Hotels & Leisure
Examining The “Reopening Economy” Theme At The Group Level
We examine a variety of industry groups with noteworthy relative price action on both “reopening” and “closed economy” days. Our objective is to shed more light on the industry groups that are consistently moving together on these days.
Discretionary Reigns: Hotels & Leisure Revisited
The Consumer Discretionary index has also managed to outperform the S&P 500 by about 100 bps since the market’s January 26th peak, and in late March it was just a hair away from surpassing its previous relative strength performance high recorded in late 2015.
Consumer Discretionary Back On Top
Of the 110 industries in our framework, the top seven are all Consumer Discretionary.
Highlighted Attractive Groups
Asset Management & Custody Banks, General Merchandise Stores, and Hotels & Leisure are among the month’s intriguing opportunities based on the current GS Scores.
Highlighted Attractive Groups
Auto Parts & Equipment, Hotels & Leisure, and Semiconductor Equipment are among the month’s intriguing opportunities based on the current Group Selection (GS) Scores.
Hotels & Leisure Travels To Near Top Of Scores
We take a deeper dive into Hotels & Leisure’s GS Score and fundamental industry drivers to explore what the group has to offer above and beyond its membership in the “Trump Trade” trend.
Highlighted Attractive Groups
We summarize the factor category strength behind Education Services, Hotels & Leisure, and IT Consulting & Other Services.
Highlighted Attractive Groups
Food Retail & Distributors, Leisure Products, and Trading Companies & Distributors caught our eye this month.
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