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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (14963)	7/27/2002 8:47:46 AM
From: Wallace Rivers	Read Replies (1) of 78615

Anyone own/have an interest in Starwood (HOT)? Pays a decent dividend, an interesting note from a research report I read is that the entire property portfolio is currently valued at about 100K per owned room. The Boston Marriott Copley Place, a property comparable to Starwood's, was recently acquired for 188K per room. Speaking of all things Boston, Fleet Boston (FBF) has gotten crushed on Robbie Stephens and Argentinian woes. Anyone interested in this "cigar butt"? And, one more with a financial recovery theme - Stillwell Financial (SV - Janus, Berger family). If one believes that the markets have bottomed, perhaps this might be a good play. I have no position in SV or HOT, a small position in FBF.

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