Viewing Company Cineplex Inc | StockChase
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Cineplex Inc Stock Symbol: CGX-T

Notes:Movie theaters

Last Price Recorded: $52.0400 on 2017-01-18

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Date Signal Expert Opinion Price
2017-01-11 PAST TOP PICK Christine Poole

(A Top Pick Feb 9/16. Up 8.6%.) They are doing very well on their theatre side. They have no controls on the movie slate, but have made a lot of good effort on diversifying the revenue stream. We are seeing that with the opening of the rec rooms. The media side, which is about 20% of their revenue, is increasing with all the digital signage. They got the A&W across North America. Yield of 3%.


Price:
$51.690
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-01-04 COMMENT David Baskin

He loves the company, because management is absolutely brilliant. To a certain extent, they are dependent on what Hollywood produces for them. However, it has multiple revenue streams such as its box office, concessions, advertising, and now they have the rec rooms. It looks expensive on a P/E ratio, but it always has. Has a relatively good dividend payout. You have a management with a tremendous track record and an unbelievably deep moat protecting the company from competition in Canada.


Price:
$51.770
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-12-30 BUY Paul Harris, CFA

Had owned this for many years, but unfortunately sold too early. Not a cheap stock, trading at about 25X earnings, but have done a very good job. They have a very strong market share in Canada. Also, they’ve done a very good job of bringing in other parts of the movie industry such as the Metropolitan Opera, hockey games, etc. They’ve diversified their viewership. There has been a very good flow of blockbuster movies. Has also done a very good job on the concessions side.


Price:
$51.220
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
No
2016-12-20 PAST TOP PICK Barry Schwartz

(A Top Pick Jan 28/16. Up 9.26%.) Looks like 2016 movies are going to be on par with those of 2015, and it looks like 2017 is going to be even better. He likes their capital allocation. They are diversifying out of movies. They’ve now got the Rec Room, digital signage, videogame competition, and are now one of the biggest providers of gaming units for other companies.


Price:
$51.040
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-12-14 BUY Christine Poole

They are developing non-theatre sources of revenue. Opened their 1st Rec Room facility in Edmonton, and are planning a couple more in Toronto in 2017. They’ve also brought in online gaming through E gaming. Also, their Digital media side is doing quite well. Management are very good operators. They can’t control the theatre slate, but are very good at increasing how much you spend in the theatre. 3.2% dividend.


Price:
$50.390
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-11-18 PAST TOP PICK Stan Wong

(A Top Pick Oct 29/15. Up 2.96%.) Great dividend and great operation. The company is moving away from relying just on the box office, and diversifying into things like the rec room, the entertainment centre, etc. He likes this for a long-term hold.


Price:
$50.690
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2016-11-10 HOLD Gerard Ferguson

They are starting to run into a saturation issue.  They are trying to venture into other areas – wrestling, watching gaming, and bigger entertainment complexes including restaurants.  He thinks they are in fact reaching saturation. 


Price:
$50.260
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2016-11-03 BUY on WEAKNESS Barry Schwartz

(Market Call Minute.) He loves this company and would buy it under $50.


Price:
$50.550
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
Yes
2016-10-25 COMMENT Colin Stewart

A consumer stock that has done very well. Very good company. They virtually have a monopoly on the movie distribution business in Canada. However, it is a very richly priced stock. A lot of the good news and gains are already priced in. The valuation, relative to some of the other well-known US theatre chains, is at a premium. He would be a little careful.


Price:
$51.340
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
Unknown
2016-10-24 WAIT Peter Brieger

Restaurant Brands (QSR-T) or Cineplex (CGX-T)? Has owned this for some time. A great story and continues to think it will do well. However, it is fully priced, and doesn’t think he would chase it here. Hold off until there is some bad news or the market gets hit.


Price:
$51.850
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2016-09-27 PAST TOP PICK Michael Decter

(A Top Pick Oct 22/15. Up 4.12%.) He loves this. It has had a great run and pays a great dividend. They nudge up the dividend every 2 years. A good reason for holding it now is that they are finishing out a fairly major CapX program over the next couple of years. When they get through that, they will probably do a big dividend increase, or a big special dividend. The movie slate is good. They are absorbing a lot more of the dollar that is being spent.


Price:
$50.580
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-09-09 COMMENT Norman Levine

Likes their diversification, because it gives them a different source of revenue and helps to make them their own boss, rather than being at the mercy of Hollywood. Based on poor film sales, the stock has done reasonably well. Feels that the valuation is probably rich when you look at their revenues and earnings.


Price:
$49.680
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-08-24 COMMENT Keith Richards

A lot of the revenue comes from selling ads. The chart shows this is in a consolidation pattern. Not bearish looking, just not over exciting looking pattern. He would like to see a break out which could be bullish, but in the meantime he would call it a trading or holding stock.


Price:
$50.830
Subject:
TECHNICAL ANALYSIS
Bias:
BEARISH
Owned:
Unknown
2016-08-19 BUY Jason Del Vicario

Cash ROE is about 35% and their ROE/PE metric is almost 3. You would think that Netflix and online video challenges would hurt them, but that doesn’t seem to be the case. He wouldn’t have a problem owning this.


Price:
$51.420
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2016-08-16 TOP PICK Christine Poole

This has pulled back a little because it got ahead of itself. Just reported and the negative impact was on the film slate, which they cannot control. Very good operators and do an excellent job on everything outside of the film slate. They are increasing concession spend and new formats to watch the films. They are developing the Rec Room and the entertainment sports complex which is opening in the fall. They have brought E-gaming into Canada. Their media division is doing quite well. Dividend yield of 3.14%.


Price:
$50.710
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
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