Category: Hospitality

  • ILG Inc Valuation – Initial Coverage $ILG

    ILG Inc Valuation – Initial Coverage $ILG

    ILG Inc does not satisfy the requirements of either the Enterprising Investor or the more conservative Defensive Investor. The Defensive Investor is concerned with the low current ratio, poor dividend history.

  • Starwood Hotels & Resorts Worldwide Inc Valuation – August 2016 $HOT

    Starwood Hotels & Resorts Worldwide Inc Valuation – August 2016 $HOT

    Starwood Hotels & Resorts Worldwide Inc does not satisfy the requirements of either the Enterprising Investor or the more conservative Defensive Investor. The Defensive Investor is concerned with the low current ratio, high PEmg and PB ratios.

  • Carnival Corp Valuation – July 2016 $CCL

    Carnival Corp Valuation – July 2016 $CCL

    Carnival Corp does not satisfy the requirements of either the Enterprising Investor or the more conservative Defensive Investor. The Defensive Investor is concerned with the low current ratio, insufficient earnings growth over the last ten years, and the poor dividend history.

  • Marriott International Inc Valuation – July 2016 $MAR

    Marriott International Inc Valuation – July 2016 $MAR

    Marriott International Inc does not satisfy the requirements of either the Enterprising Investor or the more conservative Defensive Investor. The Defensive Investor is concerned with the low current ratio, insufficient earnings stability over the last ten years, and the high PEmg and PB ratios.

  • Starwood Hotels & Resorts Worldwide Inc. Analysis – July 2015 Update $HOT

    Starwood Hotels & Resorts Worldwide Inc. Analysis – July 2015 Update $HOT

    Starwood Hotels & Resorts Worldwide Inc. does not qualify for either the Defensive Investor and the Enterprising Investor. The Defensive Investor is concerned with the low current ratio, the insufficient earnings growth over the last ten years, and the high PEmg and PB ratios.

  • Carnival Corporation Annual Valuation – 2015 $CCL

    Carnival Corporation Annual Valuation – 2015 $CCL

    Carnival Corporation is not suitable for either the Defensive Investor or the Enterprising Investor. The Defensive Investor is concerned with the low current ratio, inconsistent dividend history, insufficient earnings growth over the last ten years along with the high PEmg ratio.

  • Marriott International Inc. Annual Valuation – 2015 $MAR

    Marriott International Inc. Annual Valuation – 2015 $MAR

    Marriott International Inc. is not suitable for the Enterprising Investor or for the Defensive Investor. The Defensive Investor is concerned by the the low current ratio, lack of earnings stability over the last ten years, and the high PEmg ratio. The Enterprising Investor is concerned by the level of debt relative to the current assets.

  • Wyndham Worldwide Corporation Annual Valuation – 2014 $WYN

    Wyndham Worldwide Corporation Annual Valuation – 2014 $WYN

    Wyndham Worldwide Corporation does not qualify for either the Defensive Investor or the Enterprising Investor. The Defensive Investor has concerns with the low current ratio, short dividend history, lack of sufficient earnings growth or stability over the last ten years, and the high PEmg and PB ratios.

  • Starwood Hotels & Resorts Annual Valuation – 2014 $HOT

    Starwood Hotels & Resorts Annual Valuation – 2014 $HOT

    Starwood Hotels & Resorts is not suitable for either the Defensive Investor or the Enterprising Investor. In fact, the only things the Defensive Investor likes about the company are the fact that it has a market cap greater than $2 billion and the fact that its dividend record.

  • Carnival Corporation (CCL) Annual Valuation – 2014

    Carnival Corporation (CCL) Annual Valuation – 2014

    Carnival Corporation is not suitable for either the Defensive Investor or the Enterprising Investor. The company holds a high level of debt, has not sufficiently grown earnings over the ten year or even the five year historical period, and it trades at a high PEmg ratio.