Continue to Ride the Trend Higher Our outlook remains bullish and the significant end-of-year rally that we have been expecting since mid-October is in full swing; continue to ride the trend higher. Our election day Compass report (11/5/24) was titled "Buy the Pullback," and last week's Compass (11/19/24) was similarly titled "Buy the Pullback Again" considering our expectation for support at the 20-day MAs on the Russell 2000 (IWM), S&P 500, and Nasdaq 100 (QQQ) with small- and mid-caps likely...
In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.
Summary Hilton Worldwide Holdings Inc - Company Profile and SWOT Analysis, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Hilton Worldwide Holdings Inc (HWHI) is a global hospitality company. It operates a chain of luxury and full-service hotels and resorts, extended-stay suites, and focused-service hotels. T...
Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.
Summary Marriott Vacations Worldwide Corp - Company Profile and SWOT Analysis, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Marriott Vacations Worldwide Corp (Marriott Vacations) develops, markets, sells, and manages vacation ownership, and related products for its customers. It also manages its resorts, re...
nVent Electric plc (NVT) has been rolling up the protected enclosure business to become a key vendor to the “electrification of everything” trend related to the modernization of American corporate infrastructure. Uniform Accounting highlights that the market is missing nVent's improving competitive position and its massive upcoming tailwinds, indicating equity upside. nVent is looking to become a one-stop shop for all types of enclosures, fastenings, and thermal management solutions for electr...
Wyndham Hotels & Resorts, Inc. (WH) currently trades near corporate but below historical averages relative to Uniform earnings, with a 22.6x Uniform P/E (Fwd. V/E'). At these levels, markets are pricing in expectations for Uniform ROA to improve to 112%, accompanied by 7% Uniform asset growth. Meanwhile, analysts expect Uniform ROA to expand to 132% in 2023, accompanied by 4% Uniform asset growth. If sustained going forward, these levels would imply a stock price closer to $58, representing a...
Risk Appetites Improving While we are not yet out of the woods, we are seeing several encouraging signals that indicate improving risk appetites. Additionally, we are starting to see improvement within the Consumer Discretionary (hotels/resorts, casinos, leisure, cruises), Transportation (airlines), and Materials (metals/mining) Sectors; the fact that more areas are becoming attractive (and not just Energy and Financials) is a step in the right direction for bulls. Risk-On Signals. We are seei...
In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.
The general evaluation of WYNDHAM HOTELS RESORTS (US), a company active in the Hotels industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 4 out of 4 possible stars while its market behaviour can be considered as moderately risky. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Slightly Positive. As of the analysis date August 27, 2021, the closing price was U...
Full Article at IIR has reaffirmed its Recommended rating for PIA after undertaking a review post the appointment of a new Portfolio Manager, Harding Loevner. The full report can be found on the IIR website. On 26 July 2021, Pengana International Equities Limited (PIA) announced a fully franked dividend of 1.35 cents per share for the June quarter. This represents an 8% increase on the March quarter dividend and takes the total dividends declared for FY21 of 5.1 cents per share, fully franked....
Current market expectations for EBAY are excessively pessimistic. Markets expect UAFRS-based (Uniform) ROA (ROA') to decline significantly going forward, even though ROA' has been remarkably stable since the company spun off the PayPal business in 2015. However, EBAY has robust economic moats in its core marketplace and successfully monetized its StubHub business at the optimal time and its classifieds businesses. It is the market leader with strong competitive advantages, which give reasons for...
Wyndham Hotels & Resorts, Inc. (WH:USA) currently trades above corporate averages relative to UAFRS-based (Uniform) earnings, with a 32.0x Uniform P/E. At these levels, the market has bullish expectations for the firm, but management may be concerned about room opening recovery, the Wyndham rewards loyalty program, and La Quinta performance Specifically, management may lack confidence in their ability to drive higher ROI for hotel owners, maximize the value they provide for franchisees, and sus...
ORLANDO, Fla. & DES MOINES, Iowa--(BUSINESS WIRE)-- (NYSE:WYND) and (NYSE:MDP) today announced that Wyndham Destinations has acquired the Travel + Leisure brand and all related assets from Meredith Corporation, combining the travel company’s portfolio of resort, membership, and lifestyle travel brands with the world’s most trusted travel lifestyle content curator and its travel clubs. This acquisition will accelerate Wyndham Destinations’ strategic plan to build on its leading position as the world’s largest vacation club and exchange company and expand into new leisure travel and licensing ...
Current market expectations for CVS are excessively pessimistic. Markets expect UAFRS-based (Uniform) ROA (ROA') to roll over to prior lows from 2010-2011. However, the company's fundamental strategy is likely to lead to continued ROA' expansion. CVS has been evolving into a full-service healthcare firm since their acquisition of Caremark in 2007, which led to initial ROA' expansion to 15%-17% levels. This was followed by continued investment in healthcare solutions and monetizing their data o...
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