The analyst highly recommends Vail Resorts, citing its strong moat as a controller of premier ski and mountain properties globally. He notes the stock has become attractive after a 55% drop from late 2021, now trading at about 20 times earnings with a 5.9% dividend yield, offering a solid business with growth potential.
“And now you're getting a wide mold business for about 20 times earnings and a really solid dividend yield of 5.9%.”