National CineMedia, Inc.

  • Billionaire Steve Cohen’s SAC Has Been Buying This Advertising Stock

    By Meena Krishnamsetty - June 27, 2013 | Tickers: CBS, CCO, LAMR, NCMI, VCI

    A 13G filed with the SEC has disclosed that billionaire Steve Cohen’s SAC Capital Advisors owns 4.2 million shares of Lamar Advertising (NASDAQ: LAMR), giving the fund a 5.3% stake in the $4.1 billion market cap outdoor advertising company with a primary focus on billboard advertising. We track SAC’s quarterly 13F filings alongside those of hundreds of other hedge funds as part of our work more »

  • Can You Make Money in This 'Dying' Industry?

    By Michael Russell - June 4, 2013 | Tickers: CKEC, CNK, NCMI, RGC

    The cinema industry is dead. In the mass media, such articles have become commonplace. Some articles blame the lack of creativity of filmmakers. Others note premium video-on-demand services and distributors tinkering with release windows. But concerns about the death of cinemas are much overstated. Carmike Cinemas (NASDAQ: CKEC) offers a great way to exploit this pessimism.

    The first thing to note when looking at this industry is that although attendance more »

  • The Advertising Stock You Shouldn't Overlook

    By Mark Lin - May 6, 2013 | Tickers: CNK, NCMI, RGC

    In today’s world of declining attention spans, companies are increasingly turning to cinema advertisements to reach out to consumers. National CineMedia (NASDAQ: NCMI), which makes money by selling advertisements in North America’s largest in-theater digital network, is the prime beneficiary of this trend.

    However, much of the expected growth in cinema advertising is already factored into the stock price with National CineMedia trading at a forward P/E more »

  • SWOT Analysis of National CineMedia

    By Eric Novinson - April 22, 2013 | Tickers: CNK, NCMI, RGC

    National Cinemedia (NASDAQ: NCMI) sells the ads that show up on movie theater screens. This business model limits National's operating costs because the movie theaters pay for much of the necessary equipment, which allows this advertising company to pay out large dividends. National Cinemedia has a symbiotic relationship with the movie theaters themselves. Three major movie theater chains, AMC, Cinemark, (NYSE: CNK) and Regal, (NYSE: RGC), created National Cinemedia more »

  • Top 5 Advertising Companies Loved by Hedge Funds

    By Meena Krishnamsetty - January 30, 2013 | Tickers: FMCN.DL, LAMR, NCMI, OMC, IPG

    Hedge fund activity is an essential indicator for individual investors to follow. On an aggregate level, the smart money’s sentiment can be used as a screening technique to determine which stocks are the best investments in a particular industry. At Insider Monkey, our empirical research shows that individuals who mimic hedge funds can beat the market by double-digits annually (see the details of our market-beating strategy here).

    S&P more »

  • Let’s Go To the Movies

    By Steve Van - November 29, 2012 | Tickers: CKEC, CNK, IMAX, NCMI, RGC | Editor's Choice

    As we enter the busy movie release period during this holiday season, now is a good time to take a look at some of the movie theater operators and other investment ideas related to the slew of films coming our way in the next 60 days. The North American cinema business is dominated by theater owners Regal Entertainment Group (NYSE: RGC), AMC Entertainment, which is owned by a private Chinese more »

  • Make Room for More Income Stocks

    By Gerelyn Terzo - October 11, 2012 | Tickers: IMAX, NCMI, RGC

    Now that the International Monetary Fund (IMF) has set the tone for the global economy for the remainder of the year, the uncertainty that Americans have been feeling about their financial futures has just been escalated. With the threat of another recession looming, perhaps now is a good time to revert to some cost-saving behaviors that were the default several years ago -- such as postponing luxurious travel destinations in favor more »