GBA's "2021 Stock Phantasma"

Discussion in 'Stocks' started by stonedinvestor, Jan 1, 2021.

  1. Van have you heard of these "other" threads. It seems when you look at the masthead there's just ours and a bunch of 600 or less viewed items...
     
    #2881     Mar 18, 2021


  2. THERE SHE GOES! EVERYONE IS IN RIGHT?

    Curaleaf Holdings, Inc. (CURLF)
    Other OTC - Other OTC Delayed Price. Currency in USD
    Add to watchlist
    16.40+0.61 (+3.88%)<----------
     
    #2882     Mar 18, 2021
  3. DRIVE SHACK HIGH OF DAY $3.90<---

    WE'RE COMING BACK FOR MORE... TAKE OUT THAT HIGH AND GOODBYE!

    Drive Shack Inc. (DS)
    $3.69+0.17 (+4.8295%)<-------
    As of 11:08AM EDT. Market open.
     
    #2883     Mar 18, 2021
  4. <<New Buys>>

    -- REKR

    --DS

    --CURLF

    --MGM
     
    #2884     Mar 18, 2021
  5. Anybody make it!!! I hope you are in now!! I gave you so many chances...

    Rekor Systems, Inc. (REKR) back to the high baby!!!
    NasdaqCM - NasdaqCM Real Time Price. Currency in USD
    $19.89+1.10 (+5.85%)
    As of 11:39AM EDT. Market open.
     
    #2885     Mar 18, 2021
  6. Facebook building wristband to control augmented reality glasses

    This is going to make for some awkward self pleasuring....
     
    #2886     Mar 18, 2021
  7. I Go to town and get a grilled cheese. I have something special coming later... oh baby. fried chicken from this amazing place in LA> Yup.. talk about non green: I am flying fried chicken (and donuts) in from LA thanks to Goldbelly; really if there was a SPAC to be had it's this Goldbelly...

    The whole Travel & Leisure thing is more than I thought it's actually Wyndham...<---

    Wyndham Destinations' Rebrand To Travel + Leisure

    Summary
    • The Renaming to Travel + Leisure preserves Wyndham's brand strength where it counts.
    • The subscription business model gives Wyndham a tool to compete with Airbnb by attracting Millennials.
    • Wyndham has a strong track record of evolving to meet changing times.
    Travel + Leisure Co. (TNL) is now Wyndham Destinations Incorporated (WYND) is the timeshare spin-off, formerly of Wyndham Worldwide Corporation (NYSE:WYN). The COVID-19 pandemic battered the hospitality and timeshare industries, but with the introduction of a plethora of vaccine options, we can now see the light at the end of the tunnel. Wyndham's recent acquisition of Travel + Leisure Co. from Meredith puts them in a remarkable position to grow strongly at the start of a new business cycle. Wyndham Destinations will house the Vacation Ownership segment and we'll see Resorts Condominium International migrates over to Panorama along with the newly acquired subscription service segment. The Panorama brands can be seen below:

    [​IMG]

    Wyndham Destinations on its own was a mammoth of a company. It boasted locations in 110 countries, and RCI which is the world's largest Exchange has more than 4,300 locations in its Network. The recent change has not only bolstered Wyndham's position as the strongest player in the Vacation Ownership space, but it has also given them access to a new way of doing business which should be compelling for customers and shareholders alike.

    [​IMG]Data by
    YCharts

    The Product
    Fundamentally, Wyndham is a timeshare company, but Wyndham Destinations has a very unique take on the business which is why it is arguably the largest operator in the space. Instead of the traditional timeshare where you buy a deeded property at a set location which guarantees you access to that location a certain time or length of time per year, Wyndham Destinations created what is known today as a vacation club which is essentially a trust where ownership is instead tied to points as opposed to a fixed location. This creates a lot more value for owners and shareholders alike. It also creates a significant barrier to entry for potential competitors as they're now competing with a single purchase portfolio of hotels versus just one attractive location. The company also facilitates ownership rentals and trading. In short, Wyndham is a one-stop-shop for all things timeshare and it always seems to be involved in any innovative solutions in the space. The main differentiating factor, however, is its portfolio of brands.

    The major value driver for modern timeshare stocks is product and location diversity. Having a strong location catalog not only provides a significant barrier to entry for competitors but also gives shareholders confidence in their ability to attract and retain new owners. Travel + Leisure passes this test in spades boasting some beautiful brands but this rebrand has seen Wyndham do something we have not seen since the acquisition of RCI, which is adapt to changing times. Back when fixed timeshares were fading and owners were looking to trade their ownership interests on exchange networks, Wyndham went out and bought what is now the biggest exchange broker in RCI. The addition of the subscription services from Panorama has the potential to be just as sensational in light of recent competition from Airbnb and millennials' reluctance to commit to a lifetime vacation ownership contract.

    [​IMG]

    Wyndham Margaritaville

    [​IMG]

    Worldmark Midway

    Breakdown of Wyndham's Rebranding
    On January 6th Wyndham announced that it had acquired Travel + Leisure Co. from Meredith Corporation and that it was changing its name to Travel + Leisure Co. on February 17th. Wyndham Destinations will now serve as the umbrella brand for the Vacation Ownership arm, allowing it to keep the valuable Wyndham Rewards program going, while Panorama will run The vacation exchange, membership travel, and travel Tech business. It does however remain to be seen whether this business cannibalizes the Legacy Wyndham destinations Vacation Ownership products. Wyndham is hoping that this change will help them develop a greater percentage worldwide, which is quite ambitious when you consider that Wyndham traditionally had relatively low exposure to the overseas markets. The focus in the past was heavily on domestic business, which served as an advantage when tensions between the USA and China flared, but as the business relationship normalizes, it makes more sense to tap into large markets like this.

    The change also sees the launch of bookT&L.com which a single website for all vacation planning and the booking means. This is huge. Complexity is one of the major challenges to developing a happy vacation lifestyle. Travelers often have to negotiate the websites of hoteliers, airliners, and restaurants to plan a decent vacation. This is a turn-off for many people so having everything in one place allows for an improved customer experience as well as interesting marketing opportunities.

    This website is a precursor for Travel + Leisure subscription travel Club which launches this summer. While data isn't clear, this seems to be an expansion on the traditional Wyndham Perks that tend to manifest holistically anything travel-related. I would expect integration with Wyndham's existing partners on Rental, Cruise, and Airlines as well as with existing services.

    There is pent-up demand for vacationing and Travel + Leisure will likely benefit from it.
     
    #2887     Mar 18, 2021
  8. I WOULD RANK THIS TNL OVER HILTON GRAND VACATION HGV. THE OTHER TIME SHARE IDEA. We probably need to be in this space...

    A- TNL

    B- HGV

    C-PK (MOVE PETERING OUT- not timeshare)
     
    #2888     Mar 18, 2021
  9. 2 X Vol Alert*** REKR
    Rekor Systems, Inc. (REKR)
    $19.91
     
    #2889     Mar 18, 2021
  10. Volkswagen shares pull back as trading frenzy draws regulator's attention
    Mar. 18, 2021 2:51 PM ETVolkswagen AG ADR (VWAGY)
    • Volkswagen's (OTCPK:VWAGY -18.1%) U.S.-listed shares surrender a slice of their ~50% gains this week that followed a burst of announcements on its electric vehicle expansion strategy to challenge Tesla.
    • Shares hit their highest level since April 2015, but the buying frenzy from the U.S. cooled as regulator BaFin said it was monitoring the share price move.
    • Trading volume in VW's ADRs, seen as a proxy for retail traders' interest, peaked at ~20x the 90-day average on Tuesday, but today is seeing a five-session winning streak snapped.
    • This week's surge has still raised Volkswagen's market value above $160B, making it the biggest company on Germnay's DAX benchmark index, ahead of SAP.
    • Barclays analysts believe VW "ticks all the right boxes and remains very attractively priced."
     
    #2890     Mar 18, 2021