Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 -- Ignore unavailable to you. Want to Upgrade?

To: Asymmetric who wrote (29469)	12/30/2007 10:31:02 PM
From: Grantcw	Respond to of 78451

I agree with you and Paul, AHT looks solid to me. I'm a traveling consultant and really it's just getting harder and harder to get hotel rooms in a major city at a decent price these days. For some reason, I hadn't realized the Hotel Reits were pounded until today (haven't had much powder to play with), and AHT seems to be a solid value in that bunch. Nice dividend. I looked at the property list and it looks pretty good to me. No 'one-of-a-kind' properties, but lots of Hiltons and Marriotts that appeal to the business traveler. And though I don't stay at Hiltons and Marriotts generally, they seem to have the most loyal customers of the major chains. That being said, if the Economy slides into a serious recession and the consulting market goes with it, I could see these kinds of hotels being less at capacity. But the possibility of a recession is still a question mark to me. In the meantime, these types of hotels are doing very well out there and probably will continue to raise rates each year a good 5% or so without issue. Thanks again for the post. -cwilly