Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
January 7, 2019
Betting on no recession, and folks are going to travel. Vail has collected some of the best resorts. They spend money acquiring assets, or improving the customer experience of company operations. Generates a lot of free cash. Seriously undervalued. Yield is 2.7%. (Analysts’ price target is $286.88)
Vail Resorts Inc (MTN-N)
January 7, 2019
Betting on no recession, and folks are going to travel. Vail has collected some of the best resorts. They spend money acquiring assets, or improving the customer experience of company operations. Generates a lot of free cash. Seriously undervalued. Yield is 2.7%. (Analysts’ price target is $286.88)
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$218.690
Owned
Yes
TOP PICK
TOP PICK
January 7, 2019
They no longer want to own the hotel, they want to own the franchise and collect the royalties. In 3-5 years, they'll be 100% there. Has some of the best real estate and at a cheaper valuation than Marriott. Yield is 0.9%. (Analysts’ price target is $80.30)
Hyatt Hotels (H-N)
January 7, 2019
They no longer want to own the hotel, they want to own the franchise and collect the royalties. In 3-5 years, they'll be 100% there. Has some of the best real estate and at a cheaper valuation than Marriott. Yield is 0.9%. (Analysts’ price target is $80.30)
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$67.610
Owned
Yes
TOP PICK
TOP PICK
January 7, 2019
Things are about to change. Launching streaming service, spending billions on parks, integrate Fox purchase. Hoping market will understand and be patient with them. Won't turn a profit on streaming for 5 years, but content will be great and it's a must-own. Yield is 1.6%. (Analysts’ price target is $125.57)
Walt Disney (DIS-N)
January 7, 2019
Things are about to change. Launching streaming service, spending billions on parks, integrate Fox purchase. Hoping market will understand and be patient with them. Won't turn a profit on streaming for 5 years, but content will be great and it's a must-own. Yield is 1.6%. (Analysts’ price target is $125.57)
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$110.560
Owned
Yes