Takeaway: We are adding HST to the long side today.

Below is a brief note from CEO Keith McCullough on why we're adding Host Hotels (HST) to the long side of Investing Ideas today:

Host Hotels (HST) is a name Gaming, Lodging & Leisure analyst Todd Jordan likes and it's down on the open because management didn't buy-back any stock during the quarter.

The conference call is about to start and we think that A) the fundamental business continues to improve alongside an accelerating US economy and B) that the capital return story is one that is on the come.

Buy Red,

KM

Click here to read our analyst's original report on Host Hotels.