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Hotels & Leisure

Apr 05 2018

Discretionary Reigns: Hotels & Leisure Revisited

  • Apr 5, 2018

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.

Jan 06 2018

Consumer Discretionary Back On Top

  • Jan 6, 2018

Of the 110 industries in our framework, the top seven are all Consumer Discretionary.

Dec 07 2017

Highlighted Attractive Groups

  • Dec 7, 2017

Asset Management & Custody Banks, General Merchandise Stores, and Hotels & Leisure are among the month’s intriguing opportunities based on the current GS Scores.

Jul 07 2017

Highlighted Attractive Groups

  • Jul 7, 2017

Auto Parts & Equipment, Hotels & Leisure, and Semiconductor Equipment are among the month’s intriguing opportunities based on the current Group Selection (GS) Scores.

Feb 07 2017

Hotels & Leisure Travels To Near Top Of Scores

  • Feb 7, 2017

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.

Dec 07 2016

Highlighted Attractive Groups

  • Dec 7, 2016

We summarize the factor category strength behind Education Services, Hotels & Leisure, and IT Consulting & Other Services.

Apr 07 2016

Highlighted Attractive Groups

  • Apr 7, 2016

Food Retail & Distributors, Leisure Products, and Trading Companies & Distributors caught our eye this month.

Aug 07 2012

Hotels & Leisure—Buy Asset-Light Hotels

  • Aug 7, 2012

We recommend buying the asset-light, cash flow-rich hotel operators within the group.