Hotels, Resorts & Cruise Lines

Deutsche Bank recently hosted Wyndham Worldwide's (NYSE: WYN) sr. mgt + WVO execs for a well-attended investor meeting that drilled down extensively into the timeshare unit. DB came away with the sense that investors should have incremental conviction in the sustainability of WYN's timeshare cash...

J.P. Morgan Chase & Co. is maintaining its Overweight rating and $47 price target on shares of Carnival Corporation (NYSE: CCL). In a note to investors, J.P. Morgan writes, "We believe CCL management has taken the proper steps to mitigate the financial impact from the MENA region by canceling...

Goldman Sachs has removed Carnival Corporation (NYSE: CCL) from Americas Conviction Buy List. In the report Goldman Sachs writes, "We are removing CCL from the Conviction List but maintaining our BUY rating. The stock has traded down 14% over the past 4 weeks as oil prices have surged 19%. We have...

Carnival Corporation & plc (NYSE: CCL) reported net income of $152 million, or $0.19 diluted EPS, on revenues of $3.4 billion for its first quarter ended February 28, 2011. Net income for the first quarter 2010 was $175 million, or $0.22 diluted EPS, on revenues of $3.2 billion. The first...

In a report published by J.P. Morgan, Orient-Express Hotels (NYSE: OEH) announces Completion of NY Public Library Deal. J.P. Morgan said that last night, OEH announced that it will be walking away from the “21” Hotel development (at the NY Public Library – Donnell branch – on 53rd St. between 5th...

Goldman Sachs Reports That, While M&A May Shift Positions, Econ Hotel Penetration Remains Low (SVN, HTHT, HMIN) Goldman Sachs reported that, “We think organic growth is still the way forward as Motel 168's rooms inventory equates to only 1.5-2.0 years of growth by any of the 3 economy names....

Adobe Systems Incorporated (NASDAQ: ADBE) is expected to report its Q1 EPS at $0.57 on revenue of $1.03 billion. Cintas Corporation (NASDAQ: CTAS) is estimated to report its Q3 EPS at $0.36 on revenue of $907.56 million. Walgreen Company (NYSE: WAG) is projected to report its Q2 EPS at $0.80 on...

Orient-Express Hotels Ltd. (NYSE: OEH) today announced that Chairman James B. Hurlock, 77, and Founder, former Chairman and Director James B. Sherwood, 77, will retire from the Board at the end of their current terms and will not stand for re-election at the 2011 Annual General Meeting of...

I am a member of AAII (American Association of Individual Investors) and one of their more popular screens is the Shadow Stock Screen.  I conduct a close replication of this screen on a monthly basis.  This is a very simple screen that seeks out small/microcap value stocks.  The screen criteria I...

April 29 is the big day, the day that Prince William will be marrying Kate Middleton at Westminster Abbey. The wedding is expected to boost the British economy to the tune of more than $1 billion. If you enter Royal Wedding Vacations into Google (GOOG), you will get 1,190,000 results. Many of the...

Near-nuclear disasters, ceasefires, several more days of triple-digit action on the Dow Jones Industrial Average and increased volatility on the S&P 500 have made this a week to remember. Or perhaps forget depending on what side of the fence you're on. Thank goodness it's Friday, but before we...

In a report published by J.P. Morgan, Orient-Express Hotels (NYSE: OEH) is reaffirmed at Overweight and $17 price target. J.P. Morgan said that it held meetings with OEH's CFO Martin O'Grady over the last two days. “Following the meetings, we remain encouraged about the OEH story and believe it is...

Cornerstone On Demand (NASDAQ: CSOD) is trading sharply higher today, gaining some 50% to around $19 after the software-as-a-service (SaaS) company went public today. The company is based in California, and delivers its human resources software on a subscription basis to more than 480 clients...

Goldman Sachs has published a research report on Interval Leisure Group (NASDAQ: IILG) and is updating estimates after the company reported in-line 4Q results. In the report, Goldman Sachs writes "Interval Leisure reported adjusted EPS of $0.12 versus our and consensus estimate of $0.12. Total...

Jefferies has issued a report on the financial results for the fourth quarter of 2010 for the gaming industry. According to the report, "SJM Holdings reported financial results for the fourth quarter of 2010 including total casino revenues of $2,144.2 million and adjusted EBITDA of $183.5 million...