Mark Yagalla
Gold, currencies, macro, commodities

National CineMedia Is A National Play On Advertising With Downside Protection

Executive summary:

  • The recent drop in shares of National CineMedia is a great buying opportunity for income and long-term investors.
  • Shares still have yet to return to the highs seen after its IPO in 2007.
  • Look for the company to increase not only its mix of national advertisers, but also local advertisers, which is its fastest-growing segment.
  • The company's expansion into online and mobile is helping the company bundle its services and provide added value to advertisers.
  • National CineMedia benefits from its affiliation with the largest theatre operators - AMC Entertainment, Cinemark and Regal.


Shares of National CineMedia (NASDAQ:NCMI) took a beating last week after issuing guidance for 2014 below many analysts expectations. The stock is already...

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