Insights: Bullish Hotels & Resort Stocks
Actionable pullback opportunities within Hotels & Resorts; it's time to check in.We first began highlighting Group CD-20 Hotels & Resorts, Large/Mid-Cap in our 2/20/19 Compass, noting that the Group displayed bottoming price and RS and that it was a timely opportunity to add exposure. The Group has only improved since and, with this sustained price and RS improvement, we have been waiting for an attractive pullback opportunity in order to take advantage of what we believe is just the beginning of a much larger upside move. We believe that attractive pullback opportunity is now. In today's report we highlight four of our favorite setups within the Group -- add exposure. Stocks highlighted include: Marriott International (MAR), Hilton Worldwide (HLT), Wyndham Hotels & Resorts (WH), and Choice Hotels (CHH).
Choice Hotels International is a hotel franchisor. The company franchises lodging properties under the following proprietary brand names: Comfort Inn?, Comfort Suites?, Quality?, Clarion?, Clarion Pointe?, Sleep Inn?, Econo Lodge?, Rodeway Inn?, MainStay Suites?, Suburban Extended Stay Hotel?, WoodSpring Suites?, Cambria? Hotels, and Ascend Hotel Collection?. The company's primary segment is the hotel franchising business. The company's domestic franchising operations are conducted through direct franchising relationships while its international franchise operations are conducted through a combination of direct franchising and master franchising relationships.
Hilton Worldwide Holdings is a holding company. Through its subsidiaries, the company is engaged in hospitality with operations organized in two operating segments: management and franchise, which includes all of the hotels the company manages for third-party owners, as well as all franchised hotels operated or managed by someone other than the company; and Ownership, which includes hotels that the company owned or leased or that are owned or leased by entities in which the company owns a noncontrolling financial interest. Hilton Honors is the company's guest loyalty program that rewards guests with points for each stay at nearly all of its properties, which are then redeemable for free nights and other goods and services.
Marriott International is a worldwide operator, franchisor, and licensor of hotel, residential and timeshare properties under various brand names at different price and service points. The company has operations in the following reportable business segments: North American Full-Service, which includes the company's Luxury and Premium properties located in United States and Canada; North American Limited-Service, which includes the company's Select properties located in United States and Canada; and Asia Pacific, which includes all properties in the company's Asia Pacific region.
Wyndham Hotels & Resorts is a hotel franchisor, licensing its hotel brands to hotel owners around the world. The company operates in the following segments: Hotel franchising, which licenses the company's lodging brands and provides related services to third-party hotel owners and others; and Hotel management, which provides hotel management services for full-service and limited-service hotels as well as several hotels that are owned by the company
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Our process begins by organizing all actively traded stocks into coherent sectors, then into logical industry groups. We then apply our proprietary relative strength tools to identify developing price trends. Once attractive trends are identified within a selected sectors or groups, we screen for individual stocks which we believe offer the best risk/reward profile. Vermilion offers U.S. and global equity market research products. Vermilion’s research team, which has received numerous awards and accolades, has a combined 70 year of experience in the analysis of investment securities.
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