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Edward Graham is Senior Analyst/Consultant at GALVIN ASSET MANAGEMENT (US) INC., previously responsible for all healthcare positions in the UBS U.S. Small Cap Funds. He has 13 years of buy-side experience in Healthcare with a specialty in Medical Devices and Biotech investing. While at UBS, he... More
  • IMAX Time to take profits? 0 comments
    Oct 21, 2009 12:03 PM | about stocks: IMAX

    Stock has hit momentum phase as it has crossed over the $10/share level.  Competition lacks quality...wife and kids are very disappointed by 3D movies that aren't Imax. 

    1. Distribution continues to grow.  Netherlands is the latest deal.

    2. Grabbing 10% of viewers on 145 screens and counting.

    3. China and India are coming with local content.

    4. Time to think about forcing production companies to pay for development. 

    5. Awesome line-up is building for 2010.

    6. Management need to EXECUTE!


    7. If they stopped growing, FCF would be very strong right now....will calculate after qrtr. is complete.

    Take profits at $13..hold the rest for a takeout at $16.

    I have been long Imax for over 3 years.  Doubled holdings in 2/2009.

    Themes: media Stocks: IMAX
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