Cineworld Group PLC (CNNWF)

(A Top Pick June 11/14. Up 40.82%.) Even though movie ticket sales are anaemic, the industry has done a very good job of up-charging you on concessions. Still has plenty of space to go both in their British and central European operations.

Not as attractive as CGX-T in Canada. Likes it because it has a compelling valuation. North of 4 pounds in a couple of years. Strong build out in renovating theaters.

British movie theatres. Valuation is quite good at 3 £-3.5£, which he values at closer to 4£. Attractive dividend yield of about 3.5%. Have just undertaken a merger, where they bought a bunch of assets in Central and Eastern Europe, which are growing at a much greater clip than the British assets.