Viewing Opinion | StockChase
stockchase picture

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

2017-07-13

Opinion for Cinemark Holdings (CNK-N)

Signal Price Bias Subject Owned
TOP PICK $37.990 Bullish on Canadian Equities CANADIAN MID-LARGE & SHORT-LONG STRATEGIES Yes

* 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). 



Jerome Hass
Portfolio Manager, Lightwater Partners http://www.lightwaterpartners.com/home.html

No Comments.


You must be logged in to comment.