Motley Fool Money The Public Company Hiding In Plain Sight
Apr 12, 2023
Jim Gillies, a senior analyst at Motley Fool, shares his insights on MTY Food Group's impressive earnings and its strong franchise model, which positions it as a promising investment. He also highlights his curiosity about Medpace Holdings ahead of its earnings report. Deidre Woollard, a real estate expert, discusses the looming 'Wall of Debt' impacting commercial real estate, the challenges of refinancing, and shifts in tenancy patterns. Both guests explore resilient sectors like industrial and multifamily properties, revealing hidden opportunities for savvy investors.
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MTY's Brand Portfolio
- MTY Food Group owns a diverse portfolio of restaurant brands, including Wetzel's Pretzels, Famous Dave's BBQ, and Cold Stone Creamery.
- They acquired Baja Fresh for $30 million, 90% less than what Wendy's previously paid.
MTY Food Group Undervalued
- MTY Food Group is undervalued due to its high-margin franchisor model and consistent cash flow.
- The company's steady growth and dividend payouts make it attractive for long-term returns.
Medpace Holdings: A Potential Investment
- Jim Gillies is interested in Medpace Holdings (MEDP), a contract research organization.
- Despite a recent stock dip, he believes the company's consistent performance and undervalued status make it a good investment.