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Strategies & Market Trends : Value Investing

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To: Grantcw who wrote (30521)4/2/2008 12:36:45 PM
From: Paul Senior  Read Replies (2) of 78686
 
Hotel/travel. A difficult proposition when the economy is in a funk. I have positions in many travel biz. stocks, and I am concerned for prospects in '08/'09. Discretionary travel - vacation and/or business - easily cut or postponed.

For now, I am holding on: Those hotel stocks, CCL/RCL cruise lines, rental car agencies, couple airlines.

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