Air Lease Corp (AL) & Ryman Hospitality Properties Inc (RHP) Among Bernard Selz’s Top Small-Cap Stock Picks

Another one of Selz’s small-cap picks is Ryman Hospitality Properties Inc (NYSE:RHP). The investor owns 365,400 shares of the company, up by more than 55% over the quarter, the value of the stake amounting to $22.26 million. In April, Ryman Hospitality Properties’ stock witnessed a significant decline in short interest to around 1.71 million shares, down by 41% during the month. This trend comes after Citigroup raised its price target on the stock to $60.00 in March, with a ‘Neutral’ rating and Zacks upgraded it to ‘Outperform’ from ‘Neutral’. Moreover, in the first three months of 2015, the stock of Ryman Hospitality Properties Inc (NYSE:RHP) jumped by over 16%. A few days ago Ryman Hospitality Properties Inc (NYSE:RHP) entered into oversold territory and it creates a good opportunity for investors to capture a high yield. Other hedge funds with big positions in Ryman Hospitality Properties Inc (NYSE:RHP) are Hirzel Capital Management with 1.54 million shares and Greenwood Investments with 176,230 shares as of the end of 2014.

Sinclair Broadcast Group Inc (NASDAQ:SBGI) is also one of Selz’s largest positions represented by a small-cap company. As of the end of March, Selz holds a $21.53 million stake in the $2.90 billion television broadcasting company, which contains 685,400 shares. The stake witnessed one of the largest increases in the fund’s 13F portfolio, as Selz added 575,400 shares during the first three months of 2015. Sinclair Broadcast Group Inc (NASDAQ:SBGI) will announce its quarterly earnings results today and analysts are forecasting earnings of $0.12 per share and revenue around $503.67 million for the first quarter. For the first quarter of 2014, Sinclair Broadcast Group Inc (NASDAQ:SBGI) posted revenue of $413 million and earnings of $0.27 per share. One of the billionaires with a long position in Sinclair Broadcast Group Inc (NASDAQ:SBGI) is Larry Robbins, whose fund Glenview Capital owns 2.63 million shares as of the end of last year. Moreover, Steven Cohen’s Point72 Asset Management initiated a stake during the fourth quarter of last year with 960,100 shares.

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