Conditional Buy Opportunity on Vail Resorts for Attractive Dividend Yield

16 days ago

"Good day fellow investors. A stock that has done terribly over the last few years is Veil Resorts. The ski resort stocks. Let's look at the business, the financial, the value, the quadrant, and whether it fits maybe your portfolio. So for 141 for the stock price just on that expecting the dividend to grow a little bit over time to be at a yield of 5% over time and perhaps there will be two good years of snow and skiing and it will be trendy again and then you can also maybe get capital gain but we are close to a 9% likely return from the stock if we are more exuberant and they managed to grow the dividend 5% over the years. For my personal portfolio I would need it to be another 30 40% down to consider and diversified. If it goes down 20%, I might consider it good yield, good business over time."

The speaker discusses Vail Resorts, noting the company has faced challenges over recent years but offers an attractive dividend yield of around 5%. He calculates a fair value near $141 based on dividend growth assumptions and a potential total return close to 9% if conditions, including improved snowfall and dividend growth, materialize. However, he remains cautious and indicates he would only consider buying if the stock drops around 20%.

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