Viewing Company Cineplex Inc | StockChase
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Compiling comments that experts make about stocks while on public TV.

Cineplex Inc Stock Symbol: CGX-T

Notes:Movie theaters

Last Price Recorded: $50.4900 on 2017-03-22

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Date Signal Expert Opinion Price
2017-03-20 HOLD Lyle Stein

He continues to like this. It had a disappointing 2016, not the best year for movies. In spite of the weak Q4, they are getting increasing revenues from non-theatre tickets. They are expanding their revenue streams from gaming and media sell. You get the upside when you get a good movie cycle, but this is a business that is well-run with stable cash flows. Pays a 3% yield.


Price:
$50.770
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2017-02-22 TOP PICK Jerome Hass

*Short* A pairs trade with Cinemark (CNK-N). This is trading at twice the valuation of Cinemark.


Price:
$50.920
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
CAUTIOUS
Owned:
Yes
2017-02-17 PAST TOP PICK Christine Poole

(Top Pick Feb 9/16, Up 8.49%) She still likes it.  She bought it for the 3-3.5% yield and capital return of 5-8%.  She still likes it.  They are the largest theatre operator in Canada with a 77% market share.  They can’t control what happens at the box office, but they are really good at things they can control such as concessions spending.  They have advertising in their theatres and advertising signage.  They also have ‘rec room’ which offers gaming, etc.  They are a well managed company and will continue to grow.  She will be continuing to hold it.


Price:
$51.250
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-02-15 COMMENT Colin Stewart

This has an almost monopoly like position in theatres and movie distributions in Canada. Because of that, it gets priced fairly richly. They just had an earnings miss, but there can be revenue volatility from quarter to quarter. You could take a look at some of the US theatre companies which historically have traded at lower valuations.


Price:
$51.300
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
OPTIMISTIC
Owned:
No
2017-02-02 BUY Lyle Stein

One of his favourite holdings.  They have been squeezing more and more dollars out of our pocketbooks.  They have alternative entertainment venues.  They are getting wallet share.  It is a safe holding.  This is a great name to own.  3.1% dividend.


Price:
$52.260
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-01-23 TOP PICK Steve DiGregorio

He recommends this because there is no interest rate sensitivity. High quality business. It has underperformed for the last 6 months, and thinks people are going to start looking back at quality. The stock just broke out over $52 which he thinks is very positive. They also have a very good slate of movies coming out this year, and have been able to diversify away from just movies. Dividend yield of 3.11%. (Analysts’ price target is $54.82.)


Price:
$52.110
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
Yes
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
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