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| PAST TOP PICK | 19.330 | Jeff Parent | (A Top Pick March 18/09. Up 43.16%.) | 2010-03-12 | |
| TOP PICK | 18.910 | Colin Stewart | One of the more attractive income trusts. Doing a great job of growing the media side of their business. Doesn’t think it will have to cut its distribution when it converts. It has a low payout ratio. | 2010-03-05 | |
| TOP PICK | 18.900 | Paul Gardner, CFA | You can sleep at night. This company keeps going up in down markets. They are recession resistant. Will stay as an income trust going forward because they have a lot of tax deductions. | 2010-02-24 | |
| HOLD | 19.090 | Michael Simpson, CFA | (Market Call Minute) 70% of theaters. Great market share. Doing well with Launch of 3D movies. Continues to hold. | 2010-02-23 | |
| TOP PICK | 19.090 | David Burrows | In the media space, the movie industry is doing particularly well. Cineplex are as good as they get in operating. They get about 80% of the revenue in Canada in the cinema business. Only paying out about 60% of what they get. They have tax pools that will protect the dividend when they convert. Not terribly economically sensitive. There is great growth in the business. 3D is really hitting home. | 2010-02-19 | |
| PAST TOP PICK | 18.130 | Ben Cheng | (Top Pick Apr 27/09, Up 30.32%) | 2010-02-12 | |
| BUY | 18.220 | Don Lato | Very nice yield at just under 8%. Expect they will maintain distributions that current levels after they had converted. | 2010-02-10 | |
| TOP PICK | 17.900 | Mike S. Newton, CIM FCSI | Have 75% market share. Cash flow is great. 7.5% yield. | 2010-02-02 | |
| BUY on WEAKNESS | 17.990 | Robert Lauzon | A bit expensive right now. Would try to buy in the $15-$16 range. | 2010-01-06 | |
| Comment | 17.980 | Norman Levine | Has had the benefit of Hollywood providing it with some very excellent product in the last year or two. 100% dependent on Hollywood. | 2009-12-23 | |
| TOP PICK | 17.760 | Rick Stuchberry | Has had a bit of a run up in the last few days so wouldn't chase it. Very low payout ratio. Entertainment seems to do fairly well in recessions. | 2009-12-10 | |
| WEAK BUY | 17.800 | Norman Levine | Box office revenues have been quite robust and near term outlook is quite good. 3-D movies are high margin. They make their money on concessions. They are a virtual monopoly and are priced that way. Downside is that they have no control over their product. Whatever Hollywood sends them they have to show. | 2009-12-08 | |
| BUY on WEAKNESS | 17.700 | Michele Robitaille | Very solid base. Box office has been very strong. Shifting towards digital and 3-D technology. Concessions have been strong. Media business is a great source of directed advertising. About $600 million in tax pools so well positioned for conversion. A little expensive. | 2009-11-25 | |
| TOP PICK | 16.630 | David Baskin | Makes money Movie tickets, refreshments and advertising. Looking for them to do very well on 3-D movies. Own a lot of real estate and will be sheltered from tax for 3 or 4 years when they convert to a corporation. About 60% payout. 7.6% distribution. | 2009-11-19 | |
| BUY | 16.970 | Rick Stuchberry | Their results have been good and he is looking at this. Low payout ratio. Distribution looks fairly safe. | 2009-11-12 | |
| BUY on WEAKNESS | 16.910 | Barry Schwarrtz | His favourite trust. Just reported a really good quarter. Firing on all cylinders. Distribution is consistent and stable and they've committed to paying this once they've converted to a corp. Excellent balance sheet. Try to buy in the $16 range. | 2009-11-10 | |
| BUY | 16.940 | Paul Harris, CFA | Have lots of losses to allow them to continue to pay out after conversion. Oligopoly in Canada in this business. It’s a growing business. The concession business has done well for them. Nice yield, well run. | 2009-11-03 | |
| TOP PICK | 17.050 | Christine Poole | With 130 theatres they are the largest operator in Canada. Recession resistant. Good management. Looking for alternative sources of revenue such as 3-D movies. 7.5% yield is very safe and at a low payout ratio. | 2009-10-15 | |
| TOP PICK | 15.700 | David Baskin | Movie concessions have 80% gross margins. 3D has some real potential for movie theatres. When it converts to a corporation in 2011, it has a tremendous amount of tax shelters because of all the real estate it owns. Distributing about half its cash flow so they have a big margin to raise their distribution. 8% distribution. | 2009-08-31 | |
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| TOP PICK | 16.000 | Paul Gardner, CFA | Good balance sheet. 60% payout ratio. Have tax losses for 3 or 4 years beyond 2011. Great management and cash flow. Growing EBITDA. Deploying new technology giving them a greater market share. 7.8% yield. | 2009-08-12 | |
| BUY | 16.230 | Michele Robitaille | Have had good earnings this year because the box office has been really strong. Also benefiting from strong concession revenues. | 2009-07-17 | |
| TOP PICK | 16.490 | Ben Cheng | Great management team. Benefited from a great slate of movies in the first half of 2009 with another strong slate coming in the 2nd half. People are returning to movies versus going on luxury vacations, buying new cars, etc. 7.6% yield should be safe. | 2009-07-13 | |
| TOP PICK | 15.730 | Paul Gardner, CFA | Very good balance sheet. Payout ratio is 58%. Almost a quasi-monopoly in the theatre space. Recession resistant. Margins on concessions and loyalty programs are helping the bottom line. | 2009-07-08 | |
| Comment | 15.750 | Norman Levine | Well run company. Just did a financing. He thinks the dividend is safe. The only problem he has with the industry is that they can't control the end product, the movies. Will do really well if a bunch of blockbusters comes along but if Hollywood produces a bunch of stinkers they won't do well. | 2009-06-08 | |
| TOP PICK | 15.750 | Paul Gardner, CFA | Cineplex theatres. In an economy like this they are recession resistant. Box office revenues went through the roof. Cheap form of entertainment. Spending a lot of money on 3 D's and new technology. Basically own the majority of theatres in Canada. Pristine balance sheet. Payout ratio of about 60% and 8% yield should be safe. $6 million of tax losses when they have to convert to a corporation. | 2009-06-08 | |
| BUY | 15.530 | Gavin Graham | (Market Call Minute.) Very well run company and paying a good yield. | 2009-06-04 | |
| TOP PICK | 14.590 | Paul Harris, CFA | 8.6% yield. Doesn't have to roll into a corporation because it has a lot of tax losses. Box office receipts are up 17% year-to-date. Concession growth has been fantastic. Media side has done pretty well with their loyalty programs. | 2009-05-28 | |
| TOP PICK | 14.570 | Michele Robitaille | Box office is up over 30% on a year-over-year basis. Concession revenue has also been strong. As the economy starts to recover they have a media business, which bodes really well in terms of growth. | 2009-05-22 | |
| TOP PICK | 14.810 | Ben Cheng | 8-1/2% yield, strong slate of movies this summer. | 2009-04-27 | |
| Comment | 14.100 | Michele Robitaille | The movie business has proved to be recession resistant. Very solid company and good management. Reasonable balance sheet. Low payout ratio at about 70%. Expecting good upside once the economy starts to turn. Have significant tax pools so doesn't expect them to be taxable immediately when they convert in 2011. | 2009-04-02 | |
| TOP PICK | 14.690 | Jeff Parent | Good yield of about 8.5%. If it got hit $12.50 he would exit. Good chance it will go up $1 or $2 from here. | 2009-03-18 | |
| TOP PICK | 13.640 | Michele Robitaille | Main box office business is relatively stable and recession resistant. Low payout ratio. Clean balance sheet. Strong management. Media advertising on screen is the growth engine and in this environment may be somewhat challenged by that today's price you have an option on the growth. Their loyalty program “Scene” allows advertisers to reach the 18 to 25 demographic. | 2009-02-03 | |
| TOP PICK | 13.040 | Beth Hamilton-Keen | Recession resistant. Great yield. Have about 60% of the business in Canada. | 2009-01-09 | |
| BUY | 13.370 | Michael Simpson, CFA | Feels that as people are inundated with bad news, “out of home” cheap entertainment will be popular. 3-D movies will be coming out in 2010. Good price. | 2008-11-20 | |
| TOP PICK | 13.060 | Bill MacLachlan | Controls 64% of Canada's movie screens. Pays 70% of its earnings out in distributions. Roughly 10% yield, which is sustainable. Have tax pools so that in 2010 they won't be taxed until several years after. | 2008-10-23 | |
| TOP PICK | 13.820 | Bill MacLachlan | It has tax pools so that when it converts it wont be taxed for some time, yield at over 9%, 70% of earnings pay distribution. Tremendous income oriented stock. | 2008-10-03 | |
| PAST TOP PICK | 15.400 | Michael Decter | (A Top Pick Nov 12/07. Down 13%.) In ad times, people go to more movies. Reliant on a few big blockbusters to fill the theatre. Likes that they are putting cultural things on the screen. Would probably sell at $17-$18. | 2008-09-23 | |
| PAST TOP PICK | 15.050 | Bruce Campbell | (A Top Pick July 30/07. Down 6%.) Sold this about 6 months ago. Would like to Buy it back at under $14. | 2008-08-18 | |
| PAST TOP PICK | 14.710 | Ben Cheng | (A Top Pick July 23/07. Down 4% total return.) Still likes and have been buying in the recent lows. Feels the movie going experience is a defensive play. The cine media side (commercials) has been growing quite substantially. Top-notch management team. | 2008-08-07 | |
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| PAST TOP PICK | 16.500 | Ben Cheng | (A Top Pick July 23/07. Up 2% including distributions.) Took some profits last fall. The go-forward slate of movies for them is quite strong. Good management. The major growth engine has been their advertising but overall advertising has been in a slump. | 2008-04-16 | |
| TOP PICK | 19.000 | Michael Decter | Box office numbers have been good. Demographics will increase the number of viewers. | 2007-11-12 | |
| TOP PICK | 18.100 | Patrick Kim | A lot of their revenues and cash flows come from concessions, which have high margins. What is very exciting is the ancillary services such as digital advertising (a 20% growth division for them.) | 2007-09-21 | |
| TOP PICK | 17.120 | Bruce Campbell | 7% yield, that he is looking on it as a total return basis. Making a lot of money on advertising. Very high margins on the popcorn. Looking for another dividend increase. | 2007-07-30 | |
| TOP PICK | 17.350 | Leslie Lundquist | Have about 2/3 of theatre assets in Canada. Controls about 83% of the on screen advertising market, so they have excellent bargaining power. | 2007-07-25 | |
| TOP PICK | 17.250 | Ben Cheng | Slate of movies for 2007 has been spectacular and attendance has gone back to 2004 levels. Expect this will continue into 2008. There will also be a digital rollout (versus reels of films), which is almost complete. Give them good flexibility in changing movies. | 2007-07-23 | |
| BUY | 17.000 | Norman Levine | Totally reliant on movies and the demand for popcorn. There are worries that the price increase in corn will work its way through. Profit margin on popcorn is so high it really doesn't matter. | 2007-07-18 | |
| BUY | 17.430 | Lesley Marks | Moving to the digital advertising models in the movies, which gives them huge margins. | 2007-06-26 | |
| TOP PICK | 17.630 | Ben Cheng | Strong movie attendance which he can see continuing. Expecting better long-term prospects than the market is giving credit for. Movie studios and producers have figured out that sequels make money. Can see 13 sequels coming up for the summer. | 2007-05-29 | |
| BUY | 16.680 | Sandy McIntyre | Have made a neat business out of on-screen advertising. | 2007-04-13 | |
| TOP PICK | 16.000 | Andrew Guy, CFA | Very strong in providing services and entertainment outlets for teenagers. Have grown their advertising business. | 2007-04-09 | |
| DON'T BUY | 13.530 | James Leung | Largest theatre chain in Canada. Have some concerns on the overall health of the entertainment/theatre industry. | 2006-06-30 | |
| DON'T BUY | 13.790 | Dean Orrico | Can't get too excited about this industry. You are a reliant on their movie releases which has too much volatility in it. Competitive. | 2006-06-23 | |
| PAST TOP PICK | 15.110 | Ben Cheng | (A Top Pick Feb 24/06. Down 2%.) Still likes. | 2006-05-19 | |
| TOP PICK | 15.850 | Ben Cheng | Acquisition of Famous Players is complete. Dividends should increase in spades. Company has strong management. Distributions should increase 10- 20 % in the next 12-24 months. | 2006-02-25 | |
| PAST TOP PICK | 14.670 | Ravi Sood | (A Top Pick Dec 9/05. No change.) Has one of the best CEO’s in Canada. Merger with Famous Players gives excellent synergies. Represents good value at its present price. | 2006-02-10 | |
| DON'T BUY | 13.250 | Dean Orrico | Generally, he has a policy of not investing in a trust that is in the entertainment sector. Thinks they will continually be challenged by the growth of home entertainment. | 2006-02-03 | |
| BUY | 14.000 | Patrick Kim | Quite bullish on this trust. Over the long term, it really will flourish under the income trust model because it has such great market share. They acquired Famous Players Theatres which gives them 70% of the market share and they will get good synergies from this. There should be a lot of revenue upside. Good long-term hold. | 2006-01-13 | |
| TOP PICK | 14.840 | Ravi Sood | (A Top Pick Oct 14/05. Up 6%.) Has one of the best management teams of anyone in Canada. Have a merger with Famous Players Canada. Huge synergy potential on both revenue and costs. Also have just come off a terrible year for movies and going into a great year. | 2005-12-09 | |
| PAST TOP PICK | 13.200 | David Baskin | (A Top Pick Sept 8/05. Down 18%.) This was picked before the government made their announcement on trusts. Had some good numbers, but the best is yet to come because we haven't seen the results of the Famous Players integration yet. Still likes. | 2005-11-08 | |
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| TOP PICK | 13.500 | Ravi Sood | Somewhat a contrarian call based on the poor box office in North America. Thinks this will turn around. Excellent assets. | 2005-10-14 | |
| TOP PICK | 15.820 | David Baskin | Kind of like the stock simply because everyone hates the movie business so much. Had some lousy quarters, but the 3rd and 4th quarters have always been good for movies. Recently completed their disposition to the competition tribunal and he thinks there are some better movies coming along. | 2005-09-08 | |
| HOLD | 14.900 | Leslie Lundquist | Has done very well since it became public. Not cheap. | 2005-01-10 | |
| BUY | 14.660 | Leslie Lundquist | 3rd quarter results were fine. 7.9% yield. Recently had some Strong Buy's by a couple of analysts. Not cheap, but a quality name. | 2004-11-17 | |
| WATCH | 12.650 | Leslie Lundquist | Have done very well. Interested in it, but wants to see it run for a bit longer. | 2004-10-07 | |
| DON'T BUY | 10.200 | Dean Orrico | Doesn't make sense as a trust since it doesn't have a sustainable cash flow. Not a fan of entertainment plays. | 2004-05-26 |
