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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Grantcw who wrote (35049)	8/8/2009 12:34:20 PM
From: Paul Senior	Respond to of 78751

Cwillyg, thanks for the hotel reit update. Agree w/your conclusions on SPPR, and still holding my shares.

To: Grantcw who wrote (35049)	8/8/2009 6:26:51 PM
From: Spekulatius	1 Recommendation Read Replies (2) \| Respond to of 78751

cwillyg - good analysis of the hotel business and as it relates to stocks. I agree that SPPR looks like the best of the lot - SPPR is the cheapest based on EBITDA/EV which is a good first leveraged adjusted metric and has the best fundamentals.

To: Grantcw who wrote (35049)	8/13/2009 5:29:08 PM
From: anializer	Read Replies (1) \| Respond to of 78751

FCH still meets my criteria for a value stock selling at a huge discount to tangible book with earnings estimates positive. The loss this last Q wasn't all that encouraging but I'm sure you are happy to have held a decent % of your position. BEE also a value but negative estimates going forward give me pause. I like your SPRR and will consider some. While not all hotel, OLP selling still at a very decent discount with good estimates

To: Grantcw who wrote (35049)	9/2/2009 4:11:33 PM
From: Grantcw	1 Recommendation Read Replies (1) \| Respond to of 78751

I sold my BEE today at a very small profit. I'm beginning to question what kind of economy we're going to come into in 2010/2011. Yes, we're coming out of the recession but will we achieve growth that will allow companies like BEE to pay off their debt coming due in 2011 (or at least refinance)? I'm thinking we may end up in a flat growth economy for a couple of years. And I just think there are other better values around in other sectors. So, basically, all I have left of these stocks is SPPR, which I like better for the long-term. It seems better able to handle a low growth economy over the next couple of years. cw