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cover of episode The Stock of the Summer

The Stock of the Summer

2025/6/3
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Motley Fool Money
AI Deep Dive AI Chapters Transcript
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J
Jason Hall
M
Matt Frankel
Topics
Jason Hall: 我认为EPR Properties是今年夏天最热门的股票。首先，EPR是美国最大的影院所有者，而且影院票房收入也在增长，这为EPR带来了直接的收益。其次，EPR也是体验式地产的最大的所有者和管理者之一，拥有多元化的资产组合，包括圣莫尼卡码头等标志性资产。最后，EPR的估值具有吸引力，股息率超过6%，并且股息处于增长模式，这使其成为一个有吸引力的投资选择。 Matt Frankel: 我赞同Jason的观点，EPR Properties确实是一家值得关注的公司。特别是他们与Regal达成的租赁协议中包含了业绩分成，这意味着如果票房收入增加，EPR可以获得更多的租金收入，这使得EPR的收益与影院的成功直接相关。

Deep Dive

Chapters
Jason and Matt discuss their top stock picks for the summer. Jason chooses EPR Properties, highlighting its diverse portfolio of experiential assets and growth potential. Matt opts for AMD, emphasizing its strong performance in gaming processors and data center revenue growth.
  • EPR Properties is America's largest theater owner and a major player in experiential properties.
  • AMD's gaming processors outperform Nvidia's, and its data center revenue is growing rapidly.
  • Both stocks offer growth potential and attractive valuations.

Shownotes Transcript

Which stock will have the best ice cream and beach season?

(00:21) Anand Chokkavelu, Jason Hall, and Matt Frankel discuss:

  • Jason’s and Matt’s picks for the stock of the summer.

  • “News or Noise” with Dollar General, Disney, and Meta.

  • “Buy, Sell, or Meh” with the same three companies.

Companies discussed: EPR, AMD, SNOW, DIS, META

Build your Range Rover Sport at www.rangerover.com/us/sport)

Host: Anand Chokkavelu

Guests: Jason Hall, Matt Frankel

Engineer: Dan Boyd

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