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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: yard_man who wrote (27535)4/20/1998 10:13:00 AM
From: Knighty Tin  Respond to of 132070
 
Tipoff, My favorite is Hilton. At 35 times eps, you can pretty much guarantee it will not grow at its pe ratio even in good times. If bad times come, it won't grow at all. MGM is very vulnerable, but the market is not giving it a huge multiple. I've played it in the past and consider it a one-trick pony, but at 18 times, it isn't my favorite. Mirage at 21 times is overpriced, but they are the smartest in the business. Circus is usually the growth with value play in the group, but they are now totally a commodity co. If LV does not keep getting record #s of visitors, they are out of it.
Anything with Trump in its name is a certain bankruptcy, but it is already priced with that reality in mind.

MB