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Eight leading analysts and top management from five sector firms examine the Lodging Industry in the latest issue of The Wall Street Transcript. |
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- Lodging Industry - In an in-depth (16,300 words) Analyst Roundtable, David Anders, a First Vice President at Merrill Lynch, Michael Happel, a Principal of Morgan Stanley Dean Witter, Bryan Maher, a Vice President with Credit Lyonnais Securities (USA), and Joyce Minor, a Vice President at Lehman Brothers, examine the outlook for the sector, including hospital supply costs, the impact of the BBA, industry consolidation, international opportunities, and share specific stock recommendations.
- Lodging Stocks - In an in-depth (3,200 words) Analyst Interview, Jason Ader, Senior Managing Director at Bear, Stearns & Co., discusses the outlook for the sector, including transatlantic mergers, Hilton and the Promus acquisition, the outlook for lodging REITs, and shares specific stock recommendations.
- Outlook for Cruise Lines - In an in-depth (5,100 words) Analyst Interview, Brian Egger, a Vice President at Donaldson, Lufkin & Jenrette, and Robin Farley, a Senior Vice President at PaineWebber, discuss the outlook for the sector, including pricing pressures, future passenger growth, Internet sales, and share specific stock recommendations.
- Outlook for Lodging - In an in-depth (4,300 words) Analyst Interview, Keith Mills, Equity Analyst covering the lodging industry with PaineWebber's Real Estate Research Group, discuss the outlook for the sector, including supply and demand growth factors, geographic markets, brand loyalty programs, and shares specific stock recommendations.
- The TWST confidential Off-The-Record survey of management performance at nine sector firms asked market insiders about the ability of management teams to create shareholder value. Firms reviewed in Off-The-Record include:
Equity Inns, Four Seasons Hotels, Hilton Hotels, Hotel Reservations Network, Innkeepers USA Trust, LaSalle Hotel Properties, Marriott International, MeriStar Hospitality, Starwood Hotels & Resorts Worldwide.
- CEO interviews (average 2,500 words). Top management of five sector firms examine the outlook for their firm and the sector. Firms include:
The Marcus Corporation, Amerihost Properties, Fairfield Communities, Lodgian, Sonesta International Hotels.
This Issue costs $175 - and is non-returnable.
The Wall Street Transcript does not endorse the views of any interviewee nor does it make stock recommendations.
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Publisher
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