tag:blogger.com,1999:blog-6213354074634538714.post1050252593772926035..comments2024-03-29T22:22:39.118+08:00Comments on (The) Boring Investor: Some Hotels Could Be Very Valuable!Lee Chin Waihttp://www.blogger.com/profile/10250390011842795509noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-6213354074634538714.post-32696058334412982018-04-02T23:16:13.736+08:002018-04-02T23:16:13.736+08:00Hi Clement,
Yes, that is correct. Thks for the in...Hi Clement,<br /><br />Yes, that is correct. Thks for the info.Lee Chin Waihttps://www.blogger.com/profile/10250390011842795509noreply@blogger.comtag:blogger.com,1999:blog-6213354074634538714.post-76500167908108264432018-04-02T15:37:17.889+08:002018-04-02T15:37:17.889+08:00Hi Boring Investor,
Some of these hotel related s...Hi Boring Investor,<br /><br />Some of these hotel related stocks such as Hotel Grand Central and Hotel Royal also have investment properties which act as a stable source of income to balance out their hotel revenue.Clement Onghttps://www.blogger.com/profile/15318477890193505685noreply@blogger.comtag:blogger.com,1999:blog-6213354074634538714.post-88241187887606588122017-11-21T23:41:56.580+08:002017-11-21T23:41:56.580+08:00Agree there's no near term catalyst to unlock ...Agree there's no near term catalyst to unlock shareholder value. Have to be very patient with such stocks. Lee Chin Waihttps://www.blogger.com/profile/10250390011842795509noreply@blogger.comtag:blogger.com,1999:blog-6213354074634538714.post-73231865086932471472017-11-20T00:56:13.625+08:002017-11-20T00:56:13.625+08:00From your blog post, I gather you like these hotel...From your blog post, I gather you like these hotel companies because they are a good asset play and holding land that are well above their present share price. <br /><br />If your analysis is correct , buying these securities present a significant margin of safety as they are heavily undervalued and if the owners are willing to liquidate its holdings. <br /><br />However, is it too presumptous to buy these undervalued assets, especially if there is no one willing to liquidate them? Hotel businesses are known for their cyclical cash flow and you might not want to stomach the volatility while waiting indefinitely for liquidators to come. Unless you have a very long time horizon, these picks might not be for everyone .<br /><br />Still great post. Looking forward to your next one. INTJhttps://www.blogger.com/profile/01423976981165427180noreply@blogger.com