Wyndham Worldwide Corp

  • Lodging Industry Set to Reap Huge Profits

    By Ted Cooper - June 19, 2013 | Tickers: MAR, HOT, WYN

    In most markets, the price of a good is dictated by supply and demand. When supply outstrips demand, prices fall; when demand outstrips supply, prices can rise rapidly. The latter scenario currently exists in the lodging industry and is likely to persist for many years to come. Companies in this industry will likely experience large increases in profitability over the next few years as a result of the growing shortage more »

  • Making Room For Expansion: The Lodging Industry

    By Damian Illia - June 18, 2013 | Tickers: IHG, MAR, WYN

    The lodging industry took a huge blow with the last world economic recession. Some went under, others managed to stay alive. From those who remained in the game, recovery was not easy. Marriott International (NYSE: MAR), Wyndham Worldwide (NYSE: WYN), and Intercontinental Hotels Group (NYSE: IHG) are three companies that were able to stay at the table. Today, all three hold good future prospects, although some, better than others.

    Do more »

  • 2 Hotels to Love, 1 to Question, 1 to Avoid

    By Erin McBride - June 13, 2013 | Tickers: H, MAR, HOT, WYN

    As the U.S. economy improves, both personal travelers and corporate travelers are returning to the road with a little more money to spend. The lodging industry has begun to see considerable improvement as a result, with many chains reporting pre-recession earnings.

    A TripAdvisor survey revealed 42% of U.S. travelers are planning to increase travel spending this year, and 79% of U.S. hoteliers are optimistic about increased profit more »

  • Hotel Investments: A Review

    By Vanina Egea - May 21, 2013 | Tickers: MAR, HOT, WYN

    Despite the seasonality of revenue, the hotel and motel industry requires constant renovations and maintenance to keep businesses healthy. In such a competitive environment, most global hotel companies are searching to augment guest satisfaction and gain a better foothold in the industry. Hence, brand conversion and remodeling are very important.

    I am going to analyze three companies, focusing on their investments and performance.

    Big investments and ambitious renovation plans

    Starwood more »

  • Strong Tailwinds Bode Well for Hotels

    By Ted Cooper - April 15, 2013 | Tickers: MAR, HOT, WYN

    The U.S. lodging industry is currently benefiting from a shortage of hotel rooms due to growth of demand outpacing that of supply. As a result, hotels and other lodging businesses should continue to to increase profitability as the cyclical tailwinds blow strong.

    In addition to the current environment of higher demand than supply, hotel chains also benefit from barriers to entry due to high switching costs among the property more »

  • Top 5 Stocks From This Niche Hedge Fund

    By Marshall Hargrave - March 19, 2013 | Tickers: DG, GNC, SD, SRC, WYN

    TPG-Axon first launched in 2005 as a $2.8 billion joint venture between TPG (the private equity giant) and Dinakar Singh, a former top trader at Goldman Sachs. TPG-Axon now manages some $5.8 billion across both the public and private markets. For its publicly owned securities, the hedge fund is very concentrated, with around 40% of its portfolio invested in its top five stocks. As a result, the fund more »

  • These Investor Friendly Companies Will Make Your Portfolio Shine!

    By Shweta Dubey - March 18, 2013 | Tickers: IHG, MAR, WYN

    Since the beginning of 2012, the hotel & lodging industry has entered into recovery mode. According to the preliminary data for 2012, the average daily rate (ADR) and occupancy saw an improvement of 4.3% and 2.3% respectively. This recovery was mainly due to rising volumes of international travel and tourism. In 2013, I anticipate further growth in travel volumes because of rapidly booming BRIC economies. The hotel companies with more »

  • These Investor Friendly Stocks will Shine Your Portfolio

    By Shweta Dubey - March 7, 2013 | Tickers: IHG, MAR, WYN

    Year 2012, marked a beginning for the recovery in the hotel & lodging industry. However, some hindrances were seen in the second half of 2012 due to the various fiscal concerns. These swings have affected the overall market sentiment, and have led to a sense of uncertainty in the hotel stocks by the end of 2012. In 2013, I feel the sector is back on the radar bravely; withstanding all the more »

  • How to Trade These Lodging Stocks in 2013

    By Madhu Dube - January 25, 2013 | Tickers: IHG, MAR, WYN

    2012 was a great year for the lodging companies with occupancy and RevPAR trends improving. Stock prices of these companies followed their business fundamentals and Marriott International (NYSE: MAR), Wyndham Worldwide (NYSE: WYN) and Intercontinental Hotels (NYSE: IHG) significantly outperformed the S&P 500. The following table shows some of the key parameters for these companies.

    Company Name

    % Gain in Stock 2012

    % increase in EPS 2012

    5 Yr Expected PEG more »

  • Long Term Value Opportunites in Hotels

    By Joshua Bondy - January 18, 2013 | Tickers: H, MAR, HOT, WYN

    The world is an interesting place. Asia continues to grow though China's demographics have already reached their peak. Europe continues to suffer periodic repercussions from its debt crisis. Austerity measures are dragging down the weaker countries which are starting to impact Germany and France. The United States has entered into a low growth period with highly elevated levels of unemployment from the 2008 recession. It is in this environment more »

  • Dividends and Stock Buybacks: 5 Buy-Rated Stocks with the Highest Combined Yield and Accretion

    By Meena Krishnamsetty - January 16, 2013 | Tickers: AIZ, CCE, UFS, VR, WYN

    In a recent note to clients, Goldman Sachs’ analyst Robert D. Boroujerdi presented 23 buy-rated dividend stocks from various sectors that aim to increase shareholder value through a capital deployment strategy focused on a combination of dividends and share repurchases. All selected picks have sustainable payouts and look more attractive than bonds. The entire list of the featured stocks can be found here, courtesy of Business Insider. Below is a more »

  • Goldman Sachs: 2013 Buy-Rated Stocks with Share Repurchase, Yield

    By John Macris - January 14, 2013 | Tickers: CCE, CSX, LOW, NSC, WYN

    While a handful of analysts expect the S&P 500 index to breach the record 1,565.15 close reached on October 9, 2007, I believe the market performance in 2013 could be uneven given the need for continued legislative action in Washington. On Thursday, January 10, the S&P reached a five-year closing high of 1472.12, which is only 6 percent lower than the above-mentioned record high.

    Data more »

  • 5 Hotel Stocks Hedge Funds Love

    By Meena Krishnamsetty - December 7, 2012 | Tickers: H, IHG, MAR, HOT, WYN

    After identifying the most popular stocks among hedge funds according to their third quarter 13F filings, we have decided to break down the top five stocks that hedge funds love in the hotel industry. As a whole, the hotel industry is expected to see positive growth in the interim as demand grows in the low-single digits in 2012 and 2013; hotel room pricing and occupancy improved 3.7% and 4 more »

  • A Five Star Hotel Stock

    By Andrés Cardenal - November 29, 2012 | Tickers: H, IHG, MAR, HOT, WYN

    The hotel business has been experiencing tough times over the last years due to oversupply on an industry level and uninspiring economic growth on a global scale. But things are slowly turning around for the industry, and one hotel company stands above most competitors in terms of profitability and potential for growth. InterContinental (NYSE: IHG) is a superior hotel operator offering an attractive valuation and solid long term potential.

     High more »

  • What's Behind This Bid?

    By Robert Hanley - November 27, 2012 | Tickers: BXG.DL, IILG, WYN

    On Nov. 15, BFC Financial increased its offer for Bluegreen (UNKNOWN: BXG.DL) to $10 per share in cash, or roughly $316 million.  The new price is a substantial increase from BFC's initial buyout price that was announced in November 2011, which offered 8 shares of BFC for each share of Bluegreen, or roughly $144 million. 

    The completion of the merger has been delayed by a deal requirement that BFC more »

  • ​​​​3 Hotels That Could Move Up

    By Cecil Sales - November 15, 2012 | Tickers: IHG, MAR, WYN

    After doing quite well for most of 2012, with strong revPAR (Revenue per available room), lodging stocks have recently started to underperform. Amongst those punching below its weight are stellar names, including Marriott International (NYSE: MAR) Wyndham Worldwide Corporation (NYSE: WYN), and Intercontinental Hotels Group (NYSE: IHG), all of which have underperformed the Standard & Poor’s 500.

    Marriot International

    Marriott International, the hospitality major, posted 6% RevPAR in 3Q 2012 more »

  • 5 Stock Picks From a Special Situations Hedge Fund

    By Meena Krishnamsetty - November 7, 2012 | Tickers: AZO, EMN, OCR, TYC, WYN

    About six to seven weeks after the end of each fiscal quarter, the SEC requires hedge funds and many other large investors to disclose many of their long positions in publicly traded stocks in 13F filings. Iridian Asset Management, a special situations fund managed by David Cohen and Harold Levy, has turned in their homework a bit early and so we have the opportunity to look at what this investment more »

  • 3 Lodging Stocks That Could Move Higher

    By Sandeep Gupta - November 6, 2012 | Tickers: IHG, MAR, HOT, WYN | Editor's Choice

    After outperforming for most of 2012, lodging stocks have underperformed recently amid concerns about a wobble in 4Q RevPAR (Revenue Per Available Room) extending into 2013. Over the last one month, the stocks of some big hotel companies like Marriott International (NYSE: MAR), Starwood Hotel and Restaurants Worldwide (NYSE: HOT), Wyndham Worldwide Corporation (NYSE: WYN) and Intercontinental Hotels Group (NYSE: IHG), have all underperformed Standard & Poor’s 500.

    I don more »

  • 2 Hotel Stocks to Buy, 1 to Avoid

    By Anjali Paliwal - October 19, 2012 | Tickers: H, MAR, HOT, WYN

    The shares of hotel companies like Marriott International (NYSE: MAR), Starwood Hotel and Resorts Worldwide (NYSE: HOT), Hyatt Hotels (NYSE: H) and Wyndham Worldwide Corp (NYSE: WYN) have all shown solid performances over the last 3 months. The following chart summarizes the stock price movement of these companies with respect to the S&P500 over the last 3 months.

    As a result, these companies are gaining investors’ attention. I see more »

  • Are Marriott’s Hotels Cheap or Expensive?

    By Meena Krishnamsetty - October 11, 2012 | Tickers: H, IHG, MAR, HOT, WYN

    Marriott International, Inc. (NYSE: MAR) spun out its vacation ownership business a little less than a year ago (in November 2011) and the stock is up about 28% so far in 2012. It’s possible not only that those operations were more valuable as a stand-alone business, but also that Marriott’s management has been better able to focus on core operations without having to devote time and effort to more »

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