Did you miss "Mad Money" on CNBC? If so, here are some of Jim Cramer's top takeaways.
Investors should always love a good breakup story, Cramer told viewers. In the years since Marriott International (MAR) spun off Marriott Vacations (VAC) in 2011, shares have risen a stunning 394% and 740% respectively. That's why the announcement in August that Wyndham Worldwide (WYN) was planning a similar move later this year is so compelling.
Cramer said Marriott and Wyndham are not direct comparisons, but they are similar. Wyndham's hotel group consists of 20 brands with more than 180 locations and is very well run. Their timeshare business has over 2,200 locations, is also well run and growing like a weed.
The truth is that money managers like pure-play companies, so when they're looking for either hotels or vacation rentals, they turn to Marriott. But soon, they'll be able to turn to Wyndham's two companies as well and that will be great news for shareholders of both.
Cramer and the AAP note that the soft jobs number didn't derail the rally. But 2018 is still young. Find out what they're telling their investment club members and get in on the conversation with a free trial subscription to Action Alerts PLUS
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At the time of publication, Cramer's Action Alerts PLUS had no position in stocks mentioned.