We are removing Host Hotels and Resorts (HST) from Investing Ideas

04/27/18 03:41PM EDT

"With the stock having bounced here in April, this is largely a macro and risk management call. With our US #InflationAccelerating view (we think rates head higher from here into hawkish inflation reports), I’ll take this rate sensitive REIT off the list, for now" writes CEO Keith McCullough.

"Remember Rule #1 in long-term investing: don’t lose money."

**There is no change to Gaming, Lodging and Leisure analyst Todd Jordan's fundamental long thesis on Host Hotels.

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