Ib tsev neeg nkag mus rau T+L timeshare apartment ntawm Moab, Utah, chaw so.
Mus ncig teb chaws + Leisure
Kev mus ncig + Leisure muag cov sij hawm sib koom, ib hom kev so so uas tso cai rau cov neeg taug kev tuaj yeem sau ib chav tsev - tsis yog chav tsev so, nco ntsoov koj - thoob plaws lub tebchaws thiab lub ntiaj teb. Muaj cov ntaub ntawv muaj zog uas nws cov khoom so so yuav muaj kev vam meej nyob rau xyoo tom ntej, muab tib neeg txoj kev rov ua dua tshiab. Thaum kev lag luam poob qis (uas yuav luag txhua tus neeg xav tias yuav ntaus xyoo tom ntej) tuaj yeem cuam tshuam nws txoj kev loj hlob ib ntus, Wall Street ua haujlwm nce qib tom ntej.
Travel + Leisure, yav tas los hu ua Wyndham Destinations, yog qhov loj tshaj plaws ntawm cov chaw muab kev pabcuam sijhawm, hais txog qhov chaw thiab cov nyiaj tau los. Cov khoom lag luam, zoo li txhua yam hauv lub tsev so, poob qis. S&P 500 Chaw ntiav pw, Chaw Ua Si thiab Cruise Lines sub-qeb yog tawm 25% hauv 2022, ib Yardeni Tshawb Fawb. T + L poob los ntawm yuav luag 30%.
Offsetting qhov no yog lub sij hawm muab kev pab cuam lub robust buyback program, nrog tshaj $24 lab nyob rau hauv shares repurchased nyob rau hauv lub xyoo thawj cuaj lub hlis, thiab ib tug txaus nyiam. dividend yield ntawm 4%. Credit Suisse, uas ntsuas lub tuam txhab cov khoom lag luam raws li "kev ua tau zoo," hais hauv tsab ntawv ceeb toom tias nws cov peev nyiaj rov qab yog "qhov tseem ceeb tshaj plaws ntawm zaj dab neeg."
Tab sis T + L, nrog rau tom qab tus nqi / nyiaj tau los piv ntawm tsuas yog 9.6, yog pheej yig dua li nws ob tus neeg sib tw loj tshaj plaws: Marriott Vacations Worldwide (24) thiab Hilton Grand Vacations
Qhov no txhua yam ua rau muaj txiaj ntsig ua si rau Travel + Leisure equity investor. Hauv lwm lo lus, tam sim no yog lub sijhawm zoo los qhwv T + L Tshuag ntawm tus nqi pheej yig, nrog rau lub caij nyoog zoo uas nws yuav nce ntxiv rau yav tom ntej.
Kom paub tseeb tias, tag nrho cov kev lag luam timeshare tau raug kev txom nyem nyob rau hauv lub koob npe nrov funky. Ntau tus tswv tsis txaus siab tias lub sijhawm teem sijhawm tsis yooj yim, thiab feem ntau lawv raug kaw rau hauv ib qho khoom. Tab sis kev sib koom ua ke ntawm kev lag luam tau ua kom yooj yim hloov ntawm cov khoom loj hauv ntiaj teb, thiab T + L muaj 245 ntawm lawv.
Lub sijhawm ua lag luam ua haujlwm tau zoo hnub no: Nws muaj $ 10.2 nphom hauv cov nyiaj tau los txhua xyoo, eclipsing ntawm Major League Baseball ($ 7 billion) thiab suab paj nruag ($ 8 billion), raws li cov American Resort Development Association - Resort Owners' Coalition, cov pab pawg ua lag luam timeshare.
Txoj kev tshiab ntawm timeshares, uas T + L embodies, tso cai rau koj mus book ib chav nyob thoob plaws lub US, Europe thiab lwm qhov chaw. Rau qhov muaj cai, koj yuav tsum them tus nqi nkag ib zaug thiab kev saib xyuas txhua xyoo; Hauv T + L cov ntaub ntawv, qhov ntawd yog $ 21,000 ua ntej thiab $ 725 txhua xyoo pib.
Suab kim? Xav txog qhov nruab nrab tsev so tus nqi hauv London lossis Orlando, ob qho tib si nyob ib puag ncig $ 175 ib hmos, lossis $ 2,450 rau ob lub lis piam. Yog tias koj xav tau lwm chav rau cov menyuam yaus, muab ob npaug rau. Nyob rau tib lub sijhawm, koj tus nqi them rau lub sijhawm sib piv rau lub tsev so sai sai amortizes ob qho tib si koj cov nyiaj ua ntej thiab txhua xyoo rau T + L. Dab tsi ntxiv, nrog rau lwm lub sijhawm sib faib, koj tau txais ib chav tsev tag nrho, nrog ob peb chav pw, chav ua noj, chav nyob-ntxiv rau kev pabcuam poj niam.
Txawm hais tias cov khoom lag luam swb, T + L tau tso qee qhov txiaj ntsig zoo. Ib qho kev ntsuas, hu ua ntim rau ib tus qhua, lossis VPG (cov nyiaj tau los ntawm ib tus qhua faib los ntawm tag nrho cov tswv cuab muag), tau nce 5% xyoo no. Thiab qhov ntawd yog 45% siab dua hauv kev sib kis ua ntej 2019.
"Lub zog hauv VPG qhia txog tus nqi uas peb cov neeg siv khoom pom hauv cov khoom siv sijhawm, nrog cov txiaj ntsig zoo rau lub tsev so thiab lwm qhov kev pab," said Michael Brown, T + L tus thawj tswj hwm thiab tus thawj tswj hwm, hauv kev tshaj tawm cov nyiaj tau los peb lub hlis twg hnub Thursday.
Ntxiv mus, cov nyiaj tau los tau dhia los ntawm yuav luag ib feem peb rau thawj peb lub hlis twg, piv rau lub sijhawm piv rau xyoo 2021, thiab rau lub quarter thib peb, 5%. Rau lub quarter tsis ntev los no, cov nyiaj tau los tau nce 12%. Zoo li txhua tus neeg hauv kev lag luam mus ncig thiab kev lom zem, T + L tau ua tus cwj mem liab hauv xyoo 2020, nrog rau qhov pib ntawm tus kabmob coronavirus, vim tias cov nyiaj tau los raug txiav ib nrab. Txij li thaum nws tau rebounded zoo heev.
Brown tau koom nrog lub tuam txhab hauv 2017, tom qab ua haujlwm ntev hauv kev lag luam chaw nyob, suav nrog stint ua tus thawj coj ua haujlwm ntawm kev sib tw Hilton Grand Vacations. Thaum Lub Rau Hli 2018, nws tau coj nws lub tuam txhab tshiab kev hloov pauv mus rau Wyndham Destinations raws li lub tuam txhab pej xeem ywj pheej, tig tawm ntawm nws lub tsev so faib thiab tuav lub sijhawm sib pauv thiab so haujlwm pauv kev lag luam. Thaum ntxov 2021, nws yuav T + L hom los ntawm kev tshaj tawm colossus Meredith rau $ 100 lab. Brown tau tuav lub sijhawm tshaj tawm cov khoom muaj nqis, thiab Meredith tseem tso tawm cov ntawv xov xwm muaj npe nrov, Mus ncig teb chaws + Leisure.
Niaj hnub no, Orlando-based timeshare tuam txhab T + L yog nyob rau hauv txoj haujlwm zoo zoo sib tw. Qhov kev zoo nkauj ntawm nws qhov xwm txheej yog tias cov nyiaj tau los tau kwv yees thiab sib xws. Nrog 833,000 tus tswv lub sijhawm sib koom hauv nws peb lub koom haum so - Club Wyndham, WorldMark thiab Margaritaville Vacation Club - muaj kev ntseeg siab rau lub hom: Kev tuav pov hwm yog 98%. Dab tsi ntxiv, qee qhov ob feem peb ntawm nws qhov muag yog rau xyoo txhiab xyoo thiab GenXers, uas hais lus zoo txog nws lub neej yav tom ntej.
Tom qab muaj kev sib kis thoob ntiaj teb, cov neeg Amelikas tau nqhis dej mus ncig. Qhov ntawd yuav tsum ua kom muaj kev lag luam ntau rau T + L mus tom ntej.
Tau qhov twg los: https://www.forbes.com/sites/lawrencelight/2022/10/28/how-a-promising-timeshare-stock-is-a-bargain-buy-now/