Cineplex Inc (CGX.TO)

Wonderful company and is widely diversified in film, associated refreshments, businesses etc. Good dividends.

Has been a great story. The whole movie theatre space has been improving. They have been figuring out ways to make more money off that space. 3D movies are higher margins and they are doing special events. Trading at a pretty healthy PE multiple. Would prefer it at the $30 level. About 4% dividend.

Sold it too early. This has been a great story. Such a defensive story and have an ability to increase the dividend. Almost a monopoly in the movie industry in Canada. Done a good job of incrementally getting more money from people.

Has done a really good job of changing theatres into entertainment centers. A lot of the costs for that are behind them. In tough times, when people are minding their dollars, going to a movie is a lot cheaper than some other entertainment. Yield is quite reasonable. He is looking to add more to his holdings.

Average revenue per customer can keep going up (~$9). Last quarter was amazing because of NHL lockout. Talk of Netflix wiping them out but it did not wipe out TV. 4% dividend.

Has a model price of $32.82 versus the current price of $33.36. For him it is one of those potential yielders that could potentially get hit. Yield of 4.05%. Would look elsewhere for value.

Likes media space, steady cash flow. Revenues grew about 23%. Growing both box office and concession sales. Dividend plus dividend growth.

(Top Pick Jan 5/12, Up 29.51%) Great operators. Bought new theatres from AMC which will provide additional growth. Likes the yield and thinks it will increase over the next few years. It is at the mercy of Hollywood.

Has been a little flat for about 6 months. Continues to have an issue with how well the movie chains are doing. Transforming their business into an Experience with their new digital theatres, reservation systems, assigned seating, etc. Making great moves on the iPhone app and making it really easy to spend money. 4.3% yield.

Monopoly in Canada. Best in class margins in North America, good management team. You have to watch out for alternative media consumption. There is a lot of upside and latent value in the loyalty program. Their customers are a good demographic for advertisers. 4.5% dividend.

(Top Pick Nov 2/11, Up 27.20%) Not a great summer season. Premiums though higher prices. Really picked up on concession stands. They get bigger purchases per patron on concessions now. Would not be surprised to see a dividend increase.

Now opening VIP theatres where they can serve alcoholic beverages and food. Fantastic company. They are always looking for innovative ways to increase revenue. Nice little 6.4% dividend yield. Likes it here.

(A Top Pick Oct 26/11. Up 16.43%.) It’s amazing. You think that there is nothing else they can do but again this morning they announced a couple of more VIP theatres.

(A Top Pick Oct 3/11. Up 17.69%.) Still likes. Has about a 50% payout. Doing great things to increase their revenue including programming the theatres and taking over one of their rivals. Movie business is proving to be pretty bulletproof in the downturns and pretty resilient in the upturns.

(A Top Pick Nov 2/11. Up 17.46%.)