Peter Mann
Member since: Jan '15
Portfolio Manager at
Gluskin Scheff & Assoc.

Latest Top Picks

There is a potential for a break up of assets. The jewels are the networks. They have the third highest affiliate fee in the US. Sport networks MSG and MSG+. You will get more revenue from Madison Square Gardens since the 3 year renovations are now done and caused 5 month closures each year.
Brilliant investors. Great track record. Very low multiple compared to peers. 4.57% dividend. Returns are the envy of the industry.
About 2/3rds hedged in oil that ends at the end of this year. They have not massively added to supply which has been the killer for the industry.