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All GLG News Analyses Filed Under: Leisure & Lodging

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Posted February 28, 2008
Climate: The food chain's weakest link
Analysis of: Climate: The food chain's weakest link | www.heatisonline.org
Author: GLG Member Program Contributor
High cost of oil prices. Government assistant to the restaurants
Posted February 26, 2008
Climate: The food chain's weakest link
Analysis of: Climate: The food chain's weakest link | www.heatisonline.org
Author: GLG Member Program Contributor
Lets look at some solid facts: Corn, wheat, and soybeans........consider them the building blocks of food costs. Ethanol exports will keep corn prices well supported for the next few years. Globally, the growing affluence of developing countries and a weakening dollar are driving demand for animal feed....
Posted February 18, 2008
Climate: The food chain's weakest link
Analysis of: Climate: The food chain's weakest link | www.heatisonline.org
Author: GLG Member Program Contributor
Economic conditions are putting too much pressure on most companies. Companies are in need of more liquid assests. Companies lack training becasue of rapid growth.
Stephen Magrill Posted January 16, 2008
Wyndham – Hotel, Timeshare & Vacation Ownership Competitors Face Challenging 2008
Analysis of: Wyndham shares tumble on profit outlook | www.reuters.com
Author: Stephen Magrill, Adjunct Professor THE UNIVERSITY OF PHOENIX INC
Despite this mid December 2007 change in guidance; Wyndham should continue its leadership as the largest vacation ownership (VO) operator in 2008. Its more bargain hotel brands are likely to be more stable than its pricier competitors during any possible downturn.   Many of the lodging stocks...
Chicke Fitzgerald Posted October 12, 2007
Is the travel pie still growing? Where are the GDS companies in non-air travel planning?
Analysis of: LeisureLogix Takes Back the Road with Its Personalized Road Trip Planning and Booking Tool | www.forbes.com
Author: Chicke Fitzgerald, Chief Executive Officer Solutionz Group International, Inc.
The GDS industry, which earns its money primarily from the travel agency community (both online and offline) booking airline tickets, has been said to be totally commoditized and destined for decline.  In 2005 (the last year that all reported their earlings publicly), globally the GDSs processed...
Chicke Fitzgerald Posted October 1, 2007
Is content king, or is it relevant content that matters?
Analysis of: BBC Acquires Lonely Planet | www.bbc.co.uk
Author: Chicke Fitzgerald, Chief Executive Officer Solutionz Group International, Inc.
BBC Worldwide bought Lonely Planet in a deal that insiders value at over $203m.  The question is whether content alone is enough to propel BBC Worldwide into the forefront of the $2.8 trillion global leisure travel market? Founders, Maureen and Tony Wheeler, will keep a 25% stake and presumably...
Posted August 9, 2007
Manchester City: Thousands enjoy City party
Analysis of: Manchester City: Thousands enjoy City party | www.manchestereveningnews.co.uk
Author: GLG Member Program Contributor
    There are serious reasons to believe that Thaksin's acquisition of the club was less motivated by his love of sport, than by an attempt to attract positive reporting and sympathy in his home country.     Since Thaksin was ousted by a military coup in September...
Posted August 6, 2007
Texas AG sues Life Time Fitness
Analysis of: Texas AG sues Life Time Fitness | www.bizjournals.com
Author: GLG Member Program Contributor
With stories about the damage caused by identity theft frequently in the news, current members and potential members may avoid Life Time Fitness Centers or some of its services and programs that require more in-depth personal information. Since this is a matter of consumers’ confidence in how the company...
Posted July 6, 2007
THE BLACKSTONE HAS PURCHASED HILTON - A GOOD MOVE!
Analysis of: Will Blackstone’s Hilton Deal Put Others in Play? | online.wsj.com
Author: Ron Lodge, Former Senior Marketing Executive (former) VENETIAN CASINO RESORT, LLC
Blackstone Group purchase will add thousands of rooms to their already large inventory. Should this be considered a good deal for all? This may be a better deal for Hilton stockholders than meets the eye. They will be looking at a substantial increase in their stock investment portfolio's to...
Christopher Dane Posted July 6, 2007
Blackstone's Probably Won't Put Others in Play...
Analysis of: Will Blackstone’s Hilton Deal Put Others in Play? | online.wsj.com
Author: Christopher Dane, President-HRG Afilliates, LLC HRG of North America Inc.
* Blackstone/Hilton deal is unique on several levels * Hotel Industry metrics have probably peaked in terms of RevPAR. * New Construction in the piptline is at an all time high * Starwood's management is weak and no apparent strategy. *  Marriott is not about to sell the family business
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