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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

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Jason Hall
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Matt Frankel
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Jason Hall: 我认为EPR Properties是今年夏天最热的股票。首先,EPR是美国最大的电影院所有者,而且电影票房也在不断增长。更重要的是,EPR在体验式地产方面也有很大的发展潜力,包括圣莫尼卡码头、娱乐场所、赌场、水上乐园等等。即使不包括电影院,体验式地产也是一个价值1000亿美元的市场。最后,EPR的股息收益率超过6%,对于投资者来说非常有吸引力。 Matt Frankel: 我也很喜欢EPR Properties,它与Regal的租赁协议中包含了业绩分成,这意味着票房收入越高,EPR获得的租金就越多。这使得EPR在电影市场的复苏中受益。

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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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