Hoʻokomo pinepine ʻia nā mea hoʻopukapuka e ka manaʻo o ka ʻike ʻana i ka "mea nui e hiki mai ana", ʻoiai ʻo ia ke ʻano o ke kūʻai ʻana i nā "stocks mōʻaukala" ʻaʻole e loaʻa i kahi kālā, koe wale nō ka loaʻa kālā. Akā, e like me kā Peter Lynch i ʻōlelo ai ma One Up On Wall Street, "ʻaneʻane ʻaʻole e uku ʻia ka ʻike."
No laila, inā ʻaʻole no ʻoe kēia manaʻo koʻikoʻi a me ka uku nui, makemake paha ʻoe i kahi ʻoihana ulu maikaʻi e like me Marriott Vacations Worldwide (NYSE:VAC). ʻOiai inā loaʻa ka ʻoihana i kahi loiloi mākeke kūpono, e ʻae nā mea hoʻopukapuka e hoʻomau ka loaʻa kālā e hāʻawi iā Marriott i nā ala e hāʻawi ai i ka waiwai o ka mea kuleana no ka wā lōʻihi.
Ke alualu nei nā mea hoʻolale kālā a me nā kālā hoʻopukapuka kālā, ʻo ia ka mea e piʻi aʻe nā kumukūʻai kumukūʻai me ka loaʻa maikaʻi o kēlā me kēia mahele (EPS). ʻO kēia ke kumu e ʻoi aku ka maikaʻi o ka EPS. Ua hoʻonui ʻo Marriott International i kāna loaʻa kālā no kēlā me kēia mahele mai $3.16 a i $11.41 i hoʻokahi makahiki wale nō, he mea maikaʻi loa ia. ʻOiai ʻaʻole hiki ke hana hou ʻia kēia ulu ulu ʻana, ua like ia me kahi holomua.
He mea kōkua pinepine ka nānā ʻana i nā loaʻa ma mua o ka ukupanee a me nā ʻauhau (EBIT) a me ka ulu ʻana o ka loaʻa kālā e ʻike hou i ka maikaʻi o ka ulu ʻana o kahi hui. Hōʻike kā mākou hōʻike ʻana ʻaʻole i hoʻokomo ʻia ka loaʻa kālā o Marriott International i kāna mau loaʻa kālā a pau i nā mahina he 12 i hala iho nei, no laila ʻaʻole i hōʻike pololei kā mākou loiloi i kāna ʻoihana. I ka leʻaleʻa o nā mea kuleana honua ʻo Marriott Vacations, ua piʻi ka EBIT margin mai 20% a i 24% i nā mahina he 12 i hala iho nei, a ke piʻi nei ka loaʻa kālā. Ma nā hihia ʻelua, maikaʻi ke ʻike i kēlā.
Hiki iā ʻoe ke nānā i ka loaʻa kālā a me ka ulu ʻana o ka loaʻa kālā e like me ka mea i hōʻike ʻia ma ka pakuhi ma lalo nei. No ka ʻike ʻana i nā helu maoli, kaomi ma ka pakuhi.
ʻO ka mea pōmaikaʻi, loaʻa iā mākou ka ʻike i nā wānana loiloi no ka loaʻa kālā o Marriott Vacations Worldwide. Hiki iā ʻoe ke hana i kahi wanana iā ʻoe iho me ka nānā ʻole ʻana, a i ʻole hiki iā ʻoe ke nānā i nā wānana o nā ʻoihana.
Manaʻo ka poʻe hoʻolale kālā i ka palekana inā loaʻa i ka poʻe insiders nā ʻāpana o ka ʻoihana, a laila e hoʻohālikelike i kā lākou makemake. E hauʻoli ka poʻe kuleana no ka loaʻa ʻana o ka waiwai nui o ka Marriott Vacations Worldwide stocks. ʻO kaʻoiaʻiʻo, ua hoʻolilo lākou i kahi waiwai nui i kēia manawa ma $ 103 miliona. E mahalo ana nā mea hoʻolale kālā i ka makemake nui o ka hoʻokele i ka pāʻani e hōʻike ana i kā lākou kūpaʻa i ka wā e hiki mai ana o ka ʻoihana.
He mea maikaʻi ke ʻike i ka poʻe insiders e hoʻopukapuka ana i ka ʻoihana, akā kūpono nā pae uku? ʻO kā mākou loiloi pōkole o ka uku CEO me he mea lā ʻo ia ka hihia. No nā hui me nā mākeke mākeke ma waena o $200 miliona a me $6.4 biliona, e like me Marriott Vacations Worldwide, ʻo ka uku o ka CEO median ma kahi o $6.8 miliona.
Ma o Kekemapa 2022, ua loaʻa i ka Luna Nui o Marriott Vacations Worldwide kahi pūʻolo uku he $4.1 miliona. Aia kēia ma lalo o ka awelika no nā ʻoihana like like a me ke ʻano kūpono. ʻOiai ʻaʻole pono ke kiʻekiʻe o ka uku o ka Luna Nui ke kumu nui e hoʻohuli ai i ke kiʻi o kahi ʻoihana, he mea maikaʻi ka uku haʻahaʻa, ʻoiai e hōʻike ana ka manaʻo o ka papa alakaʻi i ka pono o nā mea kuleana. Ma ka ʻōlelo maʻamau, hiki i kahi pae kūpono o ka uku ke hōʻoia i ka hoʻoholo maikaʻi ʻana.
ʻO ka ulu ʻana o ka loaʻa kālā no ka Marriott Vacations Worldwide he mea kupanaha. ʻO kahi bonus i hoʻohui ʻia no ka poʻe hoihoi, ʻo ia ka nui o nā ʻāpana o ka luna hoʻokele a loaʻa i ka CEO ka uku maikaʻi loa, e hōʻike ana i ka hoʻokele kālā maikaʻi. Hiki i kahi lele nui o ka loaʻa kālā ke hōʻailona i ka manawa ʻoihana maikaʻi. Hiki i ka ulu nui ke alakaʻi i nā lanakila nui, ʻo ia ke kumu e haʻi mai ai nā hōʻailona iā mākou e pono ke nānā pono ʻia ʻo Marriott Resorts International. Eia naʻe, ma mua o kou hauʻoli nui ʻana, ua ʻike mākou i 2 mau hōʻailona hōʻailona (ʻoi aku ka haʻahaʻa o ka 1!) no nā hōkele Marriott International āu e ʻike pono ai.
ʻO ka nani o ka hoʻopukapuka kālā hiki iā ʻoe ke hoʻokomo i loko o kahi ʻoihana. Akā inā makemake ʻoe e kālele i nā lāʻau i hōʻike i ka ʻano o ka insider, eia kahi papa inoa o nā hui i hana i ka insider kūʻai i nā mahina ʻekolu i hala.
E ʻoluʻolu e hoʻomaopopo i ke kālepa insider i kūkākūkā ʻia ma kēia ʻatikala e pili ana i nā kālepa i pili i ke kākau inoa ʻana ma nā ʻāina kūpono.
ʻO Marriott Vacations Worldwide Inc. kahi hui hoʻokele hoʻomaha e hoʻomohala, kūʻai aku, kūʻai aku a mālama i nā waiwai hoʻomaha a me nā huahana pili.
He manaʻo no kēia ʻatikala? Ua hopohopo e pili ana i ka ʻike? E kelepona pololei iā mākou. ʻO kahi ʻē aʻe, e hoʻouna i leka uila i nā mea hoʻoponopono ma (at) Simplywallst.com. He laulā kēia ʻatikala ma Simply Wall St. Hoʻohana mākou i kahi ala kūpono ʻole e hāʻawi i nā loiloi e pili ana i ka ʻikepili mōʻaukala a me nā wānana loiloi, a ʻaʻole manaʻo kā mākou ʻatikala e hāʻawi i ka ʻōlelo aʻo kālā. ʻAʻole ia he ʻōlelo aʻo e kūʻai a kūʻai aku i kekahi waiwai a ʻaʻole e noʻonoʻo i kāu mau pahuhopu a i kāu kūlana kālā. ʻO kā mākou pahuhopu e hāʻawi iā ʻoe i ka nānā ʻana i ka wā lōʻihi e pili ana i ka ʻikepili kumu. E ʻoluʻolu, ʻaʻole noʻonoʻo kā mākou loiloi i nā hoʻolaha hou loa o nā ʻoihana pili kumukūʻai a i ʻole nā mea waiwai. ʻAʻohe kūlana o Simply Wall St i kekahi o nā waihona i ʻōlelo ʻia ma luna.
ʻO Marriott Vacations Worldwide Inc. kahi hui hoʻokele hoʻomaha e hoʻomohala, kūʻai aku, kūʻai aku a mālama i nā waiwai hoʻomaha a me nā huahana pili.
ʻO Simply Wall Street Pty Ltd (ACN 600 056 611) ka ʻelele hui ʻae ʻia o Sanlam Private Wealth Pty Ltd (AFSL No. 337927) (Helu Lunamakaʻāinana ʻae ʻia: 467183). ʻO nā ʻōlelo aʻo i loaʻa ma kēia pūnaewele he laulā ma ke ʻano a ʻaʻole i kākau ʻia e pili ana i kāu mau pahuhopu, kūlana kālā a i ʻole pono. ʻAʻole pono ʻoe e hilinaʻi i nā ʻōlelo aʻoaʻo a / a i ʻole nā ʻike i loaʻa ma kēia pūnaewele a ma mua o ka hoʻoholo ʻana i nā hoʻoholo hoʻopukapuka, manaʻo mākou e noʻonoʻo ʻoe inā kūpono ia i kou kūlana a e ʻimi i nā ʻōlelo aʻo kālā, ʻauhau a me ke kānāwai. E ʻoluʻolu e heluhelu i kā mākou alakaʻi lawelawe kālā ma mua o ka hoʻoholo ʻana inā e loaʻa iā mākou nā lawelawe kālā.
Ka manawa hoʻouna: Iune-30-2023