Marriott International, Inc. (MAR)

americans dont appear to be ready to do much traveling yet.

Everyone is cutting their travel budgets. Staying in cheaper 2 or 3 star hotels is the first people think of doing. That's driving down occupancy and room rates big time. And then there is all that debt coming due... for loans on properties that are underwater (aka they are worth less than the loan). As the commercial real-estate bubble is popping that makes life even harder for our friends at the Marriot.

Oh and did the owners and their families mention that they are all cashing out their stocks? Check finviz.com

Increasing relative price strength

Marriott is a good name brand however its customers are getting older there falling out of touch with the younger generation!!!! there "high quality" properties are not very competitive! this is going to be along gradual slide until someone buys them out.

sector is not good and will underperform sector because of debt. Missing earnings likely this quarter.

P/E is over 100. EPS dropped over 84% year over year. Yet the stock just keeps on climbing. I say the peak is in at 28 and we are bound to see this stock hit the single digits.

52 week high for a very very overvalued company.

This leveraged company is selling for a stratospheric 5.7 times book value and 27 times expected earnings (or 79.7 times trailing earnings). Earnings are predictably down in this troubled economy and Stock Scouter Rating is only 4. Caps rating is 1.

Have moved up nicely but again the mkt overestimated the recovery and when that is realized these guys will be hrt hard and fast...

When the overly optimistic FOMC says that household spending will be "constrained" by sluggish income growth, ongoing job losses, lower household wealth, and tight credit AND Shanghai stocks hit a seven-week low, then you know this bear market rally is finally over!

Cyclical action in an uncertain market in an adverse environment.

The 1929-1930 equity rally (coming out of The Great Depression) lasted 147 days and the market was up 46%. It has been the same amount of time since the March, 2009 low and we are up about the same percentage. It’s déjà vu (paramnesia), so prepare for a drop of about the same percentage (85%).

2009 World's Most Ethical Companies
http://ethisphere.com/wme2009/

earnings and revenue will dissapoint-- more downturn to come for ths ione

GOOD HOTELS

great hotel chain

highly leveraged, has hotel business in middle and luxurious markets, little hope for international tourism increase this year; Sacrifies margin to promote, but there is still high vacancy rates.
will underperform for these months.

I enjoy Marriott hotels and I try to stay in them when I'm on the road for business.

But as an investment, I just don't like it. Given the economy, I see both businesses and leisure travelers trading down to a more affordable hotel (not that marriott charges abnormally high prices for rooms). Or travels may not travel at all.

Throw in the fact that their P/E ratio is high for the industry, and their long term debt to equity is high period, I do not like this stock.

I have known this company for over 20 years and they are still a "rock solid" preformer. If you looking for a long term hold or a "peak and valley" income magnet then pick up this stock at 16 now and sell later...