六旗能扭转,但得非常有耐心
激进投资者 Jana 联合橄榄球明星特拉维斯·凯尔斯买下六旗约 9% 的股份。Cramer 认为六旗面临低收入消费者减少开支、恶劣天气停园、新过山车多次故障、新项目延期等问题,与 Cedar Point 合并一年多后客流也没明显改善。扭转需要清理资产负债表、可能关闭表现差的乐园;Jana 支持新 CEO、油价下跌让他稍感乐观,但除非很有耐心,否则别冒险。
While Six Flags' new management should be able to turn things around with some help from Jana Partners and Travis Kelce, I wouldn't stick your neck out in this one unless you're willing to be incredibly patient, because it's going to take a while,