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5i Recent Questions
- Cineplex Inc. (CGX)
- Cinemark Holdings Inc Inc. (CNK)
- AMC Entertainment Holdings Inc. Class A (AMC)
- Imax Corporation (IMAX)
Q: Have your opinions changed on the status of these companies since your responses in early August and if I wanted to take a speculative position, how would you rank these companies in order of preference.
- Cineplex Inc. (CGX)
- Cinemark Holdings Inc Inc. (CNK)
- AMC Entertainment Holdings Inc. Class A (AMC)
- Imax Corporation (IMAX)
Q: Thinking about taking a position in one of the following companies, given studios can now own movie theatres after Paramount Consent Decrees of 1948 have been removed. I have a 3-5 year horizon and think people will eventually come out of hiding ; ) Also, if there is another company (entertainment) that has been recently beaten-up that you prefer, please let me know.
Q: Today's drop in Cineplex suggests that the market was underwhelmed by the increased business with Cinemark in the US reported yesterday. Have you any idea why this would be so? It seems to me to add to their attempt at further diversification in the entertainment business.
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