Ian Shaffer
Hilton Worldwide Holdings
HLT-N
TOP PICK
Oct 17, 2016
They are splitting up before the end of the year into three separate companies: A REIT, Time share and hotels. His analysis sees this stock in the low $30s in a year just by unlocking value.
It will be choppy trading for another month for sure as we digest inflation, including services inflation--inflation is broadening out into other categories. Not enough attention is being paid to retail sales--which are up--and homes sales are also up nicely. We have to wait--nobody knows where inflation is going. She's a long-term investor. Companies that performed best during earnings season are the ones she likes: Expedia, Wynn, Hilton. Would consider AmEx, Coke, McDonald's--if you get them on sale, you can leg into them and see how it goes.
They are splitting up before the end of the year into three separate companies: A REIT, Time share and hotels. His analysis sees this stock in the low $30s in a year just by unlocking value.