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| TOP PICK | 35.200 | Barry Schwartz | Likes companies that have low valuations, great history of rising dividends and potential for double digit earnings growth in the coming year. This company’s earnings have been growing. Probably trading at 10X earnings. The only media stock left that doesn't have a partner. Really excited about their new product HBOGO that competes with Netflix. | 2012-01-16 | |
| PAST TOP PICK | 34.030 | Michael Simpson, CFA | (A Top Pick Sept 10/10. Down 11.52%.) | 2011-09-15 | |
| PAST TOP PICK | 33.970 | Barry Schwartz | (A Top Pick Aug 10/10. Down 4.26%.) Now trading at 2008 levels and he doesn't understand it. Have managed to grow their earnings at a double-digit rate for the past 3 years, raised their dividend each and every year, buying back shares and de-levered their balance sheet. Has no doubt it will be taken over. | 2011-08-11 | |
| BUY | 37.400 | David Baskin | In a number of advertising venues, signs, radio, TV, specialty channels, etc. A lot of people are concerned on the impact of Netflix, streaming video, etc. This company has a lot of arrows in its quiver and can withstand this competition. | 2011-07-22 | |
| PAST TOP PICK | 36.240 | David Baskin | (A Top Pick May 10/10. Up 7.15%.) Good stable of TV channels, radio stations, billboards, etc. | 2011-05-05 | |
| TOP PICK | 37.750 | Barry Schwartz | Pulled back 15% in the last few months, so a great entry point. 10% earnings growth last year. Advertising market is picking up in 2011. Pay TV is doing well. Worth $50 if someone does a takeover. | 2011-04-11 | |
| PAST TOP PICK | 40.170 | Barry Schwartz | (A Top Pick Jan 4/10. Up 23.04%.) Still a Buy. Advertising is ramping up. A lot of new companies coming in to Canada and will have to advertise. | 2011-01-26 | |
| TOP PICK | 38.420 | Michael Simpson, CFA | Have interests in specialty and pay TV, radio and out-of-home billboard ads. Paying down debt and buying back shares. Good cash flow business. | 2010-09-10 | |
| TOP PICK | 36.090 | Barry Schwartz | We are going to have 5 or 6 telecom companies advertising in a big, big way in Canada. Advertising agencies are hiring. Trading at nice but cheap valuation. Balance sheet is strong. | 2010-08-10 | |
| TOP PICK | 34.940 | David Baskin | Broad-based with radio stations in 8 provinces, specialty TV channels, billboard advertising and is benefiting from the general increase in ad revenues. Had a nice quarter and the forecast is very good. | 2010-05-10 | |
| TOP PICK | 35.390 | Veronika Hirsch | A value play. Fantastic management. Reported better numbers in Q4 indicating a turnaround. Deserves a better multiple than they are trading at. | 2010-03-26 | |
| BUY | 34.860 | Barry Schwartz | Won’t bid for assets of Can West. They paid off debt; car companies are spending more on advertising. Looks cheap. | 2010-02-22 | |
| TOP PICK | 33.310 | Barry Schwartz | Did well during the recession. Stable recurring revenues from pay-TV with HBO, a specialty channel, over 80 AM/FM radio stations and approximately 8000 outdoor billboards. Thinks a gradual recovery of advertising will happen this year. | 2010-01-04 | |
| BUY | 32.210 | Gavin Graham | It’s a multi voting class share so that foreigners can’t majority stake in a media. It’s on his radar screen and if they buy CanWest specialty channels, how much would they pay. | 2009-10-23 | |
| PAST TOP PICK | 31.600 | John Zechner | (Top Pick Aug 25/08, Up 2.3%) Good long term growth story. Got out earlier this year, Growth is slowing a little bit. | 2009-09-08 | |
| Comment | 23.540 | Duncan Stewart | Under known and under followed. Have nice exposure to some specialty channel programming. A nice safe media company. Solid management. Hurt with poorer advertising revenues. | 2008-11-18 | |
| TOP PICK | 31.490 | John Zechner | Some of the media stocks have come down a long way recently. This one has been a perennially strong stock and has always traded a little bit more expensively. Used to trade at 10X operating cash flow is now trading at 7 or 8. Still own the pay-TV and specialty channels. They bought standard broadcasting radio. | 2008-08-25 | |
| BUY on WEAKNESS | 31.950 | George Loughery | Between this and Corus, this has been the better operator. Pay TV has been a good thing, digital is a driver, radio has really moved up and advertising (particularily outdoor) has been good, so they have been firing on all cylinders. Current price is OK for a long term hold. | 2005-01-21 | |
| TOP PICK | 22.900 | Glenn Paradis, BA, CFA | Well run. Low leverage. Good assets. Earnings are rising. | 2003-03-17 | |
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| TOP PICK | 23.100 | Glenn Paradis, BA, CFA | Expects advertising to start increasing. Good assets. | 2002-12-06 | |
| TOP PICK | 21.100 | Michael Smedley | Good portfolio of assets. Oversold. | 2002-10-25 | |
| PAST TOP PICK | 47.300 | John Zechner | Still likes. Not so dependent on ad revenues. | 2001-12-10 | |
| TOP PICK | 44.000 | John Zechner | Good management/growth. | 2001-11-01 | |
| TOP PICK | 44.000 | John Zechner | Good assets. Good specialty channels. Long term. | 2001-05-25 | |
| DON'T BUY | 43.950 | David Baskin | Quebec shouldn't be a risk. Prefers Cogeco | 2001-04-02 | |
| STRONG BUY | 46.400 | John Zechner | One of the better growth companies. Buy-out rumours. Good earnings | 2001-03-01 |
