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…
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…
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…
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…
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…
The Croods: A New Age hit theaters Wednesday and is exceeding expectations. Let’s take a look at some reactions from the weekend: Hollywood Reporter The…
Two pieces of news have dropped in the last week that overall improves the bull thesis for Cinemark, National CineMedia and IMAX. Both news items confirm…
Early Stock Talking readers may remember my $CHEF recommendation from a few months ago. At the time (April 12, when the stock was trading at $12…