Opinions
Barry Schwartz
Hilton Worldwide Holdings
HLT-N
BUY
Jun 07, 2024
$201.920
Stock price when the opinion was issued
0
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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.
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He'd rather own businesses hurt during pandemic, but are better today. Cruising business is tough. He'd rather own a BKNG, ABNB, MAR or HLT.