Daily Stock Opinions and Ratings

Opinions

Jenny Harrington, CEO, Gilman Hill Asset ManagementMarriott International Inc.MARBUYJan 02, 2026

Was upgraded today. In the economy, the wealthier consumer is hanging in. AI will continue to benefit higher-end consumers. Marriott is asset-lite and is a permanent compounder. Has owned this for 10 years.

Jenny Harrington, CEO, Gilman Hill Asset Management

Owned

Unlock Rating

$313.41

Stock price when the opinion was issued

$385.85

As of May 28, 2026. Market Open.

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WAIT

It reports Tuesday. Often when it reports, shares go down, even on a good report. And usually it's a buying opportunity, but wait until the day after the report.

PARTIAL BUY

Trades at a high 30x PE and is 3 points off its high, but the travel thesis is so strong, you can buy some now and more on weakness later.

WEAK BUY

Great management running a capital-lite business. MAR puts their name on a hotel that others manage. A great business model. His one caveat is that hotels are a cyclical industry; if revenge travel ends, forward earnings could disappoint. US travel is strong, but not Europe. He's cautious about travel. He's surprised that with Airbnb and VRBO that hotel rates are so high.

BUY

Has owned this for a long time and sees more upside. Trades at a high 24x PE and 14% 2025 earnings growth. But it's an asset-lite cash cow with growth.

SELL

Just sold it though they have a great business model and travel remains strong, but they lag their peers. He held this for a long time and decided to take profits.

BUY

He'd rather own businesses hurt during pandemic, but are better today. Cruising business is tough. He'd rather own a BKNG, ABNB, MAR or HLT.

BUY

It reports Wednesday. He expects yet another upside surprise given our travel-oriented society

BUY

He missed this unfortunately. They benefited from the reopening with consumers traveling strong. Sold it way too early in 2021.

BUY

Up 31% YTD. Cross-border travel is a tailwind, 35% of revenue coming overseas. He expects rev-par growth of 16%. He expects a strong quarter.

BUY

Cross-border travelling is keeping back and so is business travelling. Marriott has strong liquidity.

BUY

Was down today, but MAR will do well, because travel is doing well. Stay long this.

BUY

The market prefers Growth at a Reasonable Price (GARP) stock as rates rise and tech is unfashionable. The PEG ratio is a key metric. These shares pay big dividends or buyback shares. It hasn't yet returned to pre-Covid levels, but it had a great last quarter. They've been adding capacity, so they're bullish and they face the travel reopening. They halted their dividend in 2020, but will very like reinstate it this year. It trades under 30x earnings, but this enjoys a strong earnings growth rebound.

BUY

Play consumer discretionary through travel? He owns little travel, but there is a lot of pent-up demand. Lots of runway. He owns Marriott, but Carnival is an opportunity.

BUY ON WEAKNESS

If the Omicron variant does not slow down the economy and the market snaps back, then buy... Wait for the first Omicron case in the US to buy a good entry point.

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