Boyar Value Group Blog

Jonathan Boyar Discusses Uber, MSG Sports, Cooper, and Scotts Miracle-Gro on CNBC's Closing Bell Overtime

Written by Jonathan Boyar | Sep 4, 2026

Boyar Value Group President Jonathan Boyar joined Michael Santoli on CNBC's Closing Bell Overtime to discuss four companies he believes are undervalued with identifiable catalysts for capital apprecation. All four are featured in Fresh Looks 2026, our annual publication profiling companies in our coverage universe that warrant a "fresh look" due to a material change since we last profiled them.

    • Uber (UBER) – Why robotaxi fears have left one of the fastest-growing large-cap businesses trading at a discount to the S&P 500, and why Uber's autonomous-vehicle partnerships may turn that threat into an opportunity.
    • Madison Square Garden Sports (MSGS) – The planned separation of the Knicks and Rangers, a coming tax-law change, and why both could set up a sale of one or both franchises.
    • The Cooper Companies (COO) – Activist involvement, the ongoing strategic review of CooperSurgical, and why a sale would leave Cooper as the only pure-play contact lens company—which, in our opinion, would lead to multiple expansion.
    • The Scotts Miracle-Gro Company (SMG) – A leading lawn-and-garden franchise well off its pandemic-era highs, with the cannabis overhang removed, new leadership, and a ~7.5% free cash flow yield.


 

 

 

 

 

 

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