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?
