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| PAST TOP PICK | 52.890 | Robert Floyd | (A Top Pick Dec 19/06. Up 20%+.) Acquired by CanWest (CGS-T). | 2007-12-11 | |
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| HOLD | 51.300 | Ian Nakamoto | Being Acquired by CanWest (CGS-T). If you own, hold on to it. | 2007-05-14 | |
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| PAST TOP PICK | 51.250 | Robert Floyd | (A Top Pick May 16/06. Up 49%.) Acquired by CanWest (CGS-T) and he sold out when the announcement was made. | 2007-05-11 | |
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| PAST TOP PICK | 51.180 | Robert Floyd | (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. | 2007-04-19 | |
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| PAST TOP PICK | 51.600 | Robert Floyd | (A Top Pick Feb 27/06. Up 61.2%.) Being acquired. He sold his position. | 2007-02-13 | |
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| SELL | 51.660 | Chris Smith | 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. | 2007-02-07 | |
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| PAST TOP PICK | 50.000 | Robert Floyd | (A Top Pick Feb 27/07. Up 59%.) Still holding for a few more dollars. | 2007-01-03 | |
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| TOP PICK | 42.500 | Robert Floyd | Have the CSI franchise. Earnings power is extremely strong at $2.45 going to $2.95. Should do very well into 07. | 2006-12-19 | |
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| PAST TOP PICK | 40.290 | Robert Floyd | (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. | 2006-12-01 | |
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| PAST TOP PICK | 39.500 | John Zechner | (A Top Pick Nov 8/05. Up 18.3%.) In the process of being taken apart. | 2006-11-08 | |
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| TOP PICK | 35.140 | Robert Floyd | 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. | 2006-10-13 | |
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| TOP PICK | 35.680 | John Zechner | 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 | 2006-09-27 | |
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| TOP PICK | 35.590 | Robert Floyd | 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. | 2006-09-20 | |
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| PAST TOP PICK | 33.300 | Robert Floyd | (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. | 2006-08-18 | |
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| TOP PICK | 34.400 | Robert Floyd | Very strong earnings. A nice improvement in the EBITDA level. Their CSI franchise is strong. | 2006-05-16 | |
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| TOP PICK | 32.000 | Robert Floyd | 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. | 2006-02-27 | |
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| PAST TOP PICK | 33.880 | John Zechner | (A Top Pick Sept 29/05. Up 6%.) Still likes the story. | 2005-12-12 | |
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| TOP PICK | 34.800 | Fred Pynn | 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.
| 2005-11-30 | |
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| TOP PICK | 31.950 | John Zechner | Can easily see a break up value north of $40. Generating huge free cash flow. Most of their divisions are doing well. | 2005-11-08 | |
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| TOP PICK | 32.300 | John Zechner | (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. | 2005-09-29 | |
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| TOP PICK | 29.340 | John Zechner | Have a good franchise. Have specialty broadcasting, the CSI franchise as well as 50% ownership of the movie distribution income fund. | 2005-07-04 | |
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| TOP PICK | 29.900 | John Zechner | (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. | 2005-06-14 | |
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| TOP PICK | 30.600 | Chris Fernyc | 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. | 2005-04-14 | |
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| TOP PICK | 30.110 | John Zechner | (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. | 2005-04-06 | |
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| TOP PICK | 34.600 | John Zechner | 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. | 2005-02-14 | |
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| PAST TOP PICK | 31.240 | Robert Floyd | (Top pick Oct 19/04. Up 10%.) Still likes it. The CSI franchise is very strong. | 2004-12-17 | |
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| TOP PICK | 27.910 | John Zechner | 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. | 2004-10-27 | |
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| TOP PICK | 27.750 | Robert Floyd | Has a very attractive valuation. Looking at dropping some of the interest levels on their debt. | 2004-10-19 | |
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| WEAK BUY | 28.060 | Mark Jackson, CFA | 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. | 2004-10-04 | |
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| TOP PICK | 24.850 | John Zechner | They own 15% of CSI. They are cheaper than any other company in the group. | 2004-08-30 | |
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| TOP PICK | 25.050 | Robert Floyd | The outlook is very strong. Their CSI division is doing extremely well. The new CSI of New York will be out in the fall. | 2004-08-23 | |
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| TOP PICK | 24.940 | Glenn Paradis, BA, CFA | 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. | 2004-06-30 | |
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| PAST TOP PICK | 24.690 | Robert Floyd | (A top pick Mar 25/04. Down 4%.) Overall outlook for the company is extremely strong. Expects some very good earnings potential. | 2004-06-01 | |
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| DON'T BUY | 23.960 | Mark Jackson, CFA | Looks fairly valued. Consider taking profits at this level. | 2004-05-28 | |
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| BUY | 24.480 | Andrew McCreath | 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. | 2004-04-20 | |
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| TOP PICK | 25.740 | Robert Floyd | 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. | 2004-03-25 | |
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| TOP PICK | 21.000 | John Zechner | Cheaper than its peers. Feels there is unrealized value. Reducing their debt. Likes the way management is operating. | 2004-01-12 | |
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| TOP PICK | 22.100 | John Zechner | 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. | 2003-11-13 | |
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| BUY | 22.350 | Laura Wallace | Have developed excellent programming. | 2003-09-19 | |
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| PAST TOP PICK | 21.660 | Andrew McCreath | (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. | 2003-08-15 | |
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| PAST TOP PICK | 19.600 | Robert Floyd | (Was a top pick on Apr 25/03. Up 54%.) Still likes. Expects it to continue going higher, but not at the same rate. | 2003-07-04 | |
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| TOP PICK | 16.760 | Andrew McCreath | The "CSI" TV series and their spinoffs are going to turn this company into a cash machine. A strong Cdn$ is also good for them. | 2003-05-29 | |
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| TOP PICK | 12.800 | Robert Floyd | Very good value. Has been beaten down. Earnings should be around .75 for fiscal 2003. Some assets being sold to reduce debt which will strengthen the balance sheet. | 2003-04-25 | |
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| DON'T BUY | 12.210 | Brian Acker, CA | Doesn't know how the company makes any money. Book value is deteriating. | 2003-04-07 | |
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| BUY | 12.740 | Robert Floyd | Numbers were disappointing. Expect it will go up. | 2003-03-03 | |
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| WEAK BUY | 14.730 | Mark Jackson, CFA | OK. Doesn't have great assets. Prefers Disney. | 2003-01-22 | |
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| DON'T BUY | 14.800 | Neil Murdock | Not happy with their acquisition. | 2003-01-13 | |
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| PAST TOP PICK | 16.050 | Robert Floyd | (Was a top pick on July 10. Down 11%.) Still likes. Focused on debt reduction. | 2002-11-01 | |
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| BUY | 15.020 | Vincent Delisle | | 2002-10-17 | |
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| TOP PICK | 14.000 | Robert Floyd | Good price. Earnings look strong. | 2002-10-10 | |
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| BUY | 15.740 | Steven Wippersteg | Very good 2 quarters results. Strong management. | 2002-08-08 | |
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| BUY | 14.800 | Ross Healy | Outlook is not too bad. Reasonably priced. | 2002-07-24 | |
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| TOP PICK | 17.700 | Robert Floyd | Numbers look good. Debt is dropping. They are cost cutting. | 2002-07-10 | |
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| TOP PICK | 18.160 | Robert Floyd | Good earnings. Debt is dropping. | 2002-06-26 | |
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| TOP PICK | 20.000 | Andrew McCreath | | 2002-06-03 | |
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| WEAK BUY | 19.750 | Bruce Campbell | Has had a nice move but would go a little higher | 2002-04-08 | |
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| DON'T BUY | 18.320 | Ted Macklin | Too much good will on the balance sheet. | 2002-03-15 | |
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| PAST TOP PICK | 15.760 | Robert Floyd | (Was a top pick on Mar 15 down 11%) At a very good price. | 2001-09-19 | |
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| DON'T BUY | 20.500 | Rob Dionne | A likely take over candidate. | 2001-07-13 | |
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| TOP PICK | 19.000 | Robert Floyd | Good product. | 2001-05-14 | |
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| TOP PICK | 19.390 | Robert Floyd | A repeat TOP. Making acquisitions. Content is good. | 2001-04-30 | |
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| WAIT | 17.700 | Malvin Spooner | New acquisition needs to be amalgamated | 2001-04-04 | |
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| TOP PICK | 17.500 | Robert Floyd | Earnings are good and they should continue. | 2001-03-28 | |
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| TOP PICK | 18.000 | Robert Floyd | Recent acquisition is good. Good synergy. A takeover target | 2001-03-15 | |
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| BUY | 17.150 | Pierre Bernard | Has a bad reputation of no content. He thinks its a good company. Their recent buy was a good one. | 2001-02-13 | |
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| BUY | 17.150 | Pierre Bernard | Prefers over Imax | 2001-02-13 | |
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| WAIT | 20.000 | Ted Macklin | Thinly traded stock. Could be a takeover. Good company/management. Need acquisitions to grow, so financing could be a problem. | 2001-01-29 | |
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| TOP PICK | 21.750 | Pier Donnini | Good content | 2000-11-29 | |
Experts that have talked about Alliance Atlantis Communications Inc. (B)
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