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Dave Nicoski ...
  • Ross LaDuke
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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).
Underlyings
Choice Hotels International Inc.

Choice Hotels International is a hotel franchisor. The company franchises lodging properties under the following brand names: Comfort Inn?, Comfort Suites?, Quality?, Clarion?, Sleep Inn?, Econo Lodge?, Rodeway Inn?, MainStay Suites?, Suburban Extended Stay Hotel?, Cambria? hotels and suites, and Ascend Hotel Collection?. SkyTouch Technology (SkyTouch) is a division of the company that develops and markets cloud-based technology products to the hotel industry including inventory management, pricing and connectivity to third party channels to hoteliers not under franchise agreements with the company SkyTouch sells, manages, and supports a cloud-based property management system, known as SkyTouch Hotel OS?.

Hilton Worldwide

Hilton is a holding company. Through its subsidiaries, the company was a hospitality company. The company's brand portfolio includes its luxury and lifestyle hotel brands, Waldorf Astoria Hotels & Resorts, LXR Hotels & Resorts, Conrad Hotels & Resorts and Canopy by Hilton; its full service hotel brands, Hilton Hotels & Resorts, Curio Collection by Hilton, DoubleTree by Hilton, Tapestry Collection by Hilton and Embassy Suites by Hilton; its service hotel brands, Motto by Hilton, Hilton Garden Inn, Hampton by Hilton, Tru by Hilton, Homewood Suites by Hilton and Home2 Suites by Hilton; and its timeshare brand, Hilton Grand Vacations.

Marriott International Inc. Cl A

Marriott International is an operator, franchisor, and licensor of hotels, residential and timeshare properties. The company's Luxury hotel brands include JW Marriott, The Ritz-Carlton, St. Regis, W Hotels, The Luxury Collection, EDITION, and Bulgari. The company's Premium hotel brands include Marriott Hotels, Sheraton, Delta Hotels, Marriott Executive Apartments, and Marriott Vacation Club, Westin, Renaissance, Le Meridien, Autograph Collection, Gaylord Hotels, Tribute Portfolio, and Design Hotels. The company's Select hotel brands include Courtyard, Residence Inn, Fairfield by Marriott, SpringHill Suites, Four Points, TownePlace Suites, Protea Hotels, Aloft, AC Hotels by Marriott, Element, and Moxy.

Wyndham Hotels & Resorts

Wyndham Hotels & Resorts owns and operates hotels and resorts. Through its subsidiaries, the company is the world's large hotel franchisor, with more than 8,400 affiliated hotels located in over 80 countries. The company licenses its hotel brands, including Super 8, Days Inn, Ramada, Microtel Inn & Suites, La Quinta, Wingate, AmericInn, Hawthorn Suites, The Trademark Collection, and Wyndham to hotel owners in approximately 80 countries. The company's Hotel Franchising segments licenses its lodging brands and provides related services to third-party hotel owners and others. The company's Hotel Management segment provides hotel management services for full-service and limited service hotels.

Provider
Vermilion Research
Vermilion Research

Vermilion Research delivers timely, actionable, and unique research inputs to professional investors. Our research strategists highlight securities which we believe are at major inflection points, based on our various proprietary technical indicators, and offer asymmetric risk/return profiles. We believe our research methodology, which is not limited by industry sector or market capitalization, enables us to deliver superior investment recommendations.

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.

Analysts
Dave Nicoski

Ross LaDuke

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