11.26.07: Lodging Report
1 roundtable forum and 2 anaylsts examine the lodging segment in this 20 page report from The Wall Street Transcript. Order this Report

  1. Roundtable Forum - Outlook for Lodging: Rod Petrik, Stifel, Nicolaus & Company, Inc.; William Truelove, UBS Investment Research

  2. Lodging Industry Overview: David B. Katz, CIBC World Markets

  3. Outlook for Lodging Companies: Andrew Didora, Jefferies & Company, Inc.

    Topics covered: RevPAR growth trends - M&A activity - Economic outlook and the possibility of a recession - Urban markets - C-Corps hotels - Timeshare business decline - Debt issues - Hilton/Blackstone deal - Wages, energy and property expenses - New supply outlook - Hotel conversions to condos - Outlook for Lodging REITs - International markets - Private equity money - Investor interest - Stock picks - Stocks to worry about

    Companies covered: Starwood Hotels (HOT), Marriott International (MAR), Choice Hotels (CHH), LaSalle Hotel Properties (LHO), Host Hotels (HST), Hospitality Properties Trust (HPT), Strategic (BEE), Blackstone/Hilton (BX), Morgans Hotel Group (MHGC), Gaylord Entertainment (GET), Choice Hotels (CHH).
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