Barry Schwartz
MTN Group
MTN-JSE
PAST TOP PICK
Apr 23, 2018
(A Past Top Pick on April 17, 2017, Up 26%) It was a bad year for skiing with lousy conditions like Lake Tahoe, but management was amazing. They sold a lot of subscriptions the prior year, raised ticket prices, and have been acquiring more resorts. They are wisely installing waterparks and slides to keep business going after winter
(Johannesburg stock exchange.)Old incumbent telecom in South Africa and now offers wireless services throughout the continent and the middle east. Attractive dividend yield of 3.6%. Strong growth rate. Good balance sheet.
(Top Pick Jun 13/11, Up 2.45%) Sold 3 weeks ago. One of the few areas of the world where there is still growth but falling cap-x reduced prospects for growth.
Likes the ski business. It doesn't provide great growth but has great pricing power and charges for ancillary services. Vail owns some of the best locations and continues to make acquisitions, recently one in Italy. It is building more outside North America where it is already a premier operator.
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(A Past Top Pick on April 17, 2017, Up 26%) It was a bad year for skiing with lousy conditions like Lake Tahoe, but management was amazing. They sold a lot of subscriptions the prior year, raised ticket prices, and have been acquiring more resorts. They are wisely installing waterparks and slides to keep business going after winter