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Strategies & Market Trends : Value Investing

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To: Grantcw who wrote (31104)	6/2/2008 10:28:14 PM
From: Spekulatius	Read Replies (1) of 78748

Hotel Reit's _ i don't own any right now. I suspected a while ago that in between the week economy and the higher fuel prices travel may come under pressure. My income play are pipeline MLP's right now.the regulated pipes have build in inflation protection (pricing adjustment is) and b CPI+1.4%) and many unregulated ones benefit from strong NG pricing. This plays in my theme to invest in companies with pricing power which i think becomes increasingly important in an more inflationary environment that I suspect will last for a couple of years. I do not think that hotel REIT's fit that bill near term.

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