dragonLZ (99.34)

Are Hotels HOT?

August 03, 2010 – Comments (1) | RELATED TICKERS: AHT , OEH , FCH

As some of you might remember, on 6/14/10, I posted my first Hotels are HOT blog.

Let's now take a look at the returns of the 9 stocks listed in that blog:

AHT +18.8% (price on 6/14: $7.76, price today: $9.20)

WYN +8.1% (23.82, 25.74)

DRH +6.9% (9.08, 9.71)

OEH +5.38% (8.83, 9.31)

HT +4.0% (5.22, 5.43)

BEE +1.0% (4.65, 4.69)

LHO -0.7% (23.76, 23.58)

SHO -5.3% (11.45, 10.80)

FCH -7.3% (6.43, 5.96)

I know what you think. Nothing to write home about, right?

Far, far away from being hot.

But let me show you something else.

Let's assume for a second that your timing is better than mine, and let's say that you picked this same portfolio of 9 stocks on 7/2/10 instead of on 6/14/10, like I did.

Let's now take a look at the returns you would have on these 9 stocks since 7/2/10:

AHT +35.4% (price on 7/2/10: $6.81, price today: $9.20)

OEH +31.5% (7.05, 9.31)

FCH +29.6% (4.61, 5.96)

WYN +27.6% (20.12, 25.74)

HT +23.6% (4.40, 5.43)

LHO +18.1% (19.92, 23.58)

DRH +16.9% (8.28, 9.71)

BEE +9.2% (4.31, 4.69)

SHO -0.6% (10.89, 10.80)

So, what do you think now? 

How many industries you know that had these kind of returns for the past 30 days?

Are Hotels HOT or what? :)