You can cash in on a trip to Vegas if you’re willing to hear a timeshare sales pitch. Travel columnist Dawn Gilbertson shares her experience.⁠⁠Read more: https://t.co/0lTsgWHCaF https://t.co/ZUsjgcHEdT ...

Core Viewpoint - Hilton Grand Vacations (NYSE: HGV) has underperformed in the past year, with a loss of approximately 7% in value due to rising credit losses in its timeshare loan portfolio [1] Company Performance - The company has faced increasing credit losses on its timeshare loan portfolio, which has contributed to its poor stock performance [1] Analyst Perspective - The analysis is based on over fifteen years of experience in making contrarian bets and focusing on stock-specific turnaround stories to achieve favorable risk/reward profiles [1]

Market Overview - The Nasdaq Composite and the Dow Jones Industrial Average have lost 1.03% and 0.52% year-to-date, while the S&P 500 has gained 0.60% [1] - Investor hesitance is attributed to President Trump's announcement of sweeping tariffs on all U.S. trading partners, although a potential truce between the U.S. and China may lead to reduced import duties [1] Economic Indicators - The consumer price index (CPI) rose 0.2% sequentially in April and 2.3% year-over-year, marking the lowest increase since February 2021 [2] - Federal Reserve Chair Jerome Powell indicated that more clarity is needed before considering further interest rate cuts, with analysts expecting no cuts until at least September [2] - Ongoing trade conflicts raise fears of a potential recession, which could negatively impact inflation and key economic indicators [2] Investment Opportunities - In volatile market conditions, dividend-paying stocks are recommended for portfolio diversification [3] - Notable dividend-paying companies include Marriott International (MAR), HNI, Sun Life Financial, ESAB Corporation, and Victory Capital Holdings [3] - Companies that consistently pay dividends indicate a healthy business model, and those that have recently raised dividends show a sound financial structure [3] Company Spotlight: Marriott International - Marriott International is a leading global hospitality company involved in the operation, franchising, and licensing of various lodging properties [4] - The company has a Zacks Rank of 3 (Hold) [4] - On May 9, Marriott declared a dividend of 67 cents per share, with a dividend yield of 0.9% [5] - Over the past five years, Marriott has increased its dividend five times, with a current payout ratio of 26% of earnings [5]

Kingsway Financial Services Inc (KFS) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Speaker0 Good day, and welcome to the Kingsway First Quarter twenty twenty five Earnings Call. At this time, participants are in a listen only mode. A question and answer session will follow the formal presentation. Please note this conference is being recorded. With me on the call are J. T. Fitzgerald, Chief Executive Officer and Kent Hansen, Chief Financial Officer. Before we begin, I want to remind everybody that today's ...

Marriott Vacations Worldwide (VAC) Q1 2025 Earnings Call May 08, 2025 08:30 AM ET Speaker0 and welcome to the Marriott Vacations Worldwide First Quarter twenty twenty five Earnings Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. As a reminder, this conference is being recorded. I would now like to turn the call over to your host, Mr. Neal Goldner, Vice President, Investor Relations. Thank you. You may begin. Speaker1 Thank yo ...

Investor Presentation May 8, 2025 Forward-Looking Statements Forward-looking statements include all statements that are not historical facts and can be identified by the use of forward-looking terminology such as the words "believe," "expect," "plan," "intend," "anticipate," "estimate," "predict," "potential," "continue," "may," "might," "should," "could" or the negative of these terms or similar expressions. We caution you that these statements are not guarantees of future performance and are subject to nu ...

Core Viewpoint - Marriott Vacations Worldwide reported quarterly earnings of $1.66 per share, exceeding the Zacks Consensus Estimate of $1.56 per share, but down from $1.80 per share a year ago, indicating a 7.78% year-over-year decline [1] - The company posted revenues of $1.2 billion for the quarter, matching the previous year's revenue but missing the Zacks Consensus Estimate by 1.93% [2] Financial Performance - The earnings surprise for the latest quarter was 6.41%, and the company has surpassed consensus EPS estimates three times over the last four quarters [1][2] - The company had a previous quarter earnings expectation of $1.51 per share but reported $1.86, resulting in a surprise of 23.18% [1] - The current consensus EPS estimate for the upcoming quarter is $1.67, with expected revenues of $1.25 billion, and for the current fiscal year, the EPS estimate is $6.54 on revenues of $5.17 billion [7] Stock Performance - Marriott Vacations Worldwide shares have declined approximately 35.4% since the beginning of the year, compared to a 4.7% decline in the S&P 500 [3] - The stock currently holds a Zacks Rank of 4 (Sell), indicating expectations of underperformance in the near future [6] Industry Outlook - The Leisure and Recreation Services industry, to which Marriott Vacations Worldwide belongs, is currently ranked in the bottom 27% of over 250 Zacks industries, suggesting a challenging environment [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact investor sentiment [5]

Company Performance - Sleep Number (SNBR) reported a quarterly loss of $0.38 per share, significantly worse than the Zacks Consensus Estimate of a loss of $0.11, marking an earnings surprise of -245.45% [1] - The company posted revenues of $393.26 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 0.43%, but down from $470.45 million in the same quarter last year [2] - Over the last four quarters, Sleep Number has surpassed consensus EPS estimates three times, but has topped consensus revenue estimates only once [2] Stock Performance - Sleep Number shares have declined approximately 50.2% since the beginning of the year, in contrast to the S&P 500's decline of -5.5% [3] - The current consensus EPS estimate for the upcoming quarter is -$0.09 on revenues of $381.67 million, and for the current fiscal year, it is -$0.47 on revenues of $1.58 billion [7] Industry Outlook - The Furniture industry, to which Sleep Number belongs, is currently ranked in the bottom 7% of over 250 Zacks industries, indicating a challenging environment [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Sleep Number's stock performance [5][6]

Travel + Leisure (TNL) Q1 2025 Earnings Call April 23, 2025 08:30 AM ET Company Participants Michael Hug - Chief Financial OfficerMichael Brown - CEO, President & DirectorDavid Katz - Managing DirectorC. Patrick Scholes - Managing Director - Lodging & Leisure Equity ResearchDany Asad - DirectorLizzie Dove - Vice President Equity ResearchStephen Grambling - Managing Director Conference Call Participants Chris Woronka - AnalystBenjamin Chaiken - Equity AnalystBrandt Montour - Director, Equity Research Analyst ...