The balance sheet isn't great, but it looks good enough to survive the COVID-19 crisis. If Cineplex survives the crisis (and I think it will), the firm could benefit from a post-pandemic discretionary spending boom. And next thing you know, Cineplex will be back to investing in its amusements and entertainment businesses (think Rec Room, Topgolf, and Playdium) — the real reason to own the stock for the long haul.