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| DON'T BUY | 8.370 | Ben Cheng | Did not end up being quite as successful an IPO as they had hoped. Their parent, Canwest Global (CGS-T) are in the process of selling off their Austrian and New Zealand assets, which will give them a lot of cash and expects them to buy this trust back at about $9. | 2007-03-02 | |
| HOLD | 8.200 | Chris Rankin, MBA, CFA | The news is that Canwest Global (CGS-T) is considering a bid to take in the publicly traded stake. There will be a slight gain for trust owners. | 2007-02-09 | |
| Comment | 8.340 | Chris Smith | Will possibly be going private. Can-West Media is a major player and they are not going to be pushed into paying a high price for this asset. You might get $1-$1.50 more. | 2007-02-07 | |
| BUY | 7.250 | Michael Simpson, CFA | Large newspapers in large cities across Canada. About 65% of their revenue and cash flow comes from western Canada. They are a little bit tight with their payout ratio. Good price. | 2007-01-04 | |
| PAST TOP PICK | 6.900 | Sandy McIntyre | (A Top Pick Oct 13/06. Down 10.5%.) Had been coming close to almost market value. At this price, if private equity came in they could almost get their 20% IRR. Sold his holdings, but will look at it in 30 days. | 2006-12-29 | |
| TOP PICK | 7.600 | Sandy McIntyre | (A Top Pick July 28/06. Down 7.7%.) A very stable, long-term business. Expects media assets, longer term, will continue to have good value. Well-suited to the trust model. | 2006-10-13 | |
| TOP PICK | 8.000 | Sandy McIntyre | People are worried that print media advertising will disappear. They owns major journals in major markets. He doesn't see these journals disappearing. Payout ratio of about 95%. The 1.5% yield. | 2006-07-28 | |
| BUY | 8.300 | Ravi Sood | Has gone down from the new issue due to a lack of demand for shares. Odds have been stacked against them. Represents value at $8 or below, but once it gets over the $9 level there is no reason to own it. | 2006-07-21 | |
| BUY | 8.780 | Sandy McIntyre | Likes the business over all. Has a bias to the western papers. There is an overhang of stock at CanWest but it is very unlikely to be in your face while you are under $10. | 2006-05-12 | |
| DON'T BUY | 9.560 | Michael Sprung | In light of the recent announcement on broadcasting, this is a company that in the long-term could be fairly vulnerable. Also, currently its valuation is a bit rich. | 2006-03-23 | |
| DON'T BUY | 9.530 | Michele Robitaille | CanWest MediaWorks is a relatively new IPO.They have a national presence. Predicts good growth. However newspaper circulation has had a downward trend over the last fifteen years. Very aggressive on payout which is around 100%. Caution. Better opportunities elsewhere. | 2006-03-18 |
