Wyndham Destinations, Inc. (WYND) is well-positioned as an early beneficiary of a comeback of the travel and tourism industry, somewhat akin to the broader timeshare space, and worth a closer look right now, when the stock is hovering near lows while fundamentals have started to show early signs of improvement.
No, we don't own the stock yet, but given the quality of its franchise, i.e. properties in 110 countries, more than 4 million members, 230 resorts, and 4,200+ affiliated resorts through RCI vacation exchange, the resilience of demand visible during the lockdown and management's success