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Category: NCMI

NCMIPosted onNovember 11, 2021November 11, 2021

NCMI – patience required and lessons learned

Despite the increase in network attendance, in-theater advertising revenue for the third quarter of 2021 remained significantly below historical levels… While the Company’s third quarter advertising…

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CNKPosted onOctober 2, 2021October 2, 2021

Hold on to your hats, October is about to be the best box office month in a long time

It absolutely is a turning point, Michael. And I think that — I think you use Labor Day as the day, but I think you…

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MSOSPosted onSeptember 11, 2021September 19, 2021

Portfolio updates (September 2021)

It has been a while since I updated you as the day job has been crazy recently. My portfolio has stayed mostly the same and…

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CNKPosted onAugust 6, 2021August 6, 2021

Cinemark 10-Q contains NCMI results

Quick Stock Talking note today – hidden in Cinemark’s Q2 2021 10-Q is actually NCMI’s 2Q revenue, operating and net income results: You can see this…

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NCMIPosted onAugust 1, 2021August 1, 2021

Q2 2021 earnings – fade the bold macro calls

Charlie and I never spend a day talking about macro. Warren Buffett I spent a good chunk of Saturday catching up on Q2 earnings and…

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NCMIPosted onJune 27, 2021June 27, 2021

F9 is biggest victory yet for return of movies ($NCMI)

Say it with me again – movies are back. Back as in as big as 2019. Bigger depending on what you want to comp Fast and…

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NCMIPosted onMay 31, 2021May 31, 2021

Movies are really back – NCMI risk-reward is excellent

It’s official – movies have returned to 2019 box office levels. Let’s go to Deadline for all the news from Memorial Day Weekend: Any major…

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NCMIPosted onMay 11, 2021May 11, 2021

Why NCMI’s terrible quarter allows you to buy the stock cheap

NCMI reported Q1 earnings after bell yesterday and the numbers look bad. I’m going to tell you why I’m not concerned with the print even if the…

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CNKPosted onApril 5, 2021April 5, 2021

Movies are back – Godzilla v. Kong wins the weekend

When I first started writing about movies and investing in $CNK, $IMAX and $NCMI, there was no definitive proof post-pandemic that US consumers were willing…

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CNKPosted onDecember 28, 2020January 30, 2021

Thesis for theaters stays strong as WW1984 posts best pandemic era weekend ever

WW1984 (released Friday (Christmas)) posted a $16.7mm opening weekend, the best ever for a pandemic era movie. Expectations for this movie were all over the place. This…

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