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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (18946)	3/22/2004 10:51:37 PM
From: Spekulatius	of 78717

re ACRFY and HUWHY - I looked at the last earnings report from ACRFY and the numbers looked quite dull to me: earnings 50% down,rooom rates down etc. Also the valuation does not look all that compelling. I never liked the capital intense hotel business with its' low ROE too much. HUWHY - intriguing company imo ,but a dangerous investment at this point. Last earnings didn't sound good due to staggering 3G losses. The company is realizing gains on its investments, so the real situation is probably worse that the operating numbers presented by the company. The other business (harbors, Oil, trading) seem to be doing well, so i guess they will be able to dig themselves out of this hole but the NT outlook is not that great. I'll pass for now but keep on watching.

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