Bill Ackman, tus neeg ua lag luam billionaire, tau muaj qhov ua tau zoo hauv Wall Street ntau xyoo. Nyob nruab nrab ntawm Lub Ib Hlis 2004 thiab Lub Yim Hli xyoo tas los, nws cov nyiaj tau txais txiaj ntsig txhua xyoo rov qab los ntawm 15.5% piv rau S&P's 15.5%. Hauv tebchaws Askiv, qhov kaw-kawg Pershing Square (LON: PSH) tus nqi sib koom tau dhia los ntawm ~ 30% los ntawm nws qhov qis tshaj plaws nyob rau xyoo 2022 thiab tau zaum ze ntawm nws txhua lub sijhawm siab ntawm 3,130p. Nov yog qhov zoo tshaj plaws tsis muaj nqi Bill Ackman cov khoom lag luam ntawm 2023.
Howard Hughes Corporation
Howard Hughes Corporation (NWS)NYSE: HHC) Yog ib tug qub txeeg qub tes lub tuam txhab uas muaj 118k acres ntawm thaj av, 9 lab sqft ntawm chaw ua haujlwm thiab khw muag khoom, thiab lwm yam khoom muaj nqis. Nws feem ntau yog tswv cov zej zog npaj loj (MPC) hauv cov cheeb tsam tseem ceeb xws li Las Vegas thiab Houston.
Puas yog koj tab tom nrhiav kom tau cov xov xwm ceev, kub-cov lus qhia thiab kev tsom xam kev ua lag luam?
Sau npe rau Invezz cov ntawv xov xwm, hnub no.
Howard Hughes Tshuag nqi poob rau $ 51.12 hauv 2022 raws li Tsoom Fwv Teb Chaws Reserve xa ntau tus paj laum nce siab. Cov hikes no thawb cov nqi tsev qiv nyiaj mus rau lawv qib siab tshaj txij li xyoo 2007 thiab thawb lub tsev kev xav mus rau kaum xyoo qis.
Tsis ntev los no, txawm li cas los xij, lub tuam txhab cov khoom lag luam tau sawv thiab nce los ntawm ~ 72% los ntawm nws qhov qis tshaj plaws hauv 2022. Technically, nws twb tau tshem tawm 61.8% Fibonacci Retracement qib raws li cov nqi qiv nyiaj tau rov qab. Nws kuj tsim ib tug ntoo khaub lig qauv
Txawm li cas los xij, Howard Hughes tseem tsis tau muaj nqis. Rau ib qho, lub tuam txhab muaj qee yam khoom muaj txiaj ntsig zoo tshaj plaws uas muaj peev xwm xav tau ntau dua. Tsis tas li ntawd, nws cov nuj nqis tseem muaj kev cuam tshuam los ntawm cov paj laum siab, nrog ~ 83% ntawm cov nuj nqis raug kho lossis hloov pauv ntawm tus nqi taag. Tsis tas li ntawd, los ntawm qhov kev xav ua raws li kev xav, cov khoom lag luam muaj lub zog loj heev uas tuaj yeem thawb nws mus rau Lub Peb Hlis 2022 siab ntawm $ 107, ~ 21% siab dua qib tam sim no.
Lub Tebchaws Canada Pacific Railway
Kev tsheb ciav hlau Asmeskas yog qee qhov txiaj ntsig zoo tshaj plaws hauv ntiaj teb. Raws li American Journal of Transportation, txoj kev tsheb ciav hlau yog qhov muaj txiaj ntsig tshaj plaws kev lag luam nrog cov nyiaj tau los ntawm kwv yees li 50%. Nws yooj yim pom vim li cas.
Cov tuam txhab xws li BNSF thiab Canadian Pacific (NYSE: CP) muaj tus nqi qis thiab hloov pauv tau thiab lawv txoj kev lag luam muaj kev tiv thaiv kev nce nqi. Canadian Pacific feem ntau dhau qee cov nqi, tshwj xeeb tshaj yog roj, rau cov neeg siv khoom los ntawm nws cov nqi roj thiab CPI escalators.
Canadian Pacific muaj lwm yam catalyst. Lub tuam txhab tuaj yeem tau txais yog mus ua ntej los koom ua ke nrog Kansas City Southern (KCS) sai li sai tau thaum lub quarter no. Xws li kev sib koom ua ke yuav ua rau lub tuam txhab loj zuj zus thiab ua rau muaj kev sib koom ua ke ntau. Qhov tseem ceeb tshaj plaws, lub tuam txhab yuav muaj kev sib tham sab saum toj vim tias nws tsuas yog ib qho kev ncaj qha los ntawm Canada mus rau Mexico.
Kom meej meej. Canadian Pacific tsis tshua muaj nqi. Nws muaj qhov sib piv rau pem hauv ntej EV / EBITDA ntawm 19.35, siab dua lwm cov tuam txhab kev tsheb nqaj hlau xws li CSX, Norfork Southern, thiab Union Pacific.
Hilton thoob ntiaj teb
Hilton (NYSE: HLT) yog lub tuam txhab ua lag luam nyob hauv kev lag luam tos txais tam sim no hauv 123 lub teb chaws. Nws ua haujlwm los ntawm nws lub npe nrov npe thiab 18 lwm tus, suav nrog Waldorf Astoria, LXR, Conrad, Canopy, Curio, thiab DoubleTree, thiab lwm yam.
Hilton tus nqi lag luam tau ua kom rov zoo tsis tu ncua, nce los ntawm ~ 36% los ntawm nws qhov qis tshaj plaws hauv 2023. Nws muaj ntau chav los loj hlob raws li kev mus ncig thoob ntiaj teb rebounds. Qhov tseem ceeb tshaj plaws catalyst yuav yog qhov rov qab los ntawm kev lag luam mus ncig. Kev tshawb fawb muaj kwv yees hais tias lub sub-sector yuav rov zoo tag nrho rau xyoo no. Qhov no yuav pab tau Hilton, uas yog inclined rau kev lag luam mus ncig ua si dua leisure. Hauv tsab ntawv tshaj tawm, Ackman tau ua qhov teeb meem loj rau Hilton, hais tias:
"Yog kev lag luam-kev sib tw txoj haujlwm, pab pawg tswj hwm zoo, txaus nyiam mus sij hawm ntev net kev loj hlob algorithm, tus nqi zog, thiab txoj cai zoo tshaj plaws hauv chav kawm ntawv rov qab los."
Bill Ackman tseem muaj kev cuam tshuam rau ntau lwm lub tuam txhab tsis muaj nqis. Qhov tseem ceeb tshaj plaws ntawm lawv txhua tus yog Pershing Square Holdings, uas muaj txog li 30% luv nqi rau cov cuab yeej cuab tam tus nqi (NAV).
Tau qhov twg los: https://invezz.com/news/2023/02/08/best-undervalued-bill-ackman-stocks-for-2023/