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Category: NCMI

CNKPosted onNovember 29, 2020January 30, 2021

Croods: A New Age is a win for movie theaters

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…

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CNKPosted onNovember 19, 2020January 30, 2021

Cinemark deal with Universal and WW1984 – more arrows in movie bull quiver ($CNK, $IMAX, $NCMI)

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…

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CNKPosted onNovember 10, 2020January 30, 2021

Long movies ($IMAX, $NCMI, $CNK) and hibernation mode

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…

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