Cinemark Holdings

CNK-N

NYSE:CNK

34.22
0.03 (0.09%)

Analysis and Opinions about CNK-N

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
November 21, 2018
(A Top Pick Sep 06/17, Up 18%) They are in the US with 30% of their revenue coming from Latin America. Their thesis was that the offering from Hollywood would improve in 2018. They offer the reclining chairs and adult beverages. He expects the fourth quarter to be tough. They are a good company and continues to hold it.
Cinemark Holdings (CNK-N)
November 21, 2018
(A Top Pick Sep 06/17, Up 18%) They are in the US with 30% of their revenue coming from Latin America. Their thesis was that the offering from Hollywood would improve in 2018. They offer the reclining chairs and adult beverages. He expects the fourth quarter to be tough. They are a good company and continues to hold it.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$37.120
Owned
Yes
TOP PICK
TOP PICK
September 7, 2017

It could just as easily have been CGX-T. CNK-N has assets in South America as well as the US. It trades at a lower multiple than CGX-T. We will get a better slate of movies for 2018. They are going into the luxury theaters. In Brazil you can raise your prices even when attendance is flat. It has a 3.4% yield and he thinks that is decent. They have the ability to grow and raise the dividend. (Analysts’ target: $44.00).

Cinemark Holdings (CNK-N)
September 7, 2017

It could just as easily have been CGX-T. CNK-N has assets in South America as well as the US. It trades at a lower multiple than CGX-T. We will get a better slate of movies for 2018. They are going into the luxury theaters. In Brazil you can raise your prices even when attendance is flat. It has a 3.4% yield and he thinks that is decent. They have the ability to grow and raise the dividend. (Analysts’ target: $44.00).

Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$32.290
Owned
Yes
TOP PICK
TOP PICK
July 13, 2017

* 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).



* 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
Price
$37.990
Owned
Yes
PAST TOP PICK
PAST TOP PICK
May 31, 2017

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

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

Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$39.570
Owned
Yes
TOP PICK
TOP PICK
February 22, 2017

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

Cinemark Holdings (CNK-N)
February 22, 2017

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

Jerome Hass
Portfolio Manager, Lightwater Partners
Price
$43.390
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 18, 2016

(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.

Cinemark Holdings (CNK-N)
October 18, 2016

(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.

Gordon Reid
President, GoodReid Investment Counsel
Price
$39.900
Owned
Yes
TOP PICK
TOP PICK
August 12, 2016

*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.

*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.

Jerome Hass
Portfolio Manager, Lightwater Partners
Price
$37.960
Owned
Yes
PAST TOP PICK
PAST TOP PICK
July 6, 2016

(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.

(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.

Jerome Hass
Portfolio Manager, Lightwater Partners
Price
$35.230
Owned
Yes
TOP PICK
TOP PICK
May 4, 2016

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%.

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%.

Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$35.050
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 18, 2015

(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.

Cinemark Holdings (CNK-N)
December 18, 2015

(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.

Keith Richards
Portfolio Manager, ValueTrend Wealth Management
Price
$32.430
Owned
Yes
WAIT
WAIT
December 15, 2015

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.

Cinemark Holdings (CNK-N)
December 15, 2015

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.

Brooke Thackray
Research Analyst, Horizons ETFs (Canada) Inc.
Price
$34.020
Owned
Unknown
TOP PICK
TOP PICK
November 19, 2015

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.

Cinemark Holdings (CNK-N)
November 19, 2015

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.

Keith Richards
Portfolio Manager, ValueTrend Wealth Management
Price
$35.340
Owned
Yes
TOP PICK
TOP PICK
November 4, 2015

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%.

Cinemark Holdings (CNK-N)
November 4, 2015

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%.

Gordon Reid
President, GoodReid Investment Counsel
Price
$35.560
Owned
Yes
TOP PICK
TOP PICK
July 8, 2015

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.



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.



Jerome Hass
Portfolio Manager, Lightwater Partners
Price
$40.700
Owned
Unknown
COMMENT
COMMENT
May 29, 2015

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.

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.

Jerome Hass
Portfolio Manager, Lightwater Partners
Price
$40.530
Owned
Yes
TOP PICK
TOP PICK
February 19, 2015

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.

Cinemark Holdings (CNK-N)
February 19, 2015

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.

James Dutkiewicz
Chief Inv Strategist & Sr. Portfolio Manager, Sentry Investments
Price
$42.140
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 11, 2012
(Top Pick Feb 16/11, Up 1.12%)
Cinemark Holdings (CNK-N)
January 11, 2012
(Top Pick Feb 16/11, Up 1.12%)
Andrew Hamlin
VP & Portfolio Manager, Aston Hill Financial
Price
$18.960
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
October 7, 2011
(A Top Pick Feb 16/11. Up 0.42%.)
(A Top Pick Feb 16/11. Up 0.42%.)
Andrew Hamlin
VP & Portfolio Manager, Aston Hill Financial
Price
$18.790
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 16, 2011
(A Top Pick Feb 16/11. Up 5.55%.) Sees very good growth in Latin America. Feels there are good growth opportunities in the cinema this year. Very respectable dividend.
(A Top Pick Feb 16/11. Up 5.55%.) Sees very good growth in Latin America. Feels there are good growth opportunities in the cinema this year. Very respectable dividend.
Andrew Hamlin
VP & Portfolio Manager, Aston Hill Financial
Price
$19.240
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
June 3, 2011
(A Top Pick Feb 16/11. Up 9.3%.) Movie chain in US and Brazil.
(A Top Pick Feb 16/11. Up 9.3%.) Movie chain in US and Brazil.
Andrew Hamlin
VP & Portfolio Manager, Aston Hill Financial
Price
$20.080
Owned
Yes
TOP PICK
TOP PICK
February 16, 2011
Cinema provider in the US and Latin America. 30% of earnings come from Latin America. Good dividend and very good growth opportunities. US has a big movie slate coming out this summer, which will drive some significant box office sales.
Cinemark Holdings (CNK-N)
February 16, 2011
Cinema provider in the US and Latin America. 30% of earnings come from Latin America. Good dividend and very good growth opportunities. US has a big movie slate coming out this summer, which will drive some significant box office sales.
Andrew Hamlin
VP & Portfolio Manager, Aston Hill Financial
Price
$19.310
Owned
Yes
TOP PICK
TOP PICK
November 10, 2010
2nd largest theatre chain in the US. 400 theatres and 5,000 screens. Growth industry. Digital and 3D are coming on, which are premium products for them. 4.6% dividend. Trading at about 13X next year’s earnings.
Cinemark Holdings (CNK-N)
November 10, 2010
2nd largest theatre chain in the US. 400 theatres and 5,000 screens. Growth industry. Digital and 3D are coming on, which are premium products for them. 4.6% dividend. Trading at about 13X next year’s earnings.
Gordon Reid
President, GoodReid Investment Counsel
Price
$18.420
Owned
Yes
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