In this clip from theMotley Fool Moneyradio show,Ron Gross, Simon Erickson, and Jason Moser share the stocks on their radar this week. For Ron, this is micro-cap specialty retailer Tilly's(NYSE: TLYS), while Simon has selected ski resort company Vail Resorts (NYSE: MTN), and the beer-and-wings sports bar Buffalo Wild Wings (NASDAQ: BWLD)is Jason's choice.
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The three guys also answer one question apiece from the man behind the glass, Steve Broido, about their chosen company. Listen to find out why these companies are interesting this week and which one in particular will pique Steve's interest.
A full transcript follows the video.
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This podcast was recorded on July 15, 2016.
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ChrisHill:Let's get to the stocks on our radar. We'll bring in our man, Steve Broido, from the other side of the glass to hit you with a question. Ron Gross, you're up first. What are you looking at this week?
RonGross:I've got a deep value radar stock,not a recommendation just yet. It's a $170 millionmicro-cap company calledTilly's. They'rea specialty retailer,West Coast-inspired apparel.I guess that means California-typeclothing. 226 stores, 32 states. Founderscontrol 83% of the company through a class B stock, sobe wary of that. But it's only two times EBITDA, one timestangible book value. Looks dirt cheap. Theproblem is special retail is a terrible business,no competitive advantage. So it may be cheap for a reason.I've got to figure that out.
Hill:The ticker symbol?
Hill:Steve,question about Tilly's?
Steve Broido:Give me some context, what does a $170 million market cap company look like compared to somebody likeNike?
Gross:It is literally a fraction,it's a blip on the radar.I don't have the market cap of Nike offthe top of my head, but it's multi,multi-billions, tens of billions of dollars. It's just a fleacompared to Nike.
Hill:Nike could probably shake their couches forpocket change and buy Tilly's.
Hill:Simon Erickson,what are you looking at?
Simon Erickson:Chris,I'm going with the company that is a great businesswith a very strong competitive advantage,Vail Resorts, ticker MTN. This is one of the best ski resorts. They own a lot of ski locations. It'spretty hard to replicate mountains, apparently.
Erickson:(laughs) Thecompany has been doing great. They've been increasing the number of ski visits and the price per daily ticketat the same time for several years. Theinteresting thing is the company hasalways looked pretty expensive, at least onmy analysis, but they have opened up a thing called Epic Discovery, which is opening themountains up in the summertimefor things like hiking and ziplining. So, there could be some unlocked value in that, we're taking a closer look in the MDP portfolio.
Hill:Steve, question about Vail resorts?
Broido:Did something change with skiing? It just seems like gravity plus slick things going down. What? What'sthe deal?
Hill:Where's the innovation, is that your question?
Broido:Yeah, what's the new thing?
Erickson:Well,Steve, that's a great question. You can do it nowin the summertime on a zip line which isnot actually grounded to the ground anymore.
Hill:There you go. Jason Moser, what are you looking at?
Moser:Sure. One thatI have on my watch list in MDP thatI'm kind of on the fence with right now,Buffalo Wild Wings, ticker is BWLD. Threw it on the watch list back in November. Stock is a little bit down since then, but I felt like it was rich at the point we added it there. Management has beenvery conservative with guidance. This has beena very difficult year. Thepositive same-store sales that we normally seewill not be coming back until probably the end of this year,beginning of next year.I think these guys may actually run into abuzzsawat some point, though, if they're not careful, as more sports take to more and more avenues of dissemination. All of these streaming deals are coming with social media now. That's really what has been Buffalo Wild Wings' bread and butter, so to speak.
It's trying to become more things. They'veoffered this new Fast Break lunch offering, which is a faster lunch experience.I'm not sure people really want to go there,sit down, eat, and just leave.I think it's more about the experience. Therecould be some problems there, butI'll be keeping an eye here on earningsin the next couple of weeks.
Broido:Do you findBuffalo Wild Wings comfortable? I've eaten there. It'sloud, there's televisions everywhere, it'svery frenetic --
Broido:I am an old man.
Moser:I don't disagree. I'm a codger myself, and yeah,I go there probably once every blue moon, andno, it's not comfortable. It's loud,it smells, and they've got beer and wings, which is fine. Butit's not a place where I would ever take my family.
Hill:Steve, three stocks. You got one you want to add to your watch list?
Broido:I'm going skiing, I'm going to Vail.
Chris Hill has no position in any stocks mentioned. Jason Moser owns shares of Nike. Ron Gross owns shares of Nike. Simon Erickson has no position in any stocks mentioned. Steve Broido has no position in any stocks mentioned. The Motley Fool owns shares of and recommends Buffalo Wild Wings and Nike. The Motley Fool recommends Vail Resorts. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.