Cinram

CRW.UN-T

0.00
0.00 (0.00%)
This company is not ACTIVE.

Analysis and Opinions about CRW.UN-T

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
April 28, 2008
(Market Call Minute.) Probably a value play but he would still avoid it. Technology is changing and they have a lot of CapX to spend.
Show full opinionHide full opinion
Cinram (CRW.UN-T)
April 28, 2008
(Market Call Minute.) Probably a value play but he would still avoid it. Technology is changing and they have a lot of CapX to spend.
SELL
SELL
February 26, 2008
(Market Call Minute.) Doesn't like the business.
Show full opinionHide full opinion
Cinram (CRW.UN-T)
February 26, 2008
(Market Call Minute.) Doesn't like the business.
DON'T BUY
DON'T BUY
December 27, 2007
Now trying to move into high definition DVDs. As always, there’s a transition point, which is painful for people who own the stock. The decline in DVD’s has not as yet been offset by a demand for high definition DVDs. Was also impacted by the stronger Cdn$.
Show full opinionHide full opinion
Cinram (CRW.UN-T)
December 27, 2007
Now trying to move into high definition DVDs. As always, there’s a transition point, which is painful for people who own the stock. The decline in DVD’s has not as yet been offset by a demand for high definition DVDs. Was also impacted by the stronger Cdn$.
DON'T BUY
DON'T BUY
November 8, 2007
No reason to own this one.
Show full opinionHide full opinion
Cinram (CRW.UN-T)
November 8, 2007
No reason to own this one.
HOLD
HOLD
October 19, 2007
DVD consumption is low. Distribution is not safe. History of the business, is that with each new technology (cassettes, cds, dvds) there is a good profit. This eventually dies down. It's at a hold now, because it's so cheap, someone will "just take it" or possibly take it private.
Show full opinionHide full opinion
Cinram (CRW.UN-T)
October 19, 2007
DVD consumption is low. Distribution is not safe. History of the business, is that with each new technology (cassettes, cds, dvds) there is a good profit. This eventually dies down. It's at a hold now, because it's so cheap, someone will "just take it" or possibly take it private.
DON'T BUY
DON'T BUY
October 10, 2007
The model price is $16.38, a negative 8% differential. In another couple of years, there will be a 30% tax on the distributions, so basically you are getting your own money back.
Show full opinionHide full opinion
Cinram (CRW.UN-T)
October 10, 2007
The model price is $16.38, a negative 8% differential. In another couple of years, there will be a 30% tax on the distributions, so basically you are getting your own money back.
HOLD
HOLD
September 26, 2007
Long time holder. The market is telling us that the distribution is unsustainable. Be happier if stock was trade at $30 with 10% yield, would say people had more confidence. There’s a big 4th quarter coming. History of successful transitions.
Show full opinionHide full opinion
Cinram (CRW.UN-T)
September 26, 2007
Long time holder. The market is telling us that the distribution is unsustainable. Be happier if stock was trade at $30 with 10% yield, would say people had more confidence. There’s a big 4th quarter coming. History of successful transitions.
WEAK BUY
WEAK BUY
September 21, 2007
Need to be very aggressive investor to hold position right now. People are worried about new technology. Definitely a decline in volumes they’re shipping. They want to be known as a logistics company. A transformation story. Not worth risk unless aggressive.
Show full opinionHide full opinion
Cinram (CRW.UN-T)
September 21, 2007
Need to be very aggressive investor to hold position right now. People are worried about new technology. Definitely a decline in volumes they’re shipping. They want to be known as a logistics company. A transformation story. Not worth risk unless aggressive.
COMMENT
COMMENT
September 5, 2007
Potentially interesting territory given the low price. The company is the last piece of the puzzle concerning production/screening of movies, the movement of movies into DVDs and DVD production and distribution. Given the extremely strong slate of recent
Show full opinionHide full opinion
Cinram (CRW.UN-T)
September 5, 2007
Potentially interesting territory given the low price. The company is the last piece of the puzzle concerning production/screening of movies, the movement of movies into DVDs and DVD production and distribution. Given the extremely strong slate of recent
PAST TOP PICK
PAST TOP PICK
August 23, 2007
(A Top Pick Aug 24/06. Down 19.8%.) Had ratty earnings last quarter but their peak quarter is the 4th when DVD sales tend to be at their highest. Yield is about 16%. Thinks the market was wrong on this one.
Show full opinionHide full opinion
Cinram (CRW.UN-T)
August 23, 2007
(A Top Pick Aug 24/06. Down 19.8%.) Had ratty earnings last quarter but their peak quarter is the 4th when DVD sales tend to be at their highest. Yield is about 16%. Thinks the market was wrong on this one.
DON'T BUY
DON'T BUY
August 13, 2007
This is a business that he doesn't know what it would look like 4 years from now. Entertainment content is in the midst of transition. Will there be a continual demand for DVDs and CDs, can the margins continue to be maintained or will excess capacity chop the margin.
Show full opinionHide full opinion
Cinram (CRW.UN-T)
August 13, 2007
This is a business that he doesn't know what it would look like 4 years from now. Entertainment content is in the midst of transition. Will there be a continual demand for DVDs and CDs, can the margins continue to be maintained or will excess capacity chop the margin.
DON'T BUY
DON'T BUY
July 9, 2007
Ultimately, the long-term trend is anti-DVD. That market is going to slowly disappear.
Show full opinionHide full opinion
Cinram (CRW.UN-T)
July 9, 2007
Ultimately, the long-term trend is anti-DVD. That market is going to slowly disappear.
TOP PICK
TOP PICK
June 19, 2007
Have a long history of transforming. Now manages the distribution channels around the world for a number of major studios. Now going to do this with Motorola to package cell phones and parts.
Show full opinionHide full opinion
Cinram (CRW.UN-T)
June 19, 2007
Have a long history of transforming. Now manages the distribution channels around the world for a number of major studios. Now going to do this with Motorola to package cell phones and parts.
BUY
BUY
May 14, 2007
Produces and duplicates DVDs, CDs, etc. A lot of people are concerned about how sustainable this business is. Last couple of earnings have been positive. Business is still resilient. Good track record of morphing and understanding trends.
Show full opinionHide full opinion
Cinram (CRW.UN-T)
May 14, 2007
Produces and duplicates DVDs, CDs, etc. A lot of people are concerned about how sustainable this business is. Last couple of earnings have been positive. Business is still resilient. Good track record of morphing and understanding trends.
TOP PICK
TOP PICK
April 9, 2007
Pays 15%. Just acquired a software company to take advantage of their distribution network. Feels it will be a takeover. Cash flow generation is attractive.
Show full opinionHide full opinion
Cinram (CRW.UN-T)
April 9, 2007
Pays 15%. Just acquired a software company to take advantage of their distribution network. Feels it will be a takeover. Cash flow generation is attractive.
Showing 1 to 15 of 165 entries