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| SELL | 47.750 | Jeff Parent B. Eng. FCSI | Broke down about the $50 mark. Several days in series going down. You have to sell this right now. Could easily go down to $1.93. Entry point may be at $45.00 | 2012-01-26 | |
| PAST TOP PICK | 53.480 | Joey Mack | (A Top Pick Mar 21/11. Up 9.4%.) | 2012-01-09 | |
| PAST TOP PICK | 45.650 | Irwin Michael, B.Com, MBA | (A Top Pick Oct 1/10. Up 27.23%.) | 2011-09-09 | |
| PAST TOP PICK | 47.000 | Michael Sprung | (Top Pick July 28/10, Up 38.19%) Sold after quite a run in a short period of time. It was above what he felt it was worth. Wouldn’t buy it here. It would have to pull back substantially. | 2011-07-26 | |
| PAST TOP PICK | 45.060 | Irwin Michael, B.Com, MBA | (A Top Pick Oct 1/10. Up 24.67%) Sold his holdings in January. | 2011-04-27 | |
| TOP PICK | 42.880 | Joey Mack | Cogeco Cable Inc Bond 5.15% 16-Nov-2020. Exposure in Portugal is starting to turn around. Trading a little below par. Triple B Rating. | 2011-03-21 | |
| PAST TOP PICK | 36.900 | Colin Stewart | (A Top Pick Oct 8/09. Up 18.41%.) Still likes. | 2010-10-05 | |
| TOP PICK | 36.510 | Irwin Michael, B.Com, MBA | 2nd largest cable operator in Ontario/Quebec corridor with some have facilities in Portugal. Comparing EV/EBITDA multiples to Rogers (RCI.B-T) they are almost 2 points lower and 10 to 15 points lower in penetration giving it a lot more potential. 1.5% dividend. | 2010-10-01 | |
| TOP PICK | 34.540 | Michael Sprung | Punished severely for their exposure to Portugal assets but a lot of that has been written off. Have some very desirable assets in Canada. Cash flow positive. | 2010-07-28 | |
| Comment | 34.820 | Steve Carlin | He owns this one primarily for the strong Canadian cable operations. Not too happy with the Portuguese operations which have lost money. Very attractive target for other cable companies. | 2009-12-16 | |
| TOP PICK | 35.130 | Ara Nalbandian | Valuation is depressed because of acquisition in Portugal. Doing very well in Canada with growth on all the metrics. Positive metrics in a very strong asset. Portugal is not working out, but it is priced into the market. It is not giving them any value to the assets. They ran out of opportunities to acquire here, which is a good sign. | 2009-12-15 | |
| HOLD | 35.430 | Bruce Campbell | (Market Call Minute.) | 2009-12-07 | |
| DON'T BUY | 31.100 | Steve Carlin | Canadian operations are excellent, but the problem is the Portugal investment. They don’t make money there. This under performing asset is hurting the stock. Little bit of upside potential. | 2009-10-22 | |
| TOP PICK | 31.320 | Colin Stewart | 4th largest cable operator in Canada situated in Ontario and Quebec and trades at about 5X EBITDA. Have a large business in Portugal and the market is putting a negative value on this asset. If they do anything with this such as selling it off, improving it, etc. there will be considerable upside. Could be an M&A target. | 2009-10-08 | |
| TOP PICK | 28.920 | Michael Sprung | Tend to have very good solid franchise areas in Canada. Come pulling on a valuation basis to others. Hurt because of their Portugal assets, which have been in a lot of trouble. Expected to cash flow about $8 a share over the next couple of years. Volatility should be low compared to other industries. | 2009-06-26 | |
| TOP PICK | 27.000 | Michael Sprung | Pure cable play. Has severe problems in Portugal but that is totally priced out of this stock. You are buying it for half the value compared to buying one of the others. Good balance sheet. | 2009-05-27 | |
| TOP PICK | 29.450 | Michael Sprung | Pure cable company. Price is heavily discounted, came off heavily recently. Assets in Portugal that are not doing well at the moment, but a strong base of Canadian assets. | 2009-04-22 | |
| DON'T BUY | 36.450 | Brian Acker, CA | Very expensive. He has a model price of $32.33, which is a -12% differential. If he were going to buy, he would wait for the $32.50 level. | 2008-02-27 | |
| DON'T BUY | 9.700 | Bruce Campbell | Could be a takeover by Rogers down the road. Not a fan at this time. | 2002-07-29 | |
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| BUY | 17.690 | Ray Steele | Cash flow should continue strong. Could be a takeover candidate. | 2002-06-04 | |
| BUY | 22.400 | Ray Steele | Expanding. Also a take out candidate. | 2001-12-21 | |
| WEAK BUY | 21.990 | David Baskin | Has good assets. Limited growth and low margins. | 2001-12-03 | |
| DON'T BUY | 21.650 | Ray Steele | Takeover rumours kept stock up.Good cash flow. Likes cables, but prefers others.. | 2001-10-23 | |
| DON'T BUY | 30.050 | Glenn Paradis, BA, CFA | Will be acquired. Requires a lot of capital. | 2001-07-06 | |
| BUY | 30.710 | Michael Sprung | Well diversified. Likes. Need a long view on this stock. | 2001-06-04 | |
| TOP PICK | 26.400 | Ed Ho | Price is good now. Potential for consolidation. | 2001-04-18 | |
| WEAK BUY | 27.070 | David Baskin | Quebec shouldn't be a risk. Good cable company, but has competition. | 2001-04-02 | |
| BUY | 29.800 | Bruce Cooper | Likes. Good management. Cable sector is good. At a good level now. Rogers is the only possible acquirer. | 2001-03-08 | |
| DON'T BUY | 33.500 | Robert Floyd | Cable companies under a lot of pressure and require large sums of cash. | 2001-02-19 | |
| BUY | 34.250 | Bruce Cooper | Hoping that Rogers will take it over | 2000-12-08 | |
| BUY | 28.950 | Shauna Sexsmith | Expects a takeover by Rogers or Videotron. Owns as a consolidation candidate | 2000-11-30 | |
| BUY | 37.000 | Scott Morrison | Only 2% of homes have high speed. Should grow, plus possibility of mergers | 2000-10-23 |
