Posted on 4/1/21
Marriott: No 'Return To Normal'; 30% Overvaluation Seen By Former Bull
Summary We think Marriott is overvalued by about $30 to $40 per share.Marriott may face a credit downgrade because it failed to meet critical ratings agency . . .
Posted on 8/23/20
Accumulate Marriott Below $90, Then Hold On
Post COVID-19, Marriott's "reimagined" property-level operations will boost margins.Management guardedly estimates that global break-even occupancy could be permanently reduced by as much as 300 to 500 . . .
Posted on 7/24/20
Marriott International To Lose A Large Portion Of Its Revenue Base Even After COVID-19
SummaryThe hospitality sector is unlikely to recover in the next 24-36 months and will almost assuredly underperform vis a vis other market sectors.Whole segments of the . . .
Posted on 9/15/17
Michael Kors' Wobbly High Heels
One of the first things a lifeguard learns is to not let the drowning person drag you down with them.That lesson is applicable to the takeover . . .
Posted on 3/30/17
Marriott: From 'Strong Buy' To 'Strong Hold'; Here's Why
New York- (Mar. 29) - It has been just over thirteen months since I first recommended Marriott International (NYSE:MAR) to SA readers. That article printed February . . .
Posted on 11/7/16
October Jobs Report Disappoints; Fed Move In December Unlikely
This morning's jobs report produced moderate gains, with 161,000 jobs created; however, they did not live up to what the market had expected. The market had . . .
Posted on 10/11/16
September Jobs Report May Be Precursor Of Fed Misreading October, November Jobs Data
The September jobs report released earlier this morning, showed total job creation of 156,000 new jobs. Average weekly wages increased from $882.54 the $887.18. Average hourly . . .
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