SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Paul Senior who wrote (34456)5/21/2009 4:28:14 PM
From: Grantcw  Read Replies (1) of 78748
 
Well, follow-up to my other reply.

I'm a bit spooked about the market these days, thinking we're in for at least a correction here, and thought I was a bit too exposed to Hotel REITS. So, I sold the rest of my AHT at $4 and kept my FCH and SPPR.

I think FCH has a little more upside at a lower valuation than AHT right now. FCH also seems to have bought its hotels longer ago than AHT and therefore has potentially more cushion on the balance sheet on a market value to mortgage basis. Hard to let AHT go, but I did. I looked at BEE, but I couldn't pull the trigger there.

Thanks,

cw
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News