Diving Into Hospitality
Motley Fool Hidden Gems Investing
The Motley Fool
4.3 • 3.1K Ratings
🗓️ 7 May 2022
⏱️ 26 minutes
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Summary
Transcript
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| 0:00.0 | A lot of these hotel reats and hospitality companies aren't necessarily trading for extreme |
| 0:05.1 | valuations. |
| 0:06.1 | They're still beaten down. |
| 0:07.1 | A lot of them have, you know, they slash their dividend a couple of years ago and not brought |
| 0:10.8 | that dividend back and can kind of be had for pretty reasonable valuations. |
| 0:15.6 | And then you're talking about maybe having record results in the second half of this year. |
| 0:20.3 | So maybe I'm bearing the lead here, but I do think maybe the overall theme of this conversation |
| 0:25.3 | we're having is that there's probably opportunities for investors in the industry. |
| 0:33.9 | I'm Chris Hill and that was Matt Argersinger, lead investor from Million Acres, the Motley |
| 0:38.7 | Fools real estate investing service. |
| 0:41.3 | On today's show, we're diving into hospitality. |
| 0:44.6 | Deidre Woolard talks with Matt about the travel trends that are surging back and the companies |
| 0:49.2 | that may stand to benefit. |
| 0:51.1 | They also discuss how resorts are recovering and why the future for business travel is a mixed |
| 0:56.3 | bag. |
| 0:57.3 | I don't know about you, Matt, but I feel like all my friends are going somewhere really |
| 1:05.5 | exciting this year. |
| 1:06.7 | What are you seeing? |
| 1:07.7 | Well, I am also going somewhere really exciting. |
| 1:10.0 | Deidre, I am going to Europe myself to do some hiking around Mount Blanc in Switzerland, |
| 1:17.9 | Italy and France. |
| 1:19.4 | So yes, people are traveling, including me, including your friends. |
... |
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