Cineplex Inc (CGX.TO)

He likes the chart a lot. It has had a really big pull back. He added in September. It flagged as showing momentum. The dividend yield is really good now after the pullback. I forged a beautiful base. (Analysts’ price target is $36.70)

He is always worried about valuation. He is starting to review it again. They have to diversify beyond movies. He might look at it down the road.

It depends on the movies. The Rec Room with its amusement games and digital advertisiing now total 25-30% of their revenues, though the average spend on their (overpriced) popcorn continue to rise. If there are lousy movies, revenues go down. Good movies, higher revenues.

It hit an air pocket. Concerns about secular shifts away from movies, which is overdone. Good job at lowering costs. Modelling 20% growth for 2020 over 2019. Not as expensive as it used to be, nice dividend. He’s long this name. At 20x, have to be somewhat careful. Would buy on a pullback. Yield is just shy of 5% yield.

He owns it in personal accounts. It has struggled to prove to the investor community that it is intact. There was a negative secular trend recently. They still generate great revenues and profitability because of the increasing purchase when people go to their theaters. Their digital signage business is 10-15% of their revenues, coming from quick serve restaurant menus and other businesses that use their screens for advertizing or menus. The dividend is safe and attractive.

He likes the Management. It is a hit and miss type of business. It makes no sense that the stock is trading at $28. $33, $40 is ore reasonable. They are doing a great job at diversifying. He has been positive on this stock for a long time and has been wrong. Hopefully he is right now. (Analysts’ price target is $35.51)

It really struggled recently turning from a growth to value stock. It is cheap enough that it is interesting to him. Price momentum has improved more recently. (Analysts’ target: $35.36).

Doesn't pay much attention to it. Formed a base around $30, breaking a downtrend since mid-2017. High volatility and that'll continue. Unless these jitters settle down, it could test this summer's low.

She has been a long-term holder of the company. It is diversifying its revenue stream. Theater is currently about 75% of their revenues, but management expects that over time the other activities will account for about 2⁄3 of revenues. This will take time, and she is giving management time to execute on their strategy. Yield 5.4%.

Very strong management team. They are diversifying the business. One of the interesting things that is happening is that the cinema stocks had a bounced as Amazon.com (AMZN-Q) taking a position on Landmark Cinemas in the US. That sparked interest in the cinema stocks. (Analysts’ price target is $35.36)