). If you own, hold on to it.
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Being Acquired by CanWest (CGS-T). If you own, hold on to it.
PAST TOP PICK
PAST TOP PICK
May 11, 2007
(A Top Pick May 16/06. Up 49%.) Acquired by CanWest (CGS-T) and he sold out when the announcement was made.
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(A Top Pick May 16/06. Up 49%.) Acquired by CanWest (CGS-T) and he sold out when the announcement was made.
PAST TOP PICK
PAST TOP PICK
April 19, 2007
(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.
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(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.
PAST TOP PICK
PAST TOP PICK
February 13, 2007
(A Top Pick Feb 27/06. Up 61.2%.) Being acquired. He sold his position.
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(A Top Pick Feb 27/06. Up 61.2%.) Being acquired. He sold his position.
SELL
SELL
February 7, 2007
Canwest Global (CGS-T) has made a bid for the company and it does not look like there will be any other bids. He would just tender the stock for cash.
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Canwest Global (CGS-T) has made a bid for the company and it does not look like there will be any other bids. He would just tender the stock for cash.
PAST TOP PICK
PAST TOP PICK
January 3, 2007
(A Top Pick Feb 27/07. Up 59%.) Still holding for a few more dollars.
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(A Top Pick Feb 27/07. Up 59%.) Still holding for a few more dollars.
TOP PICK
TOP PICK
December 19, 2006
Have the CSI franchise. Earnings power is extremely strong at $2.45 going to $2.95. Should do very well into 07.
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Have the CSI franchise. Earnings power is extremely strong at $2.45 going to $2.95. Should do very well into 07.
PAST TOP PICK
PAST TOP PICK
December 1, 2006
(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.
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(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.
PAST TOP PICK
PAST TOP PICK
November 8, 2006
(A Top Pick Nov 8/05. Up 18.3%.) In the process of being taken apart.
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(A Top Pick Nov 8/05. Up 18.3%.) In the process of being taken apart.
TOP PICK
TOP PICK
October 13, 2006
Have the CSI franchise as well as 13 specialty channels. Also have a 51% interest in the film distribution. Earnings expectations are improving. Have been bringing down their debt and buying back stock.
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Have the CSI franchise as well as 13 specialty channels. Also have a 51% interest in the film distribution. Earnings expectations are improving. Have been bringing down their debt and buying back stock.
TOP PICK
TOP PICK
September 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
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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
TOP PICK
TOP PICK
September 20, 2006
Have a few issues to be sorted out, which should be done in the next couple of months. Have the CSI franchise as well as specialty channels. Steady earnings stream gives you a stable investment in this choppy market.
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Have a few issues to be sorted out, which should be done in the next couple of months. Have the CSI franchise as well as specialty channels. Steady earnings stream gives you a stable investment in this choppy market.
PAST TOP PICK
PAST TOP PICK
August 18, 2006
(A Top Pick May 16/06. Down 2.4%.) Have one firm bid with some other potential bids for their 50% that they own in film distribution. Still sees higher highs for their core business which is based on the CSI series.
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(A Top Pick May 16/06. Down 2.4%.) Have one firm bid with some other potential bids for their 50% that they own in film distribution. Still sees higher highs for their core business which is based on the CSI series.
TOP PICK
TOP PICK
May 16, 2006
Very strong earnings. A nice improvement in the EBITDA level. Their CSI franchise is strong.
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Very strong earnings. A nice improvement in the EBITDA level. Their CSI franchise is strong.
TOP PICK
TOP PICK
February 27, 2006
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.
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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
PAST TOP PICK
December 12, 2005
(A Top Pick Sept 29/05. Up 6%.) Still likes the story.
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(A Top Pick Sept 29/05. Up 6%.) Still likes the story.
TOP PICK
TOP PICK
November 30, 2005
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.
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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
TOP PICK
November 8, 2005
Can easily see a break up value north of $40. Generating huge free cash flow. Most of their divisions are doing well.
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Can easily see a break up value north of $40. Generating huge free cash flow. Most of their divisions are doing well.
TOP PICK
TOP PICK
September 29, 2005
(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.
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(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
TOP PICK
July 4, 2005
Have a good franchise. Have specialty broadcasting, the CSI franchise as well as 50% ownership of the movie distribution income fund.
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Have a good franchise. Have specialty broadcasting, the CSI franchise as well as 50% ownership of the movie distribution income fund.
TOP PICK
TOP PICK
June 14, 2005
(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.
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(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
TOP PICK
April 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.
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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
TOP PICK
April 6, 2005
(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.
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(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
TOP PICK
February 14, 2005
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.
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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
PAST TOP PICK
December 17, 2004
(Top pick Oct 19/04. Up 10%.) Still likes it. The CSI franchise is very strong.
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(Top pick Oct 19/04. Up 10%.) Still likes it. The CSI franchise is very strong.
TOP PICK
TOP PICK
October 27, 2004
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.
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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
TOP PICK
October 19, 2004
Has a very attractive valuation. Looking at dropping some of the interest levels on their debt.
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Has a very attractive valuation. Looking at dropping some of the interest levels on their debt.
WEAK BUY
WEAK BUY
October 4, 2004
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.
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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
TOP PICK
August 30, 2004
They own 15% of CSI. They are cheaper than any other company in the group.
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They own 15% of CSI. They are cheaper than any other company in the group.
TOP PICK
TOP PICK
August 23, 2004
The outlook is very strong. Their CSI division is doing extremely well. The new CSI of New York will be out in the fall.
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The outlook is very strong. Their CSI division is doing extremely well. The new CSI of New York will be out in the fall.
TOP PICK
TOP PICK
June 30, 2004
Has a lot of cash flows from the CSI productions. Media companies typically do well in rising interest rate environments. Expects ad rates will rise.
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Has a lot of cash flows from the CSI productions. Media companies typically do well in rising interest rate environments. Expects ad rates will rise.
PAST TOP PICK
PAST TOP PICK
June 1, 2004
(A top pick Mar 25/04. Down 4%.) Overall outlook for the company is extremely strong. Expects some very good earnings potential.
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(A top pick Mar 25/04. Down 4%.) Overall outlook for the company is extremely strong. Expects some very good earnings potential.
DON'T BUY
DON'T BUY
May 28, 2004
Looks fairly valued. Consider taking profits at this level.
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Looks fairly valued. Consider taking profits at this level.
BUY
BUY
April 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.
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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.
TOP PICK
TOP PICK
March 25, 2004
Likes their newly announced strategy. Writing down some of their problems that they have had which have hurt profitability. Profitability going forward should be very dynamic.
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Likes their newly announced strategy. Writing down some of their problems that they have had which have hurt profitability. Profitability going forward should be very dynamic.
TOP PICK
TOP PICK
January 12, 2004
Cheaper than its peers. Feels there is unrealized value. Reducing their debt. Likes the way management is operating.
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Cheaper than its peers. Feels there is unrealized value. Reducing their debt. Likes the way management is operating.
TOP PICK
TOP PICK
November 13, 2003
Has lagged and should start playing catch up. Should be trading at $25/26. Have good shows. Revenues are in Cdn$, but their debt is US.
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Has lagged and should start playing catch up. Should be trading at $25/26. Have good shows. Revenues are in Cdn$, but their debt is US.
BUY
BUY
Have developed excellent programming.
PAST TOP PICK
PAST TOP PICK
August 15, 2003
(Was a top pick on May 29/03.Up 28%.)Still likes, thinks there'll be some corporate events that will move the stock higher before Christmas.
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(Was a top pick on May 29/03.Up 28%.)Still likes, thinks there'll be some corporate events that will move the stock higher before Christmas.
PAST TOP PICK
PAST TOP PICK
July 4, 2003
(Was a top pick on Apr 25/03. Up 54%.) Still likes. Expects it to continue going higher, but not at the same rate.
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(Was a top pick on Apr 25/03. Up 54%.) Still likes. Expects it to continue going higher, but not at the same rate.