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HEDGEYE HOTEL CALL:  TIME TO CHECK BACK IN TO HOTEL STOCKS?

Watch the replay of this presentation below.

 

Please join us next week for a conference call and video outlining our investment thesis on the lodging sector.

Call Details:  

Today, September 22nd at 2pm.  Attendance on this call is limited.  Please contact sales@hedgeye.com for details.

Relevant Tickers:

H, HLT, HOT, HST, MAR, WYN, RHP

Discussion Points:

  • Results of our comprehensive meeting planner survey
  • Franchise segment study 
    • Who's benefiting from higher franchise rates?
    • Which are the strongest franchise brands?
  • How should we read into the recent RevPAR softness?
  • Q3 earnings preview and 2015/2016 outlook
  • Quarter to date RevPAR tracker for each company
  • Potential for Q4 RevPAR acceleration
  • Our view on the lodging cycle
  • Macro variables driving RevPAR performance
  • Statistical relationship of occupancy, ADR, RevPAR to stock prices:  when do we buy and sell 'em and where are we now?
  • Exposure to energy markets
  • Which companies are best positioned with our near and long term outlook?
  • Does a REIT spin make sense for HLT?