The YouTuber recommends Hasbro due to its turnaround in digital gaming, maintained full-year outlook, and upcoming catalysts like Marvel and Transformers movie releases. Shares are trading at a significant discount to historical PE ratios, suggesting substantial upside potential back to historical valuations.
“shares trade for just 14 times this year's expected earnings versus a five-year average closer to 37 times PE now even if it makes it back to maybe a 20 times p e ratio and on 2024 earnings of five dollars a share that's a hundred dollar stock price for a 61 return on top of the dividend”