Cineplex Inc (CGX.TO)

Was a holder but divested some time ago and clearly the chart shows he did the right thing but a bit early. Is on the sidelines because it is 23 times earnings so is expensive. Management has done the right things. Would find it attractive at $30.

Diversified away from traditional movie theatres. There are neat drivers behind them. The Hobbit, Hunger Games. First installments were pretty popular. Concession stands are where they make all the money. He is not buying here but it will probably do well for you over the long term. Would be more attractive on a 10-15% pullback but he doesn’t think you will get it.

One of the best managed companies in Canada. Very nice dividend yield. They can excel in managing the business both strategically and financially. Operate a solid business in a difficult business. Made some great acquisitions both within their business and diversifying outside as well. Feels they have a great, long-term strategic vision in combining some of these various businesses into the basic entertainment vehicle that they have.

4% yield with ability to grow. Longer term growth situation. Virtual monopoly.

Announced they are going to acquire the Empire Theatres, which essentially makes them the biggest monopoly theatre company in North America. Great business. Thinks this is going to be a great year for the movies.

Used to own it. Sold recently. Well run company with huge market share. It is a hit-driven business. They did a great job of increasing prices. Thinks it is fully valued. Dividend is safe.

(A Top Pick Feb 19/13. Up 2.42%.) Had a kind of weak last quarter because the movie slate wasn’t so exciting. Increased their dividend last quarter. If you are worried about the market, this is a great holding in terms of cash flow.

Earnings were little bit light on this company last quarter. Had some outperformance on box office revenue and concession revenue but attendance was a little bit light. Dividend is secure. There are some big blockbusters coming out this summer.

Have owned stock, and made some gains, is it time to switch out? Yes, he did that as well. It's a good stock and has had good yield and stable cash flow. Is now a bit expensive. There are better options.

Has done a good job growing the concession side of the business. This year has been a poor year for movies. Thinks it is expensive now.

Extremely well managed company. One of the best management teams. As long as there are good movies coming out they will do well. Doesn't think the stock will be moving up from here, but the dividend is safe, and worth holding for the long run.

Has a lot of admiration for this company. Really solid company. Feels the stock is a little bit ahead of itself at this time.

A huge fan of this company. At a 52-week high which kind of concerns him, but it literally just keeps going up. The last 6 months box office has not been terrific which is an industry problem, not a Cineplex problem. However, there are some really big names coming in and people are going to pay extra money to see them in Cineplexes. They are also competing with Netflix with their ultraviolet program. Very well managed company. Almost 4% dividend yield.

Have a monopoly in the business. They have done a great job. They have been able to push up prices. You are going into a very good season now. It will definitely have a good year with the blockbusters coming. Great yield 4%.

(Market Call Minute.) Has had a very good run. Movies in the last quarter were not big draws which could affect short-term earnings which could give you a better chance to buy the stock.