Viewing Company Cinemark Holdings | StockChase
stockchase picture

Compiling comments that experts make about stocks while on public TV.

Cinemark Holdings Stock Symbol: CNK-N

Last Price Recorded: $38.4600 on 2017-07-24

Globe 5 day average
Google Discussions (view only)
yahoo discussion
Bloomberg
Date Signal Expert Opinion Price
2017-07-13 TOP PICK Jerome Hass

* Long * Pairs Trade: *Long* CNK-N /*Short* CGX-T. Canadian long only managers always buy CGX-T as a recession proof business. It is a good company, but very expensive. It is twice the valuation of CNK-N. (Analysts’ target: $58.50).  CNK-N is more focused on the cinema business. It has 3 times more screens. It is a bigger, more liquid name and has a better dividend yield. (Analysts’ target: $44.00). 




Price:
$37.990
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
Bullish on Canadian Equities
Owned:
Yes
2017-05-31 PAST TOP PICK Michael Simpson, CFA

(A Top Pick May 4/16. Up 16%.) This is movie theatres in the US, as well as theatres in Latin America.


Price:
$39.570
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2017-02-22 TOP PICK Jerome Hass

*Long* A pairs trade with Cineplex (CGX-T). This is about twice the size of Cineplex in terms of their screens.


Price:
$43.390
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
CAUTIOUS
Owned:
Yes
2016-10-18 PAST TOP PICK Gordon Reid

(Top Pick Nov 4/15, Up 15.80%) The second largest cinema company in the US.  40% of their business comes from outside the US, mostly from Latin America where the average age is lower than the US.  They make a lot of money in the concession area and that is where the margins are.


Price:
$39.900
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
Yes
2016-08-12 TOP PICK Jerome Hass

*LONG* (Pairs trade with a Short on Cineplex (CGX-T). Trading at two thirds of Cineplex’s valuation, a bigger company, more liquid with better organic growth.


Price:
$37.960
Subject:
LONG-SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2016-07-06 PAST TOP PICK Jerome Hass

(A Top Pick July 8/15. Down 10.65%.) (Short CGX-T) Feels CGX is one of the most overowned companies by Canadian institutional managers. 


Price:
$35.230
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2016-05-04 TOP PICK Michael Simpson, CFA

Cinemas, primarily in the US and 14 Latin American countries. Trading at about 15X earnings and 9X cash flow. Has been hurt badly by the higher US$, but as that reverses, they’ll get some of that benefit from the Latin American countries. Good balance sheet, with debt to EBITDA of about 2.3X. Dividend yield of 3.09%.


Price:
$35.050
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2015-12-18 PAST TOP PICK Keith Richards

(A Top Pick Nov 19/15. Down 7.57%.) This is one that he is selling. He isn’t selling because of the general market drag down. He saw that it was breaking the downtrend, and look to put in a head and shoulders bottom, and bought it right on the breakout. It did okay at first, but then fell with the market. He is going to let it rally with the market in the next couple of weeks and then will get out of it.


Price:
$32.430
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Yes
2015-12-15 WAIT Brooke Thackray

Consumer discretionary tends to do well from October into April. Chart shows a long downward trend from earlier in the year. Even though the seasonals are with this right now, he would wait for it to break above its downward trend line that the chart is showing, or even go above $35.


Price:
$34.020
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2015-11-19 TOP PICK Keith Richards

This company makes its money on the confectionery side in the movie industry. They command a fair premium for their commercials. Stock has been trending down since April. Started moving up near the end of September. He bought this on Monday at $36. It has now had a short-term pullback, but the bigger picture is “Trend Line Break out”. If it broke down through its neck line at around $34.50, he would sell it.


Price:
$35.340
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2015-11-04 TOP PICK Gordon Reid

A US theatre exhibitor. It is a very fragmented market in the US. This company has about 500 theatres in total with about 100 of them primarily in South America. Trading at about 17X earnings. Growing in the midteens. Dividend yield of 2.81%.


Price:
$35.560
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-08 TOP PICK Jerome Hass

LONG Cinemark CNK-N/ SHORT Cineplex CGX-T. Pairs trade. Feels Cineplex is an overowned/overvalued name at 77% market share in Canada. Cinemark trades at 30% discount. The pairs trade takes out the box office risk.




Price:
$40.700
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
Unknown
2015-05-29 COMMENT Jerome Hass

Has this in a Pairs Trade with Cineplex (CGX-T), with this one being the Long position. This one has a better growth profile. They also have some cinemas in Latin America.


Price:
$40.530
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2015-02-19 TOP PICK James Dutkiewicz

Cinemark USA Inc. 4.875%, June 1st, 2023 Bond.  Second largest globally, third largest in the US in its space.  There is expansion into Latin America.  A block buster slate of movies in 2015/16 and they have confectionaries.  They obviously only go into countries when they can be the 2nd or 3rd biggest.


Price:
$42.140
Subject:
FIXED INCOME
Bias:
OPTIMISTIC
Owned:
Yes
2012-01-11 PAST TOP PICK Andrew Hamlin (Top Pick Feb 16/11, Up 1.12%)
Price:
$18.960
Subject:
GROWTH & INCOME
Bias:
DEFENSIVE
Owned:
Unknown
Showing 1 to 15 of 20 entries
<< < 1 2 > >>

No Comments.


You must be logged in to comment.